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

Multi-team firms active in Tennessee 171 firms

Very Low 1%-5%

Low 5%-10%

Typical 10%-18%

High 18%-27%

Very High 27%-51%

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

Median: 16%

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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
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
Good Life Advisors, LLC	Very 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
The Fiduciary Alliance	Very High 27%	2,388	8,744	$270K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
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
United Advisor Group	High 22%	1,382	6,395	$210K
Modern Wealth Management, LLC	High 22%	2,529	11,524	$830K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Thrivent Advisor Network, LLC	Typical 10%	1,481	14,611	$460K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
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
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
PKS Advisory Services, LLC	Very Low 4%	178	4,874	$220K
Csenge Advisory Group, LLC	Typical 12%	831	7,147	$430K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	Very High 27%	5,300	19,977	$650K
The Retirement Planning Group, LLC	Very High 31%	1,488	4,748	$850K
APELLA Wealth	Very High 43%	3,280	7,683	$1.2M
Red Door Wealth Management, LLC	Very High 46%	428	929	$3.1M
SageSpring Wealth Partners	High 18%	2,060	11,558	$730K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Summit Wealth Group	High 19%	584	3,117	$740K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
Winthrop Wealth	Very High 31%	743	2,405	$1.2M
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Linscomb Wealth, Inc.	Very High 65%	1,058	1,640	$3.1M
Stephens	Typical 15%	3,088	21,168	$670K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
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
HighPoint Planning Partners	Very High 36%	3,304	9,160	$510K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Vicus Capital, Inc.	Very High 36%	2,218	6,170	$470K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Thoroughbred Financial Services, llc	Very High 27%	691	2,520	$1.1M
DayMark Wealth Partners, LLC	Very High 44%	913	2,060	$2.3M
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Stratos Wealth Advisors LLC	Very High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	Very High 27%	2,124	7,762	$620K
Ritholtz Wealth Management	Very High 31%	1,247	3,999	$1.8M
SEIA	Very High 52%	4,920	9,520	$2.3M
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Arax Advisory Partners	High 26%	1,840	6,949	$1.4M
RedHawk Wealth Advisors, Inc.	Very Low 4%	112	3,118	$440K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Guardian Wealth Advisors, LLC	High 22%	474	2,123	$930K
Dynamic	Very High 33%	1,813	5,509	$960K
Cyndeo Wealth Partners	Very High 47%	575	1,219	$2.5M
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
CX Institutional, LLC	Very High 34%	1,556	4,553	$940K
Nations Financial Group, Inc.	Very High 29%	1,625	5,525	$830K
Capital Investment Advisory Services, LLC	Typical 12%	766	6,172	$370K
Apollon Wealth Management, LLC	Very High 32%	2,697	8,310	$1.3M
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Sowell Management	Low 6%	400	6,280	$680K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Very Low 4%	173	4,290	$180K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
BIP Wealth, LLC	Very High 50%	1,566	3,108	$1.7M
Cooper McManus	Typical 16%	546	3,379	$790K
Brookwood Investment Group	Low 6%	210	3,500	$360K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
SYM Financial Advisors	Very High 47%	848	1,801	$2.1M
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
The Burney Company	Very High 48%	904	1,880	$1.6M
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
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
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
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Alden investment Group	Low 7%	107	1,457	$240K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Plancorp, LLC	Very High 55%	1,237	2,245	$3.9M
Simplicity wealth	Low 8%	645	8,456	$200K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
CWA Asset Management Group	Very High 49%	923	1,875	$2.3M
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
On Investment Management CO	Low 9%	794	9,317	$320K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Financial Gravity Family Office Services, LLC	Low 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
Calydon Capital, LLC	Very High 100%	282	282	$8.5M
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Arvest Wealth management	Low 9%	589	6,689	$440K
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Americana Partners, LLC	Very High 51%	827	1,627	$4.3M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
New Edge Wealth	Very High 43%	1,557	3,621	$5.2M
IAMS Wealth Management, LLC	Very Low 3%	55	1,612	$240K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Constellation Wealth Advisors	Very High 88%	356	403	$10M
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Certuity, LLC	Very High 89%	413	464	$5.2M
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Realta Investment Advisors, Inc	Very High 31%	378	1,213	$310K
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Accelerate Retirement	Typical 10%	48	482	$540K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Core Planning	Typical 14%	122	867	$610K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K

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