HNW client percentage for Supported firms serving clients in Utah

Supported firms active in Utah 142 firms

Very Low 0%-3%

Low 3%-15%

Typical 15%-28%

High 28%-50%

Very High 50%-80%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Brighton Wealth Management, Inc.	Very High 75%	335	446	$290K
Regents Partners, LLC	High 28%	90	322	$420K
Pacific Financial Strategies, Inc.	Typical 16%	113	713	$280K
Trademark Financial Management, LLC	Low 11%	49	458	$640K
Intermountain Wealth Management, Inc.	Low 4%	20	446	$170K
Periope, LC	Typical 19%	120	628	$280K
Borabond, LLC	Very Low 0%	—	207	$400
Lefavi Wealth Management	High 28%	163	576	$770K
Peak Investment Coaching, LLC	Low 3%	11	380	$0
Heaton Financial, PC	Low 11%	41	376	$340K
JRS Wealth Management LLC	Typical 24%	80	338	$360K
Tingey Advisors Inc	High 32%	107	338	$1.2M
Burrus	Typical 25%	79	322	$750K
Brighter Retirement Advisors LLC	Low 3%	9	319	$180K
Olde Wealth Management, LLC	High 28%	88	313	$1.2M
Connect Financial Advisors	Very Low 2%	8	452	$140K
Wood Tarver Financial	Typical 26%	148	575	$800K
Next Level Wealth Planning, LLC	Typical 15%	85	572	$560K
3 Peaks Financial	Low 5%	14	280	$190K
Cowdell Investments, LLC	Typical 20%	82	408	$190K
Landmark Wealth Advisors, LLC	Low 14%	38	266	$510K
Retirement Solutions Investments, Inc.	Typical 26%	68	264	$220K
Von Colln Financial Group	Typical 27%	34	128	$750K
Scott Marsh Financial, LLC	High 37%	93	253	$1.2M
Presidio Wealth Management	Typical 15%	57	379	$570K
Stonebriar Wealth, LLC	Low 5%	24	505	$280K
Beta Wealth Group, Inc	High 43%	164	378	$1.2M
HA Wealth Advisors Inc.	Very Low 0%	—	250	$320K
Jasmijn Capital Management, LLC	Very Low 0%	—	249	$290K
Aspen Capital Management LLC	Very Low 2%	5	243	$170K
The Lynd Group Advisors, LLC	Very Low 0%	—	357	—
F2 F Retirement, LLC	Very Low 0%	—	350	$110K
Cottonwood Wealth Strategies, LLC	Typical 20%	45	230	$880K
Wilson Financial Advisors, Inc.	Low 5%	10	216	$0
Strada Financial Group LLC	Typical 22%	46	213	$750K
Timpanogos Financial Advisors, Inc.	Typical 19%	39	209	$470K
Bouvel Investment Partners, LLC	High 47%	96	206	$1.8M
Eldon Reese Advisory Group	Typical 17%	50	302	$200K
VCP Financial LLC	Very High 65%	252	385	$290K
Prestige Wealthwide, LLC	High 32%	59	186	$1.1M
Capital Wealth, LLC	Low 4%	11	272	$350K
Capital Management Advisor Group, LLC	Very High 57%	50	88	$2.7M
AG Financial	Low 7%	12	175	$480K
Dove Investment Research and Management, Inc.	Very High 54%	94	175	$580K
Corrado Advisors, LLC	Typical 24%	80	337	$720K
Ensign Advisory Partners LLC	Low 5%	12	248	$330K
Provident Living Financial Services	Typical 25%	62	245	$600K
Centered Financial	Low 10%	16	163	$440K
Saber and Shield Wealth Management, L.L.C	Low 14%	22	161	$460K
Sandos Financial	Very Low 0%	—	156	$110K
LymanWealth LLC	Very Low 0%	—	231	$70K
Dynamic Wealth Advisors	Low 12%	36	304	$460K
Aspen Ridge Wealth Management, LLC	Very Low 0%	—	147	$140K
Responsible Asset Management	Low 6%	9	144	$170K
Position Wealth	High 34%	73	215	$1.1M
Investable Wealth, LLC	Very High 57%	82	143	$760K
Sabin Investment Management, Inc.	Low 8%	12	143	$310K
Cannon Capital Management, Inc.	Typical 27%	57	211	$1.2M
Vantage Point Investments, Inc.	Low 6%	12	207	$190K
Bradley Wealth LLC	Typical 25%	52	204	$960K
Harvard Avenue Investment Advisory	Low 12%	16	131	$430K
Allred Jackson Financial Planning, LLC	Very Low 0%	—	130	$250K
Solitude Wealth Advisors, LLC.	Low 9%	12	128	$280K
The Professional Financial Company LLC	High 28%	71	255	$810K
Vitality Capital Management, LLC	Typical 24%	46	191	$400K
Taurum Retirement Partners, LLC	High 40%	51	127	$1.1M
Nvest Advisors, LLC	Very Low 2%	3	189	$110K
Sterneck Capital Management LLC	Very High 52%	129	249	$1.3M
The Karras Company, Inc.	High 37%	93	249	$1.5M
Snake River Investment Counsel LLC	Typical 17%	21	121	$630K
