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

Multi-team firms active in Wisconsin 169 firms

Very Low 0%-4%

Low 4%-9%

Typical 9%-18%

High 18%-35%

Very High 35%-55%

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

Median: 15%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Low 4%	76	1,981	$310K
XYPN Invest	High 25%	156	621	$1M
Gradient Advisors, LLC	Very Low 2%	52	2,149	$130K
Lifemark Securities Corp.	Low 6%	67	1,053	$400K
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
IP Financial Advisory Services LLC	Very Low 0%	—	2,001	$240K
Crescent Grove Advisors	Very High 89%	290	325	$16M
Infinity Financial Services Advisory	Low 5%	30	642	$260K
Northern trust Securities, Inc	Very High 69%	1,406	2,024	$810K
Latitude Advisors, LLC	Low 8%	115	1,525	$320K
Momentum Independent Network Inc.	Typical 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
integrity Advisory Solutions	Typical 10%	250	2,387	$450K
Mutual of Omaha Investor Services, Inc.	High 23%	1,595	6,880	$4.7K
Simon Quick Advisors, LLC	Very High 67%	666	994	$7.7M
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Very 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	Very Low 3%	55	1,612	$240K
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	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
CGN Advisors, LLC	Very High 38%	493	1,281	$1.2M
Aspiriant, LLc	Very High 73%	1,683	2,310	$7.3M
KCD Financial, Inc.	Very Low 2%	22	1,257	$160K
Cape Investment Advisory, Inc.	Typical 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Capitol Securities Management, Inc.	Very High 41%	1,287	3,177	$440K
Portfolio Medics, LLC	Very Low 1%	39	2,929	$270K
Savvy	High 25%	1,139	4,552	$1.1M
Silvercrest Asset Management Group LLC	Very High 100%	1,081	1,081	$18M
JMG Financial Group LTD	Very High 79%	1,403	1,776	$4.2M
Global View Capital Management LLC	Very Low 3%	128	3,786	$200K
FBL Wealth Management, LLC	Very Low 0%	—	8,258	$1.1K
Arete Wealth Advisors, LLC	Very High 65%	3,441	5,289	$480K
Calton & Associates, Inc.	Low 6%	278	5,056	$290K
Interactive Financial Advisors	Very Low 2%	32	1,307	$180K
McAdam LLC	Typical 11%	584	5,538	$480K
Fourstar Wealth Advisors, LLC	Typical 16%	287	1,753	$780K
UMB Financial Services, Inc.	Very Low 0%	—	2,110	$2.4K
StoneX Advisors Inc.	Typical 10%	1,020	9,741	$500K
Innovia Wealth, LLC	Very High 49%	359	727	$3.9M
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
Wedmont Private Capital	Very High 99%	491	496	$6.9M
Lifeworks Advisors, LLC	High 25%	435	1,772	$510K
Avantax Planning Partners, Inc.	Typical 16%	1,216	7,515	$690K
Diversify Advisory Services, LLC	Typical 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Low 4%	331	7,424	$280K
Balefire, LLC	Typical 13%	235	1,757	$600K
Encompass More Asset Management LLC	Low 6%	260	4,008	$250K
Eversource Wealth Advisors, LLC	Very High 47%	1,540	3,255	$1.2M
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Tucker Asset Management LLC	Very Low 1%	43	2,943	$180K
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
CL Wealth Management LLC	High 29%	637	2,165	$340K
Forvis Mazars Wealth Advisors, LLC	Very High 40%	1,674	4,183	$2.1M
Northrock Partners, LLC	Very High 47%	2,255	4,778	$2.5M
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
Concurrent Investment Advisors, LLC	High 23%	3,009	13,268	$1.2M
Forum Financial Management, LP	High 31%	1,719	5,622	$1.3M
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Advisor Share Wealth Management, LLC	Very Low 2%	42	2,216	$120K
WORLD EQUITY GROUP, Inc.	Low 4%	122	3,151	$300K
Archer Investment Corporation	Low 4%	173	4,290	$180K
Accurate Wealth Management, LLC	Typical 15%	393	2,612	$650K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Mutual Advisors, LLC	High 24%	2,189	9,290	$870K
Sowell Management	Low 6%	400	6,280	$680K
Royal Fund Management, LLC	Low 8%	375	4,940	$310K
Apollon Wealth Management, LLC	High 32%	2,697	8,310	$1.3M
Madison Partners	High 18%	367	2,042	$620K
Nations Financial Group, Inc.	High 29%	1,625	5,525	$830K
CX Institutional, LLC	High 34%	1,556	4,553	$940K
AlphaStar Capital Management	Low 5%	415	8,466	$260K
