HNW client percentage for Supported firms serving clients in Michigan

Supported firms active in Michigan 276 firms

Very Low 0%-5%

Low 5%-15%

Typical 15%-23%

High 23%-37%

Very High 37%-67%

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

Median: 18%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
B.A. Roberts Financial Services, Inc.	Low 10%	134	1,344	$270K
Sapphire Blue Investment Partners	Typical 18%	68	376	$500K
Great Lakes Investment Advisors Inc.	Very Low 0%	—	367	—
Bone Asset Management	High 34%	124	366	$180K
Northfort Financial, LLC	Very Low 0%	—	356	$330K
Dynamic Asset Management Group LLC	Low 5%	16	349	$240K
RyZome Investment Advisors	Very Low 3%	23	673	$170K
Security First Financial	Low 10%	67	639	$470K
Stewards Wealth Planning, LLC	Low 8%	48	613	$160K
Jfr Financial Services, Inc.	Typical 19%	114	597	$460K
Premier Estate Planners, LLC	Low 9%	55	584	$390K
River Raisin Investment Partners, Inc.	Typical 15%	87	574	$280K
Kelly Wealth Management, Inc.	Very Low 0%	—	529	$300K
New Era Investments LLC	Very Low 0%	1	761	$39K
Great Lakes Wealth, LLC	Typical 16%	39	248	$650K
Legacy Investment Advisors LLC	Very Low 2%	12	492	$120K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Bucket List Wealth Management, LLC	High 25%	120	480	$460K
RBS Wealth Management	Typical 19%	91	468	$680K
MFG Capital, Inc.	Very Low 3%	6	215	$180K
Peak Wealth Management, LLC	Typical 19%	123	643	$690K
Vision Wealth Management, Inc.	Low 9%	36	416	$200K
Borabond, LLC	Very Low 0%	—	207	$400
Sterling Bridge Financial Group LLC	Low 6%	50	826	$160K
Cornerstone Alternatives	Very High 100%	410	410	$390K
Fairhaven Financial Advisory Corporation	Low 9%	75	805	$450K
Schuchard Capital Management Inc	Very High 48%	93	195	$1.5M
Vitale Wealth Management	Very Low 4%	16	383	$270K
Miller Financial Services LLC	Low 12%	66	574	$510K
Ellija Capital Management, LLC	Very Low 4%	16	381	$150K
CND Financial	Very High 39%	73	188	$1M
RFM Financial Solutions, LLC	Low 13%	72	544	$450K
APO Financial Services, LLC	Very Low 1%	6	542	$230K
Foresight Capital Management Advisors, Inc.	Very High 46%	249	537	$540K
First Financial Advisory Services Inc	Typical 15%	76	516	$540K
Up North Financial, LLC	Typical 17%	57	337	$600K
Lakeshore Financial Planning Inc.	High 30%	145	491	$960K
Burrus	High 25%	79	322	$750K
Nardis Advisors LLC	Very High 52%	79	153	$1.1M
Maner Wealth	Low 9%	42	451	$430K
Kaizen Wealth Management, LLC	Very Low 0%	—	450	—
Moore Financial Strategies, LLC	Very Low 0%	—	300	—
Harborfront Financial Group	High 27%	158	596	$250K
Braeburn Wealth Management, LLC	Low 8%	37	441	$560K
D & G Advisory Group, L.L.C.	High 31%	90	293	$650K
Wordhouse Wealth Coaching	Very Low 0%	—	293	—
Kachkovsky & Fisher, Inc.	High 28%	125	439	$620K
Smart Money Financial Advisors, LLC	Typical 16%	23	145	$550K
Norwood Economics, Inc.	Typical 20%	28	143	$640K
True Blue Financial, LLC	Very High 43%	243	570	$470K
Greystone Financial Group, LLC	High 26%	149	566	$840K
