HNW client percentage for Team firms serving clients in Idaho

Team firms active in Idaho 114 firms

Very Low 1%-8%

Low 8%-18%

Typical 18%-31%

High 31%-56%

Very High 56%-67%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
JDL Advisers	Typical 18%	1,376	7,691	$250K
NBC Capital Advisors	High 41%	900	2,183	$330K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Fellowship Financial Planning	Low 11%	125	1,130	$410K
Sand Creek Capital, LLC	High 33%	312	939	$400K
American Wealth Management	Typical 23%	200	873	$840K
Cross Financial Advisors	Typical 30%	548	1,831	$260K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Howe and Rusling, Inc.	Very High 56%	608	1,081	$2.1M
Journey Retirement Planning and Investment Management, LLC	Very Low 5%	34	637	$290K
HRC Wealth Management, LLC	Low 15%	128	878	$560K
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Oak Lane Advisors	Typical 29%	259	898	$420K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Freedom Day Solutions, LLC	High 40%	170	421	$1.5M
Galvin, Gaustad & Stein, LLC	High 53%	440	831	$1.6M
Teton Wealth Group LLC	Very Low 0%	1	828	$240K
M2 Financial LLC	Very Low 1%	7	514	$160K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
WT Wealth Management, LLC	Low 9%	105	1,133	$360K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Tencap Wealth Coaching	Very Low 7%	55	736	$370K
Van Hulzen Financial Advisors	Typical 27%	369	1,389	$1.2M
SPG Advisors LLC	Typical 23%	159	692	$770K
Epsilon Financial Group, Inc.	High 38%	164	428	$1.4M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
TrueNorth Wealth	High 31%	259	843	$1.3M
Fortitude Financial LLC	Low 17%	69	408	$690K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
Pinkerton Wealth Partners	High 31%	386	1,233	$1.1M
Core Wealth Partners LLC	Typical 22%	83	380	$1M
Helmstar Wealth Management	High 43%	227	523	$1.5M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Mountain Pacific Investment Advisers, LLC	Very High 65%	188	290	$2.9M
Northern Capital Management, Inc.	Typical 20%	142	719	$720K
Andina Advisors	High 35%	223	632	$1.5M
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Fiduciary Financial Planning Network	Low 12%	41	333	$530K
Caldwell Sutter Capital, Inc.	Typical 28%	147	528	$1.1M
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Br Wealth Management	Typical 28%	91	328	$970K
Prosperitas Financial, LLC	Low 9%	150	1,745	$400K
Comprehensive Wealth Management	Typical 29%	108	378	$880K
Statheros Financial Solutions, Inc.	Typical 29%	161	555	$1M
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
DAI Wealth, LLC	High 44%	643	1,466	$200K
RW Investment Management LLC	High 55%	417	758	$2M
Investor FAN	Typical 27%	235	874	$900K
The Norden Group LLC	Typical 23%	295	1,271	$1.4M
The H Group, Inc.	Typical 20%	147	735	$710K
Guide Advisors, Inc.	Very Low 0%	—	279	—
Cimarron Wealth Management, Inc.	Low 13%	74	552	$550K
Berkeley, Inc	Very High 68%	147	217	$2.6M
American Capital Advisory, LLC	Typical 21%	76	367	$830K
Go Wealth Management	Low 9%	42	457	$270K
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Sound Financial, LLC	Typical 27%	68	248	$850K
CAVU Wealth Management	Low 17%	58	347	$570K
Summit Wealth and Retirement Partners	Very High 56%	194	346	$2.8M
Soulence Wealth Management	Very Low 5%	20	393	$240K
Fiduciary Financial Group, LLC	Very High 60%	237	392	$2.6M
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
SGL Investment Advisors, Inc.	Low 14%	98	712	$480K
Alliance Advisory & Securities, LLC	High 34%	225	663	$1M
Promontory Financial Planning, LLC	Low 12%	65	565	$560K
Hohimer Wealth Management, LLC	High 33%	179	535	$2.1M
Aspen Capital Management, LLC	Very High 64%	284	443	$2.7M
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Strait & Sound	Low 12%	30	243	$1.4M
BCN Financial, Inc.	Very Low 0%	—	322	—
Severin Investments LLC	Typical 22%	52	233	$600K
Everspire	Very Low 6%	51	803	$310K
Onyx Financial Advisors, LLC	Very High 58%	153	265	$1.9M
Ims Capital Management	Typical 23%	62	264	$820K
Montis Financial, LLC	High 52%	303	580	$2.2M
Albion Financial Group	High 37%	265	722	$2.7M
Libra Wealth LLC	Very High 89%	127	143	$4.5M
Stirlingshire Investments	Very High 75%	570	760	$240K
Integris Wealth Management, LLC	Very High 67%	231	344	$2.3M
Wealth Foundations Partners, LLC	Low 8%	26	311	$300K
Perspective Wealth Partners, LLC	Very High 67%	183	273	$3.1M
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
Beacon Financial Planning, LLC	Low 14%	18	126	$490K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Low 9%	12	135	$330K
Forefront	Typical 18%	104	572	$420K
LRI Investments	High 45%	213	477	$4M
Keener Financial Planning	Very High 75%	144	193	$2.4M
Capital Ideas	High 52%	50	96	$2.7M
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Best Life Infinity, LLC	Low 8%	9	110	$440K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Capital Synergy Partners	High 34%	114	331	$310K
Ministry Partners Securities, LLC	High 34%	43	123	$100K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Pacific Point Advisors, LLC	Very High 90%	76	84	$3.6M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Saltbox Financial LLC	Very High 57%	26	46	$2M
Colmina, LLC	High 45%	18	40	$2.1M

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