HNW client percentage for Team firms serving clients in Delaware

Team firms active in Delaware 67 firms

Very Low 3%-14%

Low 14%-27%

Typical 27%-41%

High 41%-53%

Very High 53%-82%

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

Median: 35%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Laurel Oak Wealth Management, LLC	Very High 53%	2,477	4,640	$290K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
DT Investment Partners, LLC	Low 24%	315	1,296	$1.3M
Stonecrop Wealth Advisors, LLC	Typical 39%	464	1,185	$200K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Clarity Financial Advisors LLC	Very Low 2%	21	985	$150K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Ballast Financial Advisors, LLC	Low 20%	120	602	$540K
Ashton Thomas Securities, LLC	Very Low 13%	301	2,281	$810K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Financial Council, LLC	Very High 53%	343	648	$2M
Shufro, Rose & CO., LLC	High 45%	547	1,207	$1.9M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
BDFS Capital LLC	Very Low 10%	75	756	$540K
Smithbridge Asset Management, Inc.	Typical 32%	161	500	$1.5M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Diversified, LLC	High 42%	828	1,982	$1.3M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
OMNI 360 Wealth, Inc.	Low 23%	86	370	$1.1M
The Kelly Group	Low 23%	247	1,087	$960K
SteadTrust	Low 24%	156	651	$920K
Meridian Wealth Partners, LLC	High 43%	302	707	$1.3M
Capital Investment Advisors	Low 19%	79	417	$680K
MFG Investments, LLC	Low 15%	52	344	$430K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
PKS Investment Advisors LLC	Low 16%	73	457	$610K
Affinity Wealth Management LLC	Typical 35%	224	639	$1.3M
Castlekeep Investment Advisors	Very High 57%	66	116	$3.9M
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Blackdiamond Wealth Management, LLC	Low 26%	96	371	$1.1M
Blue Rock Financial Group	High 47%	125	265	$980K
Westover Capital Advisors, LLC	Very High 53%	125	238	$2.4M
Clariti Wealth Advisors	Very High 78%	195	250	$3M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
GFG Solutions	Very High 100%	315	315	$970K
Veery Capital, LLC	Typical 35%	87	252	$1.6M
PTS Brokerage, LLC	Very Low 0%	—	495	$260K
Riversedge Advisors	High 44%	167	382	$2.2M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
Grey Fox Wealth Advisors, LLC	Typical 38%	118	311	$1.8M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
Storge	Very High 100%	69	69	$13M
The Coury Firm	Very High 57%	117	206	$3.5M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
LRI Investments	High 45%	213	477	$4M
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
MBI LLC	High 50%	95	191	$1.6M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Mora Capital Management, LLC	Typical 40%	170	429	$2.9M
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Bigsur Partners, LLC	Very High 100%	79	79	$16M
Acima Private Wealth LLC	Very High 61%	36	59	$7M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Latin Securities Inc.	High 52%	12	23	$1.5M
Sun Global LLC	High 45%	5	11	$420K

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