HNW client percentage for Team firms serving clients in Arizona

Team firms active in Arizona 328 firms

Very Low 0%-9%

Low 9%-19%

Typical 19%-32%

High 32%-51%

Very High 51%-78%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Advice Only	—	—	—	—
JET Wealth Advisors	—	—	—	—
Exponent Wealth LLC	Very High 64%	16	25	$1.3M
First Western Securities, Inc.	High 50%	14	28	$1.5M
Partners Capital, LLC	High 36%	15	42	$710K
Colmina, LLC	High 45%	18	40	$2.1M
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Fairport Advisors, Inc.	Low 11%	7	62	$880K
Q3 Advisors, LLC	Very Low 0%	—	224	—
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High 100%	119	119	$15M
Investment Research Corp	Very Low 2%	4	163	$310K
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Downtown Wealth Studios, LLC	Very High 80%	36	45	$12M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Financial Transparency	Typical 23%	53	227	$1.3M
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
AtCap Partners, LLC	Very High 56%	192	342	$490K
Greenwich Advisors, LLC	Very High 51%	37	72	$2.6M
Mora Capital Management, LLC	High 40%	170	429	$2.9M
Sera Capital Management, LLC	High 38%	28	74	$1.5M
TritonPoint Partners, LLC	Very High 57%	42	74	$3.9M
CSP Financial Group LLC	Low 10%	30	312	$380K
MDX Wealth Management	Very Low 0%	—	105	$630K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
MMA Asset Management LLC	Very High 52%	148	282	$1.2M
Acrylic Financial, Inc.	Low 9%	29	307	$210K
AWM Capital, LLC	Very High 52%	236	455	$3M
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	High 34%	114	331	$310K
Empirikal Partners LLC	Very High 75%	132	175	$500K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Exeter Financial, LLC	Very High 55%	48	88	$4.7M
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
Gambit Capital Management, LLC	High 46%	49	107	$1.5M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
American Northwest Advisory Services L.L.C.	High 38%	36	95	$430K
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Mellig Group, LLC	Typical 31%	30	97	$1M
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
Aletheian Wealth Advisors LLC	Very High 66%	69	105	$3.9M
Forefront	Low 18%	104	572	$420K
Savvi Financial LLC	Low 9%	12	135	$330K
Global Strategic NextGen OCIO	Very High 81%	92	114	$10M
Sage Financial Advisors Inc.	Very High 69%	79	115	$2.3M
Searcy Financial Services, Inc.	Very High 56%	104	185	$2.3M
Xcelsior Advisor Partners LLC	Low 9%	30	348	$1.3M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Laffer Tengler Investments, Inc.	High 40%	98	243	$2.4M
Signature Resources Capital Management, LLC	Typical 25%	90	366	$780K
Tushaus Wealth Management	Typical 27%	33	122	$610K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Next Capital Management LLC	Very High 70%	181	257	$6.6M
Kera Capital Partners	Very High 91%	282	310	$3.8M
Blue Square Asset Management, LLC	Very High 70%	128	184	$2M
Feltl Advisors	Very Low 0%	—	395	$390K
Carl F. Petersen, Inc.	Low 15%	20	132	$320K
Cordant Wealth Partners	Very High 77%	126	164	$2.3M
Dutch Asset Corporation	Typical 27%	60	219	$780K
Fortitude Family Office	Very High 88%	312	356	$2.4M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Trust Advisory Group Ltd	Low 12%	70	562	$560K
Avise Financial	Typical 28%	47	170	$1M
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Assembly Wealth	Low 14%	29	209	$1.6M
West Ridge Advisors	Low 15%	55	361	$510K
Attessa Capital LLC	High 48%	116	241	$1.4M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
OFG Financial Services, Inc.	Very Low 0%	—	850	$250K
Bluestem Financial Advisors, LLC	Very High 81%	149	185	$1.9M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
SoundView Advisors	Very High 59%	112	189	$2M
Inscription Capital, LLC	High 34%	141	414	$4.5M
Sensible Money, LLC	Very High 68%	220	324	$2.3M
Uhlmann Investment Management, L.L.C.	High 50%	227	456	$570K
Innovative Advisory Group	Low 9%	28	298	$640K
