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

Multi-team firms active in South Dakota 69 firms

Very Low 0%-0%

Low 0%-1%

Typical 1%-13%

High 13%-18%

Very High 18%-55%

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

Median: 8%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Mutual of Omaha Investor Services, Inc.	Very High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	Very High 18%	599	3,335	$680K
M Holdings Securities, INC.	Typical 2%	78	4,368	$690K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
IAMS Wealth Management, LLC	Typical 3%	55	1,612	$240K
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Portfolio Medics, LLC	Typical 1%	39	2,929	$270K
Foster Group, INC.	Very High 37%	715	1,956	$2.1M
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Typical 6%	278	5,056	$290K
Nfsg Corporation	Very High 25%	765	3,036	$340K
Seacrest Wealth Management, LLC	Very High 25%	373	1,475	$1M
Belpointe Asset Management LLC	Very High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Balefire, LLC	High 13%	235	1,757	$600K
Northwest Asset Management	Very High 30%	832	2,758	$1.5M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
Farther	Very High 24%	3,463	14,593	$970K
HUB Investment Partners, LLC	Very High 18%	1,002	5,446	$1.3M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Mutual Advisors, LLC	Very High 24%	2,189	9,290	$870K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Creative Financial Designs, Inc.	Typical 4%	462	10,477	$280K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Prosperity Capital Advisors	High 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Corecap Advisors	Typical 10%	936	9,671	$410K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Meridian Wealth Management, LLC	Very High 19%	1,022	5,366	$810K
Summit Wealth Group	Very High 19%	584	3,117	$740K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Steele Capital Management, Inc.	Very High 38%	582	1,521	$1.7M
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Wealth Management	Very High 22%	1,021	4,731	$360K
AdvisorNet Wealth Partners	Very High 26%	923	3,499	$900K
Focus Financial	High 13%	1,697	13,560	$490K
IPI Wealth Management, Inc.	Typical 3%	435	13,138	$190K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
EFS Advisors	Low 0%	—	21,660	$110K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K

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