HNW client percentage for Team firms serving clients in Iowa

Team firms active in Iowa 101 firms

Very Low 2%-11%

Low 11%-21%

Typical 21%-29%

High 29%-42%

Very High 42%-57%

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

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Dynamic Financial Group	Low 19%	165	862	$620K
Oasis Advisors	Very Low 1%	27	4,987	$54K
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Five Talents Financial Management Group LLC	Very Low 5%	47	1,039	$250K
210 Financial	Very Low 3%	32	936	$260K
Legacy Financial Group	Typical 22%	314	1,450	$690K
Wisdom Financial Services, L.L.C.	Very Low 0%	—	1,518	$510K
Weitzel Financial Services, Inc.	Typical 27%	303	1,134	$290K
Compass Financial Services	High 29%	317	1,105	$360K
Matheson & Rock Wealth Management, LLC	High 38%	160	425	$1.1M
Atwood Financial Planning LLC	High 36%	339	939	$17K
Accel Wealth Management	Low 13%	166	1,290	$510K
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Beacon Capital, LLC	Very Low 6%	37	617	$440K
United Advisors America	Very Low 2%	57	2,809	$160K
Quad City Investment Center	High 36%	253	708	$530K
Wealthcare Capital Partners, LLC	Low 13%	92	708	$550K
Star Capital Inc.	Very Low 5%	33	697	$200K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Bridgeport Financial Solutions	Typical 27%	241	895	$1M
Everstar Asset Management, LLC	High 32%	352	1,116	$200K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Wealthspan Partners, LLC	Very High 42%	219	526	$860K
Rosemeyer Management Group	Typical 21%	243	1,154	$750K
Northwest Wealth Management, LLC	Low 11%	223	2,085	$460K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Capital Investment Services of America Inc	High 29%	256	898	$1.2M
The Planning Center, Inc.	High 36%	325	895	$1.5M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Basepoint Wealth, LLC	Typical 21%	261	1,242	$660K
PR Wealth Management Group	Very Low 8%	36	456	$350K
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
RDA Financial network	Very Low 2%	26	1,514	$440K
Bradford Financial Center	Low 15%	102	699	$330K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Romano Wealth Management	Very High 51%	478	934	$1.5M
Quad-Cities Investment Group, LLC	Typical 23%	137	593	$600K
Wellesley Asset Management, Inc.	Typical 23%	288	1,246	$710K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
RIA Advisory Group, LLC	Very Low 5%	101	1,968	$280K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Mason & Associates, Inc.	High 34%	214	637	$1.1M
Merkle Retirement Planning	Typical 28%	287	1,015	$560K
Nikulski Financial, Inc.	Typical 25%	116	468	$940K
Wilon Wealth Management	High 37%	130	350	$740K
FEFA Financial	Very Low 2%	37	1,679	$260K
Cornerstone Financial Group, LLC	Typical 28%	96	345	$810K
LSB Wealth Management	High 41%	157	383	$300K
Fmsa	Low 17%	218	1,264	$140K
Brady Martz Wealth Solutions, LLC	High 31%	134	439	$1.8M
Richmond Investment Services LLC	Very High 45%	393	877	$510K
Van Diest Capital	Low 16%	70	429	$330K
MBM Wealth Consultants, LLC	Typical 22%	131	604	$750K
Lucas Group Financial Advisors, LLC	Low 18%	76	416	$780K
DAI Wealth, LLC	Very High 44%	643	1,466	$200K
Capital Management Associates Inc	High 36%	317	877	$1.7M
25 Financial	Very High 50%	250	505	$1.1M
AMB Wealth, LLC	Low 20%	175	878	$1M
Fiat Wealth Management	Low 20%	129	647	$800K
Kuhn Capital Partners	Very High 50%	134	267	$540K
Wealth Advisors of Iowa, LLC	Typical 28%	149	532	$980K
Cedar Point Capital Partners, LLC	High 35%	104	294	$820K
Gilbert & Cook, Inc.	Very High 48%	421	879	$1.8M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Quantum Financial Partners LLC	Low 13%	42	316	$250K
Forthright Capital	Very Low 1%	9	978	$110K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Syverson Strege	Very High 57%	296	523	$1.7M
West Financial Advisors, L.L.C.	Very High 55%	167	305	$2.1M
ATLATL Advisers	High 39%	101	260	$1.3M
DMKC Advisory Services, LLC	Very High 54%	254	473	$1.1M
Friday Financial	High 32%	88	279	$1.4M
Keenan Financial	Very Low 6%	43	751	$270K
Vantage Point Financial, LLC	Typical 27%	153	566	$860K
BTC Financial Management Co.	Very Low 1%	3	208	$190K
Oakwood Capital, Inc.	High 30%	181	608	$430K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Gibraltar Capital Management, Inc.	Very High 48%	240	505	$2.2M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Arnold and Mote Wealth Management	High 40%	53	133	$1.3M
Cabin Advisors, LLC	High 30%	112	368	$490K
Strategic Asset Management LLC	High 32%	75	231	$930K
Private Wealth Asset Management	Very High 73%	406	559	$4.5M
Jrm Investment Counsel.	Very High 72%	54	75	$3.9M
Savvi Financial LLC	Very Low 9%	12	135	$330K
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Capital Synergy Partners	High 34%	114	331	$310K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Contego Capital Group, Inc.	Very High 100%	88	88	$430K
Teckmeyer Financial Services, L.L.C.	Very High 52%	23	44	$1.2M
Central States Capital Markets, LLC	Very High 50%	3	6	$1.2M

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