HNW client percentage for Multi-team firms serving clients in Ohio

Multi-team firms active in Ohio 246 firms

Very Low 0%-6%

Low 6%-11%

Typical 11%-20%

High 20%-40%

Very High 40%-63%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Gradient Investments, LLC	Low 6%	1,701	26,560	$310K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Aptus Capital Advisors, LLC	Typical 19%	2,358	12,693	$840K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
VestGen Advisors, LLC	Low 6%	1,313	22,790	$290K
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Ancora Private Wealth Advisors, LLC	Very High 100%	4,414	4,414	$840K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Advance Capital Management Inc	High 21%	1,531	7,287	$670K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Facet	Typical 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Advisory Alpha, LLC	Very Low 5%	458	8,799	$270K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
OneSeven	Typical 12%	1,908	15,787	$460K
United Advisor Group	High 22%	1,382	6,395	$210K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Harbour Investments, Inc.	Very Low 5%	1,502	29,827	$310K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Octavia Wealth Advisors LLC	Typical 13%	460	3,672	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Novem Group	Low 7%	260	3,513	$390K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
MCF Advisors, LLC	Typical 19%	648	3,440	$750K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Very Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
CS Planning Corp	Typical 13%	541	4,190	$470K
Strategic Financial Concepts, llc	Very Low 5%	190	3,698	$200K
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
PFG Advisors	Low 10%	735	7,527	$420K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Venture Visionary Partners LLC	High 31%	833	2,660	$1.6M
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Vivaldi Capital Management LP	Very High 54%	1,304	2,425	$2.2M
Stephens	Typical 15%	3,088	21,168	$670K
Silver Oak Securities, Incorporated	Very Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Johnson Investment Counsel, Inc.	Very High 57%	2,995	5,251	$2.9M
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Corecap Advisors	Low 10%	936	9,671	$410K
HighPoint Planning Partners	High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Carnegie Investment Counsel	High 39%	1,186	3,056	$2M
Vicus Capital, Inc.	High 36%	2,218	6,170	$470K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
DayMark Wealth Partners, LLC	Very High 44%	913	2,060	$2.3M
Larson Financial Group, LLC	High 35%	1,719	4,937	$1.1M
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Trek Financial	Typical 15%	670	4,539	$540K
Everhart Advisors	High 26%	579	2,268	$1M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
SEIA	Very High 52%	4,920	9,520	$2.3M
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
JFS Wealth Advisors, LLC	Very High 40%	877	2,216	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Dynamic	High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
LexAurum Advisors	Typical 15%	331	2,189	$570K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Very Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Bartlett & Co. Wealth Management LLC	Very High 63%	1,351	2,133	$4.1M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Low 6%	400	6,280	$680K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Foguth Wealth Management, LLC.	Low 9%	209	2,259	$370K
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	High 24%	3,463	14,593	$970K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
Composition Wealth, LLC	Typical 11%	406	3,760	$2.3M
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Jaffe Tilchin Investment Partners, LLC	High 23%	391	1,704	$1M
Alden investment Group	Low 7%	107	1,457	$240K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Northwest Asset Management	High 30%	832	2,758	$1.5M
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Simplicity wealth	Low 8%	645	8,456	$200K
Truepoint, Inc.	Very High 54%	1,006	1,867	$3.2M
Hamilton Capital	Very High 49%	1,341	2,744	$1.4M
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Earned Wealth Advisors, LLC	Very High 40%	584	1,461	$1.6M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
CM Wealth Advisors LLC	Very High 64%	131	204	$8.8M
McAdam LLC	Typical 11%	584	5,538	$480K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Wellspring Financial Advisors, LLC	Very High 85%	118	139	$36M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
Schneider Downs Wealth Management Advisors, LP	Typical 14%	94	663	$2.8M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
Prosperity - An EisnerAmper Company	Very High 41%	762	1,850	$1.7M
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
Constellation Wealth Advisors	Very High 88%	356	403	$10M
United Brokerage Services inc	Very Low 4%	49	1,368	$250K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Fifth Third Wealth Advisors LLC	Very High 40%	566	1,426	$2.3M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
First Citizens Asset Management, Inc	Very Low 5%	62	1,246	$310K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Frost Investment Services	Typical 18%	535	3,019	$710K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
MILL CREEK CAPITAL ADVISORS, LLC	Very High 100%	365	365	$20M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Waldron Private Wealth	Very High 68%	349	517	$11M
Oxford Financial Group, LTD	Very High 94%	551	589	$24M
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K

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