HNW client percentage for Team firms serving clients in Arkansas

Team firms active in Arkansas 79 firms

Very Low 1%-12%

Low 12%-19%

Typical 19%-30%

High 30%-52%

Very High 52%-77%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Cornerstone Advisors LLC	Typical 29%	17	58	$4.8M
American Elite Advisory	Very Low 0%	—	73	$270K
Bull Harbor Capital LLC.	High 30%	128	421	$840K
Capital Synergy Partners	High 34%	114	331	$310K
Providence Capital	Very Low 6%	5	90	$340K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Financial Management, Inc.	Typical 19%	26	140	$690K
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Naviter Wealth, LLC	Very High 77%	233	303	$5M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Amuni Financial, Inc.	Typical 21%	60	283	$680K
1 St Discount Brokerage, Inc.	High 38%	83	216	$590K
Gibraltar Capital Management, Inc.	High 48%	240	505	$2.2M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Valtrion Capital Management, LLC	Typical 24%	45	188	$1.5M
Quantum Financial Advisors, LLC	High 38%	171	451	$3.3M
Worth Asset Management	Typical 25%	82	329	$880K
Black Knight Wealth Management, LLC	Typical 19%	84	444	$1.2M
ARIA Wealth Management	Low 13%	28	218	$460K
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Severin Investments LLC	Typical 22%	52	233	$600K
Legacy Capital Wealth Partners, LLC	High 46%	304	660	$2.1M
Foundation Resource Management, Inc.	Very High 74%	157	211	$3.7M
Chicory Wealth	High 42%	225	539	$1.5M
Castleview Partners, LLC	Low 14%	80	592	$570K
RetirePath Wealth, LLC	Very Low 6%	11	186	$470K
AZA Capital Management	High 32%	105	331	$930K
Meridian Investment Advisors	Very High 54%	103	191	$2M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Bass and Bell, Inc.	Very High 67%	220	329	$2.7M
Transcendent Capital Group	Low 14%	71	506	$710K
Aptus Financial, LLC	Very Low 0%	—	634	—
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Ifrah Financial Services, Inc.	Typical 27%	149	555	$800K
HoganTaylor Wealth	High 43%	164	379	$1.5M
Uniting Wealth Partners	Very High 78%	651	830	$960K
Capital Square, LLC	Low 17%	117	704	$610K
CMG Wealth Management	High 38%	122	325	$1.1M
RCM Wealth Advisors	Typical 19%	151	797	$260K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
The Arkansas Financial Group, Inc.	Very High 68%	248	367	$2.6M
Greenwood Gearhart, LLC	High 46%	483	1,051	$1.8M
Mustard Seed Wealth Management	Typical 22%	151	679	$620K
Uptick Partners, LLC	High 33%	375	1,135	$930K
Strongtower Wealth Management, Plc	Low 15%	56	380	$330K
Applied Capital LLC	Low 14%	94	687	$520K
Lathrop Investment Management Company	Very High 66%	150	229	$2.8M
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
Hexagon Capital Partners, LLC	Very High 52%	203	392	$1.6M
Cheviot Value Management, LLC	High 50%	287	578	$1.9M
New Wave Wealth Advisors	Typical 22%	111	496	$770K
Oath Planning, LLC	Low 12%	58	502	$570K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Gilliland Jeter Wealth Management, LLC	Typical 19%	55	291	$1.8M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Stephens Group Asset Management, LLC	Very High 56%	111	200	$6.6M
TMB Capital Partners, LLC	Low 15%	63	409	$1.4M
Sollinda Capital Management LLC	Very Low 9%	149	1,710	$290K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
AdamsBrown Wealth Consultants LLC	Low 15%	264	1,818	$510K
Meriwether Wealth & Planning, LLC	Low 12%	69	597	$480K
United Advisors America	Very Low 2%	57	2,809	$160K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Schorn Wealth	Low 14%	98	712	$520K
Drawbridge Capital	High 37%	359	972	$230K
Mach-1 Financial Group, LLC	Very Low 10%	161	1,566	$350K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
JDL Advisers	Low 18%	1,376	7,691	$250K

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