HNW client percentage for Supported firms serving clients in Tennessee

Supported firms active in Tennessee 195 firms

Very Low 0%-7%

Low 7%-17%

Typical 17%-31%

High 31%-54%

Very High 54%-88%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Valor Financial Services, LLC	Very Low 3%	46	1,675	$160K
Ivanoff Wealth Management Inc.	Very Low 2%	15	618	$280K
SavvyFi	Very Low 0%	—	307	$6.1K
Servant Wealth Management LLC	Very Low 3%	9	277	$170K
Financial Management Advisors, Inc.	Very Low 6%	32	520	$160K
TCM	Typical 19%	95	495	$330K
The Mentzer Group, LLC	Very Low 2%	4	246	$95K
P3 Wealth Management	Very Low 3%	12	478	$59K
Sapiat Asset Management, LLC	Low 9%	21	239	$160K
Vision Wealth Management, Inc.	Low 9%	36	416	$200K
Cornerstone Wealth Management Group	Low 11%	64	567	$470K
APO Financial Services, LLC	Very Low 1%	6	542	$230K
Financial Planning Center, LLP	Very Low 0%	—	354	—
The Nalls Sherbakoff Group, LLC	Typical 17%	86	500	$670K
Blong Financial	Typical 17%	53	314	$640K
AGP Franklin, LLC	Typical 19%	85	456	$540K
Ferris Wheel Finance, Inc.	Very Low 3%	9	296	$140K
von Adelung Wealth Management	Very Low 4%	11	296	$280K
Terra Wealth	Low 8%	46	572	$260K
AJ Advisors	Typical 30%	124	414	$950K
Trendscast Financial LLC	Very Low 4%	12	267	$94K
Applied Capital	Typical 29%	76	264	$600K
Cosey Financial Services, Inc.	Low 11%	42	385	$280K
Brandon Financial Planning, Inc.	High 53%	133	252	$1.7M
Hershey Financial Advisers, LLC	Very Low 5%	24	499	$300K
Retirement Planning Services	High 46%	115	248	$910K
Embark Wealth Management, LLC	Very Low 3%	12	369	$160K
R.D. Smothers Wealth Management	Very Low 5%	13	245	$300K
Aldebaran Financial Inc	Low 12%	43	350	$580K
Music Row Wealth Management	Low 16%	56	349	$1.2M
Triple Crown Wealth Management	Very Low 1%	3	217	$66K
Kingsman Wealth Management Inc.	Typical 25%	53	216	$1.1M
Fifr	Very Low 6%	13	214	$320K
Strategic Wealth Partners LLC	Very High 100%	212	212	$480K
Cravens & Company Wealth Management	High 37%	78	211	$1.3M
Witt Financial Group, LLC	Typical 27%	86	314	$510K
Kassira Wealth Management, LLC	Typical 22%	47	209	$620K
Brandywine Financial Group, Inc.	Typical 26%	55	208	$640K
Quality Financial Concepts	Low 13%	27	206	$580K
Hull Wealth Management	Low 16%	33	202	$690K
Retirement Solutions Group	Typical 24%	72	300	$520K
NBZ Investment Advisors, LLC	Very High 58%	114	198	$2.2M
Financial Guidance Group, Inc.	Typical 24%	70	291	$980K
Bills Asset Management	Low 7%	14	193	$320K
Duet Advisory Services LLC	High 35%	100	282	$1.1M
Shorebreak Capital, LLC	Very Low 2%	3	186	$110K
Emergent Wealth Advisors, LLC	Typical 20%	74	370	$670K
Integrity Capital Management	Low 15%	54	361	$500K
Argus Equity Partners, LLC	Low 10%	17	177	$330K
WorthWhile Wealth Council	Low 8%	14	176	$420K
MainStreet Financial Planning, Inc.	Very Low 0%	—	350	—
Unique Investment Advisors, LLC	Very Low 0%	—	175	—
Sentara Capital	Typical 23%	39	169	$710K
The Jenkins Group	High 36%	91	251	$1.1M
Brooks, Moore & Associates, Inc.	Very High 58%	95	165	$1.9M
ELLIS Financial Planning	Low 13%	42	330	$550K
Roan Capital Partners	Low 13%	44	328	$460K
Prudent Man Investment Management	High 44%	106	243	$1.5M
Shayne & Jacobs, LLC	Very High 86%	137	160	$2.4M
Stone Bridge Asset Management, LLC	Typical 21%	50	240	$350K
Portus Capital Management, LLC	High 50%	119	238	$450K
GA Pincus Funds, LLC	Typical 24%	36	150	$410K
The Marin Group Inc.	Typical 17%	26	150	$800K
