HNW client percentage for Team firms serving clients in Georgia

Team firms active in Georgia 300 firms

Very Low 2%-11%

Low 11%-25%

Typical 25%-40%

High 40%-51%

Very High 51%-73%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Haese Financial Group Inc	—	—	—	—
Young Investment Advisors, Inc	Very Low 0%	—	3	$2.1K
Maven Capital Partners, LLC	Very High 56%	5	9	$15M
Barrington Asset Management, Inc.	Very High 100%	43	43	$1.2M
Crescent Wealth Advisory, LLC	Very High 52%	24	46	$2M
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Doyenne Wealth Advisors	Very High 98%	129	132	$15M
Fairport Advisors, Inc.	Low 11%	7	62	$880K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Capitalwize, LLC	Very Low 0%	—	101	$2.7K
Anchyra Partners LLC	Very High 100%	40	40	$17M
Crescent Advisor Group, Inc.	Low 16%	36	228	$940K
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
North Capital	Typical 27%	51	170	$1.4M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
MMA Asset Management LLC	Very High 52%	148	282	$1.2M
Persium Advisors, LLC	High 49%	77	158	$2.5M
Concordia Wealth Planning, LLC	Low 19%	15	80	$550K
Values Added Financial	Very High 66%	74	112	$2.8M
AWM Capital, LLC	Very High 52%	236	455	$3M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Capital Synergy Partners	Typical 34%	114	331	$310K
Seabridge Investment Advisors LLC	Very High 66%	123	185	$2.7M
QM Advisors LLC	High 41%	63	154	$700K
Palisades Hudson Asset Management, L.P.	Very High 70%	96	138	$8.8M
Empirikal Partners LLC	Very High 75%	132	175	$500K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Naples Global Advisors	Very High 88%	252	286	$6.8M
Starr-Mathews Financial, LLC	High 50%	54	108	$1.2M
Tillman Hartley LLC	Very High 81%	46	57	$11M
Morling Financial Advisors, LLC	Very High 77%	256	333	$2.8M
LRI Investments	High 45%	213	477	$4M
Family WMS, LLC	Very High 64%	39	61	$9.4M
Dover Advisors, LLC	Very High 57%	73	128	$2.9M
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Enclave Advisors, LLC	Very High 86%	57	66	$15M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Northwest Investment Advisors, Inc.	Very Low 0%	—	115	$390K
Amuni Financial, Inc.	Low 21%	60	283	$680K
Lifetime Wealth Management P.C.	Very High 55%	65	119	$1.8M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Hamel Associates, Inc.	Very High 55%	68	123	$4.3M
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
CapSouth Wealth Management	Typical 37%	121	330	$1.3M
Firstrust	Very High 92%	117	127	$1.9M
Epic Advisory Services Corp	Low 21%	37	178	$750K
Eagle Rock Investment Company, LLC	Very High 82%	63	77	$7.2M
Regent Peak Wealth Advisors, LLC	Very High 68%	141	206	$3.5M
Global Investment Advisory	Low 12%	21	182	$390K
Hendershott Wealth Management, LLC	High 46%	72	157	$1.9M
Feltl Advisors	Very Low 0%	—	395	$390K
Panoramic Capital Partners LLC	Very High 64%	101	159	$2.4M
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
Lincoln Douglas Investments, LLC	Very Low 0%	—	246	$530K
Narwhal Capital Management	Typical 33%	111	334	$2.9M
Trust Advisory Group Ltd	Low 12%	70	562	$560K
Citrine Capital	Very High 53%	75	141	$2.5M
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Money Advisors, Inc. DBA Century Investment Planning	Low 12%	17	144	$400K
Register Financial Advisors, LLC	Typical 31%	136	433	$1.1M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Wellington Shields & Co., LLC	Typical 28%	164	580	$860K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Coker & Palmer	Low 19%	40	213	$520K
Meadow Creek Wealth Advisors, LLC	Very High 52%	80	153	$4.5M
Stark Financial Advisers, Inc.	Very Low 10%	18	186	$510K
Riverplace Capital Management Inc	Typical 31%	48	157	$1.5M
