HNW client percentage for Supported firms serving clients in Minnesota

Supported firms active in Minnesota 206 firms

Very Low 0%-10%

Low 10%-23%

Typical 23%-33%

High 33%-50%

Very High 50%-78%

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

Median: 28%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Encore Wealth Advisors	Low 13%	55	437	$250K
Guzek Asset Management	Very High 65%	275	425	$0
JMR Financial Group	Very Low 5%	40	835	$82K
Pankonin Financial Group	Very Low 2%	15	829	$110K
Webb Financial Group	Very Low 0%	2	673	$590K
FFP Wealth Management, LLC	Typical 31%	98	316	$950K
Light Financial Services, Inc.	Very Low 5%	33	621	$280K
Mann Financial Group	Low 17%	97	585	$560K
Haldorson & Pincombe Investment Advisors Inc.	Very Low 2%	5	262	$74K
Bucket List Wealth Management, LLC	Typical 25%	120	480	$460K
Des Moines Investments, LLC	Low 11%	75	700	$350K
Trademark Financial Management, LLC	Low 11%	49	458	$640K
Acumen Financial Advisors, LLC	Very High 61%	134	220	$2.1M
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Borabond, LLC	Very Low 0%	—	207	$400
Gabe Nelson Financial, Inc.	Low 20%	40	202	$450K
Underdog Wealth Management, LLC	Low 13%	53	402	$260K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Peak Financial Consulting, Inc.	Low 14%	51	371	$360K
Jason Janes Wealth Management, Inc.	Very Low 7%	24	369	$130K
Retirement Resource Wealth Management, LLC	Very Low 1%	5	357	$210K
Financial Institution Services, LLC	Low 15%	50	332	$780K
Dorval & Chorne Financial Advisors	Low 14%	90	663	$560K
Paladin Financial	Low 12%	61	494	$400K
Trott Brook Financial	Low 21%	33	155	$780K
B&E Investment Advisers, Inc.	Very Low 0%	—	462	—
Larson Financial Advisors	Typical 25%	39	154	$580K
North Compass Financial Advisors, LLC	Low 13%	40	308	$440K
Secured Retirement Advisors, LLC	Low 11%	66	602	$420K
D & G Advisory Group, L.L.C.	Typical 31%	90	293	$650K
Lebens Advisory Group LLC	Low 14%	20	140	$380K
Haas Financial, Inc.	Low 22%	31	138	$710K
Stone Steps Financial, LLC	High 38%	52	138	$1.1M
Perkins Capital Management Inc	High 43%	59	137	$820K
Great River Financial	High 41%	56	136	$1.5M
CFG Retirement	Typical 29%	159	541	$450K
Enspyre Wealth Advisors, Inc.	Very High 59%	79	133	$1.6M
Koob Wealth Management, LLC	Very High 53%	71	133	$1.3M
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Josh Arnold Investment Consultant, LLC	Low 20%	52	256	$560K
LifePlan Financial, LLC	Typical 25%	63	255	$550K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Legacy Financial Advisors Corporation	High 40%	99	245	$1.3M
The Sherwin Group	Very Low 9%	21	242	$160K
UAK Diversified Wealth Advisors	Typical 23%	54	233	$480K
Phillip James Financial Co.	Very High 53%	60	114	$1.9M
Principium Investments LLC	Low 22%	51	227	$930K
Kingdom Legacy Advisors	Typical 31%	69	223	$880K
Pack Private Wealth, LLC	High 41%	90	222	$1.5M
Actify Investor Retirements, LLC	Very Low 0%	—	220	$27K
T. Anton Investment House, Inc.	High 38%	125	328	$1.1M
Michael Traxler Wealth Management, LLC	Very Low 6%	26	429	$450K
Ulland Investment Advisors, LLC	High 41%	86	211	$2.1M
Excelsior Investors	Very High 69%	72	105	$2.3M
Freedom Financial Partners LLC	High 33%	102	308	$1.2M
Centurion Financial Strategies LLC	High 44%	45	102	$750K
Logan Park Wealth Management	Typical 26%	105	408	$1.1M
Future Bright	Very Low 2%	8	396	$180K
Pitzl Financial	High 46%	183	394	$1.2M
VCP Financial LLC	Very High 65%	252	385	$290K
Complete Investment Advisory, LLC	Low 16%	31	189	$580K
Northland Capital Management	Typical 30%	85	281	$830K
True Vision Financial Advisors	Typical 23%	84	367	$740K
