HNW client percentage for Supported firms serving clients in California

Supported firms active in California 1,474 firms

Very Low 0%-12%

Low 12%-26%

Typical 26%-42%

High 42%-64%

Very High 64%-100%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Winters Financial Group, Inc.	Typical 29%	71	244	$960K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Mark Smith Financial Services, Inc.	Typical 40%	50	124	$840K
Baroldi Wood Mance Financial Advisors, LLC	Low 18%	45	249	$180K
Jasmijn Capital Management, LLC	Very Low 0%	—	249	$290K
Embarcadero Capital Advisors, Inc.	Very Low 10%	25	250	$240K
Farah Private Wealth Management, Inc	Low 18%	23	125	$830K
Long Island Wealth Management, Inc.	High 56%	70	125	$2.3M
Srs Wealth Mangement	Very Low 0%	—	250	—
Wealth & Tax Planners LLC	Typical 40%	100	250	$300K
M Premier Partners	Typical 31%	78	251	$1M
Sterling Retirement Group of Sacramento	Low 13%	65	503	$470K
Beta Wealth Group, Inc	High 43%	164	378	$1.2M
Mosaic FI LLC	High 62%	158	253	$450K
Scott Marsh Financial, LLC	Typical 37%	93	253	$1.2M
Goldman Lancaster, Inc.	Low 22%	84	380	$880K
BrightPath Wealth Planning, LLC	High 50%	63	127	$1.6M
Ginsberg Financial Strategies	Low 20%	26	127	$590K
Reshape Wealth	Very High 69%	88	127	$1.8M
Pacific Sun Financial Corp	Typical 33%	126	382	$760K
Digital Asset Investment Management	Very Low 9%	24	255	$310K
Pampel & Associates, Inc.	Low 13%	32	255	$360K
International Private Wealth Advisors LLC	Very Low 11%	41	384	$580K
Neu Wealth Group	Typical 30%	39	128	$2.2M
Tate Private Wealth Advisers	High 56%	72	128	$1.7M
Private Portfolios, Inc.	Typical 32%	84	259	$1.1M
Hesen & Haslam	Low 25%	65	261	$950K
Retirement Capital Strategies, Inc.	Low 25%	64	261	$1.1M
5 Talents Advisors, Inc	Very Low 9%	24	264	$200K
Applied Capital	Typical 29%	76	264	$600K
Platinum Wealth Management, Inc.	Low 13%	17	132	$510K
Stites Financial Consulting	Typical 28%	73	264	$490K
Laguna Financial Advisory	Low 15%	40	265	$350K
Advisifi LLC	Very Low 0%	—	133	$5.7K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Favor Wealth Advisors, LLC	Low 24%	32	133	$670K
Lederer & Associates Investment Counsel	Very High 66%	88	133	$1.5M
Wealth Alliance, LLC	Very Low 8%	17	172	$240K
Trendscast Financial LLC	Very Low 4%	12	267	$94K
TruFinancial Registered Investment Advisory Services, Inc	Very Low 3%	8	267	$160K
Vienna Asset Management LLC	Very High 100%	134	134	$1.9M
Hardworking Capital Advisors, LLC	Low 20%	53	269	$710K
Fonte Financial Advisors	High 56%	76	135	$1.2M
Wisdom Wealth Investment Advisors LLC	Low 15%	40	270	$510K
Hansen & Associates Financial Group Inc.	Very Low 11%	59	545	$370K
WWM Financial	Low 19%	103	545	$660K
Pearl Wealth Group	Very Low 8%	23	273	$380K
Stone Steps Financial, LLC	Typical 38%	52	138	$1.1M
Hatfield Insurance & Financial Services, Inc.	Low 13%	18	139	$650K
Fischer Investment Strategies, LLC	Low 21%	87	418	$600K
Summit Wealth Group, LLC	Low 20%	56	282	$650K
Greystone Financial Group, LLC	Typical 26%	149	566	$840K
Tumwater Wealth Management, LLC	Typical 40%	113	284	$1.1M
Next Level Wealth Planning, LLC	Low 15%	85	572	$560K
Wimmer Associates LLC	Very High 78%	112	143	$3.2M