Stirlingshire Investments	Very High 75%	570	760	$240K
Morris Financial Concepts, Inc.	High 40%	117	293	$1.8M
Masonboro Advisors	Typical 30%	69	228	$900K
Southbridge Advisors, LLC	High 41%	82	201	$1.2M
Patton Albertson Miller Group, LLC	Very High 60%	369	611	$2.5M
Wealth Science Advisors LLC	Very High 51%	138	273	$2M
HC Advisors LLC	High 50%	102	206	$2.3M
Capital Management Services, Inc.	Low 11%	27	242	$600K
Colton Groome Financial Advisors, LLC	Very High 52%	180	346	$1.9M
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
Sheets Smith Wealth Management	High 46%	174	382	$3.3M
Plum Street Advisors, LLC	Typical 37%	65	175	$2.4M
FCIG Wealth Management, LLC	Low 13%	23	179	$500K
MPWM Advisory Solutions LLC	Low 13%	76	573	$540K
Veracity Capital LLC	Very High 61%	219	359	$2.2M
Smith & Howard Wealth Management, LLC	Very High 64%	139	217	$3.3M
ARIA Wealth Management	Low 13%	28	218	$460K
Cannon Financial Strategists, Inc.	Typical 39%	389	986	$1.4M
Cardea Capital Advisors, LLC	Very Low 10%	25	256	$480K
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Elwood & Goetz	Very High 51%	346	682	$1.6M
Asset Strategies, Inc	Very Low 0%	—	191	$310K
Collective Wealth Partners, LLC	Very Low 8%	16	194	$290K
Bluesky Wealth Advisors, LLC	Very High 71%	248	350	$2.9M
Financial Consultants Group Inc	Typical 27%	64	235	$790K
Arkos Global Advisors, LLC	Typical 37%	161	432	$2.4M
Highbrook Capital Partners	Very High 61%	96	158	$2.5M
Peachcap Tax & Advisory, LLC	Typical 25%	59	237	$570K
Keystone Financial Group, Inc.	Low 24%	67	277	$850K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Idle Hill Advisors LLC	Typical 29%	57	200	$540K
Lanier Financial Group LLC	Typical 31%	74	240	$920K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Haven Wealth Group	High 42%	139	332	$1.5M
Riverstone Advisors, LLC	High 50%	84	167	$3.7M
Pathway Financial Advisors, LLC	Very High 79%	200	253	$5.7M
Power Wealth Management	Very High 52%	131	253	$1.7M
Regimen Wealth, LLC	Very High 60%	130	216	$1.7M
Strathmore Capital Advisors	High 48%	237	493	$1.6M
Chicory Wealth	High 42%	225	539	$1.5M
Singer Wealth Advisors LLC	Typical 33%	296	903	$840K
Wealth with No Regrets®	High 43%	97	226	$840K
3Chopt Investment Partners LLC	Very High 61%	144	235	$3.8M
Ferguson Shapiro LLC	High 42%	139	332	$1.2M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
The Fiduciary Group	Very High 56%	350	621	$2.3M
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Allegiance Financial Advisors, Inc.	Typical 29%	97	336	$520K
Wright Wealth LLC	Low 20%	48	240	$780K
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
Financial Enhancement Group	Low 21%	261	1,257	$760K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Wellspring Wealth Management LLC	Very High 55%	132	242	$2.3M
Henrickson Nauta Wealth Advisors, Inc.	High 49%	238	486	$1.6M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Goodwin Investment Advisory	Typical 30%	118	397	$980K
Marietta Wealth Management, LLC	Very High 52%	232	448	$2.4M
Amerity Wealth Management, LLC	Low 18%	138	748	$450K
Adapt Wealth Advisors, LLC	Typical 33%	149	456	$1M
Oak Harvest Investment Services	High 42%	404	968	$1.1M
Investors Asset Management of Georgia Inc	Typical 38%	136	357	$880K
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Bellwether Investment Group, LLC	Low 13%	42	313	$490K
Cahaba Wealth Management, Inc.	High 49%	437	888	$2.2M
IRC Wealth	High 41%	149	366	$1.7M
Verisail Partners, LLC	Very Low 0%	—	262	$1.1M
NovaPoint Capital LLC	Typical 30%	63	210	$1.3M
Walser Wealth Management Company, A Limited Liability Company	Low 13%	88	685	$500K
Montag	Very High 79%	377	477	$5.9M
