HNW client percentage for Supported firms serving clients in Arizona

Supported firms active in Arizona 344 firms

Very Low 0%-6%

Low 6%-16%

Typical 16%-28%

High 28%-49%

Very High 49%-76%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Preston Investments	Very Low 1%	17	2,526	$78K
Amplify Financial, LLC	High 36%	584	1,601	$140K
Meixler Investment Management, Ltd.	Low 7%	41	561	$400K
Redwood Coast Financial Partners	Very Low 0%	3	987	$150K
Lange Financial Group, LLC	Very Low 0%	—	462	—
WJ Wealth Management	Low 7%	60	907	$270K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
American Retirement Planning Group Inc	Low 7%	52	796	$270K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Southwest Investment Advisors, Inc.	Typical 19%	218	1,149	$330K
Immaculate Wealth Management, LLC	Typical 16%	91	574	$240K
Wall Capital Group, Inc.	Very Low 4%	34	794	$180K
Prevail Wealth Management	High 33%	86	264	$990K
Retirement Evolutions Wealth Management LLC	Very Low 4%	21	517	$170K
Clarity Wealth Management, L.L.C.	Low 8%	76	927	$240K
Trademark Financial Management, LLC	Low 11%	49	458	$640K
Intermountain Wealth Management, Inc.	Very Low 4%	20	446	$170K
Vistamark Investments	Low 10%	44	437	$730K
Crown Point Wealth Advisors	Typical 19%	126	653	$270K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Cortez Wealth Management	Low 10%	21	204	$230K
Bates Financial Advisors, Inc.	High 33%	130	397	$1.1M
Acute Investment Advisory	Low 8%	59	787	$300K
Graystone Partners Wealth Management, LLC	Typical 27%	156	581	$510K
Carlson Wealth, LLC	Low 8%	16	191	$150K
Fiduciary Solutions LLC	Low 14%	79	563	$0
Premiere Wealth Advisors, LLC	High 43%	150	350	$140K
Wright Wealth Management Group	Very Low 0%	—	168	—
Snowball Wealth Management	Typical 17%	27	162	$850K
Burrus	Typical 25%	79	322	$750K
SharpePoint, LLC	Low 13%	64	479	$440K
Olde Wealth Management, LLC	High 28%	88	313	$1.2M
Cadence Wealth Management, LLC	Typical 26%	40	156	$580K
Roxie Webb Securities Management,Inc.	Very Low 0%	—	305	$380K
Capstone Pacific Investment Strategies	Low 7%	21	302	$150K
Johnson Financial Advisors	Typical 26%	77	297	$1M
D & G Advisory Group, L.L.C.	High 31%	90	293	$650K
Kachkovsky & Fisher, Inc.	High 28%	125	439	$620K
Boulder Investment Group	Typical 24%	35	144	$490K
Midwest Financial Associates, Inc.	Low 9%	26	286	$400K
Next Level Wealth Planning, LLC	Low 15%	85	572	$560K
Summit Wealth Group, LLC	Typical 20%	56	282	$650K
3 Peaks Financial	Very Low 5%	14	280	$190K
Haas Financial, Inc.	Typical 22%	31	138	$710K
Westmark Wealth Management	Low 9%	51	543	$240K
Wellspring Advisors, Inc.	Typical 17%	46	271	$560K
Wisdom Wealth Investment Advisors LLC	Low 15%	40	270	$510K
Atlas Financial Advisors, Inc.	Low 6%	17	266	$180K
Overson Advisory Group	Very Low 2%	3	131	$170K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Hillspring Financial, Inc.	Low 11%	29	260	$510K
StoneCrest Wealth Management, Inc	High 29%	111	385	$970K
M&M Wealth Management, LLC	Typical 25%	62	251	$330K
