HNW client percentage for Team firms serving clients in Connecticut

Team firms active in Connecticut 195 firms

Very Low 2%-13%

Low 13%-32%

Typical 32%-45%

High 45%-61%

Very High 61%-88%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Vantage Financial Group, Inc.	Typical 33%	818	2,482	$330K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
First Affirmative Financial Network LLC	High 56%	1,280	2,275	$390K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Johnson Brunetti	Very Low 12%	724	6,038	$460K
Materetsky Financial Group	Typical 40%	328	818	$870K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
New England Capital Financial Advisors LLC	Low 15%	173	1,185	$520K
Alchemi Wealth, LLC	Very Low 8%	91	1,126	$250K
Benin Management Corp	High 51%	180	356	$1.3M
Scarborough Capital Management	Low 27%	732	2,664	$620K
New Harbor Financial Group, LLC	Low 28%	282	1,010	$800K
Sandhill Investment Management	Low 18%	374	2,044	$1M
Avity Investment Management Inc.	Very High 88%	241	274	$6.2M
Purkiss Capital Advisors, LLC	Typical 38%	157	409	$2.1M
Private Capital Advisors, Inc.	Low 30%	76	256	$4.8M
Asset Management Group, Inc.	Typical 39%	98	254	$3.4M
Suncoast Equity Management, LLC	Low 20%	168	838	$1.4M
Beese Fulmer Private Wealth Management	Typical 42%	342	810	$2.3M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
SLP Wealth	Very Low 1%	16	1,657	$38K
Penobscot Investment Management Company, Inc.	High 58%	317	548	$2.7M
Sykon Capital LLC	High 60%	390	647	$510K
AdviceOne Advisory Services, LLC	High 54%	783	1,449	$1.4M
Premier Wealth Advisors, LLC	Typical 41%	251	614	$730K
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
Pearson Financial Services	Very Low 0%	—	500	—
Grey Ledge Advisors, LLC	Low 18%	142	799	$670K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Armstrong Advisory Group Inc.	High 50%	741	1,489	$1.1M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Axis Wealth Partners, LLC	Low 13%	98	781	$480K
Freedom Investment Management, Inc.	Low 16%	76	485	$610K
Cortland Associates Inc	High 57%	217	380	$2.4M
Warner Wealth	High 45%	330	739	$600K
Holistic Wealth Advisors	Low 18%	116	642	$430K
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Seasons of Advice Wealth Management	Typical 41%	368	891	$1.4M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Baxter Investment Management	High 52%	222	425	$2.6M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
Sentinel Asset Management, LLC	Very Low 0%	—	495	$130K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Elevatus Wealth Management, LLC	Typical 42%	136	326	$1.5M
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Opal Wealth Advisors, LLC	High 46%	334	730	$1.5M
Fairfield, Bush & Co.	Low 24%	57	241	$2.4M
Diversified, LLC	Typical 42%	828	1,982	$1.3M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
J.J. Burns & Company	High 45%	280	617	$2M
Matson Financial Advisors, Inc.	Very High 68%	156	230	$2.2M
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Macro Advisors, Inc.	Very Low 10%	66	669	$530K
Compass Wealth Management LLC	Typical 42%	153	367	$1.8M
Bourgeon Capital Management LLC	Very High 61%	178	291	$3.4M
Empower Financial Advisory, LLC	Very High 69%	200	290	$2.2M
Monte Financial Group, LLC	Low 29%	125	434	$1.1M
MJP Wealth Advisors	Typical 32%	279	865	$1.4M
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Masterworks Advisers, LLC	Low 26%	270	1,045	$7.7K
Darwin Wealth Management	Low 19%	157	835	$740K
Hunter Capital Management	Very High 100%	485	485	$1.5M
Round Rock Advisors LLC	Typical 32%	202	622	$1.2M
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
UAS Asset Management	High 47%	160	342	$900K
Flagship Wealth Advisors, LLC.	High 45%	217	478	$1.6M
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Strategy Asset Managers L.L.C.	Typical 36%	214	598	$1.4M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
RZH Advisors LLC	Very High 68%	306	451	$5.4M
5C Capital Management, LLC	Typical 32%	166	511	$1.2M
Rossmore Private Capital, LLC	Very High 75%	190	253	$7M
Brady Martz Wealth Solutions, LLC	Low 31%	134	439	$1.8M
Pgi Wealth Management	Typical 39%	193	497	$1.8M
Fierston Financial Group Inc	High 58%	180	310	$3.2M
Granite Group Advisors, LLC	Very High 100%	122	122	$3.2M
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
Clear Harbor Asset Management, LLC	High 58%	451	784	$2.4M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Investmark Advisory Group LLC	Typical 38%	225	598	$1.4M
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Castlekeep Investment Advisors	High 57%	66	116	$3.9M
Gilman Hill Asset Management, LLC	Very High 88%	255	289	$2.6M
YHB Investment Advisors Inc	Typical 33%	360	1,092	$1.8M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Washington Trust Advisors	High 51%	400	781	$2.6M
Sky Investment Group LLC	Very High 100%	386	386	$2.4M