Harmony Asset Management LLC	High 50%	133	266	$1.4M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Almanack Investment Partners	Typical 30%	114	386	$1.8M
Tandem Wealth Advisors	High 38%	96	251	$920K
Benefit Financial Services Group	High 38%	325	861	$1.6M
ICON Wealth Partners	Very High 55%	341	617	$4M
Tribeca Financial, LLC	Typical 27%	59	219	$830K
Cherry Tree Wealth Management, LLC	Low 9%	27	293	$2.2M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
MD Financial Advisors / Vestment Financial	High 41%	198	478	$640K
Columbia Advisory Partners, LLC	Typical 29%	185	630	$470K
Strategic Portfolio Solutions, LLC	Typical 29%	55	188	$720K
Arista Wealth Management, LLC	High 43%	161	377	$2.6M
Fidelis Wealth Advisors	High 45%	85	191	$870K
Jacobsen Capital Management	Very High 63%	72	115	$4.8M
Avier Wealth Advisors	High 48%	281	583	$2M
TrueWealth Financial Partners	Very High 53%	82	156	$1.8M
DST Wealth Management LLC	Typical 25%	49	197	$2.7M
Womack Wealth Management, Inc.	Very High 53%	104	198	$2M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Fortress Financial Solutions, LLC	Typical 21%	59	278	$510K
Sun Valley Advisory	Low 13%	30	240	$330K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Balboa Wealth Partners, Inc.	Typical 24%	262	1,084	$970K
Narus Financial Partners, LLC	High 34%	69	203	$2.5M
Chicago Capital Management Advisors, LLC	Low 9%	54	616	$210K
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Union Capital Company	Very Low 6%	26	414	$360K
Clarus Wealth Advisors, LLC	Very Low 6%	30	502	$610K
Mader & Shannon Wealth Management	Typical 25%	84	339	$710K
JGP Wealth Management, LLC	High 49%	379	771	$1.7M
Mosaic Wealth	High 41%	321	774	$2.5M
One Wealth Capital Management, LLC	Very High 51%	133	259	$1.2M
ATLATL Advisers	High 39%	101	260	$1.3M
Invicta Financial Group	High 38%	181	477	$780K
West Financial Advisors, L.L.C.	Very High 55%	167	305	$2.1M
Blackhawk Capital Partners, LLC	Very High 53%	162	307	$1.3M
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
Impact Investors	Typical 24%	52	220	$1.3M
Martinsen Wealth Management	Very Low 8%	28	354	$400K
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
Collective Wealth Advisors LLC	Low 18%	39	222	$700K
The Retirement Solution LLC	High 39%	324	823	$850K
Ironwood Investment Counsel, LLC	Very High 55%	300	549	$2.9M
CorePath Wealth Partners LLC	High 32%	73	230	$1.1M
REDW Wealth LLC	Typical 29%	107	370	$1.1M
Decisionpoint Financial, LLC	Typical 24%	146	602	$990K
ARQ Wealth Advisors, LLC	Very High 53%	318	604	$1.8M
Versant Capital Management, Inc.	Very High 67%	310	466	$3.1M
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Fortress Financial Group, LLC	Typical 28%	93	330	$1.1M
Alliance Advisory & Securities, LLC	High 34%	225	663	$1M
MKD Wealth	Very High 51%	121	237	$2.1M
Key Group Management, Inc.	Typical 25%	85	335	$890K
Cambridge Financial Group, LLC	Very High 57%	166	293	$2.2M
SJS Investment Services	Very High 53%	462	880	$2.4M
Cross State Financial Group LLC	Low 13%	50	395	$440K
Heffernan Advisory, Inc.	High 48%	165	347	$1.2M
AIS Planning	High 35%	176	496	$1M
L. Roy Papp & Associates, LLP	High 50%	276	549	$2.7M
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Go Wealth Management	Low 9%	42	457	$270K
Elysium Wealth Management, LLC	Typical 19%	143	765	$460K
Gallacher Capital Management, LLC	Typical 23%	119	513	$1M
Juncture Wealth Strategies, LLC	High 37%	171	462	$1M
Coyle Capital, LLC	Very High 60%	186	310	$3M
Ruggaard & Associates	High 33%	105	314	$1.1M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Petra Financial Advisors Inc	High 33%	123	378	$1.2M
Mosley Wealth Management, Inc.	Low 12%	83	707	$400K
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
InterWealth Management, LLC	Typical 27%	76	278	$1.1M
Guide Advisors, Inc.	Very Low 0%	—	279	—
Watts Gwilliam & Company, LLC	Very High 91%	458	503	$2M
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Diversified Management Inc	Very High 63%	212	339	$5.2M
The H Group, Inc.	Typical 20%	147	735	$710K