Milborn Advisors, ltd	Low 10%	17	178	$600K
Great Plains Advisory Services LLC	Very High 53%	92	172	$350K
Blackmore Financial Solutions	Very Low 0%	—	171	$150K
Johnson Wealth Management, LLC	Very High 59%	99	169	$1.8M
Kowalski Financial Inc.	Very Low 0%	—	166	$1.2M
GEN Financial Management Inc.	High 46%	113	246	$1.3M
Networth Asset Management, Inc.	Low 18%	43	245	$420K
Releve Financial Group	Typical 27%	87	321	$800K
Access Financial Services, Inc.	High 45%	142	318	$1.4M
Foresee Wealth Advisors	High 35%	55	158	$890K
Pivotal Wealth and Tax	Very Low 2%	5	314	$53K
MHS Advisory Services, LLC	Typical 23%	70	310	$820K
Rossi Dubuque Breckenridge, LLC	Very High 75%	116	154	$0
Tealwood Asset Management	Very High 73%	169	230	$1.5M
Quantitative Asset Management, LLC	Typical 29%	44	153	$1.1M
Dunnavan & Co.	Typical 32%	73	228	$1.4M
Briggs Financial Inc.	Very Low 9%	13	148	$350K
Paradigm, Strategies in Wealth Management, LLC	High 43%	93	218	$1.4M
Thomas Leo Advisory, LLC	High 37%	53	144	$1.1M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
RossJohnson & Associates, LLC	Typical 29%	80	272	$750K
Schmidt Wealth Management	High 34%	23	68	$1.3M
Quarry Hill Advisors	Very High 65%	132	203	$1.9M
One Life Financial Group, Inc.	Typical 32%	64	200	$590K
Boulevard	Low 14%	37	266	$440K
aLuman	Typical 23%	30	132	$940K
Calculated Wealth	Low 21%	40	194	$1M
Guardian Wealth Advisors, LLC	Typical 31%	79	254	$1.2M
Revalue LLC	Very High 60%	152	254	$370K
Scarecrow Advisors, LLC	Very Low 0%	—	247	$300K
Captar Private Wealth	Very Low 8%	14	184	$900K
Capital Consulting & Asset Management	High 47%	85	180	$1.2M
Make Way Wealth Management	Low 18%	21	120	$640K
Elevation Wealth Management	Very High 52%	93	179	$1.4M
LifeSTAGE Wealth Management, Inc.	Low 18%	21	119	$630K
Cardinal Wealth Advisors, L.L.C.	Low 22%	26	117	$700K
Somerset Group LLC	High 41%	24	58	$2.5M
Fencl Advisory Services, LLC	High 41%	71	173	$510K
Wacker & Associates, Inc.	Typical 23%	39	172	$560K
Birath Wealth Management, LLC	Low 19%	22	114	$870K
Trumix Advisors	Typical 29%	50	170	$990K
Corinthian Partners Asset Management LLC	Very Low 3%	7	226	$180K
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Evansbrook Capital Management	Very High 61%	67	110	$2.1M
Jepsen Financial	Very Low 0%	—	55	$640K
PSC Financial LLC	High 33%	36	108	$1.1M
Truesdell Wealth, Inc.	Low 17%	9	54	$92K
Ataraxis Financial	Very Low 8%	8	106	$480K
Eighth Wonder Investments	Very Low 2%	2	106	$120K
Azure Wealth Management	Low 15%	16	105	$290K
Lifetime Wealth Management, LLC	High 33%	52	156	$1.2M
Rosman Asset Management, LLC	Low 15%	16	104	$750K
Tower View Wealth Management LLC	High 34%	70	206	$1.5M
Winter & Associates, Inc.	Low 21%	42	203	$820K
Trailhead Planners, LLC	Typical 28%	43	151	$1.2M
Financial Empowerment LLC	Very High 73%	73	100	$1.3M
All Terrain Financial Advisors	Very High 52%	98	190	$1.9M
S3, Inc	High 37%	35	95	$900K
Retire Agile	Very High 56%	105	188	$2.3M
Abens Financial Services Inc	High 44%	41	93	$1.2M
Williams and Schiller Wealth Management, LLC	High 38%	35	92	$1.2M
5 Stone Financial Group, LLC	Low 12%	11	91	$380K
The Financial Planning Co.	Very Low 7%	6	91	$320K
Gen Y Planning	Low 12%	11	90	$600K
RK Retirement Solutions LLC	Very Low 0%	—	90	$210K
Guide Financial Planning	Low 20%	26	132	$530K
ICON Financial	Very Low 8%	7	87	$440K
Heritage Capital Advisors, LLC	Very High 58%	25	43	$2.1M
Sieben Wealth Planning LLC	High 43%	37	86	$1.9M
Twin Cities Retirement Group	Very High 56%	47	84	$1.7M
Bane O'Leary LLC	Low 14%	24	166	$510K
Regan Investments, Inc.	Very Low 0%	—	81	$830K