Main Line Group Wealth Management, LLC	Very High 68%	41	60	$1.9M
Paragon Wealth Management	Typical 17%	31	180	$730K
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
R.O.I.	Typical 23%	38	166	$540K
Curtis Wealth Management LLC	High 43%	45	105	$1.4M
Haynie Wealth Management LLC	Typical 22%	35	156	$680K
Cogent Strategic Wealth LLC	Very High 72%	73	102	$3.3M
Kinghorn Law \| Financial	Typical 17%	26	153	—
Tingey Financial Group Inc.	Very High 55%	83	150	$1.6M
Holistic Finance LLC	Very Low 1%	1	198	$40K
T.M. Wealth Management	Very High 67%	66	99	$2.1M
Noble Wealth Management P.B.C.	Very High 60%	118	196	$2M
Roberts Wealth Advisors, LLC	Very High 86%	126	146	$2.8M
Medicus Wealth Planning, Inc.	Typical 21%	40	194	$820K
You First Financial LLC	Low 4%	4	97	$230K
Lee Miles LLC	Very Low 0%	—	94	$150K
Palisade Wealth Management	High 32%	45	141	$940K
NorthAvenue LLC	Very High 51%	70	138	$1.5M
Family Wealth Advisors	Typical 15%	14	75	$380K
Guardian Wealth Management	High 34%	44	131	$1.3M
Wiser Advisor Group	Very High 75%	97	130	$870K
Livet Wealth, LLC	Very High 50%	64	129	$2.5M
Bridge Generations Wealth Management	High 42%	71	171	$1.5M
Evergreen Private Wealth	Very High 52%	87	166	$1.5M
Opportunus Wealth Management, LLC	High 29%	36	123	$840K
Cove Fort Capital, LLC	High 35%	27	78	$66K
Zora Financial	High 35%	27	78	$890K
Silver Lake Advisory Partners, LLC	Very High 59%	90	152	$2.1M
Backbone Planning Partners LLC	Typical 24%	26	109	$780K
Montage Financial Advisors	Very High 81%	29	36	$2.8M
Slayton Lewis Inc	Very High 82%	59	72	$4.4M
Miser Asset Management	High 36%	24	67	$830K
Riley S. Crosbie Advisory, LLC	Very High 78%	76	97	$1.1M
Oxford Wealth Management	High 41%	26	64	$1.7M
Aventura Capital Management, LLC	Low 10%	13	126	$380K
Athos Private Wealth LLC	Very High 64%	75	117	$1.6M
Journey Beyond Wealth	High 47%	51	109	$2.3M
Peterson Rogers Private Wealth, LLC	Very High 100%	81	81	$1.9M
Reliance Investing, Inc.	Very Low 0%	—	80	$400K
Vantage Point Management, Inc.	Low 13%	7	53	$270K
Fiduciary Organization, LLC	Very Low 1%	1	79	$190K
Grow Rasmussen Consulting LLC	High 34%	35	103	$420K
Prosper Private Wealth	Very High 63%	32	51	$3M
Sunbeam Capital Management, LLC	Very High 100%	47	47	$8.7M
Innovate Wealth	High 35%	16	46	$2M
Able & Strong Advisors, Inc.	Typical 15%	10	65	$500K
Garrett Capital Investment Management	Typical 17%	7	42	$140K
Twombly Asset Management LLC	Very High 68%	28	41	$1.3M
Theory Planning Partners	Low 8%	5	59	$560K
Evolve Investing LLC	High 42%	15	36	$1.9M
Echelons Capital, LLC	Very High 53%	18	34	$4.6M
White Pine Financial LLC	Very High 50%	17	34	$940K
Fortius Financial Advisors, LLC	Very High 65%	40	62	$180K
Evergreen Financial Group	Typical 22%	9	41	$670K
Ascend Investment Management, LLC	Very Low 0%	—	27	$57K
DeLeon Wealth LLC	High 44%	12	27	$420K
Evestia Financial	Low 8%	2	26	$530K
K2 Wealth Management	Very Low 0%	—	26	$85K
Mountain Goat Wealth Management LLC	Very Low 0%	—	71	$110K
Hanks Capital Management, LLC	Very Low 0%	—	24	$330K
Vantage Point Wealth Management, LLC	High 38%	9	24	$320K
SBC Investment Management, LLC	Very High 79%	15	19	$4M
Cottonwood Asset Management LLC	High 43%	16	37	$430K
Century Funds Management Inc	Low 12%	2	17	$450K
The Invictus Collective, LLC	Very High 100%	16	16	$29M
Harborview Asset Management LLC	Very High 100%	15	15	$8.3M
Sunset Retirement Advisors LLC	Very Low 0%	—	21	$86K
Three Phases Wealth Advisors LLC	Very Low 0%	—	8	$0
Sandlot Private Wealth LLC	Very Low 0%	—	5	$61K
Seven Canyons Advisors, LLC	Very High 100%	2	2	$3.6M
Acentus Group L.L.C.	Very Low 0%	—	1	—
Smartt Wealth Solutions, LLC	Very Low 0%	—	1	—
Cole Financial Advisors, Inc.	—	—	—	—
Gemini Wealth	—	—	—	—
Momentum Capital Management	—	—	—	—
Telos Partners LLC	—	—	—	—

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