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

Multi-team firms active in Washington 217 firms

Very Low 0%-7%

Low 7%-16%

Typical 16%-33%

High 33%-57%

Very High 57%-84%

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

Median: 23%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
RBC Securities, Inc.	Typical 26%	337	1,292	$920K
MWA Financial Services Inc.	Very Low 4%	76	1,981	$310K
XYPN Invest	Typical 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Very Low 0%	—	1,649	$1.3M
Core Planning	Low 14%	122	867	$610K
SVB Wealth	High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Root Financial Partners	Very High 75%	643	852	$2.5M
Accelerate Retirement	Low 10%	48	482	$540K
Alexander Capital Wealth Management LLC	Low 12%	72	614	$390K
Frost Investment Services	Typical 18%	535	3,019	$710K
Insigneo Advisory Services, LLC	Low 12%	402	3,415	$670K
Chelsea Advisory Services, Inc.	Low 8%	46	552	$270K
LNW	Very High 79%	850	1,079	$9.9M
Crewe Advisors	Very High 59%	303	514	$3.4M
Realta Investment Advisors, Inc	Typical 31%	378	1,213	$310K
Summit Trail Advisors, LLC	Very High 92%	588	639	$26M
Momentum Independent Network Inc.	Low 14%	408	2,817	$550K
Northland Asset Management	High 55%	484	875	$460K
Goelzer Investment Management	Very High 70%	404	577	$3.7M
Siebert AdvisorNXT, LLC.	Low 10%	93	973	$400K
Aldrich Wealth LP	Very High 59%	387	651	$7.5M
integrity Advisory Solutions	Low 10%	250	2,387	$450K
Brighton Jones LLC	Very High 84%	3,024	3,585	$5M
Bailard, Inc.	Very High 76%	761	1,008	$4.6M
Mutual of Omaha Investor Services, Inc.	Typical 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	Typical 18%	599	3,335	$680K
M Holdings Securities, INC.	Very Low 2%	78	4,368	$690K
Beacon Global Advisor Network, LLC	Low 13%	185	1,388	$540K
Packerland Brokerage Services, Inc.	Typical 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Low 9%	161	1,795	$420K
Range Advisory, LLC	High 56%	535	950	$690K
Plante Moran FInancial Advisors	Very High 86%	3,355	3,894	$6.4M
The Oak Ridge Financial Services Group, Inc	Typical 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	High 37%	1,116	3,030	$510K
BOK Financial Private Wealth, Inc.	High 56%	414	737	$4.2M
Keel Point, LlC	High 51%	757	1,475	$1.8M
BakerAvenue	Very High 70%	716	1,019	$4.7M
CGN Advisors, LLC	High 38%	493	1,281	$1.2M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Ashton Thomas Private Wealth	High 38%	1,198	3,181	$1.8M
Coldstream Wealth Management	Very High 57%	2,393	4,199	$2.9M
Robertson Stephens	High 56%	1,256	2,236	$3.2M
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	Typical 25%	1,139	4,552	$1.1M
Becker Capital Management, Inc.	Very High 70%	519	745	$5M
Halbert Hargrove	Very High 61%	883	1,457	$2.5M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
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.	Very Low 6%	278	5,056	$290K
Bolton Global Asset Management	Typical 31%	1,698	5,566	$760K
Mariner Independent	High 37%	1,575	4,261	$1.7M
Vanderbilt Advisory Services	Very Low 6%	395	6,199	$330K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
Nfsg Corporation	Typical 25%	765	3,036	$340K
Innovia Wealth, LLC	High 49%	359	727	$3.9M
Financial Gravity Family Office Services, LLC	Low 9%	149	1,716	$340K
Evergreen Capital Management LLC	Very High 67%	754	1,121	$5.8M
The Mather Group, LLC	Very High 60%	2,876	4,773	$2.8M
Belpointe Asset Management LLC	Typical 18%	1,321	7,321	$710K
On Investment Management CO	Low 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Typical 16%	306	1,935	$630K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Wedbush Securities Inc.	Typical 27%	2,636	9,927	$540K
SB Advisory, LLC	Very Low 5%	80	1,574	$260K