Ball & Company	High 39%	58	147	$1.3M
Cothran Capital, LLC	Very Low 3%	4	145	$250K
Olive Branch Capital, LLC	Typical 28%	40	142	$990K
Rayburn West Financial Services	High 42%	59	141	$1.7M
Pinnacle Wealth Management, LLC	Typical 21%	29	139	$690K
Legacy Investment Services, LLC	Very Low 0%	—	277	$160K
First Family Wealth	Very High 100%	137	137	$640K
Jackson Wealth Inc	Very Low 0%	—	137	$120K
Providence Wealth Management LLC	Typical 23%	48	205	$740K
Luken Investment Analytics, LLC	High 31%	83	267	$1.1M
Genesis Investments	Low 7%	19	262	$410K
White McGowan	Low 11%	14	130	$580K
Eagles Coast Wealth Management, LLC	Low 9%	12	129	$390K
LifePlan Financial Services, LP	High 46%	59	128	$680K
RMG Advisors	High 49%	94	192	$1M
Ashdon Investment Management, LLC	Typical 25%	16	63	$6.4M
Cairn Financial Group	Low 11%	20	189	$380K
Davis, Davis and Conover Wealth Management, LLC	Typical 25%	46	186	$780K
Baynes Investment Counsel LLC	Very Low 4%	10	245	$250K
Longview Financial Advisors, Inc.	High 38%	70	182	$1.1M
Marsh Wealth Management, LLC	Typical 27%	49	181	$1M
360 Ira	Very Low 0%	—	180	—
Eddleman & Eddleman Inc	Low 8%	10	120	$150K
Meyer Gates Financial Advisors, Inc	Typical 23%	40	177	$950K
Tyner Capital Management Investment Counsel, Inc.	High 46%	27	59	$4.3M
RidgeBrooke Capital Management LLC	High 32%	37	116	$660K
Summit Investment Advisory Group LLC	Typical 25%	29	116	$490K
Valiant Wealth, LLC	High 46%	80	173	$1.6M
Haynes Barker Investment Management, LLC	Very High 61%	70	115	—
The Retirement Specialist of Central Ohio	Very Low 0%	—	115	$160K
Trumix Advisors	Typical 29%	50	170	$990K
Brentview investment Management, LLC	Very High 100%	169	169	$620K
Campbell Asset Management, LLC	High 31%	52	168	$830K
Ridgepath Capital Management LLC	Very High 63%	70	112	$2.8M
FRAZEE Investment Consulting, Inc.	High 46%	51	110	$1.7M
HK Private Client, LLC	Very High 57%	62	109	$810K
DCJ Global Wealth Management	Typical 23%	25	108	$470K
EFinancial Alliance, LLC	High 41%	85	208	$1.4M
Longest & Young, LLC	Very Low 2%	2	104	$180K
Resilient Asset Management	Very High 63%	32	51	$1.3M
ProAthlete Wealth Management LLC	Very High 91%	185	203	$2M
Ridgeline Wealth Advisors, LLC.	High 36%	71	199	$940K
Balanced Plan Financial Investment Advisors, Inc.	Very Low 3%	5	149	$330K
GPWA, LLC	High 33%	65	198	$550K
CW Securities, LLC	Very High 75%	109	145	$780K
W Advisors LLC	Typical 28%	27	95	$2.6M
Apogee Wealth Partners, LLC	Typical 28%	26	94	$950K
Cardinal Wealth Advisory, LLC	High 44%	41	94	$2M
Stone Pillars Wealth Management	High 32%	15	47	$1.3M
Certitude Advisors, LLC	Typical 22%	20	93	$920K
Eaglestrong Financial	High 34%	30	89	$890K
Commerce Advisors, LLC	High 44%	59	133	$1.9M
Tidal Creek Capital Advisors	Typical 21%	37	177	$700K
Lake Park Advisors	Typical 17%	15	86	$250K
Oak Springs Wealth Management, LLC	High 43%	37	86	$520K
Von Haefen Financial Management	Very Low 0%	—	84	—
William Howard & Co. Financial Advisors, Inc.	High 44%	73	167	$2M
Main Street Investors, LLC	Low 9%	11	123	$220K
Greatdane Investment LLC	Low 10%	8	80	$400K
PNW Asset Management	Very High 55%	43	78	$1.4M
Barnett & Co Inc	High 48%	56	116	$1.2M
Weatherhelm Capital Management LLC	Low 16%	12	77	$1.2M
Your Family Matters, LLP	Very Low 0%	—	38	$290K
Frontier Financial Partners, LLC	Typical 18%	27	151	$280K
Optimus Advisory Group	Typical 17%	13	75	$410K
Adkins Asset Management LLC	Very Low 3%	2	68	$140K
Sovereign Capital Vantage, Inc.	Low 10%	7	68	$390K
