HNW client percentage for Supported firms serving clients in Vermont

Supported firms active in Vermont 39 firms

Very Low 3%-11%

Low 11%-24%

Typical 24%-32%

High 32%-50%

Very High 50%-57%

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

Median: 29%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MDS Wealth Advisors, LLC	High 35%	9	26	$1.1M
Dattilio & Ash Capital Management, LLC	Very High 55%	17	31	$590K
Windham Financial Services, Inc.	High 32%	10	31	$460K
Guiding Wealth Management, LLC	Typical 29%	20	69	$860K
Lane Generational LLC	Very High 68%	32	47	$2.5M
Vista Way Advisors	Typical 24%	12	50	$730K
Oak Maple Finance, LLC	High 44%	24	54	$1.7M
Aventura Capital Management, LLC	Very Low 10%	13	126	$380K
Envest Asset Management, LLC	Low 19%	13	67	$680K
World Market Advisors	High 45%	30	67	$1.1M
Copper Leaf Financial, LLC	Very High 57%	78	137	$1.6M
Greenhill Financial Partners	Very Low 0%	—	105	$240K
Emg	Low 13%	10	80	$710K
The Wealth Conservatory	High 48%	58	121	$1.1M
Blue Bear Financial, LLC	Very High 56%	91	163	$900K
WestView Investment Advisors	High 40%	66	165	$1.3M
InTrack Investment Management, Inc.	Typical 30%	56	189	$1.3M
Otto & Associates, Inc.	Very High 50%	76	152	$1.9M
Costello Financial Planning, Inc.	High 37%	40	109	$1.8M
HWC Financial	Very Low 10%	11	113	$530K
Poulos Advisors, Inc.	High 48%	55	115	$1.3M
Oak Financial Group Inc	Very High 66%	80	122	$1.4M
Williams Financial, LLC	Typical 24%	63	261	$780K
The Alchemists, LLC	Very Low 3%	3	91	$280K
The Ivy League Advisory Group, LLC	Very Low 3%	6	194	$180K
Hutner Capital Management Inc.	Very High 70%	76	109	$1.6M
Quantum Leap Capital, LLC	Low 11%	38	333	$360K
Trombley Wealth Management	Very Low 8%	17	222	$370K
Broadlake Financial Management	Low 21%	95	451	$870K
Milne Financial Planning, Inc.	Typical 29%	34	116	$940K
Bennington Financial Planning Group	High 32%	120	376	$700K
Gilbert Capital Group	Typical 24%	33	139	$1.1M
Stage 2 Planning Partners LLC	Very Low 8%	23	306	$340K
Wadsworth & Daulaire Financial Planners	Typical 26%	130	500	$0
Antoine Williams & Associates Wealth Management, LLC	Low 19%	66	349	$850K
Farrow Financial Inc	Very High 51%	99	194	$1.4M
44 North Capital, LLC	Very High 51%	217	425	$290K
Hammond Iles Wealth Advisors	Low 13%	127	971	$490K
Cooper Financial Services, Inc.	Very Low 4%	51	1,335	$150K

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