Lions Wealth Management	Typical 25%	30	120	$670K
White Pine Capital LLC	Very High 89%	70	79	$4.2M
Hyland Lake Partners	High 41%	32	78	$1.2M
Lions Gate Sovereign Capital, LLC	Low 19%	15	78	$560K
Lottsa Financial Services, Inc.	Typical 27%	31	117	$810K
Caissa Wealth Strategies	Very High 62%	95	153	$1.9M
Barking Sands Capital	Low 11%	8	76	$570K
GS Investment Inc	High 47%	36	76	$3.2M
Anson Analytics	Very High 60%	68	113	$1.9M
T/R Financial Management Group, LLC	Low 21%	16	75	$350K
Wealth Planning Advisors LLC	Low 10%	11	112	$370K
Wealth Planning Systems, LLC	Very Low 5%	4	74	$150K
Echo Wealth Management, LLC	Very High 53%	77	144	$1.9M
Sterling Financial Advisors, LLC	High 36%	51	143	$880K
Lifetime Capital Planning Group LLC	High 49%	35	71	$1.2M
Bannerstone Capital	Typical 26%	28	106	$1.5M
Total Wealth Advisors, LLC	High 39%	27	69	$1.3M
YES Wealth Management	High 36%	36	100	$1.3M
RGA Investment Advisors, LLC	Low 19%	19	99	$850K
Rocket Capital Management, L.L.C.	Low 20%	13	66	$400K
Truman Wealth Advisors	Typical 23%	22	96	$960K
Forethought Planning LLC	Very Low 0%	—	62	—
Clerestory Advisors, Inc	Very High 64%	39	61	$1.6M
Financial Compass Corporation	Very Low 0%	—	61	$570K
NorthStar Wealth Management, Inc.	High 41%	25	61	$1.4M
Abbey Hill Financial Advisors, LLC	High 43%	26	60	$820K
Lundeen Abrams Advisors, LLC	Very Low 5%	3	58	$360K
ViaWealth, LLC	Very High 57%	49	86	$3M
Sage Wealth Advisory	Very High 57%	32	56	$1.6M
Symmetric Advisors Inc	Very Low 0%	—	83	$240K
TAG Wealth Advisors	Typical 31%	17	54	$300K
Fyooz Financial Planning	High 47%	37	79	$750K
Triton Investments, LLC	Very Low 5%	4	77	$210K
AKM Advisory	High 45%	23	51	$1.6M
Falker Investments Inc.	Very High 82%	42	51	$1.8M
Adams-Hansen & Associates	Low 21%	16	75	$840K
Colleen Weber CPA, LLC	Very Low 0%	—	50	$2.4M
Wold Financial Group	High 43%	31	72	$2.5M
Barrington Capital Management, Inc.	Very Low 6%	3	47	$230K
Wealthspring Advisors, LLC	Typical 30%	14	47	$970K
Life, Inc. Retirement Services	Very Low 0%	—	89	$210K
Custom Funds Management LLC	Typical 25%	11	44	$510K
Fountain Financial Group, Inc.	Low 12%	6	64	$580K
GCB Private Wealth	High 33%	14	43	$800K
Keystone Wealth Advisors, Incorporated	Very High 52%	33	64	$3M
Clark Wealth Strategies, Inc	Low 18%	15	85	$610K
Process Design Capital Management LLC	High 33%	26	79	$990K
AlphaCopia	Very High 57%	20	35	$1.1M
Bright Angel Advisors LLC	Very High 51%	18	35	$6.4M
T. Rose & Associates, Inc.	Very High 57%	20	35	$350K
Jeffrey A. Drayton Financial Group, Inc.	Low 10%	5	51	$500K
Stapleton Asset Management, LLC	Very High 79%	26	33	$940K
Upstream Financial Advisors LLC	Typical 23%	7	31	$830K
Stone Fortress Wealth Strategies	Very High 100%	28	28	$2M
PairOne Private Wealth	Very Low 0%	—	27	$100K
Hofkin Capital Management, Inc.	High 44%	17	39	$2M
Money Matters	Very High 52%	13	25	$980K
FIDERE Advisors	High 36%	13	36	$670K
Springtide Partners	Very High 79%	19	24	$1.9M
Walrus Partners, LLC	Very High 50%	6	12	$510K
Jones Kertz & Associates, Inc.	Very High 80%	35	44	$5.3M
Crane Capital Management LLC	Very High 57%	12	21	$1.6M
Endurance Financial Group	Typical 29%	6	21	$850K
SIOL Wealth Advisors	Very High 78%	7	9	$4.4M
QST Capital LLC	High 36%	5	14	$190K
1st Financial Investment, Inc.	Typical 25%	4	16	$49K
Dynic Wealth Management LLC	Very High 53%	8	15	$3M
Paladin Capital	Very Low 6%	1	18	$390K
Kusske Financial, Inc.	Very High 83%	10	12	$260K
Provenire Capital LLC	Very High 100%	7	7	$6.3M
Remloe Capital LLC	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—

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