Virtue Capital Management, LLC	Very Low 1%	83	5,740	$230K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Waverly Advisors, LLC	High 33%	4,302	12,923	$1.6M
Creative Financial Designs, Inc.	Low 4%	462	10,477	$280K
Sequent Planning, LLC	Very Low 1%	45	6,015	$98K
First Heartland Consultants, Inc.	Low 5%	309	6,350	$290K
Regal Investment Advisors LLC	Low 7%	555	8,220	$330K
OneAscent Financial Services LLC	Typical 16%	804	5,128	$590K
Synovus Securities, Inc.	Typical 16%	1,938	11,964	$640K
Arkadios Wealth Advisors	Low 5%	764	14,320	$520K
Trustmont Advisory Group, Inc.	Low 6%	261	4,322	$320K
GRADIENT Wealth Management	Low 4%	160	4,546	$130K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Moors & Cabot, Inc	Very High 38%	1,889	4,921	$640K
Centennial Securities Company, Inc.	Typical 17%	414	2,468	$510K
CG Advisory Services	Typical 14%	680	4,898	$580K
Summit Financial, LLC	Typical 15%	2,417	15,660	$1.3M
Annex Wealth Management, LLC	Very High 43%	2,891	6,710	$1.1M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	High 27%	2,124	7,762	$620K
Trek Financial	Typical 15%	670	4,539	$540K
Larson Financial Group, LLC	Very High 35%	1,719	4,937	$1.1M
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Nicolet Wealth Management	Typical 16%	612	3,791	$740K
Gateway Wealth Partners, LLC	High 22%	1,605	7,312	$300K
Sunbelt Securities, Inc.	Typical 13%	689	5,261	$370K
Gibbs Wealth Management, LLC	Very 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
Founders Financial Securities, LLC	Typical 15%	1,466	9,590	$390K
Spire Wealth Management, LLC	Very Low 2%	128	6,151	$700K
Silver Oak Securities, Incorporated	Low 5%	448	8,631	$280K
Stephens	Typical 15%	3,088	21,168	$670K
Ingalls & Snyder, LLC	High 26%	1,090	4,245	$1.6M
Gladstone Wealth Partners	High 27%	2,213	8,302	$680K
The AmeriFlex Group	Typical 14%	2,229	15,724	$550K
intrua Financial	Typical 12%	410	3,347	$510K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
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
Associated Investment Services, Inc.	Typical 15%	577	3,841	$300K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
ASSET ALLOCATION STRATEGIES, llc	Low 4%	155	4,363	$160K
Mariner Advisor Network	Typical 14%	2,202	16,100	$580K
CreativeOne Securities, LLC	Very Low 3%	310	12,362	$180K
Creativeone Wealth, LLC	Low 8%	1,738	22,064	$260K
Level Four Advisory Services	High 34%	5,075	14,964	$320K
PKS Advisory Services, LLC	Low 4%	178	4,874	$220K
Wealth Management	High 22%	1,021	4,731	$360K
Foundations Investment Advisors LLC	High 20%	6,047	29,615	$340K
Verus Capital Partners, LLC	Low 8%	426	5,086	$410K
Signal Advisors Wealth, LLC	Typical 10%	473	4,816	$350K
AdvisorNet Wealth Partners	High 26%	923	3,499	$900K
Focus Financial	Typical 13%	1,697	13,560	$490K
Harbour Investments, Inc.	Low 5%	1,502	29,827	$310K
Palisade Capital Management, LP	High 32%	508	1,577	$1.2M
Orgel Wealth Management, LLC	Very High 39%	1,493	3,786	$1.9M
Strategic Wealth Investment Group, LLC	Low 7%	286	3,900	$350K
Cornerstone Wealth Management, LLC	High 28%	3,511	12,454	$390K
Independent Advisor Alliance, llc	Very High 37%	15,578	42,227	$390K
Madison Avenue Securities, LLC	Low 4%	548	14,084	$140K
IHT Wealth Management LLC	High 28%	6,952	25,096	$280K
Wealthcare Capital Management LLC	High 23%	1,312	5,638	$660K
Provenance Wealth advisors	High 18%	547	3,085	$960K
Sound Income Strategies, LLC	Very Low 2%	473	24,734	$170K
IPI Wealth Management, Inc.	Very Low 3%	435	13,138	$190K
Provident Trust Company	Very High 82%	814	992	$5.9M
Great Valley Advisor Group, LLC	Low 5%	1,769	36,836	$250K
Facet	Typical 17%	2,228	13,331	$450K
Midwestern Securities Trading Company, LLC	Very Low 2%	243	11,709	$160K
North Star Asset Management Inc	High 24%	839	3,442	$900K
Missionsquare Retirement	Very Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Very Low 2%	162	10,219	$200K
EFS Advisors	Very Low 0%	—	21,660	$110K
John Hancock Personal Financial Services, LLC	Very Low 1%	342	35,589	$62K
Madison Investment Advisors, LLC	Typical 15%	2,243	14,602	$430K

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