Founders Capital Management, LLC	Very High 62%	134	217	$4.1M
Westco Advisory Services, Inc.	Low 24%	77	323	$780K
Mezzasalma Advisors	High 50%	182	364	$1.4M
Hudson Advisor Services, Inc.	High 54%	139	259	$1.2M
5th Street Advisors, LLC	Typical 44%	92	207	$1.5M
Tilson Financial Group Inc	Typical 44%	180	410	$1.6M
Elysium Wealth Management, LLC	Low 19%	143	765	$460K
Lansdowne Wealth Management, LLC	Typical 33%	117	357	$640K
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
Hudson Value Partners, LLC	High 59%	119	203	$3.3M
Quint Investments and Insurance	Very Low 3%	11	397	$240K
RMC Investment Advisors	High 46%	160	346	$2.5M
Trivium Point Advisory, LLC	Typical 41%	319	786	$1.8M
RB Capital Management, LLC	Low 31%	198	636	$1.4M
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
Amerant investments, Inc.	Low 15%	143	984	$410K
Stansberry Asset Management, LLC	High 59%	579	975	$1.3M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
Third View Private Wealth	High 57%	183	322	$3.6M
Tortoise Investment Management, LLC	Very High 71%	360	504	$4.1M
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
Vizcaya Capital, LLC	Very High 100%	345	345	$1.8M
IBN Financial Services, Inc.	Very Low 8%	40	497	$150K
CFM Advisors Inc	Very Low 7%	14	199	$940K
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Wilkins Investment Counsel, Inc	Very High 90%	177	196	$5.2M
Merit Financial Partners LLC	High 52%	100	193	$1.6M
Alpha Zero LLC	Low 21%	87	421	$610K
Basso Capital Management, L.P.	High 58%	66	114	$22M
Flagstar Advisors, Inc.	Typical 34%	338	1,004	$640K
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Manhattan West Asset Management, LLC	High 45%	150	331	$1.9M
Rose Capital Advisors, LLC	Very High 64%	232	363	$1.7M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
FCIG Wealth Management, LLC	Low 13%	23	179	$500K
Keenan Financial	Very Low 6%	43	751	$270K
Riskbridge Advisors, LLC	Low 21%	59	277	$1.6M
Kreitler Financial LLC	Very High 63%	109	173	$3.3M
HTG Investment Advisors Inc	Very High 66%	248	377	$2.9M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Night Owl Capital Management, LLC	Very High 73%	143	196	$3.8M
Craft Wealth Services	Low 15%	34	222	$530K
Stirlingshire Investments	Very High 75%	570	760	$240K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Diastole Wealth Management	Typical 32%	86	273	$1.4M
RMR Wealth Management	Low 19%	34	178	$980K
HFM Wealth Management	Low 18%	31	176	$2.8M
Argos Wealth Advisors LLC	Low 19%	45	234	$4.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Wellington Shields & Co., LLC	Low 28%	164	580	$860K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Innovative Asset Advisors Group	Low 17%	64	373	$800K
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Wilmington Capital Securities, LLC	Low 18%	31	171	$1.6M
Trust Advisory Group Ltd	Very Low 12%	70	562	$560K
Snowwater Investment Partners, LLC	Very High 100%	55	55	$15M
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
Blue Square Asset Management, LLC	Very High 70%	128	184	$2M
Sunpointe Investments	High 55%	169	309	$2.5M
Francis Financial	Very High 78%	199	256	$3.1M
WJL Financial Advisors	Very Low 0%	—	152	—
SageBroadview Wealth Management, LLC	Very High 68%	101	148	$2.7M
ELCO Management Company, LLC	High 58%	84	144	$1.5M
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
Lumiere Financial	Low 16%	18	116	$710K
HT Partners LLC	Typical 42%	48	115	$4.7M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Your Choice Financial LLC	Very Low 12%	15	126	$310K
Hampshire Family Office	Very High 100%	62	62	$13M
LRI Investments	High 45%	213	477	$4M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
Litvak Wealth, LLC	Very High 77%	58	75	$7.1M
Single Point Partners	Very High 70%	136	195	$3.3M
Palisades Hudson Asset Management, L.P.	Very High 70%	96	138	$8.8M
Capital Synergy Partners	Typical 34%	114	331	$310K
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Searle & Co.	Very High 94%	119	126	$5M
Fidelis Capital	Very High 80%	175	218	$8.7M
Barton Investment Management, LLC	Very High 78%	73	93	$11M
Bull Harbor Capital LLC.	Low 30%	128	421	$840K
Partners Capital Services, Inc.	High 56%	118	210	$310K
Greenwich Advisors, LLC	High 51%	37	72	$2.6M
AtCap Partners, LLC	High 56%	192	342	$490K
Vision Investment Advisors, LLC	Typical 43%	54	127	$1.1M
Henley & Company Wealth Management LLC	Typical 35%	22	63	$1.3M
Bulltick Wealth Management, LLC	Very High 71%	198	280	$5.6M
Sanders Morris LLC	Low 17%	21	127	$4.5M
PUREfi Wealth, LLC	Very High 71%	65	92	$3.2M
Sierra Capital LLC	Very High 100%	76	76	$20M
Fairport Advisors, Inc.	Very Low 11%	7	62	$880K
Trident Advisors LLC	Very Low 0%	—	41	$300K
Sophis Investments LLC	High 56%	22	39	$3.3M
D'Arcangelo Financial Advisors, LLC	Very Low 0%	—	15	—

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