HNW client percentage for Team firms serving clients in Indiana

Team firms active in Indiana 202 firms

Very Low 0%-8%

Low 8%-17%

Typical 17%-26%

High 26%-51%

Very High 51%-74%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
Tony Walker Financial	Very Low 3%	56	1,828	$200K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Global Assets Advisory, LLC	Low 8%	200	2,572	$210K
SYCAMORE FINANCIAL GROUP	Low 16%	186	1,136	$680K
Asset Management Strategies, Inc.	Very Low 0%	—	2,110	$100K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Family Wealth Planning Partners	Very Low 4%	51	1,141	$180K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Rockport Wealth Advisors	Low 15%	248	1,612	$420K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Rooted Wealth Advisors	Very Low 7%	105	1,605	$250K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Googins Advisors, Inc.	High 31%	239	778	$640K
Strategic Wealth Partners, Ltd.	High 28%	1,020	3,646	$420K
Financial Plans & Strategies, Inc.	Typical 17%	185	1,081	$560K
Cfci	Low 14%	148	1,078	$510K
724 Capital, LLC	Typical 22%	271	1,247	$200K
Scarborough Capital Management	High 27%	732	2,664	$620K
Milestone Asset Management, LLC	Very High 75%	1,012	1,347	$510K
Woodley Farra	Very High 60%	955	1,591	$1.3M
SMI Advisory Services, LLC	Very Low 0%	—	1,080	$670K
KPP Advisory Services LLC	Low 8%	318	3,995	$310K
Meridian Investment Advisors, Inc.	High 39%	240	612	$770K
The Wellington Grp LLC	Very Low 5%	77	1,516	$310K
Brucke Financial, Inc.	Typical 24%	175	738	$340K
Wealth Advisors Group	High 28%	283	1,013	$1M
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Opus Capital Management	Very High 62%	259	415	$2.2M
Pathway Financial Advisers, LLC	Typical 17%	142	815	$640K
J. Hagan Capital, Inc.	Low 9%	72	785	$380K
RWM Capital, LLC	Low 13%	192	1,437	$150K
Apple Tree Asset Management, LLC	Very Low 7%	51	780	$190K
Gehrig Capital Management, Inc.	Low 8%	50	644	$300K
Capital Advisor Network	Very Low 7%	66	900	$140K
Alexander Investment Services Co.	Low 10%	123	1,240	$390K
Storen Financial	Low 11%	93	864	$500K
Providence Wealth Advisors, LLC	Very Low 0%	—	617	$1M
United Advisors America	Very Low 2%	57	2,809	$160K
Howard Bailey Securities, LLC	Very Low 5%	83	1,700	$340K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
Oxinas Partners Wealth Management	Low 12%	88	708	$490K
Security Capital Management	High 26%	613	2,357	$570K
CoreVision Financial Group	Low 13%	162	1,290	$790K
LJI Wealth Management, LLC	Low 16%	231	1,490	$700K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
MSH Capital Advisors LLC	Low 8%	183	2,257	$440K
Bridgeport Financial Solutions	High 27%	241	895	$1M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
DBS Investment Advisers, LLC	Very Low 7%	35	523	$300K
Inspirion Wealth Advisors, LLC	High 47%	428	920	$1.5M
Rossby Financial, LLC	Low 9%	238	2,542	$220K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Elevated Financial Group	Typical 19%	133	690	$510K
Symphony Financial Services, Inc.	Low 12%	71	591	$560K
VIMA, LLC	Very Low 3%	39	1,182	$190K
BCG Securities, inc.	Low 8%	169	2,060	$370K
Gettings Busch Wealth Management	Typical 23%	202	877	$610K
LYNCH & Associates	Typical 24%	164	681	$1.2M
Shoker Investments	Very High 55%	105	192	$2.6M
Axiom Financial Strategies Group, LLC	Typical 19%	108	575	$600K
Pettinga Financial Advisors, LLC	High 38%	257	668	$1.6M
Mack Investment Securities, Inc.	High 43%	282	661	$450K
