HNW client percentage for Supported firms serving clients in Texas

Supported firms active in Texas 3,603 firms

Very Low 0%-12%

Low 12%-24%

Typical 24%-38%

High 38%-56%

Very High 56%-88%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Williams Financial Group	Typical 28%	163	585	$590K
Its Asset Management, L.P.	Very Low 3%	20	586	$420K
6th Street Advisors, LLC	Very High 56%	165	295	$870K
Hinchley Advisory Group, LLC	Low 22%	65	296	$650K
Jfr Financial Services, Inc.	Low 19%	114	597	$460K
Fisher & Wiens Wealth Management, LLC	High 51%	152	300	$830K
Simplifi, Inc.	Typical 26%	77	301	$920K
Gallagher Capital Advisors, LLC	Low 13%	40	302	$740K
Tower Wealth Partners	Low 16%	146	920	$480K
True Wave Wealth Planners	Typical 29%	266	922	$440K
Spreng Capital Management, Inc.	Very Low 7%	64	927	$320K
Money Script Wealth Management, PLLC	Very Low 10%	30	310	$310K
Wiregrass Asset Management	Typical 34%	105	313	$300K
Elevation Capital Advisory	Very Low 10%	61	631	$400K
FFP Wealth Management, LLC	Typical 31%	98	316	$950K
Encompass Wealth Advisors, LLC	High 47%	601	1,272	$360K
Equanimity Financial Partners	Very Low 6%	41	636	$240K
Peakstone Financial Advisors	Typical 36%	116	319	$800K
Security First Financial	Very Low 10%	67	639	$470K
Blueprint Wealth Management Inc.	Very High 69%	220	320	$590K
Koinonia Financial	Low 21%	68	321	$290K
McAlvany Wealth Management, LLC	Very Low 0%	—	650	$330K
Lonestar Registered Investment Advisors, PLLC	Very Low 4%	46	991	$250K
RPC Private Wealth, LLC	Low 22%	71	326	$840K
True Financial Group	Low 22%	149	667	$610K
Financial Management Associates, LLC	High 41%	141	343	$390K
Floyd Financial Group LLC	Very Low 2%	16	686	$240K
McGuire Capital Advisors, Inc.	Very Low 2%	32	1,372	$150K
McKinney Capital Management	Very Low 0%	1	688	$360K
GreenPortfolio Inc.	Very Low 6%	21	346	$0
Gunderson Capital Management	Low 15%	107	694	$570K
Asia Pacific Financial Management Group, Inc.	Very Low 3%	44	1,417	$150K
Costello Asset Management, Inc.	Low 23%	81	356	$970K
Cobler Capital Management, LLC	Very Low 3%	21	714	$250K
Steve Lynch Wealth Management	Very Low 7%	51	727	$210K
A Sling & A Stone, Incorporated	Very Low 5%	19	364	$220K
Great Lakes Investment Advisors Inc.	Very Low 0%	—	367	—
Livelsberger Financial Advisory	Very Low 2%	6	371	$450K
Heritage Asset Management, LLC	Very Low 7%	55	746	$210K
Investments & Financial Planning, LLC	Very Low 7%	54	750	$420K
Sapphire Blue Investment Partners	Low 18%	68	376	$500K
First Mason Financial, LLC	Low 17%	65	382	$480K
American Retirement Planning Group Inc	Very Low 7%	52	796	$270K
Hughes Warren, Inc.	Very Low 6%	47	808	$270K
Orca Wealth Management, LLC	High 54%	221	406	$420K
Yeisley Wealth Solutions, Inc.	Very Low 1%	4	425	$170K
Polaris Financial, LLC	Very Low 0%	—	852	$81K
Ring Mountain Capital, LLC	Low 12%	51	426	$520K
MFP Financial Services, LLC	Low 13%	168	1,284	$280K
Toomey Investment Management, Inc	Very Low 6%	76	1,291	$240K
Wealth Solutions, Inc.	Very Low 0%	—	431	$120K
Pento Portfolio Strategies, LLC	Very High 88%	766	874	$270K
Elite Financial, Inc.	Low 17%	74	439	$620K
Private Wealth Advisors	Very Low 10%	89	890	$490K
Brighton Wealth Management, Inc.	Very High 75%	335	446	$290K
Unifimoney RIA	Very Low 0%	—	460	$680
Lange Financial Group, LLC	Very Low 0%	—	462	—
Renaud & Company, LLC	Very Low 4%	36	953	$220K
Redwood Coast Financial Partners	Very Low 0%	3	987	$150K
Oliveira Wealth	Low 15%	145	988	$270K
Hardin Capital Partners, LLC	Low 19%	94	504	$860K
Kramer Investment Services, LLC	Very Low 0%	—	507	$120K
Superior Planning Wealth Management & Family Office	Low 15%	78	509	$680K
Catalyst Financial NW Corporation	Low 15%	160	1,054	$200K
Pacifica Partners Capital Management	Typical 26%	142	544	$430K
Wealth Management Corporation	Very Low 2%	39	1,641	$150K
Bradford Financial Services Corp	Very Low 0%	—	549	$460K
Jackson Financial Services, LLC	Typical 32%	174	551	$900K
Meixler Investment Management, Ltd.	Very Low 7%	41	561	$400K
Diversified Resources, LLC	Low 20%	129	640	$410K
Four Seasons Investment Advisors, Inc.	Very Low 4%	28	655	$160K
Tucker Financial Group	Very Low 3%	62	2,429	$130K
Preston Investments	Very Low 1%	17	2,526	$78K
Sierra Asset Management	Low 13%	111	849	$470K
Plan Confidence Corporation	Very Low 0%	—	859	—
Chiron Capital Management, LLC	Typical 28%	248	896	$250K
Silo Financial LLC	Very Low 0%	—	1,861	—

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