Simplicity wealth	Low 8%	645	8,456	$200K
Plancorp, LLC	High 55%	1,237	2,245	$3.9M
Diversify Advisory Services, LLC	Low 15%	802	5,200	$840K
Exodus Wealth, LLC	Very Low 3%	57	2,219	$210K
Navy Federal Investment Services, LLC	Very Low 4%	331	7,424	$280K
Northwest Asset Management	Typical 30%	832	2,758	$1.5M
Freestone Capital Management, LLC	High 46%	1,337	2,906	$3.9M
Eversource Wealth Advisors, LLC	High 47%	1,540	3,255	$1.2M
Independent Wealth Network, Inc.	Typical 18%	262	1,445	$340K
Alden investment Group	Low 7%	107	1,457	$240K
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
Badgley Phelps Wealth Managers	Very High 80%	1,023	1,282	$5.4M
Nbc Securities, Inc.	Low 8%	280	3,508	$450K
Kovack Advisors, inc.	Low 12%	1,590	12,906	$430K
BFC PLANNING, Inc.	Very Low 5%	574	11,327	$330K
Concorde Asset Management, LLC	Very Low 1%	38	3,689	$160K
Advisory Services Network	Low 9%	1,121	12,426	$830K
Composition Wealth, LLC	Low 11%	406	3,760	$2.3M
Secure Asset Management, L.L.C.	Low 8%	233	2,877	$300K
CL Wealth Management LLC	Typical 29%	637	2,165	$340K
Northrock Partners, LLC	High 47%	2,255	4,778	$2.5M
Farther	Typical 24%	3,463	14,593	$970K
HUB Investment Partners, LLC	Typical 18%	1,002	5,446	$1.3M
Evensky & Katz/Foldes Wealth Management	Very High 65%	763	1,165	$2.6M
Moss Adams Wealth Advisors LLC	Very High 86%	1,002	1,169	$4.4M
ValMark Advisers, Inc.	Low 11%	1,629	14,624	$550K
Concurrent Investment Advisors, LLC	Typical 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	Typical 31%	1,719	5,622	$1.3M
Inspire Advisors, LLC	Low 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
Westmount Partners, LLC	Very High 66%	919	1,389	$4.3M
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Cooper McManus	Typical 16%	546	3,379	$790K
Parallel Advisors, LLC	Typical 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Very Low 4%	122	3,151	$300K
B. Riley Wealth Advisors, Inc.	Low 8%	801	10,096	$400K
Accurate Wealth Management, LLC	Low 15%	393	2,612	$650K
Mutual Advisors, LLC	Typical 24%	2,189	9,290	$870K
Compass Financial Management LLC	Low 9%	197	2,152	$390K
Buck Wealth Strategies, LLC	Very Low 6%	156	2,734	$320K
Thurston Springer Advisors	High 39%	2,205	5,600	$360K
Sowell Management	Very Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Madison Partners	Typical 18%	367	2,042	$620K
Nations Financial Group, Inc.	Typical 29%	1,625	5,525	$830K
AlphaStar Capital Management	Very Low 5%	415	8,466	$260K
Avior Wealth Management, LLC	High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Wealthcare Advisory Partners LLC	Typical 20%	2,184	10,696	$720K
Creative Financial Designs, Inc.	Very Low 4%	462	10,477	$280K
First Heartland Consultants, Inc.	Very 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
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Very Low 5%	764	14,320	$520K
GRADIENT Wealth Management	Very Low 4%	160	4,546	$130K
Dynamic	High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	High 36%	2,348	6,550	$1.7M
Sovran Advisors, LLC	Low 9%	355	3,918	$440K
Wealth Watch Advisors, INC	Very Low 2%	65	3,587	$170K
Prospera Financial Services, inc.	High 33%	6,195	18,706	$570K
Ascentis Independent Advisors, LLC	Typical 23%	610	2,690	$740K
First Advisors National, LLC	Very Low 0%	—	4,858	$100K
SEIA	High 52%	4,920	9,520	$2.3M
Prosperity Capital Advisors	Low 13%	990	7,469	$510K
Annex Wealth Management, LLC	High 43%	2,891	6,710	$1.1M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	Typical 27%	2,124	7,762	$620K
Trek Financial	Low 15%	670	4,539	$540K
Strategic blueprint, LLC	Typical 27%	906	3,338	$750K
Founders Financial Alliance, LLC	Typical 30%	711	2,354	$480K
Merit Financial Advisors	Typical 22%	4,344	20,040	$900K
