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

Multi-team firms active in Wyoming 57 firms

Very Low 0%-0%

Low 0%-0%

Typical 0%-10%

High 10%-23%

Very High 23%-44%

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

Median: 1%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K
Vontobel Swiss Financial Advisers	Very High 81%	1,875	2,325	$4.2M
EFS Advisors	Typical 0%	—	21,660	$110K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
Provenance Wealth advisors	High 18%	547	3,085	$960K
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Kingsview Wealth Management, LLC	High 18%	2,209	12,143	$700K
Principal Advised Services	Typical 0%	64	23,164	$61K
Wealth Management	High 22%	1,021	4,731	$360K
HBKS Wealth Advisors	High 22%	1,597	7,344	$940K
CS Planning Corp	High 13%	541	4,190	$470K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
G. A. Repple & Company	Typical 0%	—	3,139	$220K
Elm Wealth	Very High 83%	537	644	$3.3M
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
The AmeriFlex Group	High 14%	2,229	15,724	$550K
Golden State Wealth Management, LLC	Very High 40%	1,655	4,119	$520K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Corecap Advisors	High 10%	936	9,671	$410K
Sunbelt Securities, Inc.	High 13%	689	5,261	$370K
Merit Financial Advisors	High 22%	4,344	20,040	$900K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
RedHawk Wealth Advisors, Inc.	Typical 4%	112	3,118	$440K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
OneAscent Financial Services LLC	High 16%	804	5,128	$590K
Cary Street Partners	Very High 33%	2,175	6,641	$1.3M
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
Independent Wealth Network, Inc.	High 18%	262	1,445	$340K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Avantax Planning Partners, Inc.	High 16%	1,216	7,515	$690K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
On Investment Management CO	Typical 9%	794	9,317	$320K
StoneX Advisors Inc.	High 10%	1,020	9,741	$500K
UMB Financial Services, Inc.	Typical 0%	—	2,110	$2.4K
FBL Wealth Management, LLC	Typical 0%	—	8,258	$1.1K
RMR Wealth Builders, Inc.	Very High 24%	464	1,907	$940K
Ferguson Wellman Capital Management, Inc.	Very High 91%	865	951	$8.3M
Robertson Stephens	Very High 56%	1,256	2,236	$3.2M
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
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
M Holdings Securities, INC.	Typical 2%	78	4,368	$690K
Mutual of Omaha Investor Services, Inc.	Very High 23%	1,595	6,880	$4.7K
Siebert AdvisorNXT, LLC.	High 10%	93	973	$400K
Insigneo Advisory Services, LLC	High 12%	402	3,415	$670K
Jefferies Investment Advisers LLC	Typical 0%	—	1,649	$1.3M
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K

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