HNW client percentage for Supported firms serving clients in Indiana

Supported firms active in Indiana 193 firms

Very Low 0%-4%

Low 4%-14%

Typical 14%-23%

High 23%-36%

Very High 36%-67%

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

Median: 19%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Eley-Graham-Austgen Financial Advisory Services	—	—	—	—
Hesmer Wealth Management LLC	—	—	—	—
Marian Investor Coaching, Inc.	—	—	—	—
Mosaic Wealth Management LLC	—	—	—	—
TruEdge Asset Management LLC	—	—	—	—
Harbour Wealth Partners, Inc.	Very Low 0%	—	1	—
Trowbridge Capital Partners LLC.	Very High 100%	2	2	$7.9M
My-Financial-Advocate	Very Low 0%	—	3	$2.7M
Optimized Capital LLC	Typical 20%	1	5	$780K
Progress Alliance Investment Services	Very Low 0%	—	5	$210K
Mackhouse Capital	Very Low 0%	—	7	$1M
Wright Planning, LLC	Very High 69%	9	13	$620K
2nd Market Capital Advisory Corp.	High 23%	8	35	$1.3M
Alexander D Cohen Investments, LLC	Very High 100%	21	21	$250K
Turpin & Associates Inc	High 26%	6	23	$54K
Pillar Wealth LLC	Very High 51%	18	35	$230K
Kuhn & Company Investment Counsel, LLC	Very High 64%	32	50	$2.5M
Elevate Capital Management, L.L.C.	Very High 67%	26	39	$1.2M
Obsidiant Partners LLC	Very High 54%	7	13	$780K
New Life Financial LLC	Very Low 0%	—	27	$110K
Brightstone Advisors LLP	Typical 17%	7	42	$1.3M
Seek & Find Financial	Low 5%	2	43	$260K
The Schamber Group, Inc.	Typical 21%	6	29	$570K
Catalyze Wealth Management	Very High 58%	18	31	$1.4M
Valentine Wealth Management	Typical 17%	6	36	$590K
Blend Wealth	High 23%	17	74	$750K
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
Dauble+Worthington Equity Portfolios	Very Low 0%	—	60	$150K
Zaki Financial LLC	Typical 20%	8	40	$170K
Private Counsel Group, Ltd.	Very High 51%	32	63	$1.8M
Equilus Group Inc	Typical 15%	13	86	$300K
McMahan Capital Management	Very High 72%	31	43	$3.2M
Pile Wealth Management	Typical 22%	19	86	$1.9M
MC Financial Services, Inc.	Very Low 0%	—	67	$1M
Canterbury Investment Management, LLC	Very High 36%	16	45	$1.4M
Genuine Wealth Advisors, LLC	High 31%	14	45	$1.7M
Haley & Summers Wealth Management, Inc.	High 27%	12	45	$1.5M
Twin Robins Capital	High 27%	12	45	$730K
Mid Michigan Insurance and Financial Services LLC	Very Low 0%	—	47	$130K
Luminary Wealth	Typical 17%	12	71	$1M
Capstone Wealth Advisors, Inc.	High 35%	34	97	$1M
Ohlmann Investment Advisors LLC	Low 4%	2	50	$350K
Dean Dorton Wealth Management, LLC	High 33%	26	79	$1M
Walsh Advisors	Very High 38%	20	53	$1.5M
WWA Planning & Investments	Very High 37%	39	106	$990K
Capital Strategies, Inc.	Typical 16%	13	80	$500K
Hermosa Wealth Management	High 24%	13	54	$450K
McDonald Capital Management, Inc.	Very High 59%	33	56	$1.8M
Virji Investments, Inc.	Low 12%	7	58	$580K
Strong Wealth	High 27%	16	59	$410K
Capital Management Consultants	Very High 67%	41	61	$1.2M
Genesis Advisors, LLC	Low 11%	14	124	$800K
Investment Advisors of Indianapolis Inc	Very Low 0%	—	62	$1.7M
Full of Grace Financial	Typical 17%	11	63	$370K
Vertical Wealth, LLC	Very Low 3%	2	63	$300K
CFG Wealth Management Services Inc	Very High 64%	41	64	$1.3M
Tactical Wealth Partners	Very Low 0%	—	97	$140K
Integrity Wealth Management, LLC	High 32%	32	99	$1.1M
North South Capital, LLC	Low 12%	16	133	$230K
Alo Financial Planning	Very High 58%	39	67	$1.8M
Integrated Planning & Wealth Management, LLC	High 24%	32	136	$780K
Royal Capital Wealth Management LLC	Very High 46%	31	68	$3M
Forest Asset Management LLC	Very High 52%	55	106	$2.1M