Embarcadero Capital Advisors, Inc.	Low 10%	25	250	$240K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Bridgeway Wealth Management, LLC	High 48%	118	248	$650K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Investment Managers Group, LLC	Typical 25%	60	244	$480K
Winters Financial Group, Inc.	High 29%	71	244	$960K
Allied Portfolio Management, Inc.	High 31%	38	121	$2M
Fleming Financial Services	Very High 74%	354	478	$120K
M Wealth Management, LLC	Low 11%	41	358	$500K
Torrey-Payne Wealth Management	Typical 24%	58	237	$780K
Aim Capital	Very High 57%	134	236	$1.3M
Premier Southwest Planning Group, LLC	Low 12%	41	353	$240K
Schulz Financial Group	Low 6%	21	353	$330K
Krueger Financial	Low 14%	50	350	$0
Capital Wealth Alliance, LLC	Typical 17%	59	348	$860K
Five Pine Wealth	Low 14%	49	345	$540K
Lighthouse Financial Services Inc	High 35%	159	458	$1M
Buttonwood Capital Management (BCM)	High 31%	105	340	$1.1M
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Cooper Financial Investments, LLC	Very Low 0%	—	222	—
Pro Tax Financial Services, LLC	Low 9%	10	110	$140K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
Sunstone Financial	Low 7%	16	216	$410K
Finer Wealth Management, Inc.	High 37%	78	213	$1.4M
Templeton Financial Services Inc.	Very High 100%	315	315	$1.4M
Boyle Capital	Typical 21%	87	418	$780K
Greystone Financial & Estate Services, Inc.	Typical 16%	34	207	$530K
Global Investment Company	Very High 93%	96	103	$150K
Biltmore Wealth Management, LLC	High 31%	96	307	$1.4M
Cascade Financial Strategies	Low 13%	40	307	$490K
Red Mountain Financial Partners	Typical 21%	64	306	$690K
Wilkinson Wealth Management, LLC	Typical 26%	52	203	$770K
EPS Wealth Management	Very Low 2%	5	304	$120K
Fiduciary Capital, Inc.	Low 11%	33	298	$230K
Future Bright	Very Low 2%	8	396	$180K
Wealth Management Solutions	Very High 54%	53	99	$1.6M
AIO Financial, LLC	Typical 24%	48	197	$1M
Comprehensive Physicians Retirement Investing	Very Low 1%	1	197	$120K
Wealth For you Financial, LLC	Very Low 5%	14	292	$210K
Financial Planning First, LLC	Low 11%	31	291	$370K
The Ivy League Advisory Group, LLC	Very Low 3%	6	194	$180K
Integrated Financial Solutions, PLLC	Typical 24%	68	289	$290K
Western Growers Financial Services, Inc.	Low 9%	26	281	$410K
Applewhite & Buys Financial Advisors	High 30%	55	185	$830K
SKG Capital Advisors, LLC	Low 13%	37	277	$470K
Urban Wealth Management or UWM	Typical 19%	52	275	$710K
Sonmore Financial LLC	Typical 27%	25	91	$950K
Capital Wealth, LLC	Very Low 4%	11	272	$350K
ATLAS Lifestyle Planning Group LLC	Low 11%	20	180	$400K
Treiberg Wealth Management	Very High 56%	151	270	$1.2M
Vista Cima Wealth Management LLC	Low 12%	31	266	$540K
WorthWhile Wealth Council	Low 8%	14	176	$420K
AG Financial	Low 7%	12	175	$480K
Unique Investment Advisors, LLC	Very Low 0%	—	175	—
Almega Wealth Management	Low 14%	36	261	$450K
Quantumvest, Inc.	Typical 17%	29	174	$230K
Babb Wealth Advisors LLC	Typical 23%	81	347	$600K
Capital West Partners, LLC	High 40%	70	173	$1.7M
