HNW client percentage for Supported firms serving clients in Nevada

Supported firms active in Nevada 141 firms

Very Low 0%-7%

Low 7%-19%

Typical 19%-32%

High 32%-52%

Very High 52%-86%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
Redwood Coast Financial Partners	Very Low 0%	3	987	$150K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
American Retirement Planning Group Inc	Low 7%	52	796	$270K
Peterson Wealth Management, LLC	Low 8%	86	1,144	$220K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Golden Years Financial, LLC	Very Low 3%	9	279	$140K
Sanchez Gaunt Capital Management, LLC	Low 14%	116	830	$340K
Larson Williams Wealth Advisors, LLC	Typical 25%	127	509	$260K
Copperline Wealth Management & Planning	Typical 28%	122	430	$290K
Interwest Investment Advisors, Inc	Very Low 1%	5	389	$150K
Fiduciary Solutions LLC	Low 14%	79	563	$0
Veritas Wealth Advisors	Low 12%	44	371	$270K
Read & Powell Financial Services, LLC	Low 11%	56	529	$290K
Financial Institution Services, LLC	Low 15%	50	332	$780K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Athena Wealth Management, LLC	High 42%	61	144	$1.2M
Advisifi LLC	Very Low 0%	—	133	$5.7K
Favor Wealth Advisors, LLC	Typical 24%	32	133	$670K
Vantage Wealth Planning	Typical 25%	99	398	$630K
Embarcadero Capital Advisors, Inc.	Low 10%	25	250	$240K
Finley Financial, LLC	Very High 63%	78	124	$2.1M
Torrey-Payne Wealth Management	Typical 24%	58	237	$780K
SkyOak Capital, Inc.	Typical 19%	45	236	$810K
BCD Advisors	Low 8%	38	448	$120K
MFA Wealth Services	Very Low 4%	9	224	$1.3M
Dale Q. Rice Investment Management	Very High 66%	71	108	$1.4M
FOX & HOLLAND INVESTING LLC	Very Low 5%	11	214	$250K
Physician Wealth Solutions	Very High 72%	77	107	$2.8M
Templeton Financial Services Inc.	Very High 100%	315	315	$1.4M
Blueprint Investments and Tax Planning	Very Low 0%	—	205	$120K
Integrated Planning & Investments	Typical 22%	45	205	$490K
Alchemy Wealth Management	Low 7%	14	198	$310K
AIO Financial, LLC	Typical 24%	48	197	$1M
Whalen Financial	Low 18%	69	391	$560K
Urban Wealth Management or UWM	Typical 19%	52	275	$710K
Sequoia Wealth Management Group	Very High 65%	58	89	$2.7M
Bowers Wealth Management, Inc.	High 48%	81	170	$1.7M
Diazo, LLC	Low 14%	46	339	$620K
Measured Financial	High 32%	82	253	$270K
Sierra Management Group	Typical 28%	45	162	$760K
Darrow Wealth Group	Very Low 0%	—	161	$110K
Davidson Kahn Capital Management, LLC	Very High 72%	167	233	$1.7M
Capital Trust Advisors	High 48%	112	231	$1.7M
The William Allan Corporation	Typical 29%	65	226	$890K
Gebhardt Group, Inc	High 43%	96	225	$1.4M
Position Wealth	High 34%	73	215	$1.1M
Octavia Investments LLC	Very High 85%	60	71	$4M
SilverOak Investments, LLC	Low 10%	14	142	$450K
Tres Wealth Management Group, LLC	Low 11%	16	141	$450K
Rubey & Rust Capital Management, LLC	Typical 31%	44	140	$2M
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Private Wealth Solutions, LLC	High 42%	115	275	$1.8M
Winans Investments	Typical 25%	67	264	$1.1M
Cavalot Capital	Low 15%	19	129	$500K
Daviman Financial, LLC	Typical 21%	39	190	$850K
Oak Asset Management, LLC	High 51%	124	242	$1.7M
Righthand Capital, LLC	Very High 75%	88	118	$1.5M
Core Financial	High 49%	56	115	$2M
Poulos Advisors, Inc.	High 48%	55	115	$1.3M
EFC Wealth Management Firm LLC	Very Low 5%	8	168	$340K
FSG Financial Services, Inc.	Low 8%	13	163	$320K
Burr Financial Services, LLC	High 34%	54	159	$870K
Curtis Wealth Management LLC	High 43%	45	105	$1.4M
Grow With Me	Typical 25%	38	153	$470K
Money Managers, Inc.	Low 13%	20	153	$450K
UTA LLC	High 42%	43	102	$2.1M
ProAthlete Wealth Management LLC	Very High 91%	185	203	$2M
AdvoWealth Advisors, LLC	Very Low 5%	5	101	$130K
