HNW client percentage for Team firms serving clients in Alabama

Team firms active in Alabama 110 firms

Very Low 3%-13%

Low 13%-27%

Typical 27%-36%

High 36%-48%

Very High 48%-71%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
WRS Financial Services, L.L.C.	Low 17%	8	46	$500K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Equity Advisors, LLC	Very Low 0%	—	108	$330K
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Searle & Co.	Very High 94%	119	126	$5M
Persium Advisors, LLC	Very High 49%	77	158	$2.5M
Expressive Wealth LLC	Low 22%	36	165	$1M
Your Choice Financial LLC	Very Low 12%	15	126	$310K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
11 Financial	Very Low 10%	13	133	$250K
Porter White Investment Advisors, Inc.	Very High 89%	80	90	$5.6M
Savvi Financial LLC	Very Low 9%	12	135	$330K
CapSouth Wealth Management	High 37%	121	330	$1.3M
Global Investment Advisory	Very Low 12%	21	182	$390K
Trust Advisory Group Ltd	Very Low 12%	70	562	$560K
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Indivisible Partners	Very High 58%	268	460	$3M
Register Financial Advisors, LLC	Typical 31%	136	433	$1.1M
Oakworth Asset Management, LLC	Typical 31%	166	539	$1.3M
Coker & Palmer	Low 19%	40	213	$520K
JMF Capstone Wealth Management	Very High 50%	107	214	$1.9M
Saltmarsh Financial Advisors, LLC	High 39%	86	219	$1.6M
BMSS Wesson Wealth Solutions	Very High 71%	184	260	$2.7M
Kassouf Wealth Advisors, LLC	Very High 57%	112	198	$1.8M
Harmony Asset Management LLC	Very High 50%	133	266	$1.4M
Mainsail Asset Management, LLC	Very High 64%	91	142	$2.6M
ARIA Wealth Management	Low 13%	28	218	$460K
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Wealthview Capital, LLC	High 41%	78	191	$1.7M
Navigate Wealth Management, LLC	Very High 48%	131	271	$1.5M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Smith Thornton Advisors, LLC	Typical 28%	91	327	$1.2M
Greenwood Capital Associates, LLC	Very Low 12%	76	660	$1.5M
Foundation Resource Management, Inc.	Very High 74%	157	211	$3.7M
Invicta Financial Group	High 38%	181	477	$780K
BSG Advisers	Low 24%	63	264	$500K
Horizons Sustainable Financial Services, Inc.	Typical 33%	101	310	$490K
The Wealth Boutique	Very Low 9%	27	317	$380K
Brown Financial Advisory	Very High 56%	154	275	$1.6M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
WealthTrust Asset Management, LLC	Low 25%	61	243	$850K
Cross State Financial Group LLC	Low 13%	50	395	$440K
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
BCR Wealth Strategies	High 36%	127	354	$1.4M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
Cahaba Wealth Management, Inc.	Very High 49%	437	888	$2.2M
Element Wealth, LLC	Low 19%	122	652	$820K
AMB Wealth, LLC	Low 20%	175	878	$1M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
CAP Partners, LLC	Low 15%	58	399	$640K
Marble Wealth, LLC	High 44%	127	286	$2.3M
Axient Investment Advisors LLc	High 36%	271	749	$580K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Pgi Wealth Management	High 39%	193	497	$1.8M
Southern Capital Services Inc	Very Low 11%	42	373	$480K
Capital Square, LLC	Low 17%	117	704	$610K
Insight Folios	Very Low 6%	73	1,228	$270K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Uptick Partners, LLC	Typical 33%	375	1,135	$930K
Infinity Tax & Financial Planning	Very Low 7%	28	382	$220K
Fairvoy Private Wealth, LLC	High 40%	185	463	$1.3M
TrueWealth Advisors, LLC	Typical 27%	297	1,090	$500K
Diversified, LLC	High 42%	828	1,982	$1.3M
Invista Advisors	Typical 35%	223	640	$420K
Paradigm Investment Advisory, LLC	Very High 87%	563	644	$610K
Park Square Financial Group LLC	Very Low 11%	45	404	$520K
Invest Capital Partners	Low 14%	93	647	$390K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
George M. Hiller Companies, LLC	High 39%	165	423	$430K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Hibernia Wealth Partners, LLC	High 37%	230	623	$560K
Jackson Thornton Wealth Management, LLC	High 38%	355	943	$2M
Mag Cap	Low 16%	236	1,437	$650K
Mayfair Advisory Group, LLC	High 40%	154	389	$2M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Simplified Wealth Management	Low 13%	91	707	$310K
Mitchell, Mcleod, Pugh & Williams, Inc.	High 42%	397	935	$1.9M
Money Management Services Inc	Typical 29%	153	521	$850K
Montz Harcus Wealth Management	Typical 33%	220	667	$1.2M
Meld Financial, Inc.	Low 26%	287	1,114	$660K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
OneAscent Wealth Management	Low 14%	126	916	$500K
EPG Wealth Management LLC	Very High 49%	570	1,156	$460K
Star Capital Inc.	Very Low 5%	33	697	$200K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
United Advisors America	Very Low 2%	57	2,809	$160K
Sunburst Financial Group, LLC	Typical 30%	256	865	$830K
RWM Capital, LLC	Low 13%	192	1,437	$150K
SWAN Capital	Very Low 11%	74	667	$480K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Cloud Investments, LLC	Very Low 8%	76	980	$410K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Ignite Planners LLC	Very Low 10%	450	4,605	$240K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Chatterton & Associates	Low 26%	397	1,542	$860K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
BHK Investment Advisors	Very High 60%	181	304	$1.6M
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Southern Financial Group, LLC	Typical 31%	352	1,140	$920K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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