Scottsdale Wealth Advisory LLC	Low 6%	11	173	$370K
Endeavor Advisors LLC	Very Low 1%	5	344	$120K
Stewardship Financial	Low 8%	21	255	$330K
Ensign Advisory Partners LLC	Very Low 5%	12	248	$330K
O'Brien Investment Management, LLC	Very High 58%	96	165	$1.5M
Hatree Advisory Group, LLC	Typical 17%	14	82	$380K
BlackLines Financial	Typical 22%	53	244	$220K
Releve Financial Group	Typical 27%	87	321	$800K
McNaughton Wealth Management, LLC	Very High 51%	122	240	$1.2M
Concinnus Financial, Inc	Very Low 5%	8	158	$190K
Foresee Wealth Advisors	High 35%	55	158	$890K
Peak Investment Solutions, LLC	Typical 17%	13	78	$920K
Second 50 Financial	High 46%	71	156	$2.2M
Thunderbird Wealth Management, Inc.	Typical 19%	29	155	$390K
Arete Financial Solutions, LLC	Very Low 3%	4	154	$120K
Mathies Financial Partners	Very Low 5%	15	308	$300K
Rogue Advisors, LLC	Low 8%	13	154	$520K
Capital Strategies Group, LLC	Low 6%	14	228	$430K
Dynamic Wealth Advisors	Low 12%	36	304	$460K
Sikorski Wealth Management, LLC	Typical 16%	37	227	$610K
TFS Advisors, LLC	High 43%	65	151	$1M
Redeem Wealth Management	Typical 16%	35	224	$450K
Financial Life Planners	Typical 23%	69	298	$700K
APEX Wealth Advisors LLC	Low 7%	16	223	$390K
Stone Island Financial Planning	Very High 81%	119	147	$910K
The Financial Team, Inc.	Very Low 0%	—	147	—
Hanseatic Management Services Inc	High 35%	76	216	$470K
Intrinsic Wealth Counsel, Inc.	Very High 52%	112	216	$1.6M
Stapp Wealth Management, PLLC	Typical 16%	35	215	$670K
Eaton-Cambridge Inc.	Very High 50%	143	285	$1.6M
Watch Guard Capital LLC	Low 13%	18	141	$500K
Cole Wealth Management, LLC	Typical 18%	49	280	$610K
Luminvest Wealth Management LLC	Very High 81%	113	140	$2.8M
ProFocus Incorporated	High 33%	46	139	$1.1M
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Bradley Wealth LLC	Typical 25%	52	204	$960K
Counterpoint Asset Management LLC	Low 9%	25	270	$340K
Rise Private Wealth Advisors	Typical 20%	27	135	$470K
Fjell Capital	Typical 24%	48	202	$890K
CPA Advisory Services, P.C.	Low 15%	20	134	$560K
WE Alliance Wealth Advisors, Inc.	Low 11%	30	265	$880K
Harvard Avenue Investment Advisory	Low 12%	16	131	$430K
Life Wise Planning Group LLC	Low 11%	14	131	$400K
DL Wealth Management Group	Low 15%	20	130	$0
Sevensuede Investment Advisor	Low 8%	10	130	$120K
Titan Capital Management	Low 13%	17	129	$630K
Wise Wealth Partners, LLC	Very High 49%	63	129	$1.2M
Financial Service Group Inc	High 39%	74	192	$1.1M
Tandem Investment Partners, LLC	Typical 19%	36	191	$1M
Taurum Retirement Partners, LLC	High 40%	51	127	$1.1M
Vector Financial Solutions, Inc.	Typical 19%	24	127	$510K
Adair Wealth Management	Typical 17%	22	126	$410K
The Planning Group	Typical 24%	60	252	$1.1M
Emerald Blue Advisors	Very High 60%	112	188	$470K
Heritage Family Offices, LLP	High 32%	80	250	$1.7M
Dwyer Financial, LLC	High 28%	35	124	$410K
Pacific Landfall	Very Low 2%	2	123	$110K
Keystone Advisory Group	Typical 17%	21	122	$560K
Red SEVEN	Low 7%	18	244	$360K
Foothills Advisors, LLC	Typical 26%	48	182	$700K