Capstone Capital Wealth Advisors	High 46%	92	198	$1.8M
Medicus Wealth Planning, Inc.	Typical 21%	40	194	$820K
Gw Financial	Very High 56%	52	93	$1.4M
Compass Capital Investments LLC	Low 12%	16	135	$100K
Keystone Wealth Advisors, LLC	Low 12%	11	90	$340K
Change Wealth Advisors	Typical 21%	18	87	$770K
Moler Capital Management	High 51%	44	87	$2.1M
Finance Wisdom	Very Low 2%	3	128	$460K
Holton & Kosanke Wealth Management, LLC	Very Low 0%	—	127	—
Gilpin Wealth Management LLC	High 47%	79	169	$1.3M
Manhattan Global Asset Management LLC	Very High 100%	42	42	$4.9M
Actuarial Direct LLC	Very Low 0%	—	82	$57K
Melissa Matson LLC	Very Low 0%	—	118	$130K
Fern Financial Group, LLC	Typical 23%	18	77	$680K
Victory Wealth Services, LLC	Very Low 5%	8	149	$290K
BSIAS Advisors, LLC	High 41%	30	74	$770K
Coho Advisory Services, LLC	Very Low 5%	7	148	$310K
McBroom & Associates, LLC	Very High 53%	58	110	$2.1M
Backbone Planning Partners LLC	Typical 24%	26	109	$780K
Abundant Wealth Strategies	Typical 27%	19	71	$1.1M
Mulholland & Kuperstock Asset Management, LLC	Very High 53%	37	70	$680K
White Aspen Capital LLC	Low 12%	8	68	$230K
TEAM Elevated Asset Management	Typical 28%	19	67	$290K
Experience Your Wealth, LLC	Typical 25%	16	65	$1.3M
Open Window Financial Solutions, Ltd.	Very High 71%	65	91	$2.8M
Latitude Investment Group	Very Low 0%	—	87	$73K
Essential Partners LLC	Very High 100%	56	56	$6.4M
Incline Investment Advisors, LLC	High 51%	56	110	$830K
Schultz Financial Group Incorporated	Very High 52%	57	110	$1.9M
Vannoy Advisory Group, Inc.	Very High 89%	48	54	$3.2M
3rd Creek Investments	High 42%	42	100	$1.7M
SunStreet Securities, LLC	Typical 22%	11	50	$130K
The Retirement Solutions Group	Low 9%	7	75	$470K
Mok Capital Management	High 32%	24	74	$860K
Seasonal Strategy	Very High 64%	29	45	$1.5M
Elevate Planners	Typical 27%	12	44	$590K
QCI Partners LLC	Very High 52%	22	42	$1.9M
USA Asset Management, LLC	Very High 67%	28	42	$750K
Applied Wealth Management	Low 9%	7	82	$560K
Kamichu Wealth Management LLC	High 50%	10	20	$13M
Park River Advisors	High 39%	15	38	$1.2M
CM Capital Partners	High 46%	26	56	$260K
M Stevens Wealth Advisors, LLC	Low 8%	3	37	$190K
Lifestyle Planning, LLC	Typical 22%	16	57	$690K
Nautical Star Financial Group LLC	High 32%	23	72	$620K
RSW Wealth Management	High 39%	12	31	$1.3M
PARK, MILLER, LLC	Very High 52%	23	44	$7.7M
Springreef LLC	Very High 100%	29	29	$0
Blackwatch Financial Group, LLC	Very High 57%	16	28	$1M
Olson Consulting LLC	Very Low 0%	—	28	$790K
Ratio Capital	Very Low 0%	—	42	$320K
Innovation Partners LLC	Very Low 0%	—	26	$830K
Vita Planning Group LLC	High 48%	24	50	$1.4M
Global Key Advisors	Very High 66%	31	47	$540K
RightWise Wealth	Very Low 0%	—	35	$220K
Bruderman Private wealth	Very High 67%	22	33	$2.3M
Zulu Dreams Capital LLC	Very Low 0%	—	22	$340K
Legacy Financial Group	High 34%	10	29	$690K
Bodhi Tree Capital Management, LLC	Very High 100%	18	18	$1.7M
GT Investment Management, LLC	Very High 100%	35	35	$160K
Cunningham Investment Management, LLC	Very High 62%	16	26	$420K
Sierra Legacy Group	Very High 58%	14	24	$6.4M
Uprise Advisers LLC	Very Low 3%	1	32	$0
HG Wealth Partners LLC	Very Low 0%	—	23	$410K
Sunset Retirement Advisors LLC	Very Low 0%	—	21	$86K
Nest Egg Financial Advisors	Very High 100%	11	11	$3.4M
Global Macro Asset Management LLC	Very High 78%	7	9	$300K
Mk Strategic Equities	Low 14%	1	7	$460K
Endowment Partners LLC	Very High 100%	2	2	$2.1M
Chaos Solved, Inc.	—	—	—	—
Forthright Partnerstm	—	—	—	—
Full Focus Capital Management	—	—	—	—
Momentum Capital Management	—	—	—	—
Nevada Retirement Planners, LLC	—	—	—	—
SG Financial	—	—	—	—
Solaris Strategic Wealth	—	—	—	—

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