HNW client percentage for Multi-team firms serving clients in Rhode Island

Multi-team firms active in Rhode Island 82 firms

Very Low 0%-0%

Low 0%-6%

Typical 6%-16%

High 16%-45%

Very High 45%-100%

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

Median: 11%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
EFS Advisors	Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Novem Group	Typical 7%	260	3,513	$390K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Grimes & Company	Very High 49%	1,783	3,660	$1.6M
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Kintra Wealth, LLC	Very High 45%	1,304	2,914	$520K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Stephens	Typical 15%	3,088	21,168	$670K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Corecap Advisors	Typical 10%	936	9,671	$410K
RWA Wealth Partners	Very High 60%	3,545	5,951	$3.1M
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Coastal Bridge Advisors	High 31%	579	1,846	$2.4M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Santander Securities	Low 0%	—	10,832	$260K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Rehmann Wealth	Very High 51%	1,123	2,186	$1.6M
Brookwood Investment Group	Typical 6%	210	3,500	$360K
The Burney Company	Very High 48%	904	1,880	$1.6M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Pinnacle Investments, LLC	Low 0%	8	3,141	$410K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
CL Wealth Management LLC	High 29%	637	2,165	$340K
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Pallas Capital Advisors, LLC	High 39%	474	1,221	$3.5M
Alden investment Group	Typical 7%	107	1,457	$240K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Nfsg Corporation	High 25%	765	3,036	$340K
Fourstar Wealth Advisors, LLC	High 16%	287	1,753	$780K
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Savvy	High 25%	1,139	4,552	$1.1M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
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
Crestwood Advisors	Very High 79%	870	1,106	$7M
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Latitude Advisors, LLC	Typical 8%	115	1,525	$320K
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
XYPN Invest	High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K

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