Hilltop Wealth & Tax Solutions	Typical 23%	194	829	$740K
Souders Financial Advisors, LLC	Typical 18%	231	1,275	$890K
Forum Private Client Group	Typical 18%	115	635	$630K
Compass Financial Advisors LLC	Typical 23%	145	634	$310K
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
Galecki Financial Management Inc	Very High 100%	530	530	$1.8M
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Bookends Financial Planning	Typical 17%	89	520	$650K
TradeWell Tax & Financial	Typical 17%	71	429	$640K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Romano Wealth Management	Very High 51%	478	934	$1.5M
Wealth Advisory Solutions, LLC	Low 14%	98	678	$870K
Generational Wealth, Inc.	Low 15%	99	665	$590K
Washington Avenue Advisors	Low 13%	83	662	$460K
LEGACY FINANCIAL Advisors, INC.	High 45%	482	1,061	$1.4M
Invest Capital Partners	Low 14%	93	647	$390K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Curry Webb Wealth Management LLC	Typical 18%	70	397	$840K
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
Strive Financial Group, LLC	Low 14%	109	769	$310K
Parallel Equity Advisors Ltd.	Very Low 2%	6	384	$120K
Indie Asset Partners, LLC	High 49%	147	302	$1.8M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Winebrenner Capital Management LLC	High 29%	127	436	$410K
Monon Wealth Management	High 26%	130	505	$990K
Centric Wealth Management, LLC	Typical 22%	126	568	$1.3M
Pension & Wealth Management Advisors	Typical 21%	105	493	$920K
Vista Investment Partners	Typical 19%	94	491	$760K
Christy Capital Management, Inc.	Low 11%	86	765	$490K
Paradigm Wealth Management, LLC	High 41%	171	416	$1.3M
Financial Planning Services	Low 12%	58	483	$410K
Williamson Legacy Group, LLC	Low 15%	52	343	$530K
Proxy Wealth Advisors LLC	Very Low 2%	10	605	$120K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
RCM Wealth Advisors	Typical 19%	151	797	$260K
ISC Advisors, Inc.	Low 11%	199	1,780	$440K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Gimbal Financial, LLC	High 28%	106	380	$700K
Abundo Wealth	Very Low 0%	—	695	—
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Bedel Financial Consulting Inc	Very High 64%	741	1,162	$2.5M
Novak & Powell Financial Services, Inc.	Very Low 0%	—	426	$840K
Teeple Snyder Newsome Wealth & Tax Management	Typical 20%	120	601	$480K
Phillips Financial	High 47%	416	888	$1.9M
Investor FAN	High 27%	235	874	$900K
Omega Wealth Private Capital LLC	Low 8%	22	286	$360K
Altus Wealth Management, LLC	Very High 54%	154	285	$1.4M
Shotwell Rutter Baer Inc	Typical 22%	62	282	$650K
Sikich Financial	Typical 18%	205	1,124	$990K
Fiat Wealth Management	Typical 20%	129	647	$800K
Pinion Wealth Management, LLC	Typical 24%	105	431	$900K
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Harvest investment Services, LLC	Low 12%	184	1,500	$410K
Deerfield	Very High 53%	163	310	$3.7M
McDonald Partners LLC	High 26%	293	1,131	$860K
MBIA Capital Advisors	High 32%	81	257	$1.1M
Reify Wealth Advisors, Inc.	Very High 55%	137	247	$2.1M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
Evernest Financial Advisors	High 50%	148	294	$3.1M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Halter Ferguson Financial Inc	Very High 67%	194	291	$2.4M
Archford Capital Strategies, LLC	High 36%	278	774	$1.5M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Financial Enhancement Group	Typical 21%	261	1,257	$760K
Wellington Investment Advisors	Typical 17%	65	386	$680K
