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

Multi-team firms active in Oregon 163 firms

Very Low 0%-2%

Low 2%-11%

Typical 11%-23%

High 23%-57%

Very High 57%-84%

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

Median: 16%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
ACR Alpine Capital Research, LLC	Typical 14%	958	6,960	$690K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
Facet	Typical 17%	2,228	13,331	$450K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Trillium Asset Management	High 35%	600	1,731	$1.3M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
1919 Investment Counsel, LLC	High 55%	2,653	4,866	$4.1M
Compound Planning, Inc.	Low 5%	612	11,480	$260K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Index Fund Advisors, Inc.	High 43%	909	2,095	$2.5M
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Novem Group	Low 7%	260	3,513	$390K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Wealth Management	Typical 22%	1,021	4,731	$360K
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	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
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CS Planning Corp	Typical 13%	541	4,190	$470K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
PFG Advisors	Low 10%	735	7,527	$420K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	High 46%	1,491	3,262	$2M
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Pure Financial Advisors, llc	High 48%	3,567	7,503	$1.5M
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
Clear Creek Financial Management, LLC	Typical 12%	481	3,964	$460K
Corecap Advisors	Low 10%	936	9,671	$410K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
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
Bradley Foster & Sargent Inc	High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
SEIA	High 52%	4,920	9,520	$2.3M
Everett Harris & Co	Very Low 0%	—	718	$16M
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Wealth Watch Advisors, INC	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	Low 4%	160	4,546	$130K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Sowell Management	Low 6%	400	6,280	$680K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Cooper McManus	Typical 16%	546	3,379	$790K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Brookwood Investment Group	Low 6%	210	3,500	$360K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Moss Adams Wealth Advisors LLC	Very High 86%	1,002	1,169	$4.4M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	High 24%	3,463	14,593	$970K
Northrock Partners, LLC	High 47%	2,255	4,778	$2.5M
CL Wealth Management LLC	High 29%	637	2,165	$340K
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
BFC PLANNING, Inc.	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
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Northwest Asset Management	High 30%	832	2,758	$1.5M
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Plancorp, LLC	High 55%	1,237	2,245	$3.9M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Summitry, LLC	Very High 58%	745	1,293	$2.4M
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
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
Evergreen Capital Management LLC	Very High 67%	754	1,121	$5.8M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Innovia Wealth, LLC	High 49%	359	727	$3.9M
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Fortis Capital Advisors, LLC	Typical 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
SAX Wealth Advisors, LLC	High 45%	715	1,596	$2.1M
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Becker Capital Management, Inc.	Very High 70%	519	745	$5M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Robertson Stephens	High 56%	1,256	2,236	$3.2M
Abacus Wealth Partners	High 48%	747	1,547	$2.1M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	High 54%	1,547	2,865	$2.9M
49 Financial	Low 6%	218	3,771	$340K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Vista Capital Partners, Inc.	Very High 69%	450	651	$4.6M
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
M Holdings Securities, INC.	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
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Aldrich Wealth LP	Very High 59%	387	651	$7.5M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Frost Investment Services	Typical 18%	535	3,019	$710K
Accelerate Retirement	Low 10%	48	482	$540K
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	High 52%	530	1,024	$2.4M
Northside Capital Management LLC	Very High 100%	60	60	$120M
Core Planning	Typical 14%	122	867	$610K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
XYPN Invest	High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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