HNW client percentage for Supported firms serving clients in New York

Supported firms active in New York 661 firms

Very Low 0%-10%

Low 10%-23%

Typical 23%-39%

High 39%-64%

Very High 64%-100%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Eagles Coast Wealth Management, LLC	Very Low 9%	12	129	$390K
North Woods Wealth Management	Typical 23%	45	194	$770K
IA Network, LLC	Typical 24%	62	259	$740K
Lincoln Park Capital LLC	Very Low 0%	—	65	$690K
Williams Financial, LLC	Typical 24%	63	261	$780K
Silverberg Bernstein Capital Management	Typical 25%	33	131	$2.1M
Clear Wealth Management	Typical 23%	31	132	$770K
Conrad Capital Management, Inc.	Low 15%	20	132	$690K
Fithian LLC	Very High 100%	66	66	$1M
Lake Road Advisors, LLC	Very High 71%	94	132	$700K
The Investment Connection LLC	Typical 35%	46	132	$820K
Bowline Financial, LLC	Very Low 8%	11	133	$340K
Investment Insight Wealth Management, LLC	Typical 24%	32	133	$1.2M
Katz Family Financial Advisors, LLC	Typical 27%	36	133	$830K
East Coast Wealth Management, Inc.	Typical 30%	60	201	$760K
Audible Wealth Management	Very Low 3%	9	269	$150K
Singer Wealth Management	Typical 27%	36	135	$880K
Lytle Investments	Very Low 8%	16	203	$370K
994 Group	High 41%	83	204	$1.2M
Financial Asset Management Corp	High 51%	105	204	$2.1M
Excomp Asset Management Ltd	Typical 26%	36	137	$920K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Williams & Novak Wealth Management, LLC	High 39%	107	275	$1.2M
Anchor Capital Management, LLC	Very High 77%	53	69	$830K
Conscious Capital Wealth Management, LLC	Typical 32%	66	207	$630K
Promethium	Very High 75%	208	277	$830K
Shira Ridge Wealth Management	High 45%	125	277	$1.3M
Income & Asset Advisory, Inc.	Low 19%	53	279	$620K
AJF Capital Management, Inc.	Typical 35%	97	280	$620K
Minko Wealth	Typical 31%	44	140	$650K
The Bendix Financial Group, Inc.	Typical 37%	79	211	$930K
Third Eye Associates, Ltd	High 39%	82	211	$0
Nathan G. Hanna, LLC	Very Low 3%	4	142	$220K
Eaton-Cambridge Inc.	High 50%	143	285	$1.6M
Capital Financial Advisors of New York, LLC	High 60%	87	144	$1.8M
Villafranco Wealth Management	Typical 36%	26	72	$1.8M
Rooted Planning Group	Typical 37%	80	218	$700K
Golden Bay Advisors LLC	Low 15%	22	146	$1M
High Point Wealth Management, LLC	Typical 29%	43	146	$1.3M
Marathon Mission, Inc.	Typical 28%	63	222	$790K
GA Pincus Funds, LLC	Typical 24%	36	150	$410K
Gebhardt Group, Inc	High 43%	96	225	$1.4M
Miller, Gesko & Company Inc.	High 53%	40	75	$2.3M
Beacon Light Wealth Management	Very Low 7%	10	151	$260K
Sikorski Wealth Management, LLC	Low 16%	37	227	$610K
Cherrydale Wealth Management, LLC	Very High 100%	76	76	$6.5M
Davidson Wealth Management LLC	Typical 24%	54	228	$750K
Twinleaf Financial Advisors	Very Low 0%	—	76	$150K
Gold Coast Wealth Management, LLC	High 42%	65	154	$2.3M
FSP Advisors, Inc.	Very Low 0%	—	233	$140K
Felton & Peel Wealth Management, Inc.	Low 12%	9	78	$430K
IQVestment, LLC	Very Low 0%	—	235	$4.4K
Wealth Creation Management Group LLC	Low 13%	21	157	$650K
Dynamic Trading Management, LLC.	High 51%	40	79	$900K
Hurley Capital, LLC	Typical 38%	60	158	$1.8M
Massey, Joshua	High 39%	31	79	$1.2M
NestEgg Advisors, Inc.	High 43%	102	237	$1.2M
