HNW client percentage for Supported firms serving clients in New Hampshire

Supported firms active in New Hampshire 149 firms

Very Low 0%-14%

Low 14%-30%

Typical 30%-39%

High 39%-52%

Very High 52%-83%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Cooper Financial Services, Inc.	Very Low 4%	51	1,335	$150K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
Tax & Investment Advisors	Very Low 10%	34	346	$290K
Financial Management Associates, LLC	High 41%	141	343	$390K
Hepworth Equity Partners, LLC	Typical 30%	127	421	$320K
Schuchard Capital Management Inc	High 48%	93	195	$1.5M
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
APEX Investment Group	Very Low 11%	56	519	$390K
Straight Forward Wealth Management, LLC	Very Low 1%	2	339	$130K
Wadsworth & Daulaire Financial Planners	Low 26%	130	500	$0
Massachusetts Wealth Management, LLC	Low 29%	94	324	$890K
Brendel Financial Advisors LLC	Low 23%	73	321	$810K
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
Craig Duvarney, Cfp	Very High 79%	120	152	$2.4M
Grove Street Fiduciary, LLC	Very High 63%	184	292	$1.4M
Stirling Financial Group	Typical 34%	98	288	$590K
Needham Advisory Corporation	Low 22%	32	143	$640K
Gilbert Capital Group	Low 24%	33	139	$1.1M
Brisbois Capital Management LLC	Very High 60%	83	138	$700K
Strategic Planning Group, Inc.	Low 29%	78	265	$820K
Secure Planning, LLC	Very Low 4%	19	529	$350K
Capital Design Private Wealth LLC	Low 17%	45	264	$360K
Lighthouse Capital, LLC	Very Low 0%	—	127	$250K
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Glenwood Investment Group, LLC	Low 14%	51	370	$540K
True North Retirement Advisors, LLC	Typical 34%	124	365	$1.1M
Warther Private Wealth	Low 24%	56	237	$1.4M
Tonge Investments	Very Low 0%	—	236	$200K
Milne Financial Planning, Inc.	Low 29%	34	116	$940K
American Retirement & Investment Strategies, LLC	Low 23%	49	215	$480K
Advisory Resource Group, LLC	Very Low 9%	30	320	$0
Finer Wealth Management, Inc.	Typical 37%	78	213	$1.4M
Lumbard & Kellner, LLC	Very High 79%	249	316	$1.3M
Bartley Financial Advisors, LLC	High 47%	46	98	$1.4M
The Ivy League Advisory Group, LLC	Very Low 3%	6	194	$180K
VCP Financial LLC	Very High 65%	252	385	$290K
Birch Financial Group	Typical 35%	67	192	$1.4M
Valpey Financial Services LLC	Typical 37%	69	186	$1.2M
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
ECON Wealth Management	Low 14%	47	337	$680K
Merrimack Valley Financial Advisors, Inc.	Very Low 4%	11	246	$170K
WMGNA	Typical 30%	98	326	$1.1M
New England Schooner, Inc.	Very Low 11%	35	320	$520K
American Wealth Protection Financial, LLC	Low 20%	32	159	$440K
Cohen Investment Advisors, LLC	Typical 35%	82	237	$1.1M
Three Bearings Fiduciary Advisors, Inc.	High 47%	73	157	$1.3M
Inman Financial Services, Inc.	Low 28%	65	234	$820K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Aventus Investment Advisors, Inc.	High 39%	56	145	$940K
Salem Advisory Group LLC	Very Low 9%	27	288	$250K
Peak Wealth Management LLC	Typical 32%	67	208	$730K
Granite Value Capital, LLC	High 45%	31	69	$1.4M
Polaris Investment Advisors, LLC	Typical 36%	49	138	$1.3M
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Cottage Street Advisors	Typical 38%	51	135	$2.5M
J.R. Prunier Capital Management LLC	Low 20%	27	135	$3M
Odiorne Point Asset Management, LLC	Very Low 0%	—	202	$330K
Fithian LLC	Very High 100%	66	66	$1M
Robbins Farley LLC	Typical 35%	91	263	$940K
Nefpg	High 39%	76	196	$1.3M
Flying Point Financial, Inc.	High 41%	79	191	$1.1M
SFM, LLC	High 40%	100	247	$1.6M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Amherst Financial Group, LLC	High 42%	76	182	$290K
Sullivan Financial, LLC	Low 23%	28	121	$770K
Estate Planners of New England, LLC	Low 15%	18	119	$440K
Clark & Stuart Inc	Very High 100%	178	178	$1.1M
Fairscale Capital, LLC	Typical 31%	55	177	$1.2M
Righthand Capital, LLC	Very High 75%	88	118	$1.5M
Maine Advisory Associates	Low 19%	33	176	$660K
Gallugi Wealth Management, LLC	Very Low 12%	14	117	$620K
Lighthouse Financial, LLC	Typical 36%	42	116	$830K
Poulos Advisors, Inc.	High 48%	55	115	$1.3M