Range Financial Group, LLC	High 33%	130	400	$1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Mattern Capital Management, LLC	Very High 58%	235	404	$2.6M
The Norden Group LLC	Typical 23%	295	1,271	$1.4M
WaterRock Wealth Management	Low 13%	37	289	$530K
California Capital Management	High 32%	112	347	$1M
Capital Management Associates Inc	High 36%	317	877	$1.7M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Cypress Wealth Services, LLC	High 43%	356	825	$1.5M
Kilter Group	Typical 29%	119	413	$670K
The Wealth Group Austin B. Colby & Associates	High 47%	277	591	$1.2M
Canopy Wealth Management	High 49%	293	592	$1.9M
T&T Capital Management	Low 10%	30	296	$380K
Highland Investment Advisors LLC	Low 10%	60	593	$580K
Embree Financial Group	High 43%	363	835	$1.6M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Mathis Wealth Management	Typical 25%	75	304	$660K
Novak & Powell Financial Services, Inc.	Very Low 0%	—	426	$840K
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Blakely Walters Wealth Management	Low 17%	53	314	$550K
Seros Wealth Partners	Typical 27%	121	441	$770K
Schaefer Financial Management, Inc.	Very High 52%	233	446	$2.5M
Capital Square, LLC	Low 17%	117	704	$610K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Falcon Wealth Planning, Inc.	Typical 29%	430	1,478	$1M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Insight Folios	Very Low 6%	73	1,228	$270K
Diamond Wealth Management, LLC	High 42%	164	391	$540K
Financial Sense Advisors, Inc.	High 32%	189	588	$1.4M
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Maridea Wealth Management	High 47%	725	1,530	$610K
Fortem Financial Group, LLC	High 42%	140	333	$1.8M
Lane Brothers Investment Counsel	Low 13%	43	333	$670K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
ABLE Financial Group, LLC	High 46%	284	613	$1.2M
Bledsoe Asset Management, LLC	Low 14%	47	341	$550K
Flagship Wealth Advisors, LLC.	High 45%	217	478	$1.6M
Turner Financial Group, Inc.	Low 10%	57	547	$400K
Matrix Private Capital Group	Very High 60%	124	208	$2.2M
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Sustainable Advisors Alliance LLC	Low 17%	94	559	$410K
Pension & Wealth Management Advisors	Typical 21%	105	493	$920K
Centric Wealth Management, LLC	Typical 22%	126	568	$1.3M
Family Investment Center	Typical 30%	265	873	$750K
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Salus Financial Advisors	Typical 25%	91	365	$720K
Strategic Income Group LLC	Very Low 5%	20	366	$850K
Ironwood Financial, LLC	Low 18%	107	588	$900K
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
American Money Management, LLC	Typical 25%	211	832	$990K
Uptick Partners, LLC	High 33%	375	1,135	$930K
Concentrum Wealth Management	High 47%	179	381	$2.3M
Navpoint Financial, Inc.	Very High 82%	188	229	$3.3M
Ironwood Wealth Management, LLC	High 34%	155	459	$1.3M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Onyx Bridge Wealth Group LLC	Typical 19%	341	1,794	$740K
Diversified, LLC	High 42%	828	1,982	$1.3M
J.M. Arbour, LLC	Very Low 4%	28	720	$250K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Seamount Financial Group Inc	High 37%	181	485	$1.5M
Fortitude Financial LLC	Low 17%	69	408	$690K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Apriem Advisors	High 33%	346	1,062	$1.3M
TFB Advisors, LLC	Low 13%	170	1,326	$600K
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Beam Wealth Advisors, Inc.	Typical 20%	445	2,207	$630K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Bayntree Wealth Advisors, LLC	Typical 20%	104	510	$470K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Epsilon Financial Group, Inc.	High 38%	164	428	$1.4M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
SPG Advisors LLC	Typical 23%	159	692	$770K
Van Hulzen Financial Advisors	Typical 27%	369	1,389	$1.2M
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
GK Wealth Management LLC	Typical 24%	125	525	$490K
Arrowroot family office, LLC	High 42%	595	1,413	$290K
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
Focused Alpha, LLC	Typical 24%	128	541	$910K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
