HNW client percentage for Supported firms serving clients in Rhode Island

Supported firms active in Rhode Island 51 firms

Very Low 0%-11%

Low 11%-20%

Typical 20%-31%

High 31%-49%

Very High 49%-76%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Forbes Financial Planning, Inc.	High 47%	409	871	$270K
M. W. Aragao Investment Advisors, LLC	Very Low 0%	—	653	$72K
Diversified Resources, LLC	Typical 20%	129	640	$410K
The Capital Group Fiduciary Advisors, LLC	Low 18%	51	283	$670K
Ransom Advisory	Very High 55%	137	250	$1.2M
Old Forge Wealth Management, LLC	Very Low 10%	24	244	$400K
The Retirement Planning Company of New England, Inc.	Typical 24%	136	565	$700K
Bountiful Investment Management LLC	Very Low 2%	9	560	$290K
Plum Pointe Wealth Management	Low 15%	27	183	$560K
Hall Capital Management Company, Inc.	Typical 23%	121	519	$730K
First Financial Advisory Services Inc	Low 15%	76	516	$540K
FSC Wealth Advisors, LLC	Very Low 1%	9	686	$130K
Alpha Dog Advisors, RUFF	Typical 23%	75	321	$440K
Timmons Wealth Management	High 40%	60	150	$1.2M
Thames Financial Management	High 36%	106	292	$1M
Eliot Rose Wealth Management, LLC	High 38%	53	141	$1.3M
Marstone LLC	Very Low 0%	—	139	$14K
Factor Investing Group	Typical 21%	103	491	$700K
Balanced Wealth Management, LLC.	Very Low 7%	18	243	$400K
Breachway Investments, LLC	Low 17%	39	236	$640K
Slocum, Gordon & Co. LLP	High 44%	51	117	$1.5M
Weybosset Research & Management, LLC	Typical 30%	67	224	$1.5M
Statera Financial, LLC	Very Low 4%	12	301	$200K
JW Thompson Investments LLC	Typical 20%	38	190	$160K
The Alchemists, LLC	Very Low 3%	3	91	$280K
Lincoln Capital Corporation	High 44%	116	265	$1.5M
TradeWinds Wealth Management	Low 11%	28	260	$490K
Granite Wealth Management LLC	Very Low 0%	—	168	$410K
Financial Independence, LLC	High 31%	87	278	$1M
Spinnaker Asset Management Inc.	Low 12%	23	186	$240K
Arlen Capital, LLC	High 37%	83	222	$1.6M
Proactive Financial Solutions 360, LLC	Very Low 6%	3	53	$360K
CCM Investment Management, LLC	Very Low 6%	6	103	$190K
Nia Impact Capital	Very High 52%	77	147	$1.7M
Signet Investment Advisory Group, Inc.	Very High 52%	97	185	$2.1M
Blue Chip Financial Advisors, LLP	Low 14%	25	178	$580K
Compass Investments LLC	Low 15%	26	176	$530K
Sheeley & Partners Wealth Management, LLC	High 39%	31	79	$1.4M
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
MHP Asset Management	Low 18%	14	76	$670K
Copper Beech Wealth Management	Very High 51%	37	73	$1.1M
Experience Your Wealth, LLC	Typical 25%	16	65	$1.3M
Guidici Wealth Management LLC	Very Low 0%	—	64	$220K
Moore Financial Advisors, LTD.	Very High 52%	48	92	$1.4M
Creative Resources Investment Advisors LLC	Typical 24%	20	85	$200K
Cornerstone Investment Services	Typical 23%	18	78	$790K
Cornerstone Financial Management LLC	Very High 49%	49	101	$1.6M
TrueFocus Financial Partners	Very High 68%	26	38	$1.8M
Levatus LLC	Very High 76%	35	46	$3.8M
Invest Track Financial, LLC	Very High 66%	19	29	$2.1M
Van Liew Capital Inc	Very High 100%	6	6	$9.8M

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