McAvoy Kemp Wealth Management, LLC	High 29%	31	106	$660K
CADE Group, Inc.	High 31%	22	71	$790K
Westhampton Capital	High 26%	37	142	$1.7M
Lever Wealth Management	Very High 61%	22	36	$1.4M
Cornerstone Advisory, LLC	Very Low 1%	1	110	$160K
McLaughlin Asset Management, Inc.	Very High 50%	56	111	$1.5M
Creative Financial Planning Advisors, Inc.	Typical 21%	16	76	$400K
Trust Investment Advisors Wealth Management, LLC	High 29%	11	38	$910K
Rude Wealth Advisory	Low 13%	21	156	$330K
Mountain Peak Wealth Advisors, LLC	High 23%	27	119	$710K
Spencer Financial Strategies	Very Low 0%	—	80	$220K
Laughlin Financial LLC	Very High 61%	50	82	$2.4M
Lyon Capital Management, LLC	Very High 57%	47	82	$1.1M
MDH Investment Management, Inc.	High 30%	25	84	$640K
Kestrel Wealth Management, LLC	High 34%	29	85	$1.7M
Allstreet Wealth	High 35%	45	128	$510K
Monarch Capital Management Inc	Very High 52%	90	173	$2M
Integrity Wealth Advisors	Low 9%	12	130	$500K
RASP Wealth Solutions, LLC	High 30%	27	89	$1.2M
J.S. Replogle & Associates LLC	Very Low 0%	—	90	$450K
Morris Group Advisory Service, Inc	Low 8%	7	91	$200K
BLVD Private Wealth, LLC	High 34%	46	137	$1.6M
Peloton Capital Management	Very High 100%	138	138	$2M
BBK Wealth LLC	High 34%	32	94	$670K
Bayworth Capital	High 27%	51	192	$460K
Tango Capital Management, LLC.(Tcm)	High 24%	24	100	$130K
American Trust Investment Services Advisory, Inc.	Low 4%	2	51	$110K
Fuhrmann Capital	High 35%	36	102	$590K
Demland Wealth LLC	Low 9%	9	103	$300K
Strong Financial Services	Very Low 0%	—	52	$110K
Smith Financial	Very High 45%	72	159	$1.9M
BayTrust Wealth Management, LLC	Low 9%	20	214	$460K
CBG & Company, Inc.	Very High 71%	114	161	$1.3M
Midwest Investment and Retirement Management, Inc.	Low 10%	11	108	$320K
Truesdell Wealth, Inc.	Typical 17%	9	54	$92K
Trust Investment Advisors	High 27%	44	163	$1.4M
HK Private Client, LLC	Very High 57%	62	109	$810K
Midwest Capital Financial Advisors, LLC	Very Low 0%	—	111	$150K
Herr Capital Management LLC	High 32%	36	112	$650K
GPS Financial Group, LLC	High 32%	36	114	$630K
Womack Investment Advisers, Inc	Typical 16%	27	171	$520K
Atis, Inc	Very Low 0%	—	229	$420K
Delta Wealth Advisors LLC	Very High 37%	65	176	$830K
Blue Bison Investments	Very Low 2%	3	177	$120K
Forsythe Wealth Management, Inc.	Typical 20%	24	118	$610K
Greenleaf Financial Group	Very High 52%	63	122	$1.4M
Atlantis Wealth Advisors LLC	Low 10%	25	248	$560K
Gates Investment Advisors, LLC	Typical 16%	20	124	$180K
Daviman Financial, LLC	Typical 21%	39	190	$850K
Archer Investment Management	High 28%	70	254	$1.5M
Barnes Dennig Private Wealth Management, LLC	Very Low 3%	6	191	$960K
IA Network, LLC	High 24%	62	259	$740K
Titan Investment Management LLC	High 28%	73	263	$450K
Timpe & Timpe Financial Advisory Services, L.L.C.	High 29%	39	133	$460K
Arena Wealth Management LLC	Typical 20%	27	134	$600K
Fortified Wealth	Typical 15%	10	68	$240K
Mindset Wealth Management, LLC	Very High 69%	189	274	$1.1M
Vision Capital Partners	High 31%	43	137	$1M
Shinneman Wealth Group	Very Low 0%	—	139	$230K
Cardinal Capital Management, LLC	Typical 19%	26	140	$680K
Wall Investment Group, Inc.	Typical 20%	28	140	$600K
Farnsley Advisors	Typical 16%	34	213	$410K
McDonnell Capital Management	High 24%	35	143	$1M
Aldebaran Capital, LLC	High 29%	42	147	$1.1M
Pennfield Capital Corp	Very Low 0%	—	148	$310K
Precedent Financial Strategies	Very High 72%	53	74	$1.4M
Core Wealth Advisors	High 29%	43	149	$960K
