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

Multi-team firms active in Utah 141 firms

Very Low 0%-2%

Low 2%-9%

Typical 9%-18%

High 18%-33%

Very High 33%-63%

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

Median: 14%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Core Planning	Typical 14%	122	867	$610K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Sepio Capital, LP	Very High 100%	276	276	$15M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Insigneo Advisory Services, LLC	Typical 12%	402	3,415	$670K
Crewe Advisors	Very High 59%	303	514	$3.4M
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
Packerland Brokerage Services, Inc.	High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
IAMS Wealth Management, LLC	Low 3%	55	1,612	$240K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
New Edge Wealth	Very High 43%	1,557	3,621	$5.2M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	Very High 56%	414	737	$4.2M
Cain, Watters & Associates, LLC	Very High 35%	800	2,274	$1.3M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Global View Capital Management LLC	Low 3%	128	3,786	$200K
SAX Wealth Advisors, LLC	Very High 45%	715	1,596	$2.1M
Mission Wealth Management, LP	Very High 76%	3,565	4,679	$2.9M
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Empirical Wealth management	Very High 77%	1,839	2,394	$3.4M
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Interactive Financial Advisors	Low 2%	32	1,307	$180K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
McAdam LLC	Typical 11%	584	5,538	$480K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Simplicity wealth	Low 8%	645	8,456	$200K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Freestone Capital Management, LLC	Very High 46%	1,337	2,906	$3.9M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
One Capital Management, LLC	Very High 34%	1,168	3,468	$1.5M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
Clifford Swan Investment Counselors	Very High 67%	588	884	$4.3M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Typical 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Low 5%	574	11,327	$330K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Composition Wealth, LLC	Typical 11%	406	3,760	$2.3M
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Farther	High 24%	3,463	14,593	$970K
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
ValMark Advisers, Inc.	Typical 11%	1,629	14,624	$550K
Advisor Share Wealth Management, LLC	Low 2%	42	2,216	$120K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Wealthcare Advisory Partners LLC	High 20%	2,184	10,696	$720K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
Soltis Investment Advisors, LLC	Very High 63%	3,207	5,113	$1.3M
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
RedHawk Wealth Advisors, Inc.	Low 4%	112	3,118	$440K
Ascentis Independent Advisors, LLC	High 23%	610	2,690	$740K
Legacy Wealth Management, LLC	Low 4%	134	3,269	$190K
SEIA	Very High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Trek Financial	Typical 15%	670	4,539	$540K
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
DayMark Wealth Partners, LLC	Very High 44%	913	2,060	$2.3M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Diversify Wealth Management, LLC	High 18%	831	4,719	$820K
Winthrop Wealth	High 31%	743	2,405	$1.2M
Pure Financial Advisors, llc	Very High 48%	3,567	7,503	$1.5M
American Independent Securities Group, LLC	Typical 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
Williams Jones Wealth Management, LLC	Very High 88%	1,335	1,517	$7.3M
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Western Wealth Management LLC	High 30%	3,272	11,019	$460K
B.O.S.S. Retirement Advisors, LLC	Low 3%	129	4,956	$270K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Verity Asset Management	Low 3%	201	5,803	$150K
Stoker Ostler, a Part of BMO Financial Group	Very High 60%	945	1,579	$2.3M
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Portside Wealth Group, LLC	Very High 33%	2,086	6,257	$200K
OneSeven	Typical 12%	1,908	15,787	$460K
United Capital Financial Advisors	Low 8%	1,937	24,837	$830K
Compound Planning, Inc.	Low 5%	612	11,480	$260K
Retirement Planners of America	High 20%	1,116	5,625	$630K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Provenance Wealth advisors	High 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Axxcess Wealth Management, LLC	High 23%	2,199	9,558	$830K
Trajan Wealth, L.L.C.	Typical 10%	1,035	10,633	$240K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
Symmetry Partners	Low 8%	675	8,476	$290K
EFS Advisors	Very Low 0%	—	21,660	$110K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K

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