Oak Asset Management, LLC	Very High 51%	124	242	$1.7M
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Eddleman & Eddleman Inc	Low 8%	10	120	$150K
Optimist Retirement Group, LLC	Very High 60%	71	119	$2.1M
Athena Advisor Services, LLC	Typical 18%	32	174	$480K
CMG Financial Consulting	High 38%	44	116	$1.3M
Bridgelight Capital LLC	Typical 26%	45	173	$790K
SL Capital	High 28%	65	229	$1M
Harding Wealth, Inc.	High 38%	64	169	$1.3M
Bedrock Investment Advisors	Very High 62%	138	224	$220K
Arbor Wealth Management, LLC	High 40%	44	111	$1.2M
Envision Retirement LLC	Typical 16%	26	166	$570K
RMH Investment Management, LLC	High 44%	48	110	$880K
Green Peaks Planning	Low 8%	9	109	$420K
FSG Financial Services, Inc.	Low 8%	13	163	$320K
FPC Investment Advisory, Inc.	Very High 57%	92	162	$2.3M
Optima Capital Management	Typical 17%	36	215	$610K
Janus Financial	Low 15%	8	52	$650K
Kinghorn Law \| Financial	Typical 17%	26	153	—
Witnauer Sloan & Associates LLC	Typical 17%	17	102	$550K
Axia Wealth Management Inc	High 48%	73	152	$850K
44 Wealth Management LLC	Very High 68%	136	201	$1.9M
Skymark Advisors LLC	Very Low 0%	—	50	$100K
MKT and Associates LLC	High 41%	60	146	$2.6M
Waterrock Global Asset Management	High 36%	53	146	$500K
Insight Investment Advisers LLC	Typical 23%	34	145	$490K
Cox Advisors, LLC	Low 14%	13	96	$200K
Levin Funding Group LLC	Very High 69%	33	48	$3.9M
TerraFirma Wealth Partners	High 46%	43	94	$1.3M
Virtue Wealth Counsel, LLC	Very Low 4%	6	141	$200K
Sterling Investment Management, LLC	Very High 53%	74	139	$2.5M
Ridgeline Private Wealth	High 32%	60	185	$930K
Burton Wealth Management	High 32%	29	92	$470K
Investor Resources Inc	Typical 20%	18	92	$370K
Alpha Fiduciary	High 37%	34	91	$790K
McCauley Investment Advisory, LLC	Very Low 1%	1	91	$180K
RK Retirement Solutions LLC	Very Low 0%	—	90	$210K
Vestpointe Wealth Management, LLC	Very High 49%	44	89	$1.3M
Pogson & Matt Wealth Management Group	Typical 22%	29	133	$680K
Invest Smart USA, Inc.	Typical 16%	14	88	$510K
The Freyr Group	Typical 19%	25	132	$490K
Essential Investing	Low 10%	9	87	$460K
Wiser Advisor Group	Very High 75%	97	130	$870K
Montoya Wealth Management	High 38%	33	86	$830K
Radix Wealth	High 45%	39	86	$840K
Shepherd Wealth & Retirement LLC	High 36%	46	129	$740K
17 Capital Partners, LLC	High 30%	39	128	$1.8M
GPS Investments	High 39%	33	85	$1.5M
Holton & Kosanke Wealth Management, LLC	Very Low 0%	—	127	—
Modern Wealth LLC	Very Low 2%	2	125	$170K
Bane O'Leary LLC	Low 14%	24	166	$510K
Evergreen Private Wealth	Very High 52%	87	166	$1.5M
Impact Wealth Management	Typical 27%	34	124	$840K
Brightscape Investment Centers	High 32%	39	123	$1M
Growth Horizons Wealth Management LLC	Typical 25%	20	81	$630K
WLTH Capital Management, LLC	Very High 69%	56	81	$2.8M
Scottsdale Wealth Planning, Inc.	Very High 54%	43	79	$2.2M
Vigilare Wealth Management LLC	Very High 50%	79	157	$2M
Paracca Financial Group	Low 12%	9	78	$290K
NRG Wealth Management	High 46%	72	155	$1.6M
Freedom Family Office, LLC	High 38%	44	116	$980K
