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

Multi-team firms active in Virginia 234 firms

Very Low 0%-4%

Low 4%-13%

Typical 13%-24%

High 24%-46%

Very High 46%-71%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Tandem Investment Advisors Inc	Very Low 0%	—	10,230	$320K
Chilton Investment Services, LLC	High 30%	506	1,678	$3M
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Marshfield Associates	Typical 22%	857	3,946	$1.2M
EFS Advisors	Very Low 0%	—	21,660	$110K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
The Ascent Group, LLC	Typical 21%	874	4,177	$850K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Evanson Financial, LLC dba Evanson Asset Management	Very High 87%	847	972	$6M
Good Life Advisors, LLC	Low 4%	789	22,240	$190K
Davidson Investment Advisors, Inc.	High 24%	966	4,091	$880K
Facet	Typical 17%	2,228	13,331	$450K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
Wealthcare Capital Management LLC	Typical 23%	1,312	5,638	$660K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Madison Avenue Securities, LLC	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
Advisor Resource Council	Typical 18%	2,134	11,699	$290K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
OneSeven	Low 12%	1,908	15,787	$460K
United Advisor Group	Typical 22%	1,382	6,395	$210K
Beaumont Financial Partners	Typical 18%	345	1,898	$1.5M
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Modern Wealth Management, LLC	Typical 22%	2,529	11,524	$830K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Coppell Advisory Solutions LLC	Very Low 2%	153	8,848	$120K
Zhang Financial	Very High 59%	1,355	2,295	$2.5M
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Novem Group	Low 7%	260	3,513	$390K
Verity Asset Management	Very Low 3%	201	5,803	$150K
Signal Advisors Wealth, LLC	Low 10%	473	4,816	$350K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Triad Wealth Partners, LLC	Typical 13%	515	3,896	$390K
Principal Advised Services	Very Low 0%	64	23,164	$61K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
Consolidated Portfolio Review Corp	Low 5%	293	6,187	$260K
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
XML Financial Group	High 29%	833	2,890	$1.1M
Elevation Point Wealth Partners, LLC	High 33%	1,599	4,879	$1.7M
HBKS Wealth Advisors	Typical 22%	1,597	7,344	$940K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
Strategic Financial Concepts, llc	Low 5%	190	3,698	$200K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Kestra Private Wealth Services, LLC	High 27%	5,300	19,977	$650K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
Salem Investment Counselors Inc	Very High 46%	601	1,294	$2.9M
Ausdal Financial Partners, Inc.	High 24%	4,004	16,436	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
Capital Advisors, Inc.	Very High 46%	1,491	3,262	$2M
intrua Financial	Low 12%	410	3,347	$510K
Continuum Advisory, LLC	High 27%	902	3,344	$540K
Diversify Wealth Management, LLC	Typical 18%	831	4,719	$820K
Impact Partnership Wealth, LLC	Low 6%	512	7,988	$370K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Financial Security Advisory Inc	Typical 16%	444	2,810	$580K
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	Low 10%	1,506	14,368	$320K
Corecap Advisors	Low 10%	936	9,671	$410K
Gibbs Wealth Management, LLC	Very Low 3%	140	5,356	$200K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
The Pinnacle Financial Group	High 40%	1,249	3,150	$410K
OnePoint BFG Wealth Partners	High 35%	2,934	8,458	$1.7M
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
Founders Financial Alliance, LLC	High 30%	711	2,354	$480K
Strategic blueprint, LLC	High 27%	906	3,338	$750K
Trek Financial	Typical 15%	670	4,539	$540K
CW Advisors, LLC	Very High 51%	3,257	6,426	$2.2M
Stratos Wealth Advisors LLC	High 28%	1,355	4,928	$1.1M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Ritholtz Wealth Management	High 31%	1,247	3,999	$1.8M
Annex Wealth Management, LLC	High 43%	2,891	6,710	$1.1M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Prosperity Capital Advisors	Typical 13%	990	7,469	$510K
Cassaday & Company, Inc.	Very High 64%	2,017	3,142	$2.2M
SEIA	Very High 52%	4,920	9,520	$2.3M
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
CG Advisory Services	Typical 14%	680	4,898	$580K
Everett Harris & Co	Very Low 0%	—	718	$16M
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Moors & Cabot, Inc	High 38%	1,889	4,921	$640K
JFS Wealth Advisors, LLC	High 40%	877	2,216	$1.7M
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
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