Garden State Investment Advisory Services, LLC	Very Low 6%	151	2,492	$260K
Scs	High 46%	1,110	2,425	$710K
Gateway Wealth Partners, LLC	Typical 22%	1,605	7,312	$300K
Sunbelt Securities, Inc.	Low 13%	689	5,261	$370K
Corecap Advisors	Low 10%	936	9,671	$410K
Clear Creek Financial Management, LLC	Low 12%	481	3,964	$460K
RFG Advisory, LLC	Low 10%	1,506	14,368	$320K
LaSalle St. Investment Advisors, L.L.C.	Low 7%	894	13,711	$380K
Founders Financial Securities, LLC	Low 15%	1,466	9,590	$390K
Ingalls & Snyder, LLC	Typical 26%	1,090	4,245	$1.6M
Golden State Wealth Management, LLC	High 40%	1,655	4,119	$520K
Integrated Advisors Network LLC	Low 9%	652	7,363	$740K
The AmeriFlex Group	Low 14%	2,229	15,724	$550K
Winthrop Wealth	Typical 31%	743	2,405	$1.2M
Pure Financial Advisors, llc	High 48%	3,567	7,503	$1.5M
Continuum Advisory, LLC	Typical 27%	902	3,344	$540K
intrua Financial	Low 12%	410	3,347	$510K
Capital Advisors, Inc.	High 46%	1,491	3,262	$2M
Meridian Wealth Management, LLC	Typical 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	Low 10%	437	4,339	$220K
G. A. Repple & Company	Very Low 0%	—	3,139	$220K
APELLA Wealth	High 43%	3,280	7,683	$1.2M
The Retirement Planning Group, LLC	Typical 31%	1,488	4,748	$850K
Kingswood Wealth Advisors, LLC	Typical 20%	2,274	11,259	$330K
Fiduciary Counselling Inc	High 39%	643	1,645	$5.4M
ASSET ALLOCATION STRATEGIES, llc	Very Low 4%	155	4,363	$160K
Strategic Financial Concepts, llc	Very Low 5%	190	3,698	$200K
CS Planning Corp	Low 13%	541	4,190	$470K
Mariner Advisor Network	Low 14%	2,202	16,100	$580K
The Wealth Consulting Group	High 33%	4,214	12,646	$470K
B.O.S.S. Retirement Advisors, LLC	Very Low 3%	129	4,956	$270K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Csenge Advisory Group, LLC	Low 12%	831	7,147	$430K
NWF Advisory Services Inc	Very Low 3%	303	11,433	$560K
Wealth Management	Typical 22%	1,021	4,731	$360K
Principal Advised Services	Very Low 0%	64	23,164	$61K
Kingsview Wealth Management, LLC	Typical 18%	2,209	12,143	$700K
Foundations Investment Advisors LLC	Typical 20%	6,047	29,615	$340K
Novem Group	Low 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Very Low 3%	618	21,267	$420K
Portside Wealth Group, LLC	High 33%	2,086	6,257	$200K
Thrivent Advisor Network, LLC	Low 10%	1,481	14,611	$460K
Harbour Investments, Inc.	Very Low 5%	1,502	29,827	$310K
Palisade Capital Management, LP	Typical 32%	508	1,577	$1.2M
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Index Fund Advisors, Inc.	High 43%	909	2,095	$2.5M
Cornerstone Wealth Management, LLC	Typical 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	High 37%	15,578	42,227	$390K
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
Madison Avenue Securities, LLC	Very Low 4%	548	14,084	$140K
1919 Investment Counsel, LLC	High 55%	2,653	4,866	$4.1M
Provenance Wealth advisors	Typical 18%	547	3,085	$960K
The Partners Wealth Management	Low 7%	430	5,925	$180K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
The Fiduciary Alliance	Typical 27%	2,388	8,744	$270K
HBW Advisory Services LLC	Very Low 1%	81	13,779	$120K
Facet	Typical 17%	2,228	13,331	$450K
Davidson Investment Advisors, Inc.	Typical 24%	966	4,091	$880K
Axxcess Wealth Management, LLC	Typical 23%	2,199	9,558	$830K
Good Life Advisors, LLC	Very Low 4%	789	22,240	$190K
Gerber Kawasaki Wealth & Investment Management	Low 7%	706	9,425	$430K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Cardinal Point Wealth Management	High 52%	1,134	2,175	$1.9M
Advisors Capital Management, LLC	Typical 16%	2,863	17,842	$640K
Beacon Capital Management, Inc.	Very 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	Low 15%	2,243	14,602	$430K

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