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

Multi-team firms active in West Virginia 63 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-10%

High 10%-15%

Very High 15%-33%

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

Median: 4%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
Gradient Advisors, LLC	Low 2%	52	2,149	$130K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
integrity Advisory Solutions	High 10%	250	2,387	$450K
Hilltop Securities inc.	Very High 18%	599	3,335	$680K
United Brokerage Services inc	Typical 4%	49	1,368	$250K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
Lombard Advisers Incorporated	Typical 8%	74	941	$540K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
KCD Financial, Inc.	Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	High 11%	107	1,002	$460K
Wesbanco Securities, Inc.	High 13%	208	1,627	$180K
Portfolio Medics, LLC	Low 1%	39	2,929	$270K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Calton & Associates, Inc.	Typical 6%	278	5,056	$290K
UMB Financial Services, Inc.	Low 0%	—	2,110	$2.4K
StoneX Advisors Inc.	High 10%	1,020	9,741	$500K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	Very High 16%	306	1,935	$630K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Independent Wealth Network, Inc.	Very High 18%	262	1,445	$340K
Alden investment Group	Typical 7%	107	1,457	$240K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Nbc Securities, Inc.	Typical 8%	280	3,508	$450K
BFC PLANNING, Inc.	Typical 5%	574	11,327	$330K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Farther	Very High 24%	3,463	14,593	$970K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
AlphaStar Capital Management	Typical 5%	415	8,466	$260K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
Synovus Securities, Inc.	Very High 16%	1,938	11,964	$640K
GRADIENT Wealth Management	Typical 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
First Advisors National, LLC	Low 0%	—	4,858	$100K
Ritholtz Wealth Management	Very High 31%	1,247	3,999	$1.8M
Strategic blueprint, LLC	Very High 27%	906	3,338	$750K
Founders Financial Alliance, LLC	Very High 30%	711	2,354	$480K
Vicus Capital, Inc.	Very High 36%	2,218	6,170	$470K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	High 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Founders Financial Securities, LLC	Very High 15%	1,466	9,590	$390K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Meridian Wealth Management, LLC	Very High 19%	1,022	5,366	$810K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
CreativeOne Securities, LLC	Low 3%	310	12,362	$180K
Foundations Investment Advisors LLC	Very High 20%	6,047	29,615	$340K
Coppell Advisory Solutions LLC	Low 2%	153	8,848	$120K
OneSeven	High 12%	1,908	15,787	$460K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Sound Income Strategies, LLC	Low 2%	473	24,734	$170K
Great Valley Advisor Group, LLC	Typical 5%	1,769	36,836	$250K
Axxcess Wealth Management, LLC	Very High 23%	2,199	9,558	$830K
Missionsquare Retirement	Low 1%	390	40,526	$140K
EFS Advisors	Low 0%	—	21,660	$110K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
Madison Investment Advisors, LLC	Very High 15%	2,243	14,602	$430K

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