Wolfgang Capital	Low 13%	55	430	$300K
Jeffery C. Welch and Associates, Inc.	Very Low 3%	10	287	$97K
NRI Wealth Management, LLC	Very High 64%	185	287	$1.1M
Wood Tarver Financial	Typical 26%	148	575	$800K
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Stirling Financial Group	Typical 34%	98	288	$590K
Kachkovsky & Fisher, Inc.	Typical 28%	125	439	$620K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Flagship Private Wealth	High 45%	269	597	$730K
Hofer & Associates Wealth Management	Low 18%	55	300	$720K
Moore Financial Strategies, LLC	Very Low 0%	—	300	—
P/E Capital Investments	Low 17%	25	150	$67K
Timmons Wealth Management	Typical 40%	60	150	$1.2M
Connect Financial Advisors	Very Low 2%	8	452	$140K
Capstone Pacific Investment Strategies	Very Low 7%	21	302	$150K
Entruity Wealth, LLC	Low 24%	73	302	$540K
Pinnacle Wealth Management, LLC	Low 14%	62	458	$460K
The Clark Group Asset Management	Typical 38%	174	458	$740K
JPC Wealth Management, Inc.	High 55%	86	155	$2M
Brook Capital	Very Low 11%	68	626	$450K
Grattan Financial Strategies, Inc.	Very Low 9%	28	313	$1.1M
ATS Wealth Management	High 51%	238	471	$810K
Lake Tahoe Wealth Management, Inc.	Typical 35%	109	314	$910K
My Portfolio Guide, LLC	Typical 40%	125	315	$640K
Gordon Carlson & Associates	Typical 40%	129	323	$240K
Spectrum Wealth Advisory Group, LLC	Typical 35%	226	646	$650K
Snowball Wealth Management	Low 17%	27	162	$850K
Intirety, LLC	Very Low 3%	20	650	$150K
Shaker Financial Services	Typical 31%	101	329	$870K
Evermont Wealth	Low 18%	88	496	$670K
Pacific Capital Associates	Very High 83%	411	497	$510K
Bell & Brown Wealth Advisors, LLC	Typical 30%	150	500	$960K
Slaten Wealth Management	Very Low 0%	—	167	$220K
Chokshi & Queen Wealth Advisors	Very Low 0%	—	678	$370K
CPR Financial & Insurance Services, Inc.	Very Low 2%	15	696	$130K
Abound Financial	Typical 26%	136	525	$790K
Asti Financial Management	Low 14%	50	350	—
Endurance Financial Planning, LLC	Very Low 5%	38	708	$140K
Ebert Capital Management Inc.	Very Low 3%	5	178	$620K
Bard Associates Inc	High 52%	93	180	$2.2M
January Capital Advisors LLC	Low 25%	45	180	$920K
Round Hill Asset Management Inc	Typical 39%	71	180	$1.2M
Kondo Wealth Advisors, Inc	Typical 33%	119	362	$990K
Longevity Capital Management	Very High 91%	165	182	$780K
Bernzott Capital Advisors	Very High 79%	145	184	$1.1M
Ostrofe Financial Consultants Inc	Typical 26%	143	557	$650K
Fiduciary Solutions LLC	Low 14%	79	563	$0
Cherry Creek Investment Advisors Inc	Low 24%	93	381	$920K
Ted Buchan & Company	Typical 28%	107	383	$1.1M
Auspicious Financial Planning, LLC	High 44%	84	193	$1.4M
Welch Investment Group, LLC	Low 17%	66	387	$640K
Wealthguard Advisors, Inc.	Low 12%	47	390	$430K
Bates Financial Advisors, Inc.	Typical 33%	130	397	$1.1M
Classic Financial	Low 22%	43	199	$700K
The Pension Group	Very Low 2%	10	599	$300K
Miller Financial Services, Inc.	Very Low 0%	—	200	$640K
RLB Financial	Very Low 4%	24	607	$290K
Integrity Wealth Advisors, LLC	Low 22%	177	818	$310K
Brixton Capital Wealth Advisors, LLC	Low 25%	206	819	$260K
Align Wealth Advisors	Very Low 0%	—	205	$490K
Financial Avengers, Inc.	Very High 64%	131	206	$2.4M
Borabond, LLC	Very Low 0%	—	207	$400
