HNW client percentage for Supported firms serving clients in Delaware

High-net-worth (HNW) client percentage measures the share of a firm’s clients who meet the SEC’s high-net-worth threshold—roughly $1.1 million in managed assets or $2.2 million in net worth. This metric helps indicate the type of clients a firm is designed to serve. Higher percentages often mean the firm focuses on more complex, bespoke planning for wealthier clients, while lower percentages suggest broader access with more standardized services.

In Delaware, supported firms—which typically have 1 to 4 advisors with staff or manage over $200 million in assets—show a median HNW client percentage of 31.58%, slightly above the national median of 29.32%. The distribution ranges widely, with some firms serving mostly affluent clients and others focusing heavily on high-net-worth households. This spread suggests that Delaware advisors have made deliberate choices about their client base: some run scalable practices aimed at affluent professionals and pre-retirees, while others concentrate on more customized, complex planning for wealthier individuals. The variety reflects different business designs rather than stages of growth.

For you, this means the HNW client percentage is a useful signal of fit, not quality. A higher percentage often means higher minimums and more tailored services, while a lower percentage points to broader access and more standardized planning. Understanding where a firm falls on this spectrum can help you find an advisor whose approach matches your financial situation and service preferences. Use this metric alongside others to get a fuller picture of what a firm offers. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.