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

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold—roughly $1.1 million in managed assets or $2.2 million in net worth. This metric helps indicate who a firm is designed to serve: higher percentages suggest a focus on wealthier clients with more complex financial needs, while lower percentages reflect broader access to a wider range of investors.

In Oregon, among multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—the median HNW client percentage is 16.2%, somewhat below the national median of 20.2%. With 169 firms active in the state, the distribution ranges widely, from firms serving almost no HNW clients to those with over 80% HNW clientele. This spread suggests that Oregon’s multi-team firms vary considerably in their client focus. Some may be early-stage or intentionally designed to serve a broader, more accessible client base, while others concentrate on high-net-worth households and the specialized planning they require. The diversity reflects the multiple service tiers common in larger firms, blending mass-affluent, affluent, and HNW clients under one roof.

For you, this means the HNW client percentage is a helpful signal about a firm’s typical client profile and service approach, but it’s not a measure of quality. Higher percentages often mean higher minimums and more tailored, complex planning, while lower percentages usually indicate broader access and more standardized services. Use this metric alongside others to find a firm that matches your financial situation and relationship preferences. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.