HNW client percentage for Supported firms serving clients in Alabama

Supported firms active in Alabama 105 firms

Very Low 0%-4%

Low 4%-22%

Typical 22%-31%

High 31%-44%

Very High 44%-71%

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

Median: 28%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Freedom Wealth Coaching, LLC	—	—	—	—
Hamilton Capital Advisors LLC	—	—	—	—
Witter & Lester Inc	Very Low 0%	—	4	$2.4M
BWB Advisory Group	Very High 50%	3	6	$2.3M
L&L Financial Services, LLP	Very Low 0%	—	28	$340K
Franklin Street Capital LLC	Very Low 0%	—	17	$2.8M
Jackson Money Management, Incorporated	Very High 71%	12	17	$2.5M
The McGriff Alliance	Typical 29%	5	17	$750K
Bluewater Wealth Advisors, LLC	Very High 70%	19	27	$5.4M
Blue Marlin Advisors, LLC	Very Low 0%	—	19	$300K
Bonaventure Capital, LLC	Very High 100%	19	19	$19M
Tabula Rasa Advisors, LLC	High 38%	8	21	$790K
Stone Fortress Wealth Strategies	Very High 100%	28	28	$2M
Ethos Private Wealth	High 37%	17	46	$950K
Clark Planning & Investment Advisory	Low 8%	3	37	$290K
Financial Strategies Wealth Management LLC	Very Low 0%	—	37	$610K
Wealth Management Consultants, LLC	High 40%	16	40	$580K
CochranMickels Retirement Specialists, LLC	Low 21%	9	42	$720K
McNaron Group, Inc.	Low 12%	5	43	$480K
Welon Partners	Very Low 0%	—	44	$1.1M
Auerbach Investment Services, LLC	Very High 67%	34	51	$2.5M
BHK Securities, LLC	Very High 59%	61	103	$1.2M
Greybox Investments	High 31%	32	104	$1.3M
Meddent Solutions	Very High 100%	26	26	$1.1M
BrightHaven Financial Advisors, LLC	Very Low 0%	—	108	$530K
TAG Wealth Advisors	High 31%	17	54	$300K
Logan Financial Planning LLC	Typical 29%	16	56	$630K
Capital Advisors Wealth Management, LLC	Low 11%	6	57	$250K
Processus Wealth & Capital Management, LLC	Very High 65%	37	57	$4.4M
Marathon Financial Group	Very High 73%	86	118	$2.6M
Timberchase Financial, LLC	Very High 74%	93	126	$2.1M
Colarion	Very High 57%	54	95	$1.7M
Alder Financial Group Inc	Very High 71%	46	65	$3.4M
Birmingham Capital Management Co Inc	Very Low 0%	—	68	$2.1M
Cornerstone Investment Management and Consulting, LLC	High 39%	27	70	$1.1M
Northstar Capital Advisors LLC	Very High 44%	32	72	$720K
Colefp	High 36%	27	75	$1.2M
Zora Financial	High 35%	27	78	$890K
Main Street Investors, LLC	Low 9%	11	123	$220K
Southern Capital Management Corporation	Low 12%	10	85	$510K
Aull & Monroe	High 33%	59	180	$1.6M
Apogee Wealth Partners, LLC	Typical 28%	26	94	$950K
Crescent Sterling Ltd.	Typical 28%	54	191	$960K
Gulf Coast Financial Advisors	Typical 22%	21	96	$300K
Lipscomb Investment Group, LLC	High 39%	58	149	$520K
Capstone Wealth Advisors, LLC	Very Low 0%	—	103	$110K
Advisor.Investments	Very High 47%	79	168	$1.2M
YFP Wealth	Low 4%	9	230	$230K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Taverik Capital, LLC	Very Low 3%	3	117	$210K
Longview Financial Advisors, Inc.	High 38%	70	182	$1.1M
