HNW client percentage for Supported firms serving clients in Connecticut

Supported firms active in Connecticut 198 firms

Very Low 0%-14%

Low 14%-29%

Typical 29%-46%

High 46%-72%

Very High 72%-100%

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

Median: 37%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Cooper Financial Services, Inc.	Very Low 4%	51	1,335	$150K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
The Dowling Group Wealth Management	Very Low 6%	20	321	$520K
Saybrook Wealth Group, Inc.	Low 24%	75	316	$910K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
Hammond Iles Wealth Advisors	Very Low 13%	127	971	$490K
PASNAU Investment Management, Inc.	Very Low 11%	25	233	$550K
Arista Advisory Group, LLC	Very Low 13%	29	222	$470K
U.S.A. Financial & Tax Services, LLC	Very Low 4%	27	660	$240K
44 North Capital, LLC	High 51%	217	425	$290K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Brixton Capital Wealth Advisors, LLC	Low 25%	206	819	$260K
Advanced Capital Advisors, LLC	Very Low 0%	—	201	$860K
The Retirement Planning Company of New England, Inc.	Low 24%	136	565	$700K
Tuttle Wealth Partners LLC	Very Low 6%	32	565	$120K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
First Financial Advisory Services Inc	Low 15%	76	516	$540K
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
Metric Financial, LLC	Low 17%	28	165	$590K
Thames Financial Management	Typical 36%	106	292	$1M
Agemy Wealth Advisors, LLC	Low 27%	111	404	$320K
Financial Resources Group, LLC	Very High 97%	390	404	$220K
Kennedy Wealth & Tax Management, LLC	Typical 44%	58	133	$1.6M
Richard P. Doleva & Associates	Low 14%	38	264	$0
Steinberganna Wealth Management LLC	Typical 41%	107	259	$1.8M
Ridgeview Asset Management Partners, LLC	Very High 100%	129	129	$2.4M
Reshape Wealth	High 69%	88	127	$1.8M
Granite Islands Private Wealth, LLC	Very High 79%	379	477	$450K
Howard Wealth Management, LLC	Typical 40%	95	237	$1.6M
Breachway Investments, LLC	Low 17%	39	236	$640K
Oaktrust Wealth Advisors, LLC	Typical 31%	74	236	$1.2M
Charter Oak Asset Management, Inc.	Typical 29%	33	114	$650K
Tumolo Wealth Management LLC	Very Low 7%	31	449	$300K
Trombley Wealth Management	Very Low 8%	17	222	$370K
Pasco Advisors, LLC	Very Low 0%	—	210	$160K
Dunbar Associates, LLC	High 50%	101	204	$630K
Scholtz & Company, LLC	High 50%	102	204	$1.6M
Keynote Financial Services, LLC	Typical 37%	73	198	$1.1M
LifeCapital Partners LLC	Low 14%	42	297	$450K
VCP Financial LLC	High 65%	252	385	$290K
Bond Financial Group, Inc.	Very Low 6%	11	191	$290K
Successful Wealth Strategies, LLC	Low 16%	29	187	$270K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Prato Capital Management	Very Low 12%	32	273	$570K
Strategic Financial, LLC	Low 21%	38	181	$320K
Mainstream Capital Management	Typical 35%	60	170	$1.3M
BridgeLight Financial Advisors, Inc	Low 15%	36	246	$610K
WMGNA	Typical 30%	98	326	$1.1M
Morrissey Wealth Management LLC	Typical 30%	48	161	$1M
August Wealth Advisors LLC	High 60%	192	319	$1.4M
Abbondandolo Wealth Management Corp	Low 22%	52	238	$470K
Top Private Wealth	Low 25%	37	150	$710K
Pennfield Capital Corp	Very Low 0%	—	148	$310K
Dunham Lane Capital Partners LLC	High 49%	72	146	$780K
Sightline Wealth Advisors, LLC	Typical 41%	118	290	$1.2M
Greenhouse Wealth Management, LLC	Very High 94%	67	71	$4.1M
Third Eye Associates, Ltd	Typical 39%	82	211	$0
Income & Asset Advisory, Inc.	Low 19%	53	279	$620K
Financial Independence, LLC	Typical 31%	87	278	$1M
Sound Portfolio Advisors, LLC	Typical 45%	62	139	$1.1M
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