Abbondandolo Wealth Management Corp	Low 22%	52	238	$470K
Lesa Sroufe & Company, Inc.	Very High 93%	221	238	$870K
Garritt Financial Solutions LLC	Very Low 0%	—	159	$99K
R.W. Roge & Company, Inc	Typical 38%	121	322	$1.2M
Summit Investment Management, Ltd.	Very Low 4%	6	162	$520K
BlackLines Financial	Low 22%	53	244	$220K
Prosperity Advisory Group LLC	Typical 36%	88	244	$890K
Hamilton Capital Partners, LLC	High 39%	64	163	$1.8M
WMGNA	Typical 30%	98	326	$1.1M
Florian Financial Group LLC	Typical 24%	58	245	$760K
Emergent Global Investments	Low 16%	13	82	$280K
Harvest Capital Assets, LLC	Very Low 4%	9	246	$290K
Countryside Financial LLC	Very Low 6%	15	248	$300K
McGinn Penninger Investment Management Inc.	Very High 100%	331	331	$360K
Hudson Portfolio Management LLC	High 53%	44	83	$2.1M
Passive Management LLC	Very Low 8%	13	166	$130K
JB Meridian Advisors, LLC	Low 11%	18	167	$220K
Corrado Advisors, LLC	Typical 24%	80	337	$720K
Guerra Pan Advisors, LLC	High 56%	48	85	$2.5M
Her Personal Finance	Very Low 0%	—	85	—
Lewinter Wealth Advisors, LLC	Typical 34%	29	85	$1.9M
Opulus	Low 19%	33	170	$520K
IDB Lido Wealth, LLC	Very High 89%	152	171	$2.1M
NorthLanding Financial Partners, LLC	Typical 25%	43	172	$880K
Impact Fiduciary LLC	High 43%	74	174	$730K
Meadowbrook Wealth Management, LLC	Low 18%	32	174	$630K
New Horizon Financial Strategies, LLC	Typical 28%	72	261	$830K
Stash Wealth, LLC	Very Low 0%	—	174	$300K
Forteris Wealth Management, Inc.	High 53%	92	175	$1.2M
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Argus Equity Partners, LLC	Low 10%	17	177	$330K
Eden Advisory Services, LLC	Very Low 3%	5	177	$160K
MPM Advisors Group LLC	Low 13%	23	177	$650K
BCK Partners, Inc.	High 43%	76	178	$1.2M
Omc Financial Services Ltd	Typical 38%	102	269	$1.2M
Bone Fide Wealth	Low 13%	23	180	$700K
Double Diamond Investment Group, LLC	Very High 72%	65	90	$720K
Clarus Group LLC	Very Low 6%	11	182	$800K
Prato Capital Management	Low 12%	32	273	$570K
Arcadia Wealth Management	High 41%	113	275	$1.4M
Innovative Family Office LLC	Very Low 5%	13	276	$240K
Joel Adams and Associates Inc.	Low 16%	44	277	$990K
Aurora Investment Managers, LLC	Typical 30%	55	185	$1.8M
Emergent Wealth Advisors, LLC	Low 20%	74	370	$670K
LynnLeigh & Company, LLC	Low 20%	57	281	$560K
Orchard Advisors	Very Low 3%	8	281	$320K
JW Thompson Investments LLC	Low 20%	38	190	$160K
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors	High 41%	118	287	$540K
VCP Financial LLC	Very High 65%	252	385	$290K
Financial Planning First, LLC	Low 11%	31	291	$370K
Bay Rivers Group Wealth Partners	Typical 23%	90	395	$820K
LifeCapital Partners LLC	Low 14%	42	297	$450K
Sage Tree Wealth	Very Low 4%	8	198	$150K
Western New York Financial Group, LLC	Very Low 0%	—	199	$290K
Winthrop Partners - WNY, LLC	Low 15%	44	299	$620K
Enright, Mollin, Cascio & Ramusevic, Inc.	High 55%	55	100	$2.7M
Merryfield Barnes, LLC	Low 20%	40	200	$590K
Stephen J. Garry & Associates, LLC	Typical 23%	70	300	$480K
Capital Estate Advisors, Inc.	Typical 38%	39	102	$1.1M
Forefront Asset Management, LLC	Low 10%	31	307	$440K
Sage Investment Advisers LLC	Typical 24%	75	307	$870K
Newman Ladd Capital Advisors, LLC.	Low 10%	21	206	$520K
Quality Financial Concepts	Low 13%	27	206	$580K