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Dakota Wealth, LLC	High 35%	1,287	3,728	$1.8M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Apollon Wealth Management, LLC	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
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Bogart Wealth, LLC	Very High 50%	722	1,442	$2.2M
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Cary Street Partners	High 33%	2,175	6,641	$1.3M
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Perigon Wealth Management, LLC	High 30%	1,653	5,421	$1.7M
Foguth Wealth Management, LLC.	Low 9%	209	2,259	$370K
Brookwood Investment Group	Low 6%	210	3,500	$360K
TFO Wealth Partners	Very High 51%	920	1,815	$2.7M
Verdence Capital Advisors, LLC	High 42%	755	1,798	$2.4M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
The Burney Company	Very High 48%	904	1,880	$1.6M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
A.G.P. / Alliance Global Partners	Low 6%	427	6,635	$320K
Farther	High 24%	3,463	14,593	$970K
Forvis Mazars Wealth Advisors, LLC	High 40%	1,674	4,183	$2.1M
CL Wealth Management LLC	High 29%	637	2,165	$340K
Modera Wealth Management, LLC	Very High 58%	3,443	5,918	$2.7M
Main Street Financial Solutions, LLC	High 36%	706	1,981	$1.2M
Advisory Services Network	Low 9%	1,121	12,426	$830K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Snowden Capital Advisors LLC	High 27%	1,580	5,878	$1.5M
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Choreo, LLC	Very High 65%	4,392	6,794	$2.6M
International Assets Investment Management, LLC	High 35%	2,073	5,871	$420K
Jaffe Tilchin Investment Partners, LLC	Typical 23%	391	1,704	$1M
Alden investment Group	Low 7%	107	1,457	$240K
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Cantor Fitzgerald Investment Advisors	Very High 51%	625	1,217	$1.1M
Simplicity wealth	Low 8%	645	8,456	$200K
SB Advisory, LLC	Low 5%	80	1,574	$260K
Wedbush Securities Inc.	High 27%	2,636	9,927	$540K
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
NPA Asset Management, LLC	High 38%	877	2,293	$360K
On Investment Management CO	Low 9%	794	9,317	$320K
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
F L Putnam Investment Management Co.	Very High 53%	1,488	2,823	$2.7M
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
StoneX Advisors Inc.	Low 10%	1,020	9,741	$500K
Nfsg Corporation	High 25%	765	3,036	$340K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
McAdam LLC	Low 11%	584	5,538	$480K
Vanderbilt Advisory Services	Low 6%	395	6,199	$330K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Bolton Global Asset Management	High 31%	1,698	5,566	$760K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
RMR Wealth Builders, Inc.	High 24%	464	1,907	$940K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Mason Investment Advisory Services Inc	Very High 71%	759	1,063	$6.6M
Wesbanco Securities, Inc.	Typical 13%	208	1,627	$180K
Capitol Securities Management, Inc.	High 41%	1,287	3,177	$440K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Cape Investment Advisory, Inc.	Low 11%	107	1,002	$460K
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Brockenbrough	Very High 76%	364	482	$4.8M
Keel Point, LlC	Very High 51%	757	1,475	$1.8M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Lombard Advisers Incorporated	Low 8%	74	941	$540K
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Prosperity - An EisnerAmper Company	High 41%	762	1,850	$1.7M
Range Advisory, LLC	Very High 56%	535	950	$690K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Valeo Financial Advisors, LLC	Very High 75%	2,257	3,021	$4.2M
Heritage Wealth Advisors	Very High 66%	254	384	$6.9M
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
The Strategic Financial Alliance, Inc.	Low 9%	127	1,457	$260K
United Brokerage Services inc	Low 4%	49	1,368	$250K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Andersen	Very High 84%	462	550	$6.8M
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Northland Asset Management	Very High 55%	484	875	$460K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Bryn Mawr Trust Advisors, LLC	High 45%	599	1,335	$2.5M
First Citizens Asset Management, Inc	Low 5%	62	1,246	$310K
Realta Investment Advisors, Inc	High 31%	378	1,213	$310K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Root Financial Partners	Very High 75%	643	852	$2.5M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
SVB Wealth	Very High 52%	530	1,024	$2.4M
Core Planning	Typical 14%	122	867	$610K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
XYPN Invest	High 25%	156	621	$1M
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
Brown Advisory	Very High 84%	145	172	$32M

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