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

Multi-team firms active in Vermont 56 firms

Very Low 0%-0%

Low 0%-1%

Typical 1%-11%

High 11%-23%

Very High 23%-87%

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

Median: 4%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
Wealthcare Capital Management LLC	Very High 23%	1,312	5,638	$660K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
Advisory Alpha, LLC	Typical 5%	458	8,799	$270K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Novem Group	Typical 7%	260	3,513	$390K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Corecap Advisors	Typical 10%	936	9,671	$410K
Gibbs Wealth Management, LLC	Typical 3%	140	5,356	$200K
Berger Financial Group	High 22%	813	3,755	$780K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
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	Typical 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Archer Investment Corporation	Typical 4%	173	4,290	$180K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Simplicity wealth	Typical 8%	645	8,456	$200K
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
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Global View Capital Management LLC	Typical 3%	128	3,786	$200K
Savvy	Very High 25%	1,139	4,552	$1.1M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
IAMS Wealth Management, LLC	Typical 3%	55	1,612	$240K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Northeast Planning Associates, Inc.	Typical 8%	73	959	$430K
Lifemark Securities Corp.	Typical 6%	67	1,053	$400K
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K

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