Beyond Wealth Management Group, LLC	Low 20%	61	311	$330K
BRIA Capital Group, LLC	Typical 28%	86	311	$490K
Circle N Advisors, LLC	Low 21%	22	104	$880K
Merkkuri Wealth Advisors LLC	Low 14%	29	209	$600K
Act Advisors	Typical 30%	128	420	$1.1M
Pelkonen and Associates LLC	High 41%	131	317	$930K
Core Alpha, Inc.	Very Low 0%	—	321	$450K
Luther Forest Wealth Advisors, L.L.C.	Low 13%	28	214	$450K
Saperston Legacy Advisors, Inc.	Typical 31%	134	429	$420K
AllSquare Wealth Management, LLC	Low 18%	80	436	$660K
Bentham Wealth Advisors	Low 11%	23	218	$490K
Sicart Associates, LLC	Very High 83%	91	109	$4M
Buffalo First Wealth Management, LLC	Very Low 4%	18	445	$180K
Clover Leaf Financial LLC	Low 11%	25	223	$340K
Weybosset Research & Management, LLC	Typical 30%	67	224	$1.5M
McCollum Christoferson Group, LLC	Typical 37%	124	337	$1.2M
Lavish Financial Planning	High 47%	105	225	$160K
Kahn Brothers Advisors LLC	High 42%	142	342	$1.3M
ADIRONDACK CAPITAL ADVISORS, llc	Typical 37%	170	460	$770K
The Mustico Financial Group, Inc.	Low 15%	69	460	$680K
Timbuktu Capital Management, LLC	High 41%	47	115	$820K
Great Hill Advisory	High 58%	67	116	$1.8M
Stawnychy Financial Services, Inc.	Low 22%	25	116	$980K
Farrell Financial	Low 19%	44	233	$860K
Linden Financial Consultants, LLC	Low 16%	37	234	—
WPM Wealth Advisors LLC	Very Low 2%	8	353	$210K
Oaktrust Wealth Advisors, LLC	Typical 31%	74	236	$1.2M
The David J. Yvars Group Inc.	Typical 30%	141	476	$630K
Granite Islands Private Wealth, LLC	Very High 79%	379	477	$450K
McGovern Financial Planning, LLC	Low 12%	15	121	$530K
Florin Pensions LLC	Very Low 0%	—	485	—
Private Client Asset Management, Inc.	Typical 38%	92	244	$740K
Murphy Wealth Management Group	Low 22%	80	367	$670K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
Long Island Wealth Management, Inc.	High 56%	70	125	$2.3M
One Oak Capital Management, LLC	Low 15%	55	375	$640K
Pereon Wealth LLC	High 60%	75	125	$1.4M
Bennington Financial Planning Group	Typical 32%	120	376	$700K
Milestones Private Investment Advisors LLC	Typical 28%	70	253	$870K
Reshape Wealth	Very High 69%	88	127	$1.8M
Digital Asset Investment Management	Very Low 9%	24	255	$310K
G & R Financial Solutions LLC	Typical 23%	30	128	$480K
Neu Wealth Group	Typical 30%	39	128	$2.2M
Niles Asset Management, Inc	Very Low 3%	13	387	$230K
Tublin - DiFusco Advisors Inc.	Typical 26%	33	129	$980K
Steinberganna Wealth Management LLC	High 41%	107	259	$1.8M
Rice Wealth Management Group, Inc.	Low 20%	26	130	$700K
Sterling Manor Financial, LLC	Low 14%	54	393	$510K
Godfrey Financial Associates, Inc.	Low 11%	45	395	$460K
Quantel Asset Management LLC	Typical 36%	47	132	$450K
Atlas Financial Advisors, Inc.	Very Low 6%	17	266	$180K
Agemy Wealth Advisors, LLC	Typical 27%	111	404	$320K
Financial Solutions Associates	Typical 30%	80	270	$640K
HYJC Capital of WNY	Typical 25%	67	272	$300K
Pearl Wealth Group	Very Low 8%	23	273	$380K
Institutional Investment Advisors Corp	Typical 32%	44	137	$680K
Bautis Financial, LLC	Low 10%	27	275	$720K
Marstone LLC	Very Low 0%	—	139	$14K
Fingerlakes Wealth Management, Inc.	Low 15%	87	564	$490K
The Pitti Group Wealth Management, LLC	Low 13%	75	568	$520K
Sky Alpha Asset Advisors	Very High 67%	191	286	$540K