Blom & Howell Financial Planning, Inc.	Low 12%	50	417	$370K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Pacific Park Financial, Inc.	Typical 33%	69	209	$1M
Clay Northam Wealth Management	Typical 26%	109	420	$850K
RBA Wealth Management, LLC	Typical 30%	125	421	$1M
The Chartist	Very Low 0%	—	426	$400K
Ciovacco Capital Management	Very High 69%	147	214	$960K
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Hewell Financial Group, Inc.	High 42%	91	217	$1.5M
Crown Point Wealth Advisors	Low 19%	126	653	$270K
Stock Management LLC	Low 18%	77	439	$320K
Cerda Munoz Advisors, Inc.	Low 19%	122	659	$400K
X Advisors, LLC	Very Low 8%	51	659	$350K
Abra Capital Management, LP	Very High 100%	220	220	$630K
Acumen Financial Advisors, LLC	High 61%	134	220	$2.1M
Ark Wealth Advisors, LLC	Low 22%	49	221	$530K
Solano Wealth Advisors	High 43%	194	456	$700K
Vista Advisor Group, LLC	Low 12%	79	686	$450K
Trademark Financial Management, LLC	Very Low 11%	49	458	$640K
HF Advisory Group, LLC	Low 22%	99	460	$700K
Des Moines Investments, LLC	Very Low 11%	75	700	$350K
Pacific Financial Strategies, Inc.	Low 16%	113	713	$280K
Challenger Wealth Management	Typical 37%	89	238	$1M
Cogent Independent Advisors, Inc.	Typical 38%	90	238	$470K
Calabasas Advisory Group, LLC	Typical 32%	154	488	$510K
Fidelis IM	Typical 26%	63	246	$900K
Fairchild Financial Advisors, Inc.	Low 14%	34	247	$520K
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
WFA of San Diego	Typical 34%	88	260	$780K
Heron Finance	Very Low 0%	—	272	$140K
Claremont Financial Group,Inc.	Low 13%	35	275	$510K
Sanchez Gaunt Capital Management, LLC	Low 14%	116	830	$340K
APS Investment Management Group	Very Low 10%	54	557	$350K
Dai Advisors	Very High 100%	285	285	$1.2M
Southwest Investment Advisors, Inc.	Low 19%	218	1,149	$330K
In Touch Financial Services	Very Low 6%	18	290	$250K
RHM Capital Management, Inc.	Very Low 7%	19	292	$86K
Fisher & Wiens Wealth Management, LLC	High 51%	152	300	$830K
Simplifi, Inc.	Typical 26%	77	301	$920K
True Wave Wealth Planners	Typical 29%	266	922	$440K
Ivanoff Wealth Management Inc.	Very Low 2%	15	618	$280K
Money Script Wealth Management, PLLC	Very Low 10%	30	310	$310K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Equanimity Financial Partners	Very Low 6%	41	636	$240K
Lonestar Registered Investment Advisors, PLLC	Very Low 4%	46	991	$250K
Arroyo Investment Group, LLC	Typical 29%	98	335	$950K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
American Retirement Planning Group Inc	Very Low 7%	52	796	$270K
Ring Mountain Capital, LLC	Low 12%	51	426	$520K
Attentive Investments, LLC	Very Low 10%	45	430	$460K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Elite Financial, Inc.	Low 17%	74	439	$620K
Private Wealth Advisors	Very Low 10%	89	890	$490K
Redwood Coast Financial Partners	Very Low 0%	3	987	$150K
Oliveira Wealth	Low 15%	145	988	$270K
Superior Planning Wealth Management & Family Office	Low 15%	78	509	$680K
Meixler Investment Management, Ltd.	Very Low 7%	41	561	$400K
Kanani Advisory Group Inc.	Very Low 10%	56	589	$480K
Sierra Asset Management	Low 13%	111	849	$470K

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