MacDougall Financial Counseling	Very High 63%	73	116	$3.5M
Fern Financial Group, LLC	Typical 23%	18	77	$680K
Main Avenue Financial Services, LLC	Very High 56%	43	77	$1.3M
Pacific Canyon Investments	Low 10%	8	77	$190K
Guided Capital Wealth Management, LLC	High 43%	66	153	$1.4M
Paradigm Money Management, LLC	Very Low 0%	—	150	—
Wealth Planning Advisors LLC	Low 10%	11	112	$370K
Transition Financial Advisors Group, LLC	Very High 71%	106	149	$2M
Victory Wealth Services, LLC	Very Low 5%	8	149	$290K
Capital Asset Advisors LLC	Very High 55%	41	74	$570K
Backbone Planning Partners LLC	Typical 24%	26	109	$780K
Universal Wealth Management LLC	Low 6%	8	145	$190K
Optivest, Inc.	Very High 52%	56	108	$2.9M
Intrinsic Value Partners, LLC	Very High 68%	48	71	$3.1M
Iron River Capital LLC	High 32%	45	142	$640K
3Roots Wealth Partners LLC	Typical 23%	24	106	$820K
Bulwark Capital Corporation	Very High 67%	47	70	$2.1M
Haws Financial Planning LLC	Very Low 0%	—	105	$650K
Hoskin Capital	Low 13%	5	47	$110K
R.H. Investment Group, LLC	Very High 100%	35	35	$6.2M
Align Wealth Management, LLC	Very High 49%	34	69	$1.7M
Hamsher Wealth Management, LLC	Low 6%	4	69	$140K
Wealth Guardian Advisory, PLLC	Typical 16%	11	69	$260K
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
Gordian Advisors, LLC	Very High 69%	71	103	$2.5M
Zenith Investment Management, LLC	High 29%	29	101	$770K
Alo Financial Planning	Very High 58%	39	67	$1.8M
Oak Road Wealth Management	Low 9%	9	100	$350K
Switchpoint Financial Planning LLC	Very High 66%	66	100	$3.7M
Bridge Financial Strategies	High 46%	30	65	$1.4M
Private Client Wealth Advisors, LLC	Very Low 0%	—	97	$420K
Madrid Wealth Management	High 43%	55	128	$1.7M
Atlas Wealth Management, LLC	Low 10%	9	93	$710K
Bonsai Financial	Very Low 0%	—	62	$110K
Taylor Advisory Group	Very High 77%	48	62	$1.4M
Coherent Financial Advisers, LLC	High 30%	18	61	$680K
JR Snell Capital Management, LLC	Typical 20%	12	61	$520K
Abbey Hill Financial Advisors, LLC	High 43%	26	60	$820K
August Wealth Group, Inc.	Very Low 5%	3	60	$790K
Clout Inc. Advisors	Very Low 0%	—	60	$130K
Purposeful Strategic Partners	Very Low 5%	3	58	$200K
DeWitt Capital Management	Typical 27%	23	85	$1.4M
Luminescent Wealth Management, Inc.	Very High 50%	28	56	$2.3M
West Coast Capital Management, LLC	Typical 18%	15	84	$250K
Strategic Wealth Advisors, LLC	Very High 68%	75	111	$2.9M
Flagstone Financial Advisors, Inc.	High 45%	25	55	$1.5M
Farnam Financial	Very High 73%	59	81	$2M
Masters Tax and Financial Planning LLC	Very High 81%	44	54	$590K
The Table Financial Planning LLC	Low 9%	10	108	$530K
DBA Generational Wealth Strategies	Typical 26%	14	53	$800K
77 Financial Group	Very Low 0%	—	78	$350K
SG Wealth Managers LLC	High 42%	32	77	$500K
TruePath Financial Planning	Typical 17%	13	77	$480K
Naylor & Company	High 42%	43	102	$1M
Prosper Private Wealth	Very High 63%	32	51	$3M
Fiduciary Architects LLC	Very Low 0%	—	48	$270K
Merit Advisors, Inc.	Low 7%	7	96	$350K
Clear Skies Financial	Low 13%	6	46	$520K
Stableford Capital LLC	Very High 54%	50	92	$3.2M