Northern Edge Wealth Management	Low 13%	71	550	$450K
Pearl Wealth Group	Low 8%	23	273	$380K
O'Connor Financial Group, LLC	Low 13%	34	271	$250K
Atlas Financial Advisors, Inc.	Low 6%	17	266	$180K
LUMINIST Capital, LLC	Low 8%	44	530	$200K
Applied Capital	High 29%	76	264	$600K
Old Oak Financial Planning, Inc.	Typical 19%	50	264	$610K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
M1 Capital Management LLC	High 27%	105	383	$1M
Pampel & Associates, Inc.	Low 13%	32	255	$360K
The Bottom Line Wealth Management Ltd.	Very Low 0%	—	250	$25K
Legacy Wealth Advisors, LLC	Typical 18%	45	248	$520K
Wealth Ease Wealth Management	Low 10%	24	248	$460K
Factor Investing Group	Typical 21%	103	491	$700K
Family Capital Management	High 27%	131	491	$810K
Rachor Investment Advisory Services, LLC	High 27%	132	490	$470K
RHL Group, LLC	Low 14%	50	350	$440K
Sculati Wealth Management, LLC	High 30%	104	349	$1.1M
Bridgewise Wealth Management	Typical 21%	24	115	$310K
Global Financial Planning Group, LLC	High 24%	55	227	$550K
Integrity Financial Advisors, LLC	Typical 17%	58	339	$170K
Bernard Wealth Management Corp.	High 35%	116	327	$890K
Daus Financial Group, LLC	High 27%	87	327	$830K
hemming& Wealth Management, Inc.	High 26%	113	436	$660K
Trinity Wealth Solutions LLC	Low 14%	15	109	$490K
Blueprint Partners LLC	High 29%	93	324	$860K
Graetz Wealth	Typical 16%	50	316	$470K
Integrated Capital Management	Very High 37%	153	415	$940K
Horowitz & Company, Inc.	Typical 21%	42	199	$680K
Erica Hall Wealth Advisors, LLC.	Low 5%	5	99	$120K
Retirement Resources, LLC	Low 9%	35	391	$420K
Wealth For you Financial, LLC	Low 5%	14	292	$210K
Schwallier Wealth Management	Typical 19%	54	290	$650K
VCP Financial LLC	Very High 65%	252	385	$290K
Daniel Krug & Associates	High 29%	55	192	$760K
Gasaway Investment Advisors, Inc.	Low 5%	18	384	$270K
Clearview Investments, LLC	Very Low 0%	—	379	$160K
Blue Jay Financial Group, LLC	Low 8%	23	283	$400K
Duet Advisory Services LLC	High 35%	100	282	$1.1M
Key Concerns Inc	Very Low 3%	5	188	$120K
Synergy Wealth Management, LLC	Typical 15%	42	282	$420K
Legacy Financial Services Group, Inc.	Typical 19%	35	183	$660K
Quantum Private Wealth, LLC	Very High 63%	57	90	$4.6M
The Wolter Group, Inc.	Low 6%	11	180	$300K
Haverdink Financial Management, LLC	High 35%	62	179	$1.2M
Afton Advisors, LLC	High 23%	40	177	$620K
Independent Wealth Management, LLC	High 35%	61	176	$1.2M
Fairlane Investment Advisors Inc	Typical 19%	33	175	$460K
Blue Iguana Financial, LLC	Very Low 0%	—	87	$260K
56 Capital Partners, Ltd	Low 14%	36	260	$320K
Eastown Financial Advisors, LLC	Low 12%	32	257	$420K
Burnham & Company LLC	High 26%	44	171	$630K
Entrust Investment Services, Inc	High 27%	44	166	$840K
Southwest Michigan Wealth Management, LLC	Very Low 2%	4	166	$180K
Stratus Advisory Group, Inc.	Low 8%	13	165	$380K
PPS & V Asset Management Consultants Inc	High 23%	58	247	$970K
AFS Wealth Management, LLC	Typical 21%	34	163	$640K
Wealthspan Investment Management, LLC	Low 8%	26	326	$290K