Tradition Wealth Management LLC	Typical 27%	572	2,107	$960K
NOVA FINANCIAL SERVICES	Typical 20%	144	738	$640K
Cahill Financial Advisors, Inc.	High 49%	541	1,109	$1.6M
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Bentley Financial Group	Very Low 0%	—	470	$840K
WT Wealth Management, LLC	Low 9%	105	1,133	$360K
Mack Investment Securities, Inc.	High 43%	282	661	$450K
Triton Wealth Management, PLLC	Low 17%	147	853	$470K
RIA Advisors	High 35%	434	1,235	$1.4M
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
3Edge Asset Management, LP	Typical 24%	356	1,489	$750K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Hedeker Wealth LLC	Very High 55%	109	199	$2.9M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Manchester Financial Inc	High 32%	322	1,018	$1M
Synergy Financial Partners, LLC	Low 16%	83	511	$570K
Shadowridge Asset Management, LLC	Low 9%	53	614	$210K
MarsJewett Financial Group	Very High 52%	371	717	$1.3M
Teton Wealth Group LLC	Very Low 0%	1	828	$240K
Galvin, Gaustad & Stein, LLC	Very High 53%	440	831	$1.6M
Capital A Wealth Management	Low 12%	139	1,143	$500K
Chicago Investment Advisory Group	Very Low 7%	54	751	$350K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Albitz/Miloe and Associates, Inc.	High 32%	212	657	$1.2M
Carlson Financial	Low 16%	173	1,097	$580K
SLP Wealth	Very Low 1%	16	1,657	$38K
Markowski Investments	Low 10%	119	1,227	$370K
Marquette Wealth Management	Very High 51%	115	224	$3.5M
Wealth Management Partners, LLC	Typical 25%	193	787	$970K
MSH Capital Advisors LLC	Very Low 8%	183	2,257	$440K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Ashton Thomas Securities, LLC	Low 13%	301	2,281	$810K
Strategy Financial Group	Low 15%	153	1,051	$350K
Dupree Financial Group, LLC	Low 14%	114	825	$490K
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
WBI Investments, LLC	Very Low 8%	58	759	$370K
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Goldstone Financial Group, LLC	Low 12%	208	1,675	$630K
Measured Risk Portfolios	Typical 21%	168	793	$580K
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
Greenberg Financial Group	Low 16%	125	800	$510K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
John Moore & Associates Inc	High 32%	226	714	$1.4M
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Total Investment Management, Inc.	High 34%	406	1,184	$1.1M
Everest Financial Group	Low 18%	350	1,940	$520K
IFC	Very Low 3%	28	1,048	$150K
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
SageGuard Financial Group, LLC	Very Low 5%	131	2,469	$310K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
LVM Capital Management Ltd	Very High 100%	1,341	1,341	$880K
Sage Advisors, LLC	Typical 22%	150	675	$770K
American Wealth Management	Typical 23%	200	873	$840K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Nectarine	Typical 19%	609	3,210	$0
Safeguard Investment Advisory Group, LLC	Typical 23%	395	1,726	$400K
Life Planning Advisors LLC	Very Low 5%	51	975	$170K
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
North Star Investment Management Corporation	Typical 20%	513	2,536	$770K
SEM Wealth Management	Low 13%	260	1,980	$380K
Chatterton & Associates	Typical 26%	397	1,542	$860K
GR Financial Group, LLC	Typical 19%	290	1,548	$680K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Channel Wealth, LLC	High 43%	842	1,974	$410K
Rovin Capital	Typical 30%	157	520	$1.3M
Oasis Advisors	Very Low 1%	27	4,987	$54K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Ciccarelli Advisory Services Inc	Low 15%	546	3,553	$450K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Wilsey Asset Management Incorporated	Low 18%	156	844	$810K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
NBC Capital Advisors	High 41%	900	2,183	$330K
Hoey Investments, Inc.	Typical 31%	185	589	$1.3M
JDL Advisers	Low 18%	1,376	7,691	$250K
Financial Directions LLC	Very Low 6%	156	2,488	$300K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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