HNW client percentage for Supported firms serving clients in Mississippi

Supported firms active in Mississippi 52 firms

Very Low 0%-9%

Low 9%-18%

Typical 18%-28%

High 28%-52%

Very High 52%-99%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Langley Wealth Management, LLC	Very Low 7%	86	1,216	$290K
Servant Wealth Management LLC	Very Low 3%	9	277	$170K
Easley Investment Consultants, Inc.	Low 15%	55	357	$630K
Mascagni Wealth Management, Inc.	Low 16%	113	711	$580K
Renaissance Advisors	Very Low 7%	25	334	$410K
Blong Financial	Low 17%	53	314	$640K
Phillips Wealth Planners LLC	High 37%	114	312	$1.1M
Live Oak Wealth Management, LLC	Typical 22%	100	450	$130K
Sound Financial Strategies Group, LLC	Very Low 5%	30	590	$220K
Finish Well RIA LLC	Very Low 8%	22	287	$340K
Secure Planning, LLC	Very Low 4%	19	529	$350K
Schwan Financial Advisors, LLC	Very High 98%	255	261	$0
Open Source Investments, LLC	Very Low 0%	—	239	$550K
BCD Advisors	Very Low 8%	38	448	$120K
ICOM Advisors, LLC	Typical 19%	81	423	$360K
New Perspectives, Inc.	Typical 22%	91	414	$730K
Applewhite & Buys Financial Advisors	High 30%	55	185	$830K
Gainspoletti Wealth Planners	Typical 18%	45	250	$450K
Inman Jager Wealth Management, LLC	Typical 26%	62	239	$860K
Optimum Financial Services, LLC	Typical 18%	42	236	$1.2M
Olive Branch Capital, LLC	High 28%	40	142	$990K
McAllister Capital Management	High 44%	92	210	$1.5M
Davenport Watts & Drake Investment Advisors, LLC	Low 13%	26	208	$750K
Cairn Financial Group	Low 11%	20	189	$380K
Bellingrath Wealth Management, L.L.C.	High 38%	70	186	$760K
Pelican Advisory LLC	Typical 21%	38	184	$460K
Advisor.Investments	High 47%	79	168	$1.2M
DCJ Global Wealth Management	Typical 23%	25	108	$470K
Eaglestrong Financial	High 34%	30	89	$890K
Davis & Wehrle, LLC	Low 11%	9	82	$480K
Abridge Partners, LLC	Very High 100%	116	116	$1.1M
Your Family Matters, LLP	Very Low 0%	—	38	$290K
Addicus Advisory, LLC	Very High 100%	142	142	$1M
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)	High 41%	28	68	$1.9M
Sovereign Capital Vantage, Inc.	Low 10%	7	68	$390K
Amazonite Investments LLC	Very Low 0%	—	66	$95K
Peregrine Investment Advisors, LLC	Very High 57%	49	86	$3.8M
Vistica Wealth Advisors, LLC	Very High 61%	66	109	$2M
Meddent Solutions	Very High 100%	26	26	$1.1M
Astra Ventures	Very High 80%	40	50	$2.4M
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Revolution Partners, LLC	Low 9%	7	76	$950K
Financial Strategies Wealth Management LLC	Very Low 0%	—	37	$610K
Grantham Poole Advisors, LLC	Very High 72%	26	36	$2.5M
Legacy Wealth Management, LLC	Very High 59%	40	68	$6.5M
Apricity Financial, LLC	High 49%	33	67	$1.4M
Inspired Financial Planners	High 41%	13	32	$2.2M
Carr Capital Management	High 36%	9	25	$3.5M
Guaranty Private Wealth	Very High 63%	22	35	$1.9M
Jackson Money Management, Incorporated	Very High 71%	12	17	$2.5M
Kelly Capital Group, LLC	Very Low 0%	—	17	$210K
Harmon Financial Advisors, Inc.	Very Low 0%	—	8	$1.1M
Brick Street Financial	—	—	—	—
Haire Wealth Management, Inc.	—	—	—	—

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