Apex Wealth Management, LLC	Very High 81%	92	114	$1.7M
Madson Wealth Advisors Inc.	High 43%	73	169	$1.2M
Hwa Financial Group	Typical 37%	62	167	$1.6M
New Dimensions Wealth Management, L.L.C.	Very High 65%	72	111	$1.6M
Evansbrook Capital Management	Very High 61%	67	110	$2.1M
Dorothy J. Cole	Very High 64%	34	53	$1.7M
Valor Wealth Partners	Low 29%	45	156	$410K
Tower View Wealth Management LLC	Typical 34%	70	206	$1.5M
Conscious Capital	Very Low 11%	17	152	$450K
Otto & Associates, Inc.	High 50%	76	152	$1.9M
Crystal Capital Management Corporation	Very Low 5%	5	101	$380K
Cox Capital Management LLC	High 46%	93	201	$1.7M
BlueLine Advisors	Typical 35%	52	148	$1.3M
Nia Impact Capital	Very High 52%	77	147	$1.7M
Alternative Capitalis, LLC	Typical 34%	33	97	$1.1M
Springboard Asset Management LLC	High 39%	38	97	$1.4M
Harbor Advisory Corporation	Very High 69%	99	144	$3.3M
InTrack Investment Management, Inc.	Typical 30%	56	189	$1.3M
Ledgewood Wealth Advisors, LLC	Very High 54%	50	93	$2.3M
Shrier Associates, LLC	High 42%	58	138	$450K
Tidal Creek Capital Advisors	Low 21%	37	177	$700K
Unconventional Investor, LLC	Very High 58%	51	88	$3.4M
Hager Investment Management Services, LLC	High 40%	68	171	$1.2M
Seascape Capital Management, LLC	Very High 88%	149	169	$2.7M
F5 Financial Planning, L.L.C.	Very High 54%	66	123	$1.4M
The Wealth Conservatory	High 48%	58	121	$1.1M
JMH Wealth Management, LLC	High 41%	32	79	$1.6M
Silver Pine Capital, LLC	High 43%	34	79	$530K
Steele Street Capital LLC	High 39%	31	79	$1.1M
Integrated Wealth Management, LLC	Typical 38%	15	39	$1.6M
VaMa Oak Wealth, LLC	Typical 31%	36	117	$780K
Greenway Financial Advisors LLC	High 43%	33	77	$1.3M
MHP Asset Management	Low 18%	14	76	$670K
Copper Beech Wealth Management	High 51%	37	73	$1.1M
Paramount Financial	Very Low 1%	1	106	$230K
McIntyre, Freedman & Flynn Investment Advisers, Inc.	High 42%	29	69	$2.1M
Gordian Advisors, LLC	Very High 69%	71	103	$2.5M
Nutfield Financial	Low 26%	18	68	$800K
Safir Wealth Advisors, LLC	Very High 73%	49	67	$3M
World Market Advisors	High 45%	30	67	$1.1M
Mittelman Wealth Management	Very High 100%	33	33	$6M
Experience Your Wealth, LLC	Low 25%	16	65	$1.3M
Whole Wealth Management	Very Low 0%	—	32	—
Aventura Capital Management, LLC	Very Low 10%	13	126	$380K
KCS Advisors, LLC	High 44%	27	62	$1.4M
Cove Private Wealth, LLC	Very High 100%	92	92	$4.9M
LTG Capital LLC	Typical 33%	30	91	$1.6M
ProsperiTea Planning	Very High 52%	63	121	$1.5M
Catalyst Investment Management LLC	Very High 58%	35	60	$2.2M
Goldfinch Financial, Inc.	Very Low 0%	—	30	—
Creative Resources Investment Advisors LLC	Low 24%	20	85	$200K
Davinci Capital Management, Inc.	Very Low 9%	8	85	$470K
Schultz Financial Group Incorporated	Very High 52%	57	110	$1.9M
Launch Financial Planning	Low 22%	12	54	$860K
Advanced Portfolio Design, LLC	High 39%	31	80	$1.3M
Verity Wealth Advisors, LLC	Very High 77%	40	52	$5.4M
Compass Planning Associates, Inc.	Very High 92%	66	72	$3M
Legacy Financial Solutions, Inc.	Very Low 0%	—	47	$140K
Northstar Capital Inc	Typical 30%	14	46	$1.4M
Davis Wealth Advisors	Very High 83%	72	87	$2.2M
Loudon Investment Management, LLC	High 48%	36	75	$2.9M
Bluestone Wealth Management LLC	Very High 81%	30	37	$7.4M
Single Track Financial, Inc.	Very High 66%	21	32	$920K
The Wealth Conservancy, Inc.	High 45%	21	47	$5.1M
Capitol Wealth Management	Low 23%	14	62	$680K
Dattilio & Ash Capital Management, LLC	Very High 55%	17	31	$590K
Sintra Capital Corp	Very Low 0%	—	10	—
Penfacs Financial Services	Low 18%	3	17	$1.2M
Hurst & DeGraffenried Wealth Management, LLC	Very Low 0%	—	15	$1.2M
Fleetstar Financial	Very Low 0%	—	6	$180K
Monadnock Capital Partners, LLC	Low 29%	6	21	$2.4M
Castle Asset Management, LLC	Very Low 0%	—	9	$130K
Trinexus Capital, LLC	Very High 100%	9	9	$1.9M
Zacks Intelligence LLC	Very Low 0%	—	1	$2
GELINAS & COMPANY, CPA, PLLC	Very Low 0%	—	1	—
Altus Investment Group	—	—	—	—
Atlantic Financial	—	—	—	—
Bora Capital, LLC	—	—	—	—
Eagle Point Investment Advisors, Inc.	—	—	—	—
Mardin Capital Group LLC	—	—	—	—

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