HNW client percentage for Supported firms serving clients in Missouri

Supported firms active in Missouri 191 firms

Very Low 0%-8%

Low 8%-16%

Typical 16%-30%

High 30%-52%

Very High 52%-70%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Money & Clarity	—	—	—	—
First American Financial Advisors, Inc.	Very Low 0%	—	11	$1M
Coffman Wealth Advisors, LLC	Very Low 0%	—	10	$48K
Midwest Wealth Management Inc	Very Low 0%	—	10	$23K
Rogers Consulting Associates, Inc.	Very High 70%	7	10	$2.3M
Thousand Wealth Management	Typical 27%	3	11	$1.3M
Marketocracy Masters Capital Management LLC	Very Low 0%	—	18	$250K
St. Louis Financial Planners Inc.	Very Low 0%	—	18	$320K
The Wealth Collaborative	Very Low 0%	—	13	$110K
Freund & Co Investment Advisors, L.C.	Very High 63%	12	19	$1.4M
Three Oaks Partners Investment Counsel LLC	Typical 16%	3	19	$310K
Belmont Private Wealth	Very High 100%	29	29	$6.6M
Daytona Street Capital	Very High 80%	40	50	$3.7M
Wall Street Capital Advisors, LLC	Very Low 0%	—	25	$140K
TAVCO Financial Advisory, Inc	Low 11%	6	53	$200K
Servatus Capital	Very High 59%	17	29	$3M
Gaughan & Connealy Wealth Management, LLC	Typical 27%	8	30	$0
Retirement Resources Inc.	Very Low 0%	—	30	$330K
BXM Wealth LLC	Very High 59%	36	61	$3.8M
Java Wealth Planning	Typical 26%	8	31	$660K
Black Capital Management, LLC	Very High 69%	33	48	$2.5M
Lci Advisors	High 44%	22	50	$1.2M
Vista Finance, LLC	Very High 79%	58	73	$3.6M
Next Bloom Wealth	Typical 24%	9	37	$770K
SFC Financial LLC	Very High 52%	40	77	$2.7M
Sentinel Wealth Inc	High 45%	9	20	$1.7M
Dew Wealth Strategies, LLC	Very High 88%	37	42	$1.9M
Freedom Value Partners, LLC	Very High 56%	24	43	$1.3M
Twin Robins Capital	Typical 27%	12	45	$730K
EVP Capital Advisors, LLC	Very High 57%	26	46	$1.6M
Forest Park Capital LLC	Low 14%	10	70	$690K
Financial Avenues	Very High 53%	50	94	$1.5M
K&H Wealth Partners	High 38%	27	71	$890K
The Jamison Edward Group	Very Low 0%	—	71	$180K
Fairway Asset Management, LLC	Low 15%	11	74	$930K
Bristol Financial LLC	High 35%	18	51	$1.6M
Profusion Private Wealth	Very High 64%	49	77	$2.3M
Cauble & Harre Wealth Management, Inc.	Very High 63%	65	104	$2.8M
Fortify Wealth, Inc.	High 41%	32	79	$1.5M
The Private Family Advisors, LLC	Very High 70%	37	53	$1.6M
Rockway Wealth Partners	Low 12%	13	107	$250K
Creative Resources Investment Advisors LLC	Typical 24%	20	85	$200K
B1B Financial Solutions	High 38%	22	58	$1M
Family Legacy Advisors, LLC	Low 9%	10	116	$0
4-C Personal Wealth Management Consultants, LLC	Very High 56%	33	59	$1.7M
Schnell Financial Group, LLC	High 33%	30	91	$700K
J. Loyd Capital Management, LLC	Typical 19%	12	62	$650K
Truman Wealth Advisors	Typical 23%	22	96	$960K
Your Wealth Matters LLC	Typical 16%	21	129	$550K
Trinity Capital Management, LLC	Very High 58%	38	65	$840K
Trinity Wealth Advisors LLC	Very High 61%	81	132	$2.1M
Shelter Rock Management, LLC	Very High 68%	91	133	$1.3M
Oak Road Wealth Management	Low 9%	9	100	$350K
DB Advisors	Very Low 0%	—	134	$360K
Fiduciary Trust Private Wealth Counsel LLC	Low 10%	7	67	$270K
Aspen Wealth Management, Inc.	High 32%	33	102	$810K
MacKay Financial Planning, LLC	High 51%	35	68	$2.2M
Toberman Becker Wealth, LLC	Very High 64%	65	102	$1.7M
Bridgewater Advisory Group LLC	High 33%	23	70	$710K
Keith McBride Financial Services Inc.	Typical 20%	14	70	$400K
Tenet Retirement Services LLC	High 40%	14	35	$910K