Koon Financial Planning & Consulting/KFP&C	Very High 36%	55	153	$910K
Heinekamp Financial Planning & Tax Service LLC	Very Low 0%	—	230	$230K
D.L. Fields Advisory Group, LLC	Very Low 0%	1	310	$81K
Griffin Financial Advisors, LLC	Low 13%	20	155	$420K
Eagle Investors LLC	Very Low 0%	—	240	$0
Kotys Wealth Professionals	Very High 36%	116	321	$870K
Summit Investment Management, Ltd.	Low 4%	6	162	$520K
Hardwick Capital Management, LLC	Typical 14%	23	167	$120K
Whitestone Capital Management LLC	Very Low 0%	—	173	$68K
56 Capital Partners, Ltd	Typical 14%	36	260	$320K
Park + Elm Investment Advisers	Low 13%	34	260	$330K
Almega Wealth Management	Typical 14%	36	261	$450K
Blue Iguana Financial, LLC	Very Low 0%	—	87	$260K
An Exceptional Life Financial, LLC	Typical 14%	53	370	$690K
Incline Wealth	Typical 14%	27	187	$390K
Comprehensive Financial Consultants	Typical 16%	61	376	$480K
Blue Jay Financial Group, LLC	Low 8%	23	283	$400K
VCP Financial LLC	Very High 65%	252	385	$290K
Schwallier Wealth Management	Typical 19%	54	290	$650K
Julius Arthur Seibert & Company, LLC	High 31%	30	97	$680K
Dickmeyer Boyce Financial Management, Inc	High 31%	124	402	$1M
MFG Wealth Management, Inc.	Low 9%	29	324	$400K
Midwest Financial Network, LLC	Very High 37%	80	218	$650K
MFA Wealth Services	Low 4%	9	224	$1.3M
Brookstone Financial	Very Low 2%	9	458	$210K
Eukles Asset Management, LLC	Low 4%	18	470	$700K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Rik Saylor Financial, Inc.	High 26%	96	376	$520K
Pampel & Associates, Inc.	Low 13%	32	255	$360K
Atlas Financial Advisors, Inc.	Low 6%	17	266	$180K
Lauer Wealth Management	Low 12%	47	399	$390K
Wisely Advised	Low 5%	12	266	$330K
SecurEstate	Typical 14%	39	278	$380K
Faith Financial Advisors, Inc.	Low 9%	24	280	$350K
Norwood Economics, Inc.	Typical 20%	28	143	$640K
David P. Gilliam & Associates, Inc.	Typical 15%	65	438	$400K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Mercurio Wealth Advisors	Very Low 3%	15	446	$320K
P/E Capital Investments	Typical 17%	25	150	$67K
Banker Investment Group	Typical 21%	97	467	$550K
Gineris Wealth Management	Low 10%	30	312	$280K
Golden Years Financial Advisors, Inc.	Very Low 0%	—	328	—
Spyglass Investment Management	Typical 17%	86	511	$290K
Benham Advisory Group	Low 5%	17	345	$270K
IntelliVest Wealth Management	Very Low 3%	10	351	$150K
Rivercities Asset Management, LLC	Low 10%	18	182	$360K
Kessler Investment Group, LLC	Low 13%	71	558	$560K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Ellija Capital Management, LLC	Low 4%	16	381	$150K
Hobbs Wealth Management	High 34%	65	194	$760K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Lester Financial Group, LLC	Low 7%	53	784	$510K
Borabond, LLC	Very Low 0%	—	207	$400
Holistic Financial Partners, LLC	Low 12%	103	862	$520K
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
MWM Advisory Group, LLC	Low 4%	8	225	$170K
Werner Financial	Typical 18%	85	472	$270K
Encircle Financial Strategies	Typical 17%	41	240	$580K
Wabash Capital, Inc.	Very Low 3%	17	488	$190K
Provider Financial, Inc.	Very High 42%	210	505	$600K
Bullseye Investment Management, LLC	Low 5%	55	1,120	$200K
Tower Wealth Partners	Typical 16%	146	920	$480K
Northfort Financial, LLC	Very Low 0%	—	356	$330K
Bischoff Wealth Management Group, LLC	High 32%	114	357	$600K
Freeman, Will & Niemeier, Inc.	Typical 14%	50	358	$410K
Bone Asset Management	High 34%	124	366	$180K
Crown Haven Wealth Management	Very Low 0%	—	394	$0

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