Marco Investment Management LLC	Very High 70%	185	266	$5.4M
AP Wealth Management	Very High 51%	137	269	$1.2M
Resurgent Advisors	Low 22%	82	379	$920K
AMB Wealth, LLC	Low 20%	175	878	$1M
CPC Advisors, LLC	Low 11%	105	934	$1.6M
Rodgers Brothers, Inc.	High 46%	228	495	$1.9M
Trademark Capital Management Inc.	Very Low 8%	26	330	$390K
Elevate Wealth Advisory, Inc.	Low 17%	107	613	$610K
Atticus Wealth Management	Typical 37%	147	393	$1.3M
Blue Ridge Wealth Planners	Very Low 9%	69	790	$450K
Beck Bode LLC	Low 18%	174	968	$680K
CAP Partners, LLC	Low 15%	58	399	$640K
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Builder Investment Group	High 46%	80	174	$5.2M
Investor FAN	Typical 27%	235	874	$900K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Thayer Partners LLC	High 40%	140	352	$1.2M
Connors Investor Services Inc	Very High 62%	367	591	$1.5M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
SmartPath Advisors	Very Low 0%	—	369	—
United Capital Management of Kansas, Inc.	Low 20%	316	1,602	$500K
McDermott Investment Advisors, LLC	Very High 78%	480	618	$330K
BlueChip Wealth Advisors LLC	High 45%	166	372	$1.2M
Pgi Wealth Management	Typical 39%	193	497	$1.8M
West Paces Advisors, Inc.	Very High 71%	177	251	$4M
Benedict Financial Advisors, Inc.	Very High 51%	162	315	$1.6M
Fmsa	Low 17%	218	1,264	$140K
Bangerter Financial Services, Inc.	Low 11%	35	317	$210K
Arcus Capital Partners, LLC	Very High 90%	401	447	$4.1M
Capital Square, LLC	Low 17%	117	704	$610K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Loftin Wealth Partners	Typical 27%	105	387	$890K
Insight Folios	Very Low 6%	73	1,228	$270K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Griffith & Werner, Inc.	Very Low 10%	33	332	$630K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Weaver Capital Management, LLC	High 43%	88	203	$2.4M
Wellington Shields Capital Management, LLC	High 50%	273	544	$1.6M
UAS Asset Management	High 47%	160	342	$900K
Jt Stratford, LLC	Low 21%	261	1,238	$770K
Hunter Capital Management	Very High 100%	485	485	$1.5M
Christy Capital Management, Inc.	Low 11%	86	765	$490K
FEFA Financial	Very Low 2%	37	1,679	$260K
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Trustwell Financial Advisors, LLC	Low 16%	59	363	$720K
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Uptick Partners, LLC	Typical 33%	375	1,135	$930K
Asset Advisors	Very High 54%	245	456	$3M
Seven Hills Financial, LLC	Low 19%	71	381	$740K
Inlight Wealth	Very High 65%	148	229	$3.7M
Infinity Tax & Financial Planning	Very Low 7%	28	382	$220K
Parallel Equity Advisors Ltd.	Very Low 2%	6	384	$120K
Zuraw Financial Advisors, LLC	High 42%	64	154	$2.8M
TBH Global Asset Management, LLC	High 43%	431	1,002	$1.4M
Ables, Iannone, Moore & Associates, Inc.	Low 21%	83	395	$640K
Diversified, LLC	High 42%	828	1,982	$1.3M
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
Park Square Financial Group LLC	Low 11%	45	404	$520K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Sherrill & Hutchins Financial Advisory Inc	High 50%	206	409	$1.5M
Bush Wealth Management	Low 16%	79	494	$500K
Creative Money LLC	Very Low 0%	—	413	$0
Wellesley Asset Management, Inc.	Low 23%	288	1,246	$710K
KingsMark Private Financial Advisors, LLC	High 41%	170	416	$930K
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Sound View Wealth Advisors Group, LLC	High 49%	455	927	$2.4M
George M. Hiller Companies, LLC	Typical 39%	165	423	$430K
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Research Financial Strategies	Low 18%	93	511	$470K
Waypoint Wealth Counsel LLC	Very High 60%	154	256	$3.1M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Proactive Wealth Strategies, LLC	Low 24%	105	429	$710K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Platform Technology Partners	Typical 39%	336	871	$1.4M