WJ Financial Advisors, LLC	Low 26%	71	272	$740K
Audible Wealth Management	Very Low 3%	9	269	$150K
Agilis Investment Management LLC	Very High 84%	163	194	$420K
DJG Financial Services, Inc.	Low 14%	27	194	$460K
Barron Financial Group, LLP	Typical 34%	65	192	$1M
Maryland Capital Advisors, Inc.	High 56%	107	190	$2.6M
Spivak Asset Management, LLC	Very High 83%	52	63	$7M
Abundant Wealth Management LLC	Very Low 7%	13	187	$1.3M
Scarsdale Investment Group, Ltd.	Very High 81%	101	124	—
Oak Financial Group Inc	High 66%	80	122	$1.4M
Southport Station Financial Management, LLC	High 46%	84	182	$1M
Sullivan Financial, LLC	Low 23%	28	121	$770K
Constitution Investment Advisory and Portfolio Management	Typical 30%	54	180	$1.3M
Mullaney Keating & Wright Inc	Typical 39%	70	180	$1.6M
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Jeffrey N. Mehler, CFP LLC	Very High 74%	131	177	$2.3M
Jabez Financial, LLC	Very Low 0%	—	117	$120K
Quorus Inc.	Very High 75%	130	174	$830K
Summit Investment Advisory Group LLC	Low 25%	29	116	$490K
Succession Financial, Inc	Typical 36%	62	173	$1.2M
Infiniti Wealth Management	Low 24%	41	171	$1.1M
Ayrshire Capital Management LLC	Very High 79%	88	111	$2.5M
TimeCapital Investor Advisory Services Inc	Low 28%	62	218	$1.1M
Milestone Asset Management Group, LLC	High 58%	124	214	$1.4M
Spurstone	Typical 36%	58	159	$1.2M
Charter Research & Investment Group Inc	High 47%	75	158	$1.7M
Weiss Financial Group LLC	Typical 30%	31	105	$780K
Somnio Financial Group, LLC	High 69%	71	103	$1.6M
Werlinich Asset Management, L.L.C.	High 47%	24	51	$3.2M
Haviland & Sams, LLC	Very High 79%	80	101	$0
Larimer Capital Corporation	Typical 45%	45	101	$1.7M
Heritage Capital, LLC	High 47%	68	146	$980K
Hanley & Associates LLC	Very Low 9%	9	97	$250K
Springboard Asset Management LLC	Typical 39%	38	97	$1.4M
Congress Park Capital LLC	Typical 43%	62	145	$2.8M
The Herbst Group, LLC	Low 24%	46	190	$1M
Silver Oak Wealth Advisors Services, LLC	High 56%	80	142	$2.1M
United Financial Planning Group LLC	High 60%	112	188	$1.8M
RPM Capital Management, LLC	Very High 96%	135	140	$510K
Bright Advisors	Typical 32%	57	178	$720K
Wealth Management Advisers, LLC	Very Low 11%	10	89	$740K
Briggs Wealth Management, Inc.	High 68%	90	132	$2.7M
Magnolia Private Wealth, LLC	High 49%	87	176	$1.5M
Chesapeake Asset Management LLC	High 50%	65	130	$2.3M
Retirement Systems LLC	Very Low 0%	—	172	$220K
Bortolussi Wealth Management, Inc.	Low 20%	25	125	$660K
Investment Advisor Group	Very Low 8%	10	123	$660K
APM Wealth	Low 27%	21	79	$600K
Silver Pine Capital, LLC	Typical 43%	34	79	$530K
AIS Capital Management L.P.	Very High 97%	38	39	$4.4M
Value Investment Professionals, LLC	Typical 42%	66	156	$1.6M
Settanni Financial LLC	Typical 32%	50	155	$2.2M
Shea Financial Advisors	Typical 43%	33	77	$1.5M
Catum Advisory Group, LLC	High 47%	35	75	$1.2M
Compass Rose Strategic Partners LLC	Typical 45%	68	150	$690K
Wellspring Financial, LLC	Low 20%	22	112	$620K
Wright Private Asset Management LLC	Typical 44%	16	36	$980K
Hoskin Capital	Very Low 13%	5	47	$110K
NorthStar Portfolio Investments, LLC	Low 26%	18	70	$920K
Tittmann & Rusch, LLC	Very Low 0%	—	70	—
Five Mile River Investment Management, LLC	Very High 100%	103	103	$830K
DBA Seaside Financial & Insurance Services	Low 18%	24	137	$590K
FAO Wealth Inc	Low 19%	13	68	$620K
Financial Decisions, LLC	Very High 88%	120	136	$2.3M
Greenwich Creek Capital Management, LLC	Typical 37%	25	68	$1.4M
Eagle Wealth Advisors	Typical 31%	31	101	$1.6M
Zenith Investment Management, LLC	Typical 29%	29	101	$770K
Eagle Capital Advisors, LLC	Low 25%	17	67	$1.5M
