HNW client percentage for Multi-team firms serving clients in North Carolina

Multi-team firms active in North Carolina 270 firms

Very Low 0%-0%

Low 0%-7%

Typical 7%-15%

High 15%-33%

Very High 33%-55%

5th 20th 40th 60th 80th 95th

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
XYPN Invest	High 25%	156	621	$1M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Accelerate Retirement	Typical 10%	48	482	$540K
Frost Investment Services	High 18%	535	3,019	$710K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Typical 8%	46	552	$270K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
First Citizens Asset Management, Inc	Low 5%	62	1,246	$310K
Latitude Advisors, LLC	Typical 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Franklin Street Advisors INC.	Very High 84%	317	379	$9.6M
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
United Brokerage Services inc	Low 4%	49	1,368	$250K
The Strategic Financial Alliance, Inc.	Typical 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Heritage Wealth Advisors	Very High 66%	254	384	$6.9M
Balentine	Very High 97%	426	439	$9.1M
Crestwood Advisors	Very High 79%	870	1,106	$7M
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Lombard Advisers Incorporated	Typical 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
49 Financial	Low 6%	218	3,771	$340K
New Edge Wealth	Very High 43%	1,557	3,621	$5.2M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Vectorglobal Iag, Inc.	Very High 37%	448	1,203	$890K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Global View Capital Management LLC	Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Interactive Financial Advisors	Low 2%	32	1,307	$180K
Fortis Capital Advisors, LLC	High 17%	363	2,127	$710K
SignatureFD, LLC	Very High 67%	1,271	1,891	$4.9M
McAdam LLC	Typical 11%	584	5,538	$480K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
Nfsg Corporation	High 25%	765	3,036	$340K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
NPA Asset Management, LLC	Very High 38%	877	2,293	$360K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Simplicity wealth	Typical 8%	645	8,456	$200K
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Alden investment Group	Typical 7%	107	1,457	$240K
Jaffe Tilchin Investment Partners, LLC	High 23%	391	1,704	$1M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Low 1%	43	2,943	$180K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Main Street Financial Solutions, LLC	Very High 36%	706	1,981	$1.2M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Secure Asset Management, L.L.C.	Typical 8%	233	2,877	$300K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Krilogy	Very High 37%	1,121	3,061	$1.4M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Titleist Asset Management, LLC	Very High 55%	1,048	1,905	$1.3M
Foguth Wealth Management, LLC.	Typical 9%	209	2,259	$370K
Cooper McManus	High 16%	546	3,379	$790K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
B. Riley Wealth Advisors, Inc.	Typical 8%	801	10,096	$400K
Accurate Wealth Management, LLC	High 15%	393	2,612	$650K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Compass Financial Management LLC	Typical 9%	197	2,152	$390K
Buck Wealth Strategies, LLC	Low 6%	156	2,734	$320K
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Typical 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Low 1%	83	5,740	$230K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Sequent Planning, LLC	Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Typical 7%	555	8,220	$330K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
Sovran Advisors, LLC	Typical 9%	355	3,918	$440K
Wealth Watch Advisors, INC	Low 2%	65	3,587	$170K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
First Advisors National, LLC	Low 0%	—	4,858	$100K
Everett Harris & Co	Low 0%	—	718	$16M
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	High 15%	2,417	15,660	$1.3M
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
The Pinnacle Financial Group	Very High 40%	1,249	3,150	$410K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Founders Financial Securities, LLC	High 15%	1,466	9,590	$390K
Financial Security Advisory Inc	High 16%	444	2,810	$580K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Stephens	High 15%	3,088	21,168	$670K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
intrua Financial	Typical 12%	410	3,347	$510K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Salem Investment Counselors Inc	Very High 46%	601	1,294	$2.9M
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
Associated Investment Services, Inc.	High 15%	577	3,841	$300K
PFG Advisors	Typical 10%	735	7,527	$420K
The Retirement Planning Group, LLC	High 31%	1,488	4,748	$850K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
CS Planning Corp	Typical 13%	541	4,190	$470K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
XML Financial Group	High 29%	833	2,890	$1.1M
Bragg Financial Advisors Inc	Very High 48%	743	1,537	$2.2M
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
Colony Family Offices, LLC	Very High 100%	631	631	$5.1M
Principal Advised Services	Low 0%	64	23,164	$61K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
MCF Advisors, LLC	High 19%	648	3,440	$750K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
Verity Asset Management	Low 3%	201	5,803	$150K
Novem Group	Typical 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Focus Financial	Typical 13%	1,697	13,560	$490K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Leavell Investment Management, Inc.	High 19%	536	2,850	$830K
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Strategic Wealth Investment Group, LLC	Typical 7%	286	3,900	$350K
OneSeven	Typical 12%	1,908	15,787	$460K
Credit Union Investment Services	Low 0%	—	36,300	$3
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Provenance Wealth advisors	High 18%	547	3,085	$960K
The Partners Wealth Management	Typical 7%	430	5,925	$180K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
IPI Wealth Management, Inc.	Low 3%	435	13,138	$190K
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Facet	High 17%	2,228	13,331	$450K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Advisors Capital Management, LLC	High 16%	2,863	17,842	$640K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
EFS Advisors	Low 0%	—	21,660	$110K
Marshfield Associates	High 22%	857	3,946	$1.2M
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
Beck, Mack & Oliver LLC	Very High 47%	717	1,512	$3.4M
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Aptus Capital Advisors, LLC	High 19%	2,358	12,693	$840K
Ally invest Advisors	Low 0%	62	83,199	$21K
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K

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