Miser Asset Management	High 36%	24	67	$830K
Alongside Wealth Advisors, LLC	High 36%	24	66	$1.3M
Amazonite Investments LLC	Very Low 0%	—	66	$95K
Griffin Family Partners, LLC	Very High 55%	18	33	$4.5M
Finwell, Inc.	Low 16%	21	130	$730K
Olimpio Neu & Associates, Inc.	High 42%	27	64	$920K
Truman Wealth Advisors	Typical 23%	22	96	$960K
LoneTree Wealth Management	High 31%	29	95	$500K
Mercury Investment Group	Very High 66%	62	94	$2.4M
Highmark, LLC	Very High 62%	37	60	$990K
Propel Financial Advisors, LLC	Low 10%	12	120	$440K
Five Oceans Advisors	Very High 63%	74	117	$3.8M
Fry Investment Advisors, Inc.	Low 14%	8	58	$380K
Capital Advisors Wealth Management, LLC	Low 11%	6	57	$250K
Processus Wealth & Capital Management, LLC	Very High 65%	37	57	$4.4M
Rooks Wealth Advisors, LLC	High 33%	19	57	$840K
Stivers Wealth Management	Low 9%	5	57	$480K
Tradition Investment Management, LLC	Low 14%	8	57	$310K
Springlake Financial Partners	Very High 54%	29	54	$1.9M
Sterling Wealth Advisors, Inc.	Very High 63%	50	80	$2.8M
Astra Ventures	Very High 80%	40	50	$2.4M
Vantage Wealth Management LLC	Very High 100%	50	50	$1.1M
Soar Financial LLC	Very Low 3%	3	97	$150K
Aspire Private Wealth Counsel, LLC	Very High 66%	31	47	$1.7M
Evolutionary Tree Capital Management, LLC	Very High 79%	37	47	$1.4M
Sunbeam Capital Management, LLC	Very High 100%	47	47	$8.7M
Think Wealth Management	Typical 20%	9	44	$350K
Portfolio Audit, LLC	Typical 23%	10	43	$890K
Acropolis Partners, LLC	High 38%	16	42	$960K
Lexington Financial/Life Management, LLC	Very High 54%	22	41	$2.6M
Sage Investment Counsel	High 42%	33	79	$2.1M
Journey Financial Management, LLC	Typical 29%	22	77	$750K
Revolution Partners, LLC	Low 9%	7	76	$950K
RBG Wealth Advisors LLC	Very High 64%	46	72	$2M
Gulfstream Capital	Very High 76%	50	66	$1M
Stapleton Asset Management, LLC	Very High 79%	26	33	$940K
J. Mark Nickell & Co.	Very High 88%	43	49	$2.7M
Total Wealth Partners	Very High 74%	23	31	$1.1M
Ethos Private Wealth	High 37%	17	46	$950K
MFO-USA Advisory, LLC	Very High 73%	11	15	$2.1M
Trusco Investment Management, LLC	Very High 100%	30	30	$2.5M
High Knoll Wealth Advisors, LLC	Very Low 0%	—	44	$260K
Pugh Wealth Management, LLC	Very High 67%	18	27	$1.6M
Reeser Advisory Services Inc.	High 38%	10	26	$1.1M
Carr Capital Management	High 36%	9	25	$3.5M
Poxono Capital	Very High 64%	32	50	$360K
Bonsai Advisors LLC	High 31%	11	35	$600K
Guaranty Private Wealth	Very High 63%	22	35	$1.9M
Hunley Wealth Management LLC	Very Low 6%	2	34	$410K
TrueHaven Capital	High 53%	10	19	$2.8M
Arrow Alliance	Very High 72%	13	18	$3M
Shell Capital Management, LLC	Very High 100%	18	18	$1.1M
SouthBridge Capital Partners LLC	Very Low 6%	1	18	$460K
Uprise Advisers LLC	Very Low 3%	1	32	$0
DP Grow LLC	Very Low 0%	—	14	$170K
AD Deum Funds, LLC	Very Low 0%	—	13	$50K
Upholdings	Very High 100%	13	13	$3.9M
FSG Wealth Advisors, LLC	High 32%	6	19	$1.1M
American Values Investments, Inc.	Very Low 0%	—	6	—
InvestGro LLC	Very Low 0%	—	17	$55K
Canterbury Tollgate	Very High 100%	9	9	$5.6M
JB Wealth Advisors LLC	Very Low 0%	—	3	—
Maggi Investment Services, LLC	Typical 20%	1	5	$260K
COR3 Investment Partners, LLC	Very High 100%	6	6	$1.1M
Foresight Investment Advisors, LLC	Very Low 0%	—	3	$54K
Compass Advisory Partners LLC	—	—	—	—
Freedom Wealth Coaching, LLC	—	—	—	—
IWC Financial Planning	—	—	—	—
Rainier Wealth Planning, LLC	—	—	—	—

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