Candace Shira Associates, LLC	High 39%	167	431	$1M
Vitral Advisors LLC	Typical 29%	42	144	$470K
Castle Financial & Retirement Planning Associates Inc	Typical 23%	33	146	$740K
Greycliff Wealth Management, LLC	High 40%	58	146	$550K
Canty Financial Management, Inc.	High 44%	195	443	$540K
Kane Financial	Very Low 7%	20	296	$250K
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
Redwood Financial Planning, LLC	Very Low 5%	32	621	$620K
Sage Capital Management LLC	Very High 79%	249	314	$1.1M
Broadway Advisor Group	Typical 23%	71	315	$640K
W & S Management Services, Inc.	Low 10%	51	487	$340K
MWM Group LLC	Low 19%	63	328	$760K
Tred Avon Family Wealth, LLC	Very High 90%	296	328	$1.2M
Mangolds Investment Advisors Inc.	Very Low 7%	34	493	$120K
Main Street Asset Management LLC	Very Low 0%	—	167	$94K
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
Alsworth Capital Management, LLC	Typical 30%	52	172	$600K
Sovereign Asset Management	Low 19%	65	350	$500K
PCB Capital LLC	Low 19%	68	358	$520K
Seraphim Capital Management, LLC	Very Low 4%	8	180	$350K
Skyview Financial Group, LLC	Low 11%	41	362	$790K
Crescent Hill Partners LLC	Low 17%	31	183	$1.6M
American Financial & Tax Strategies, Inc.	High 43%	80	185	$1.5M
Boyar Asset Management, Inc.	High 49%	91	185	$840K
Rosecliff Capital Advisory LLC	Very High 85%	158	185	$150K
Davidov Financial Coaching, LLC	Typical 26%	98	371	$370K
Graney & King, LLC	High 40%	313	791	$610K
Adirondack Financial Services Corp	Typical 23%	137	596	$590K
Axiom Investment Management LLC	Very High 100%	201	201	$880K
Brixton Capital Wealth Advisors, LLC	Typical 25%	206	819	$260K
Bodnar Financial Advisors, Inc.	Very Low 0%	—	410	—
Edwards Financial services	Very High 76%	310	410	$150K
Markin Asset Management, LP	Very High 68%	281	412	$290K
Borabond, LLC	Very Low 0%	—	207	$400
Milagre Wealth Management, Inc.	Very Low 7%	31	414	$330K
Capital Preservation Partners, Inc.	Low 15%	61	417	$530K
Summit Planning Group, Inc.	Low 11%	24	210	$520K
Hepworth Equity Partners, LLC	Typical 30%	127	421	$320K
Federal Prep	Very Low 0%	—	637	$130K
Abra Capital Management, LP	Very High 100%	220	220	$630K
Joseph P. Lucia & Associates, LLC	Low 15%	101	662	$590K
Arista Advisory Group, LLC	Low 13%	29	222	$470K
Members Advisory Group, LLC	Low 14%	129	906	$490K
Metis Wealth Management & Planning LLC	Very Low 7%	31	461	$240K
O'Bannon & Davis Inc.	Very Low 0%	—	469	$150K
Bayridge Financial Group, Inc.	Very Low 4%	18	488	$190K
Socha Financial Group, LLC	Low 18%	130	734	$590K
The Gladowsky Group	Typical 26%	66	256	$640K
Retirement Planning Group, LLC	Very Low 7%	75	1,043	$360K
Collins Advisors, LLC	Low 10%	52	525	$300K
Boyd Capital	Very Low 4%	23	532	$200K
Genesee Capital Advisors, LLC	Low 22%	118	544	$740K
Money Script Wealth Management, PLLC	Low 10%	30	310	$310K
Rochester Financial Services	High 41%	130	320	$1.1M
The Dowling Group Wealth Management	Very Low 6%	20	321	$520K
GreenPortfolio Inc.	Very Low 6%	21	346	$0
Engleson & Associates	Typical 24%	88	362	$320K
Cooper Financial Services, Inc.	Very Low 4%	51	1,335	$150K
Arta Finance	Very High 100%	1,043	1,043	$150K
Elphinstone	Very Low 0%	—	579	$2.5K

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