Alliance Investment Management, LLC	High 26%	42	160	$1.1M
Greenway Financial, LLC	Typical 15%	36	239	$570K
Melone Private Wealth, LLC	Very High 47%	73	155	$1.7M
Leonard Advisory Group LLC	Low 13%	29	230	$420K
Pearl Planning	High 34%	104	305	$1.1M
Ataraxis Advisors LLC	Very High 45%	68	152	$430K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Briggs Financial Inc.	Low 9%	13	148	$350K
Miller Capital	Very High 91%	67	74	$4.1M
Fourth Dimension Financial Group	Low 10%	15	146	$0
Daniel Investment Group Inc.	High 28%	60	214	$980K
Stewardship Trust Advisors	Typical 16%	47	285	$1M
The Financial Center, LLC	Very Low 0%	—	211	—
Palatine Hill Wealth Management	Typical 16%	46	279	$1M
Infinity Advisory Group	Typical 16%	34	208	$620K
Strickler Investment Services, LLC	Low 7%	18	277	$380K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Breakwater Capital	High 34%	47	137	$1.1M
Vision Capital Partners	High 31%	43	137	$1M
J2 Capital Management, Inc.	Very High 37%	76	205	$890K
Beacon Associates Wealth Management, LLC	Low 12%	24	204	$500K
Fortified Wealth	Typical 15%	10	68	$240K
Pinnacle Wealth Management, Inc.	High 26%	70	271	$440K
Kroon & Mitchell Asset Management LLC	High 23%	47	203	$1.1M
Bowline Financial, LLC	Low 8%	11	133	$340K
Darden Wealth Group	Very High 38%	100	264	$1.3M
StreamSong Advisors, LLC	Typical 21%	54	263	$470K
Optimal Capital Advisors, LLC	Typical 20%	25	127	$900K
Revalue LLC	Very High 60%	152	254	$370K
Affinity Wealth Management, LLC	Typical 15%	28	190	$380K
Antonelli Financial Advisors, LLC	High 31%	58	189	$1.2M
Capital Investors Advisory Corporation	Very Low 0%	—	125	—
Great Lakes Retirement Solutions, Inc.	Very Low 2%	6	250	$170K
On Point CRNA	Low 14%	18	125	$600K
Trinity Financial Services, Inc.	High 26%	32	125	$610K
Walen Financial Group, LLC	Very Low 0%	—	124	$0
Harwood Investment Strategies, L.L.C.	Typical 15%	18	123	$470K
Affinity Financial Advisory	Low 12%	14	121	$590K
Healthview Asset Management, Inc.	Typical 22%	39	180	$580K
Brown Financial Planning LLC	Typical 15%	18	117	$190K
Paragon Investing, LLC	High 35%	62	175	$760K
Advize Wealth Management	Typical 17%	20	116	$580K
Lightsquare Wealth Management, LLC	High 27%	47	172	$1.2M
GPS Financial Group, LLC	High 32%	36	114	$630K
Mindful Wealth LLC	Very High 100%	57	57	$4M
Dynamic Wealth Solutions LLC	Typical 16%	27	170	$470K
Infinium Investment Advisors, LLC	Very High 58%	67	115	$1.2M
SS&H Financial Advisors, Inc.	Very High 59%	67	113	$4.1M
Kral Financial Advisors, LLC	Very High 100%	55	55	$4.5M
Raider Dennis Agency	Low 6%	10	165	$340K
Bollin Wealth Management, LLC	Typical 16%	26	164	$520K
Costello Financial Planning, Inc.	Very High 37%	40	109	$1.8M
HK Private Client, LLC	Very High 57%	62	109	$810K
Truesdell Wealth, Inc.	Typical 17%	9	54	$92K
Strategic Financial Group, L.L.C.	Typical 15%	24	158	$670K
Gunder Wealth Management, LLC	Very High 76%	80	105	$1.2M
Toptier Wealth Management	Very High 50%	52	105	$1.7M