Together Planning	Typical 30%	56	187	$940K
Cairn Financial Group	Low 11%	20	189	$380K
Executive Money Managers, Inc.	Low 9%	22	252	$410K
IA Network, LLC	Typical 24%	62	259	$740K
Naviant Partners, LLC	Very High 44%	57	130	$1.3M
PMD Advisory	Typical 28%	37	130	$430K
Luken Investment Analytics, LLC	High 31%	83	267	$1.1M
Davenport Watts & Drake Investment Advisors, LLC	Low 13%	26	208	$750K
Approach Retirement Advisors, LLC	High 42%	59	140	$1.6M
Strauss Financial Group	Very Low 0%	1	212	$1.3M
Financial Economics Consulting Group, Inc.	Typical 23%	33	144	$570K
APEX Wealth Advisors LLC	Low 7%	16	223	$390K
Cane Capital Partners, LLC	High 35%	109	315	$850K
Stone Bridge Asset Management, LLC	Low 21%	50	240	$350K
Crafted Finance, LLC	Very High 48%	78	162	$480K
Steadmont Advisors, LLC	High 39%	130	333	$1.3M
The Jenkins Group	High 36%	91	251	$1.1M
COPE Private Wealth	Very Low 2%	4	170	$520K
RCA Wealth Strategies LLC	Low 4%	11	262	$230K
Wilkins Miller Wealth Management, LLC	Very High 44%	79	178	$1.2M
Townsend Wealth Management	High 34%	60	179	$1.1M
Hale & Doerr Wealth Management LLC	Low 7%	13	185	$260K
Aragon Family Office LLC	High 34%	63	186	$600K
Next Phase Advisors	Low 10%	18	189	$200K
Hippocratic Financial Advisors	Low 16%	61	382	$600K
Bull Street Advisors	Very High 59%	58	98	$2.3M
Hayek Kallen Investment Management L.L.C.	Low 11%	21	200	$2.1M
McBryar Advisory Services, Inc.	Very Low 0%	—	200	—
FamilyWealth Asset Management	Low 7%	29	413	$300K
New Perspectives, Inc.	Typical 22%	91	414	$730K
Act Advisors	Typical 30%	128	420	$1.1M
Safe Harbor Fiduciary, LLC	Typical 22%	77	346	$380K
The Keystone Financial Alliance, LLC	Very High 63%	75	119	$1.4M
Blalock Williams, LLC	Low 20%	48	245	$760K
Momentum Wealth Management	Low 6%	17	269	$240K
Dougherty Investment Advisors	Very High 92%	380	412	$340K
KG Capital Management, LLC	Typical 23%	99	424	$430K
von Adelung Wealth Management	Low 4%	11	296	$280K
Canterbury Capital Wealth Management, LLC	Low 18%	54	305	$420K
Mobile Bay Wealth Management, LLC	Very Low 0%	—	310	$220K
Orion Investment Co	Very High 56%	350	627	$690K
Armada Advisors	Low 14%	44	323	$420K
STM Asset Management LLC	Very Low 0%	—	498	$92K
Estate Management Counselors, LLC	Typical 23%	80	355	$830K
Retirement Advisors, Inc.	Very High 44%	82	185	$860K
Magnolia Wealth Management LLC	Typical 26%	100	385	$480K
The Pension Group	Very Low 2%	10	599	$300K
Guernsey Financial, LLC	Typical 29%	59	204	$0
Walton Financial	Low 20%	49	248	$720K
Southwest Investment Advisors, Inc.	Low 19%	218	1,149	$330K
INTELUS Advisory Group, LLC	Low 14%	41	290	$220K
Masterplan Retirement Consultants	Very Low 0%	—	290	—
Williams Financial Group	Typical 28%	163	585	$590K
6th Street Advisors, LLC	Very High 56%	165	295	$870K
McAlvany Wealth Management, LLC	Very Low 0%	—	650	$330K
Tucker Financial Group	Very Low 3%	62	2,429	$130K

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