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

Multi-team firms active in Oklahoma 124 firms

Very Low 0%-1%

Low 1%-9%

Typical 9%-11%

High 11%-19%

Very High 19%-46%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
HBW Advisory Services LLC	Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
The Partners Wealth Management	Low 7%	430	5,925	$180K
IHT Wealth Management LLC	Very High 28%	6,952	25,096	$280K
Retirement Planners of America	Very High 20%	1,116	5,625	$630K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Advisor Resource Council	High 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	Very High 28%	3,511	12,454	$390K
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Foundations Investment Advisors LLC	Very High 20%	6,047	29,615	$340K
Principal Advised Services	Very Low 0%	64	23,164	$61K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
Csenge Advisory Group, LLC	High 12%	831	7,147	$430K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Mariner Advisor Network	High 14%	2,202	16,100	$580K
CS Planning Corp	High 13%	541	4,190	$470K
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Very High 27%	5,300	19,977	$650K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Very High 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
intrua Financial	High 12%	410	3,347	$510K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Founders Financial Securities, LLC	High 15%	1,466	9,590	$390K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Typical 10%	1,506	14,368	$320K
Corecap Advisors	Typical 10%	936	9,671	$410K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Merit Financial Advisors	Very High 22%	4,344	20,040	$900K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Summit Financial, LLC	High 15%	2,417	15,660	$1.3M
CG Advisory Services	High 14%	680	4,898	$580K
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Wealth Watch Advisors, INC	Low 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Dynamic	Very High 33%	1,813	5,509	$960K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
LexAurum Advisors	High 15%	331	2,189	$570K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
MONECO Advisors	Very High 27%	762	2,781	$800K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
AlphaStar Capital Management	Low 5%	415	8,466	$260K
CX Institutional, LLC	Very High 34%	1,556	4,553	$940K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Low 6%	400	6,280	$680K
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Parallel Advisors, LLC	Very High 24%	1,013	4,169	$2.2M
Concurrent Investment Advisors, LLC	Very High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	High 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	Very High 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Kovack Advisors, inc.	High 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Tucker Asset Management LLC	Low 1%	43	2,943	$180K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Alden investment Group	Low 7%	107	1,457	$240K
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Northwest Asset Management	Very High 30%	832	2,758	$1.5M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Simplicity wealth	Low 8%	645	8,456	$200K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Global View Capital Management LLC	Low 3%	128	3,786	$200K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
Savvy	Very High 25%	1,139	4,552	$1.1M
Venturi Private Wealth	Very High 59%	407	687	$4.5M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Arvest Wealth management	Typical 9%	589	6,689	$440K
BakerAvenue	Very High 70%	716	1,019	$4.7M
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Aegis Capital Corp.	Very 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
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
BOK Financial Advisors	High 11%	349	3,263	$310K
Prevail Innovative Wealth Advisors, LLC	Very High 21%	162	788	$840K
Hilltop Securities inc.	High 18%	599	3,335	$680K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Van Clemens Wealth Management, LLC	Very High 32%	192	599	$770K
Saxony Capital Management, LLC	High 13%	97	756	$480K
Frost Investment Services	High 18%	535	3,019	$710K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
XYPN Invest	Very High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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