HNW client percentage for Multi-team firms serving clients in South Carolina

Multi-team firms active in South Carolina 209 firms

Very Low 0%-4%

Low 4%-9%

Typical 9%-16%

High 16%-27%

Very High 27%-39%

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

Median: 11%

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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
Tandem Investment Advisors Inc	Very Low 0%	—	10,230	$320K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
The Ascent Group, LLC	High 21%	874	4,177	$850K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
GLOBALT Investments	High 24%	727	3,062	$740K
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Facet	High 17%	2,228	13,331	$450K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
The Fiduciary Alliance	Very High 27%	2,388	8,744	$270K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Provenance Wealth advisors	High 18%	547	3,085	$960K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Advisory Alpha, LLC	Low 5%	458	8,799	$270K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	Very High 28%	3,511	12,454	$390K
OneSeven	Typical 12%	1,908	15,787	$460K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Novem Group	Low 7%	260	3,513	$390K
Confluence Financial Partners	Very High 33%	1,540	4,698	$1.3M
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Wealth Management	High 22%	1,021	4,731	$360K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Level Four Advisory Services	Very 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
The Wealth Consulting Group	Very High 33%	4,214	12,646	$470K
Western Wealth Management LLC	Very 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
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
Jacobi Capital Management, LLC	Very High 37%	1,087	2,900	$820K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Very High 27%	5,300	19,977	$650K
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Summit Wealth Group	High 19%	584	3,117	$740K
Meridian Wealth Management, LLC	High 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
Integrated Advisors Network LLC	Typical 9%	652	7,363	$740K
Gladstone Wealth Partners	Very High 27%	2,213	8,302	$680K
IFG Advisory, LLC	Very High 39%	3,556	9,038	$510K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Stephens	Typical 15%	3,088	21,168	$670K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Financial Security Advisory Inc	High 16%	444	2,810	$580K
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	Typical 10%	1,506	14,368	$320K
Corecap Advisors	Typical 10%	936	9,671	$410K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Vicus Capital, Inc.	Very High 36%	2,218	6,170	$470K
The Pinnacle Financial Group	Very High 40%	1,249	3,150	$410K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Founders Financial Alliance, LLC	Very High 30%	711	2,354	$480K
Strategic blueprint, LLC	Very High 27%	906	3,338	$750K
Trek Financial	Typical 15%	670	4,539	$540K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Coastal Bridge Advisors	Very High 31%	579	1,846	$2.4M
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
CG Advisory Services	Typical 14%	680	4,898	$580K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
Wealth Watch Advisors, INC	Very 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
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Dakota Wealth, LLC	Very High 35%	1,287	3,728	$1.8M
Waverly Advisors, LLC	Very High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Cumberland Advisors	High 19%	206	1,091	$1.6M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
Thurston Springer Advisors	Very High 39%	2,205	5,600	$360K
Compass Financial Management LLC	Typical 9%	197	2,152	$390K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
Advocacy Wealth Management, LLC	Very High 39%	649	1,658	$1.7M
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Parallel Advisors, LLC	High 24%	1,013	4,169	$2.2M
Perigon Wealth Management, LLC	Very High 30%	1,653	5,421	$1.7M
Titleist Asset Management, LLC	Very High 55%	1,048	1,905	$1.3M
Verdence Capital Advisors, LLC	Very High 42%	755	1,798	$2.4M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
ValMark Advisers, Inc.	Typical 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	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
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	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
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
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
International Assets Investment Management, LLC	Very 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
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
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
SB Advisory, LLC	Low 5%	80	1,574	$260K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
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
Fiduciary Financial Advisors	High 26%	555	2,164	$610K
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
Donaldson Capital Management LLC	Very High 41%	711	1,736	$1.7M
Financial & Tax Architects, LLC	Typical 10%	149	1,565	$240K
Seacrest Wealth Management, LLC	High 25%	373	1,475	$1M
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Nfsg Corporation	High 25%	765	3,036	$340K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Southeast Asset Advisors, LLC	Very High 66%	185	281	$9.3M
Fortis Capital Advisors, LLC	High 17%	363	2,127	$710K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Mariner Independent	Very High 37%	1,575	4,261	$1.7M
Permcap Investment Office	Very High 100%	39	39	$74M
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
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Ashton Thomas Private Wealth	Very 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
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
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
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	High 16%	158	994	$660K
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.	Typical 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	Typical 9%	127	1,457	$260K
United Brokerage Services inc	Low 4%	49	1,368	$250K
Beacon Global Advisor Network, LLC	Typical 13%	185	1,388	$540K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
First Citizens Asset Management, Inc	Low 5%	62	1,246	$310K
Saxony Capital Management, LLC	Typical 13%	97	756	$480K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Frost Investment Services	High 18%	535	3,019	$710K
Alexander Capital Wealth Management LLC	Typical 12%	72	614	$390K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
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	Very 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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