HNW client percentage for Team firms serving clients in Alaska

Team firms active in Alaska 33 firms

Very Low 0%-9%

Low 9%-17%

Typical 17%-31%

High 31%-50%

Very High 50%-80%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Sanders Morris LLC	Typical 17%	21	127	$4.5M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
PracticeCFO Investments	Very High 60%	126	211	$800K
Forefront	Typical 18%	104	572	$420K
Savvi Financial LLC	Low 9%	12	135	$330K
Tribeca Financial, LLC	Typical 27%	59	219	$830K
Avier Wealth Advisors	High 48%	281	583	$2M
Cutler Investment Group	High 39%	366	949	$1M
Greenup Wealth	Typical 30%	290	973	$920K
Blue Anchor Wealth Advisors, LLC	Low 13%	39	296	$450K
Alaska Wealth Advisors	Very High 50%	332	660	$1.7M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Total Wealth Planning and Management, Inc.	Low 16%	66	412	$580K
Mainsail Financial Group	High 31%	132	424	$940K
Elliott Cove Capital Management	Very Low 5%	28	584	$250K
BCM Advisors, LLC	High 42%	165	396	$1.4M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Cypress Wealth Services, LLC	High 43%	356	825	$1.5M
Bright Road Wealth Management, LLC	Typical 17%	104	614	$680K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
First Pacific Financial, Inc.	High 44%	565	1,291	$1.4M
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
The Planning Center, Inc.	High 36%	325	895	$1.5M
Rossby Financial, LLC	Low 9%	238	2,542	$220K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K

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