HNW client percentage for Supported firms serving clients in Idaho

Supported firms active in Idaho 95 firms

Very Low 0%-5%

Low 5%-14%

Typical 14%-26%

High 26%-38%

Very High 38%-65%

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

Median: 20%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Elite Financial, Inc.	Typical 17%	74	439	$620K
Elevation Capital Advisory	Low 10%	61	631	$400K
Hawke Financial Group	Low 6%	35	551	$430K
Intermountain Wealth Management, Inc.	Very Low 4%	20	446	$170K
Crown Point Wealth Advisors	Typical 19%	126	653	$270K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Peak Investment Coaching, LLC	Very Low 3%	11	380	$0
Burrus	Typical 25%	79	322	$750K
Moulton Wealth Management, Inc	Low 11%	52	477	$330K
Pinnacle Wealth Management, LLC	Typical 14%	62	458	$460K
Connect Financial Advisors	Very Low 2%	8	452	$140K
Arrian Investments, Inc.	Typical 14%	60	442	$510K
D & G Advisory Group, L.L.C.	High 31%	90	293	$650K
Wood Tarver Financial	High 26%	148	575	$800K
Next Level Wealth Planning, LLC	Typical 15%	85	572	$560K
Tumwater Wealth Management, LLC	Very High 40%	113	284	$1.1M
3 Peaks Financial	Low 5%	14	280	$190K
Vorpahl Wing Securities, Inc.	Very Low 0%	—	557	$220K
Axiom Wealth Strategies, LLC	Typical 25%	69	272	$450K
Atlas Financial Advisors, Inc.	Low 6%	17	266	$180K
Stites Financial Consulting	High 28%	73	264	$490K
Viewpoint Capital Management	Very High 43%	54	125	$2.1M
Torrey-Payne Wealth Management	Typical 24%	58	237	$780K
Reed Capital Management, LLC	High 27%	31	117	$460K
Five Pine Wealth	Typical 14%	49	345	$540K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Wealth Rabbit	Very Low 1%	2	220	$5.4K
Wilson Financial Advisors, Inc.	Low 5%	10	216	$0
Jordan Wealth Management	Very Low 0%	—	425	$170K
Financial Planning First, LLC	Low 11%	31	291	$370K
Lodestone Wealth Management LLC	High 34%	99	287	$1.2M
Prestige Wealthwide, LLC	High 32%	59	186	$1.1M
Pacific Peak Advisors, LLC	High 30%	54	182	$1.2M
Capital Wealth, LLC	Very Low 4%	11	272	$350K
Arcadia Investment Advisors, LLC	Very High 44%	118	266	$1.2M
Dove Investment Research and Management, Inc.	Very High 54%	94	175	$580K
Mustard Seed Financial	Typical 14%	49	346	$240K
Integrity Wealth Management, Inc.	Typical 23%	39	167	$980K
Provident Living Financial Services	Typical 25%	62	245	$600K
DRS Wealth Management	High 36%	57	160	$460K
Lesa Sroufe & Company, Inc.	Very High 93%	221	238	$870K
Concinnus Financial, Inc	Low 5%	8	158	$190K
Portfolio Logix, LLC	High 26%	40	156	$250K
Twenty Twenty Investment Advisors, LLC	Low 7%	23	312	$370K
4 Th River Financial Group, Inc.	Low 7%	21	301	$220K
Retire Sensibly LLC	High 26%	38	146	$400K
Coastal Capital Advisors	Low 11%	15	141	$370K
Sky-Mountain Capital Management	Very High 38%	54	141	$1.5M
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
Simple Wealth LLC	Typical 20%	26	129	$370K
Twin Rivers Wealth Management	Low 9%	22	256	$460K
Archer Investment Management	High 28%	70	254	$1.5M
Snake River Investment Counsel LLC	Typical 17%	21	121	$630K
Harding Wealth, Inc.	Very High 38%	64	169	$1.3M
Selkirk Wealth Advisors, LLC	High 37%	61	164	$1.1M
Pacific Value, LLC	High 32%	52	162	$960K
Western Financial Corporation	Very High 68%	106	155	$1.7M
Williams and Schiller Wealth Management, LLC	Very High 38%	35	92	$1.2M
Ascent Retirement Advisors	Typical 14%	12	85	$330K
Archer Wealth Advisors	Low 13%	16	127	$600K
Accord Capital Management, Ltd.	Low 12%	10	84	$380K
Figure 8 Investment Strategies LLC	Very High 44%	71	163	$1.3M
Integrity Financial Group	Typical 14%	17	119	$280K
Scratch Capital	Very High 43%	64	150	$1.4M
Coho Advisory Services, LLC	Low 5%	7	148	$310K
Backbone Planning Partners LLC	Typical 24%	26	109	$780K
Inland Financial Planning	Low 13%	9	72	$570K
BZ Wealth Advisors, LLC	Very High 47%	16	34	$770K
Sila FInancial, LLC	Very High 49%	49	100	$1.2M
Mellor & Associates LLC	Low 8%	5	63	$350K
Alturas Wealth Management, LLC	Typical 18%	11	61	$770K
Illumine Investment Management, LLC	High 32%	29	90	$2.1M
Advanced Financial Solutions, Inc.	Typical 20%	12	59	$240K
Long Bridge Capital Management	Very Low 0%	—	106	$510K
Grow Rasmussen Consulting LLC	High 34%	35	103	$420K
Aligned Advisors	Very High 100%	51	51	$440K
Equilus Group Inc	Typical 15%	13	86	$300K
Rutherford Investment Management	Very High 76%	47	62	$3.7M
Harris Wealth Management, LLC	Low 10%	6	61	$370K
Pinyon Pine Capital LLC	Very High 100%	39	39	$1.2M
Evolve Wealth Advisors LP	Very High 65%	36	55	$930K
Nautical Star Financial Group LLC	High 32%	23	72	$620K
Mcmillen & Company, Inc.	High 31%	10	32	$2.5M
Potomac Advisors, Inc.	Very Low 0%	—	44	$320K
DeLeon Wealth LLC	Very High 44%	12	27	$420K
Pinnacle Portfolio Advisors	Very High 53%	21	40	$4.3M
Generational Legacies Wealth Management	High 36%	9	25	$1.7M
Hanks Capital Management, LLC	Very Low 0%	—	24	$330K
Pendragon Capital Management, Inc.	Very High 42%	18	43	$1M
GT Investment Management, LLC	Very High 100%	35	35	$160K
Wismar Financial	Very Low 0%	—	17	$320K
Simpli-FI Alpha LLC	Very Low 0%	—	15	$190K
Trail Creek Advisors, LLC	High 29%	4	14	$1.3M
Vitality Wealth	High 31%	4	13	$700K
Profitscore Capital Management, Inc.	Very Low 0%	—	10	$120K
Cooper Norman Wealth, LLC	—	—	—	—
Everbridge Advisors	—	—	—	—

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