HNW client percentage for Supported firms serving clients in Delaware

Supported firms active in Delaware 54 firms

Very Low 2%-11%

Low 11%-21%

Typical 21%-36%

High 36%-70%

Very High 70%-89%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
HFM INVESTMENT ADVISORS, Inc.	High 58%	127	218	$2.2M
Andersen Wealth Management	Very Low 0%	—	691	$140K
Investment Management & Planning LLC	High 62%	314	503	$470K
Sherpa Capital Management	Typical 35%	56	158	$670K
Montgomery Financial	Very Low 3%	20	596	$340K
VCM Wealth	High 51%	149	291	$360K
Big Investment Services	Low 15%	86	569	$620K
Grigg Financial, LLC	Low 12%	29	252	$250K
JPL Asset Management and Planning, LLC	Very Low 0%	—	369	$250K
Mccann Wealth Strategies,Inc.	Very Low 7%	8	119	$220K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Pegasus Management Services L.L.C.	Very Low 5%	10	201	$190K
Metz Capital Management LLC	Typical 22%	42	195	$520K
Safe Harbor Retirement Planners	Low 14%	42	290	$370K
CWM Advisory, LLC	Low 14%	34	243	$420K
Morrissey Wealth Management LLC	Typical 30%	48	161	$1M
DRS Wealth Management	High 36%	57	160	$460K
Farley Financial	Very Low 0%	—	149	$440K
Chartered Advisory Group	Very Low 7%	20	283	$450K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Katz Family Financial Advisors, LLC	Typical 27%	36	133	$830K
N1 Advisors	High 54%	104	194	$2M
Old Security Group	Very Low 10%	6	62	$750K
Righthand Capital, LLC	Very High 75%	88	118	$1.5M
Rockford Financial Planning	Typical 25%	29	118	$610K
Donald W. Nicholson & Associates Ltd	Typical 32%	50	156	$1.1M
Five Rivers Financial Advisors, LLC	Low 20%	21	104	$530K
Burkholder & Associates, LLC	Very High 75%	70	93	$3M
Chesapeake Capital Management, LLC	Typical 26%	45	176	$190K
StratFI	High 53%	46	87	$1.3M
Foundation Wealth Management, LLC	Very High 76%	127	167	$2.4M
Wealthcare Solutions, LLC	Low 18%	15	83	$630K
Investment Advisor Group	Very Low 8%	10	123	$660K
Omicron Advisors, LLC	High 39%	29	74	$2M
Wissahickon Wealth Management LLC	Low 16%	18	110	$550K
Atlas Wealth Management, LLC	Very Low 10%	9	93	$710K
Benchmark Financial, LLC	Very High 72%	65	90	$1.5M
Montchanin Asset Management, LLC	High 53%	32	60	$2M
Delaware Wealth Planners	Typical 21%	19	89	$2.1M
Elevate Wealth Advisors, LLC	Low 15%	11	71	$270K
Greenwich Financial Advisors, LLC	High 50%	22	44	$780K
Legacy Investment Advisors, LLC	Low 11%	7	65	$460K
CSG Financial	Very Low 6%	4	62	$250K
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
Black Arrow Capital LLC	Typical 32%	12	38	$1M
Axion Financial Group LLC	Very High 83%	30	36	$1.3M
Oberlin Wealth Partners, LLC	Very High 76%	13	17	$1.2M
CSS Capital Advisory LLC	Very High 100%	23	23	$2.6M
Third Sigma Investment Advisors LLC	High 69%	29	42	$1.1M
Raskin Global Inc.	Typical 21%	8	38	$490K
GT Investment Management, LLC	Very High 100%	35	35	$160K
Insight Financial Strategists	High 65%	15	23	$1.2M
Walnut Green Asset Management, LLC	Very High 100%	7	7	$9.3M
Ziv Investment Company	Very High 100%	1	1	$1.2M
Cagr Finance LLC	—	—	—	—

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