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

Multi-team firms active in Texas 549 firms

Very Low 2%-8%

Low 8%-15%

Typical 15%-27%

High 27%-43%

Very High 43%-68%

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

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Stoker Ostler, a Part of BMO Financial Group	Very High 60%	945	1,579	$2.3M
AdvisorNet Wealth Partners	Typical 26%	923	3,499	$900K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Focus Financial	Low 13%	1,697	13,560	$490K
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Octavia Wealth Advisors LLC	Low 13%	460	3,672	$490K
Leavell Investment Management, Inc.	Typical 19%	536	2,850	$830K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Flagship Harbor Advisors, LLC	High 35%	2,556	7,280	$460K
Logan Capital Management, Inc.	Typical 21%	379	1,798	$780K
Harbour Investments, Inc.	Very Low 5%	1,502	29,827	$310K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Carret Asset Management, LLC	High 30%	395	1,336	$1.2M
Orgel Wealth Management, LLC	High 39%	1,493	3,786	$1.9M
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Strategic Wealth Investment Group, LLC	Very Low 7%	286	3,900	$350K
Beaumont Financial Partners	Typical 18%	345	1,898	$1.5M
United Advisor Group	Typical 22%	1,382	6,395	$210K
Private Management Group Inc	High 29%	974	3,384	$1.3M
Index Fund Advisors, Inc.	Very High 43%	909	2,095	$2.5M
OneSeven	Low 12%	1,908	15,787	$460K
FSA Advisors, Inc.	Very Low 1%	38	4,406	$130K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Mainstay Capital Management, LLC	Very High 45%	1,523	3,405	$1.3M
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Advisor Resource Council	Typical 18%	2,134	11,699	$290K
Certified Advisory Corp	High 40%	1,001	2,476	$1M
Advisory Alpha, LLC	Very Low 5%	458	8,799	$270K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Very Low 5%	612	11,480	$260K
Retirement Planners of America	Typical 20%	1,116	5,625	$630K
Bison Wealth, LLC	Very High 69%	5,877	8,569	$300K
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
NorthCoast Asset Management LLC	High 27%	1,209	4,412	$1M
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Welch & Forbes LLC	Very High 74%	478	643	$13M
Northeast Investment Management Inc	High 34%	549	1,626	$1.9M
Wealthcare Capital Management LLC	Typical 23%	1,312	5,638	$660K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Trillium Asset Management	High 35%	600	1,731	$1.3M
The Partners Wealth Management	Very Low 7%	430	5,925	$180K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
Courier Capital, LLC	Typical 17%	356	2,094	$1.2M
Kornitzer Capital Management, Inc.	High 36%	692	1,904	$1.5M
Clinton Investment Management, LLC	Very High 46%	959	2,095	$1.7M
O'Shaughnessy Asset Management, LLC	Very High 100%	10,734	10,734	$1.5M
Keystone Financial Group, LLC	Very Low 7%	464	6,602	$350K
Sage, Rutty & Co., Inc.	Typical 16%	1,292	8,184	$400K
Provident Trust Company	Very High 82%	814	992	$5.9M
The Fiduciary Alliance	High 27%	2,388	8,744	$270K
Great Valley Advisor Group, LLC	Very Low 5%	1,769	36,836	$250K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Facet	Typical 17%	2,228	13,331	$450K
Karpus Investment Management	High 42%	689	1,653	$1.7M
KCM Investment Advisors	Very High 73%	1,092	1,492	$3.6M
Genter Capital Management	Typical 23%	937	4,069	$1M
Davidson Investment Advisors, Inc.	Typical 24%	966	4,091	$880K
Axxcess Wealth Management, LLC	Typical 23%	2,199	9,558	$830K
St. Germain Investment Management	High 30%	1,909	6,461	$550K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Advance Capital Management Inc	Typical 21%	1,531	7,287	$670K
Accredited Investors Wealth Management	Very High 75%	709	942	$4.7M
Evanson Financial, LLC dba Evanson Asset Management	Very High 87%	847	972	$6M
Trajan Wealth, L.L.C.	Low 10%	1,035	10,633	$240K
Gerber Kawasaki Wealth & Investment Management	Very Low 7%	706	9,425	$430K
GLOBALT Investments	Typical 24%	727	3,062	$740K
Riverbridge	Very High 100%	3,482	3,482	$930K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
The Ascent Group, LLC	Typical 21%	874	4,177	$850K
Klingenstein Fields Advisors	Very High 79%	977	1,237	$3.2M
Cardinal Point Wealth Management	Very High 52%	1,134	2,175	$1.9M
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
H.M. Payson	Typical 23%	910	3,961	$1.8M
SpiderRock Advisors, LLC	Very High 46%	1,961	4,300	$2M
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Symmetry Partners	Low 8%	675	8,476	$290K
J. Safra Asset management Corporation	Very High 91%	3,079	3,374	$1.7M
EFS Advisors	Very Low 0%	—	21,660	$110K
Marshfield Associates	Typical 22%	857	3,946	$1.2M
Equity Investment Corp	Very Low 7%	464	6,550	$420K
Dunham	Typical 15%	1,954	12,774	$400K
VestGen Advisors, LLC	Very Low 6%	1,313	22,790	$290K
Howard Capital Management, Inc.	Low 8%	812	10,546	$410K
Beck, Mack & Oliver LLC	Very High 47%	717	1,512	$3.4M
Congress Asset Management Company, LLP	Typical 20%	1,611	8,019	$850K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Aptus Capital Advisors, LLC	Typical 19%	2,358	12,693	$840K
ACR Alpine Capital Research, LLC	Low 14%	958	6,960	$690K
Tandem Investment Advisors Inc	Very Low 0%	—	10,230	$320K
Signature Investment Advisors, LLC	Typical 23%	1,747	7,454	$890K
Ally invest Advisors	Very Low 0%	62	83,199	$21K
Gradient Investments, LLC	Very Low 6%	1,701	26,560	$310K

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