Zeches Wealth Management	High 34%	31	91	$1M
Granite Capital Wealth Management LLC	Very High 100%	45	45	$670K
Sanctuary Advisors	High 38%	17	45	$3.8M
Fountain Financial Group, Inc.	Low 12%	6	64	$580K
Zenith Wealth Advisors	Very High 61%	52	85	$3.2M
Windrock Wealth Management	Very High 61%	51	83	$4.4M
Prudent Prospera Planning, Inc.	Very Low 0%	—	40	—
Process Design Capital Management LLC	High 33%	26	79	$990K
Ocotillo Wealth Management LLC	Very Low 0%	—	38	$420K
WealthX Advisors	Very Low 3%	1	37	$430K
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Catherine R.. Smith, Financial Planner, LLC	Very High 61%	11	18	$1.7M
Lifestyle Planning, LLC	Typical 22%	16	57	$690K
Sunrise Wealth Management, LLC	Very Low 0%	—	36	$660K
Iliad Wealth Solutions	Very Low 2%	1	51	$110K
White Pine Financial LLC	Very High 50%	17	34	$940K
Arcvest, LLC	Very High 61%	20	33	$1.7M
Bridge the Gap Retirement Planners	Very High 63%	20	32	$1.5M
Krozell Capital Management, LLC	Very Low 0%	—	31	$310K
Prospera Capital Management, LLC	Very High 84%	37	44	$7.8M
Stone Wealth Strategies	Very Low 0%	—	58	$0
New Life Financial LLC	Very Low 0%	—	27	$110K
Omni Investment Solutions LLC	Very Low 0%	—	13	$190K
Exos Wealth Strategies, LLC	Very Low 0%	—	51	$350K
Confluent Asset Management LLC	Very Low 0%	—	24	$150K
Joselit Asset Management	Very High 100%	22	22	$2.8M
Nautica Asset Management LLC	Very Low 0%	—	22	$36K
Red Night Capital LLC	High 28%	9	32	$1M
Bass Rocks, LLC / Bass Rocks Asset Management	Very High 95%	20	21	$780K
SabriEnt Systems, LLC	Very Low 0%	—	21	$0
Axiom Founders Family Office	Very High 100%	20	20	$1.4M
Tactical Tax Wealth Management	High 40%	8	20	$1.4M
Legacy Financial Group	High 34%	10	29	$690K
Simplified Wealth Management, LLC	Very Low 0%	—	29	$800K
SBC Investment Management, LLC	Very High 79%	15	19	$4M
GT Investment Management, LLC	Very High 100%	35	35	$160K
Sierra Legacy Group	Very High 58%	14	24	$6.4M
Kai Wealth LLC	Very High 74%	17	23	$12M
6\|21 Private Wealth	Very Low 0%	—	14	$750K
Ridge Capital Advisors, LLC	High 30%	8	27	$170K
GBG Wealth Management LLC	Very High 81%	21	26	$910K
Mette Associates, LLC	Very Low 0%	—	16	$72K
Dynic Wealth Management LLC	Very High 53%	8	15	$3M
Sunlight Peaks Financial Partners, LLC	Very Low 0%	—	12	$0
Global Wealth Partners, LLC	Very Low 0%	—	2	$75K
J.H. Darbie & Co., Inc.	Very High 100%	4	4	$1.5M
Third Stanza Group	Very Low 0%	—	1	$38K
Smartt Wealth Solutions, LLC	Very Low 0%	—	1	—
21Peaks Capital Management, LLC	—	—	—	—
2201 Capital, LLC	—	—	—	—
Ardent Wealth Management	—	—	—	—
BrightGuide Financial	—	—	—	—
Cole Financial Advisors, Inc.	—	—	—	—
Evolution Vision Wealth Management	—	—	—	—
Exemplar Wealth Advisors, LLC	—	—	—	—
Financial Synergistics Group, Inc.	—	—	—	—
Leges Wealth Management LLC	—	—	—	—
Meredith Dekker Financial Services, LLC	—	—	—	—
Scottsdale Capital Advisors Corp	—	—	—	—
SmartAlpha Wealth Advisors LLC	—	—	—	—
Wise World Investment Planning	—	—	—	—

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