Elser Financial Planning, Inc.	Very High 73%	420	578	$3.5M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Hurlow Wealth Management Group, Inc.	High 47%	223	477	$1.4M
Market Street Wealth Management Advisors, LLC	High 47%	200	422	$1.8M
4Wealth Advisors, Inc.	Low 12%	60	508	$410K
Horizon Investment Services, LLC.	Typical 21%	67	318	$1M
The Wealth Boutique	Low 9%	27	317	$380K
Hohimer Wealth Management, LLC	High 33%	179	535	$2.1M
American Capital Management, Inc.	Low 13%	58	440	$220K
Financial Solutions Advisory Group	Very High 100%	350	350	$2.6M
Dominion Portfolio Management, Inc.	Very Low 3%	26	782	$350K
Fiduciary Financial Partners, LLC	High 46%	99	213	$1.3M
NorthWest Financial Services Inc	High 45%	169	377	$1.7M
Union Capital Company	Very Low 6%	26	414	$360K
Charter Advisory Corporation	High 35%	203	575	$470K
Chicago Capital Management Advisors, LLC	Low 9%	54	616	$210K
Gryphon Financial Partners	Very High 52%	341	655	$3.7M
Parkwoods Wealth Partners, LLC	High 33%	233	717	$1.2M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Quantum Financial Services Inc.	Very High 100%	78	78	$9.4M
Avalon Wealth Advisory, Inc.	Very Low 0%	—	230	—
Wallington Asset Management	Very High 64%	197	306	$3.7M
Asset Strategies, Inc	Very Low 0%	—	191	$310K
America First Investment Advisors LLC	Very High 67%	175	261	$2.5M
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
Capital Cities Investments	Low 13%	64	476	$600K
IMC Advisors, LLC	Very High 83%	85	102	$5.3M
TIP Group LLC	Very Low 3%	11	372	$160K
One Wealth Map, LLC	High 31%	70	223	$1.3M
Coker & Palmer	Typical 19%	40	213	$520K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Kirr, Marbach & Company, LLC	High 50%	90	179	$2.2M
RMR Wealth Management	Typical 19%	34	178	$980K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Coats Financial Planning	Very High 83%	120	144	$0
Walter Keenan Wealth Management	Very High 65%	94	144	$4.4M
Quartz Partners Investment Management	Low 10%	67	688	$520K
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Signature Financial Services, Ltd	Typical 23%	76	336	$710K
Aspirean Wealth, LLC	High 45%	75	165	$1.4M
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
Feltl Advisors	Very Low 0%	—	395	$390K
Cabin Advisors, LLC	High 30%	112	368	$490K
Hendershott Wealth Management, LLC	High 46%	72	157	$1.9M
Saling Wealth Advisors	Very High 52%	119	227	$2.6M
SimplyRIA Advisor Network	Low 8%	46	602	$350K
Paradiem, LLC	Typical 21%	30	140	$3.4M
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Low 9%	12	135	$330K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
FI3 Financial Advisors, LLC	Very High 74%	183	246	$4.5M
Financial Management, Inc.	Typical 19%	26	140	$690K
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
DMK Advisor Group, Inc.	High 28%	82	298	$280K
Blacktower Financial Management (US) LLC	Very Low 7%	32	479	$530K
Capital Synergy Partners	High 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
West Advisors, Inc.	Very High 94%	15	16	$40M
Bull Harbor Capital LLC.	High 30%	128	421	$840K
Four Quadrant Wealth Advisors, Inc.	Very High 62%	62	100	$2.2M
AtCap Partners, LLC	Very High 56%	192	342	$490K
Crescent Advisor Group, Inc.	Low 16%	36	228	$940K
Sanders Morris LLC	Typical 17%	21	127	$4.5M
Green Vista Asset Management LLC	High 28%	16	58	$240K
DMLO Wealth Planning, LLC	Typical 23%	10	43	$700K
Monument Advisers	Typical 19%	5	27	$200K
Summit Consultants, Inc.	—	—	—	—

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