Envest Asset Management, LLC	Low 19%	13	67	$680K
RGA Investment Advisors, LLC	Low 19%	19	99	$850K
Sovereign Financial Services	Low 17%	11	65	$580K
Plan First Wealth LLC	High 67%	64	96	$1.5M
Turtle Bay Group, Inc.	Very High 86%	55	64	$0
Aventura Capital Management, LLC	Very Low 10%	13	126	$380K
Beaulieu & Associates, LLC	Low 21%	13	63	$680K
Brennan Capital Management LLC	Low 23%	14	62	$650K
Mountain Vista Wealth Management	Typical 35%	21	60	$840K
Waypoint Financial, LLC	Low 17%	10	60	$610K
Crionna Wealth LLC	Low 27%	16	59	$990K
Colchester Investment Counsel LLC	High 66%	38	58	$2.2M
Connecticut Capital Management Group, LLC	High 46%	53	114	$2.2M
Alpine Hill Advisors LLC	High 57%	32	56	$2M
Buell Investment Advisors	Very High 81%	86	106	$330K
Fairport Asset Management Corp	Low 22%	11	51	$230K
Onitus Capital, LLC	Typical 35%	18	51	$120K
Cornerstone Financial Management LLC	High 49%	49	101	$1.6M
Abbington Investment Group, LLC	Very High 100%	50	50	$4M
LCR Wealth Management LLC	High 59%	43	73	$2M
Drum Hill Capital, LLC	High 60%	43	72	$2.7M
Origin Wealth Advisers	Very High 77%	37	48	$1.7M
Rioux & Company, LLC	Very Low 11%	8	71	$290K
Investors Capital Management Inc.	High 57%	27	47	$1.6M
Stableford Capital LLC	High 54%	50	92	$3.2M
Fiscal Dynamics Incorporated	Typical 29%	13	45	$680K
Delta Wealth Management, LLC	Very High 100%	44	44	$1.5M
Greenwich Financial Advisors, LLC	High 50%	22	44	$780K
Wharton Midmarket Investment Advisors Inc	Very High 98%	42	43	$5.2M
Firethorn Capital, LLC	Very High 73%	29	40	$1.1M
Lyons Asset Management	Very Low 0%	—	40	$280K
Innovative Wealth Management	Very Low 6%	5	79	$96K
Diamant Asset Management, Inc.	Very High 100%	59	59	$3.5M
Mint Asset Management LLC	Typical 45%	25	56	$1.1M
Osprey Private Wealth LLC	Very High 79%	44	56	$6.1M
WSA Affiliates, LLC	Low 18%	10	56	$0
Compass	Low 20%	11	54	$880K
Apricity Financial, LLC	High 49%	33	67	$1.4M
Stone Wall Money Management LLC	Very Low 0%	—	67	$130K
North Haven Financial LLC	High 67%	22	33	$1.1M
Tanaka Capital Management Inc	Typical 44%	7	16	$1.5M
VII Capital Management LLC	High 65%	31	48	$580K
Mighty Oak Management LLC	High 53%	24	45	$330K
Longwall Family Office	Typical 45%	20	44	$9.1M
Olson Consulting LLC	Very Low 0%	—	28	$790K
Krauss Whiting Capital Advisors LLC	High 52%	14	27	$1.4M
LumenAI	Very High 100%	13	13	$2.3M
B Side Partners, LLC	Very High 84%	21	25	$2.5M
Professional Alliance Associates, LLC	Very Low 0%	—	25	—
Confluent Asset Management LLC	Very Low 0%	—	24	$150K
Dick Hutchinson Registered Investment Advisor	Very High 75%	18	24	$2M
KP7 Investors LLC	Very High 100%	12	12	$860K
Jadwin Asset Management LLC	Very High 100%	23	23	$2.1M
Netherby Advisors LLC	High 52%	11	21	$880K
Shearman, Ralston Inc.	Very High 75%	15	20	$4.9M
New Line Capital, LLC	High 65%	17	26	$1.1M
The Family Financial Group	Very High 100%	16	16	$0
Calm River Capital LLC	High 70%	16	23	$550K
Blue Elm Advisors	Very Low 7%	1	15	$370K
Pettee Investors Inc	Very High 100%	27	27	$6.6M
Fleetstar Financial	Very Low 0%	—	6	$180K
Kineo Capital LLC	Very High 100%	17	17	$1M
Noble Capital Management, Inc.	High 64%	14	22	$450K
AMFA LLC	Very High 100%	16	16	$580K
Strive Retirement Group	Low 14%	2	14	$430K
Black Swan Wealth Management	Very Low 0%	—	7	$0
Sonder Partners	Very High 80%	4	5	$1.3M
VinsonCap Wealth Advisors LLC	Very High 100%	2	2	$2.8M
Budnick Capital, LLC	—	—	—	—
Crito Capital Advisers LLC	—	—	—	—
EliteGate Wealth, LLC	—	—	—	—
Grant Wealth Advisors LLC	—	—	—	—
R & R Wealth Strategies, LLC	—	—	—	—
Strong Wealth Advisors, LLC	—	—	—	—

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