Forever Young Integrated Wealth	Typical 21%	22	104	$590K
CJW Capital, LLC	High 25%	38	153	$520K
Pinnacle Wealth Management Group, Inc.	Very High 39%	79	203	$1.2M
ArborFi Advisors, LLC	Very High 45%	45	101	$1.4M
Q2 Wealth Management	High 24%	36	151	$820K
Cedar Ridge Investment Management LLC	Very Low 0%	—	100	$420K
Ecos Wealth Advisors	Typical 19%	29	149	$560K
Hartwell & Company	Low 8%	12	149	$360K
RCPlanners	Low 12%	18	148	$540K
You First Financial LLC	Very Low 4%	4	97	$230K
Personal Legacy Planners	Very Low 0%	—	145	—
Arbor Investment Management	Very High 69%	66	96	$1.7M
FirstMetric	Very High 81%	39	48	$5.7M
MMG Wealth Management	Low 7%	10	144	$230K
Alpha Asset Advisors LLC	Very Low 0%	—	46	$280K
EverythingHR Financial Services LLC	Very Low 0%	—	90	$260K
LFN Advisors Inc.	Very Low 0%	—	179	$130K
Dwp	Typical 20%	27	134	$1.1M
Galaria Capital Management, LLC	Typical 15%	20	134	$610K
Harvest Portfolio Management, LLC	Very Low 0%	—	89	$360K
Wittenberg Investments Inc.	Typical 20%	26	133	$660K
Dinergy	Very Low 0%	—	88	$330K
Clear Ridge Wealth Management, LLC	Very High 55%	72	131	$1.9M
Integrity Wealth Advisors	Low 9%	12	130	$500K
Retirement Systems LLC	Very Low 0%	—	172	$220K
Kestrel Wealth Management, LLC	High 34%	29	85	$1.7M
My Financial Coach, LLC	Low 11%	14	126	$430K
Steward Capital Management	High 31%	13	42	$1.1M
Vanderpol Investments L.L.C.	Typical 20%	25	124	$910K
Sage Wealth Planning	Very High 82%	97	119	$1M
Sage Hill Capital	Very High 43%	34	79	$2.7M
Savings Coach, LLC	Very Low 0%	—	79	$160K
Somerville Associates	High 30%	24	79	$760K
MD Wealth Management, LLC	Very High 43%	33	77	$1.4M
Barking Sands Capital	Low 11%	8	76	$570K
OnTrack Wealth Management	Very High 43%	33	76	$1.5M
EFG Financial, LLC	Very Low 0%	—	75	—
Emde Wealth Management LLC	Typical 20%	15	75	$600K
Paragon Retirement Planning, Inc.	Typical 20%	30	150	$500K
Lifepoint Planning	Very High 48%	53	110	$1.5M
Copper Beech Wealth Management	Very High 51%	37	73	$1.1M
Horizons Planning Corporation	Very Low 3%	5	144	$570K
Rise Financial Partners	Low 13%	18	143	$400K
Tessara Wealth	Very High 40%	57	143	$1.1M
Brooktree Capital Management Inc.	Very High 44%	31	71	$1.6M
Hoskin Capital	Low 13%	5	47	$110K
Thrive Retirement Specialists	Very High 100%	70	70	$4.3M
Lifetime Equity Investments LLC	Very Low 1%	1	67	$400K
Quantum Wealth Strategies, LLC	Low 10%	7	67	$480K
Rochester Wealth Strategies, LLC	Very High 51%	68	134	$1.3M
MeadowBrook Investment Advisors LLC	Very High 55%	35	64	$2.4M
ACE Management	Low 11%	10	91	$140K
Branch Capital Management	Typical 21%	19	91	$870K
West Arbor Solutions, LLC	Typical 17%	10	59	$400K
Motive Wealth Advisors, LLC	Very High 66%	58	88	$4.1M
Integra Financial, Inc.	High 27%	30	113	$1.1M
Prosperity Wealth Strategies LLC	Very High 45%	25	55	$1.7M
Paradigm Advisors, LLC	Very High 50%	41	82	$1.6M
Plan & Act	Typical 17%	14	82	$780K
Exchange Street Capital	Low 11%	6	54	$500K
Prufid Financial Advisors LLC	Very High 100%	27	27	$9M