Curran Financial Partners, LLC	Very Low 9%	115	1,314	$500K
Insight Financial Services	Typical 29%	130	444	$480K
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
MyTimeEquity	Very High 80%	378	471	$330K
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
ForthRight Wealth Management, LLC	High 47%	266	567	$1.3M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
Wilson Wealth Management Group, L. L. C.	Very Low 3%	12	480	$100K
Longview Wealth Management	Typical 25%	295	1,173	$980K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Rowland Miller + Partners LLC	Very High 58%	115	197	$3.1M
Symphony Financial Services, Inc.	Low 12%	71	591	$560K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Disciplined Equity Management, Inc.	Very High 55%	110	201	$2.5M
Simplified Wealth Management	Low 13%	91	707	$310K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Mitchell, Mcleod, Pugh & Williams, Inc.	High 42%	397	935	$1.9M
Wiser Wealth Management, Inc	Typical 30%	156	521	$960K
WMG Financial Advisors, LLC	Very Low 7%	104	1,589	$290K
Rightoak Asset Management, LLC	Very Low 1%	8	742	$150K
Sollinda Capital Management LLC	Very Low 9%	149	1,710	$290K
TVAMP, LLC	Low 14%	355	2,516	$460K
Collegiate Capital Management, Inc.	High 47%	204	438	$1.5M
SLP Wealth	Very Low 1%	16	1,657	$38K
Meld Financial, Inc.	Typical 26%	287	1,114	$660K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Firethorn Wealth Partners, LLC	High 44%	297	679	$710K
OneAscent Wealth Management	Low 14%	126	916	$500K
EPG Wealth Management LLC	High 49%	570	1,156	$460K
Beacon Bridge Wealth Partners, LLC	Low 11%	75	698	$600K
Sequoia Wealth Management, LLC	Very Low 6%	92	1,640	$370K
CapWealth Advisors, LLC	Typical 26%	366	1,407	$1.4M
Security Capital Management	Typical 26%	613	2,357	$570K
Jamison Private Wealth Management, Inc.	High 40%	187	472	$2M
United Advisors America	Very Low 2%	57	2,809	$160K
Compass Retirement Group LLC	Very Low 1%	9	766	$150K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Siler Wealth Management	Very Low 8%	54	655	$280K
Carson Advisory Group	High 41%	382	933	$900K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Greatmark Investment Partners, Inc.	High 47%	197	420	$2.4M
Rollins Financial Advisors, LLC	High 41%	402	982	$1.6M
Maple Capital Management, Inc.	High 42%	654	1,563	$1.5M
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Global View Investment Advisors, LLC	Typical 37%	219	585	$950K
Compass Financial Advisory Services, LLC	Typical 35%	362	1,031	$510K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Academy Capital Management	Very Low 4%	36	962	$1.2M
Rogan & Associates	Low 20%	290	1,481	$480K
SageGuard Financial Group, LLC	Very Low 5%	131	2,469	$310K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Financial Innovations, LLC	Very High 70%	234	334	$1.5M
The Lloyd Advisory Group	Very Low 5%	60	1,202	$350K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Berkeley Capital Partners, LLC	Low 12%	180	1,557	$490K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Johnson Brunetti	Low 12%	724	6,038	$460K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Traynor Capital Management	Typical 26%	410	1,590	$1.5M
Richard Young Advisors	Low 17%	332	1,940	$610K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Weber Asset Management, Inc.	High 42%	169	405	$1.6M
American Financial Advisors, LLC.	Typical 37%	299	816	$1.1M
JDL Advisers	Low 18%	1,376	7,691	$250K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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