Mindful Wealth	High 32%	23	71	$500K
Brady Family Wealth, LLC	Very High 61%	66	108	$2.9M
Mercury Capital Management, Inc.	Very Low 0%	—	72	$220K
Monetary Management Group Inc	Very High 77%	112	146	$2M
Mike Wolters & Associates, Ltd.	Very Low 1%	1	74	$260K
Fern Financial Group, LLC	Typical 23%	18	77	$680K
FinanciaLife Outfitters LLC	Typical 19%	15	77	$400K
Mission Financial Planning, Inc.	Very High 65%	76	117	$0
Greystone Capital Partners Group LLC	Low 15%	24	157	$370K
Alspaugh Wealth Management	Typical 16%	13	79	$710K
B & B Financial Planning Co., Inc.	Typical 24%	29	121	$770K
The Wealth Conservatory	High 48%	58	121	$1.1M
Clearpath Wealth Management, L.C.	Typical 19%	31	165	$390K
Conway Financial Group, LLC	Very High 62%	52	84	$2.1M
Schwantes Financial, LLC	Low 14%	12	84	$600K
Integrity Investment Advisors, LLC	Very Low 6%	11	170	$370K
Snider Talbot Financial Planning LLC	Low 8%	13	170	$370K
Hynes Advisory Group LLC	Very Low 0%	—	86	$150K
W. Swartz & Co., LLC	High 45%	39	87	$450K
Capital City Wealth Management, Inc.	High 30%	40	135	$960K
PurposePath Capital, LLC	Low 14%	19	135	$470K
Collaborative Portfolio Management	High 37%	68	182	$830K
Signify Wealth LLC	High 34%	32	94	$3.2M
White Sand Wealth Management	Typical 29%	55	188	$880K
Rise Retirement, LLC	Low 15%	14	96	$280K
Insight Investment Advisers LLC	Typical 23%	34	145	$490K
Divvi Wealth Management	Typical 21%	42	197	$650K
Holistic Finance LLC	Very Low 1%	1	198	$40K
Tax Favored Retirement	Very Low 6%	9	149	$280K
Pinafore Wealth Counsel Inc.	High 49%	49	100	$1.7M
Sapphire Wealth Planning LLC	Very Low 2%	2	100	$120K
CJW Capital, LLC	Typical 25%	38	153	$520K
Cornerstone Select Advisors, LLC	Typical 20%	40	204	$660K
Sonas Financial Group, Inc.	High 43%	45	105	$1.3M
Lashley Wealth Management	Very High 64%	34	53	$1.4M
Trend Management, Inc.	Typical 25%	40	160	$510K
Fiduciary Tactical Strategies, Inc.	Typical 26%	28	107	$130K
Equitta Advisors LLC	High 36%	39	109	$820K
Eagle Bluffs Wealth Management LLC	High 46%	76	165	$1.7M
Fruitage Financial LLC	Typical 25%	14	56	$1.4M
Konza Global Wealth Group	Typical 29%	33	112	$1.1M
B.E.S.T. Wealth Management LLC	Low 12%	14	113	$440K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Dogwood Wealth Management, LLC	High 37%	87	233	$1.1M
Scherer Financial Advisory Services, LLC	High 33%	59	178	$890K
360 Ira	Very Low 0%	—	180	—
Shearwater Capital	Very High 67%	120	180	$2.3M
Sterneck Capital Management LLC	Very High 52%	129	249	$1.3M
Sphinx Investments LLC	Low 9%	11	125	$370K
Peak Wealth Group LLC	Very Low 7%	9	127	$320K
Ryan Poage & Co.	Low 13%	24	191	$600K
Index Wealth Advisors, LLC	Typical 27%	35	129	$280K
Delta Wealth Solutions, LLC	Typical 16%	21	133	$680K
Archway Wealth Management, LLC	High 45%	90	200	$1.7M
JJP Capital Management, Inc.	High 34%	23	67	$5.6M
Skrobonja Wealth Management, LLC	Very Low 2%	4	204	$220K
Bison Financial Group, LLC	Low 15%	40	275	$350K
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Lang & Becker, Inc.	Very High 64%	88	138	$890K
Pinnacle Wealth Management, LLC	Typical 21%	29	139	$690K
Zenith Advisory Group, LLC	Very Low 7%	10	139	$470K
Glass Lakes Capital Management LLC	Very High 64%	89	140	$1.3M
Strategic Asset Management, LLC	Low 8%	11	143	$200K
World Class Unlimited, Inc.	Low 9%	13	143	$370K
Legacy Investment Partners, LLC	High 33%	72	216	$1.8M
Sarver Vrooman Wealth Advisors LLC	High 42%	122	291	$1.5M