Walsh Advisors	Very High 38%	20	53	$1.5M
CIG Asset Management, Inc.	Very High 58%	45	78	$2M
SG Wealth Managers LLC	Very High 42%	32	77	$500K
New Horizon Retirement Advisors	Very Low 0%	—	50	$210K
Ohlmann Investment Advisors LLC	Very Low 4%	2	50	$350K
Docsa Capital Management, Inc.	Very High 38%	28	74	$1.3M
Z Advisory Innovations	High 35%	17	49	$280K
A & L Financial Services, LLC	Typical 18%	13	72	$750K
Mid Michigan Insurance and Financial Services LLC	Very Low 0%	—	47	$130K
Fern Capital Inc.	High 33%	15	45	$1.6M
Think Wealth Management	Typical 20%	9	44	$350K
Stalt Financial, LLC	Low 7%	3	42	$350K
Windrock Wealth Management	Very High 61%	51	83	$4.4M
Safe Future Wealth Partners LLC	Very Low 0%	—	62	$160K
Autumn Financial Advisors, LLC	Typical 21%	8	39	$570K
Team Covert, LLC	Very High 37%	14	38	$820K
Eagle Point Capital LLC	High 34%	19	56	$370K
Osprey Private Wealth LLC	Very High 79%	44	56	$6.1M
NFI Advisors, Inc.	Very Low 0%	—	36	$140K
Long Road Investment Counsel, LLC	Very High 100%	34	34	$10M
Grand Street Capital Management, L.L.C.	Very High 45%	14	31	$230K
Olson Consulting LLC	Very Low 0%	—	28	$790K
Agile Wealth Partners	Very High 38%	15	40	$800K
HFG Advisors Inc.	Typical 16%	4	25	$1.9M
Northpoint Financial	Very Low 0%	—	25	—
Law Office of Kevin Adams, PLLC	Very Low 0%	—	12	—
Church Organizers Foundation	Very Low 0%	—	35	$250K
Kraft Capital	Very Low 0%	—	23	$270K
Pinnacle Investment Advisors, LLC	Very High 68%	23	34	$1.4M
Nautica Asset Management LLC	Very Low 0%	—	22	$36K
Witter & Westlake Investments	Low 14%	3	22	$580K
Cbs Funding, Inc.	Low 6%	2	32	$780K
Third Sigma Investment Advisors LLC	Very High 69%	29	42	$1.1M
Patterson Advisors	Very High 60%	12	20	$0
AG Wealth Management, PLLC	Very High 56%	10	18	$770K
GT Investment Management, LLC	Very High 100%	35	35	$160K
Measured Strategies LLC	Very High 69%	9	13	$2M
Nubian Square Investment Advisors, LLC	Low 8%	2	26	$260K
Arrow Financial Group	Very Low 0%	—	25	$880K
Marketocracy Masters Capital Management LLC	Very Low 0%	—	18	$250K
INTI LLC	Very High 40%	4	10	$1.2M
MSP Investment Advisors, LLC	Very High 90%	9	10	$0
Wittlin Advisory	Very High 100%	14	14	$21M
Middle Coast Investing LLC	High 33%	3	9	$1.3M
Wealthy Intentions	Very Low 0%	—	7	$260K
Kidd Financial Planning, LLC.	Very Low 0%	—	10	$1.4M
Millennium Personal Finance, LLC	Typical 17%	1	6	$81K
Oikonomos Asset Management, LLC	Very Low 0%	—	3	$35K
Trustee Empowerment & Protection, Inc.	Very Low 0%	—	3	$0
Rise Wealth Advisors, Inc.	Very Low 0%	—	1	—
Ardent Wealth Management	—	—	—	—
Blasen Capital Markets Group, LLC	—	—	—	—
Connected Financial Strategies LLC	—	—	—	—
Estate Performance Advisors L.L.C.	—	—	—	—
Great Lakes Bay Financial	—	—	—	—
Inspire Wealth Advisory LLC	—	—	—	—
Money Evolution	—	—	—	—
Reliance Asset Management LLC	—	—	—	—
Rosenberg Wealth Advisors	—	—	—	—
Swartz Wealth Management LLC	—	—	—	—
Wealth Management Services, Llc	—	—	—	—

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