Bagby Wealth Management	Typical 16%	23	147	$300K
Generations Wealth Design	High 33%	48	147	$350K
Legacy Advisory Limited Company	Low 14%	21	149	$680K
Modern Dollar Planning, LLC	High 32%	49	153	$1M
McCartney Wealth Management LLC	High 42%	65	154	$1.4M
Thunderbird Wealth Management, Inc.	Typical 19%	29	155	$390K
Aquilant Advisors	Typical 26%	82	314	$880K
Balanced Financial Planning, Inc.	Very High 73%	58	80	$2.3M
Greater Than Financial	Low 10%	16	163	$390K
Angell Capital Management, LLC	Typical 28%	47	169	$630K
Cambridge Capital Management, LLC	High 33%	112	339	$1.3M
Perspective Advisors, LLC	Very Low 3%	6	172	$190K
MOKAN Wealth Management	Very High 54%	93	173	$1.4M
Genesis Wealth Management	Very Low 2%	7	347	$150K
Sheller Wealth Management, Inc.	Typical 25%	44	174	$380K
RCA Wealth Strategies LLC	Very Low 4%	11	262	$230K
Sterling Investment Advisors, LLC	Typical 19%	50	265	$740K
Everest Wealth Management	Typical 20%	18	91	$2.6M
Prosperity Financial Group	Low 13%	25	188	$520K
Stewardship Capital	Low 15%	57	385	$430K
Walker Asset Management, LLC	High 33%	64	195	$1.6M
Guardian Investment Management, LLC	Very Low 5%	5	100	$150K
Hickory Wealth Management, LLC	Typical 23%	48	209	$610K
ETF Portfolio Partners, Inc.	Typical 25%	107	429	$980K
Meredith Wealth Planning	Very High 52%	116	221	$2.1M
Tranquilli Financial Advisor, LLC	High 36%	80	221	$900K
BCD Advisors	Low 8%	38	448	$120K
Professional Retirement Strategies LLC	Very Low 3%	8	238	$220K
Porter Kickham	High 33%	40	120	$430K
Wealth Management Advisors, inc.	Low 12%	29	242	$190K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Diversified Wealth Advisors, LLC	Low 10%	37	375	$280K
Nicholson Meyer Capital Management, Inc.	High 33%	87	261	$1.1M
Truenorth Wealth & Impact, LLC	High 39%	153	395	$1.1M
Lakeshore Wealth Management LLC	Low 9%	35	407	$190K
MRM Group	Typical 20%	27	136	$310K
Pearl Wealth Group	Low 8%	23	273	$380K
Derks Financial, LLC	Low 15%	40	275	$280K
Wall Street Financial Group, Inc.	Low 11%	46	425	$420K
Boulder Investment Group	Typical 24%	35	144	$490K
CSH Investment Management	Very Low 3%	10	290	$230K
Wilkerson Advisory Group LLC	Typical 16%	96	582	$560K
Metanoia Financial, LLC	Typical 25%	37	151	$920K
Orion Investment Co	Very High 56%	350	627	$690K
MarketRiders	Very Low 0%	1	477	$760K
Dickinson Barnum Investment Management, LLC	Low 9%	28	323	$220K
Latour Asset Management LLC	Very Low 0%	—	710	—
Alliance Wealth Advisors	Very Low 5%	17	366	$240K
Duncan Financial Management, Inc.	Very Low 3%	13	375	$68K
Powers Advisory Group, LLC	Typical 22%	125	575	$570K
Stackhouse Enterprises	Low 11%	21	196	$140K
Thrasher & Chambers Wealth Management, LLC	Typical 23%	90	398	$370K
Arbor Capital Management Inc	Typical 27%	161	601	$610K
RLB Financial	Very Low 4%	24	607	$290K
BG Wealth Advisory, LLC	Very Low 0%	—	462	—
Des Moines Investments, LLC	Low 11%	75	700	$350K
Maxele Advisors, LLC	High 31%	73	234	$850K
Guardian Financial, Inc.	Very Low 4%	11	248	$310K
Altitude Wealth Management, LLC	Very Low 4%	21	502	$220K
Aspire Wealth Management	Very Low 4%	13	302	$170K
Floyd Financial Group LLC	Very Low 2%	16	686	$240K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K
Heritage Asset Management, LLC	Very Low 7%	55	746	$210K
The Worley Banks Group, LLC	Typical 18%	135	749	$240K
Renaud & Company, LLC	Very Low 4%	36	953	$220K

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