HNW client percentage for Team firms serving clients in Kansas

Team firms active in Kansas 116 firms

Very Low 2%-13%

Low 13%-20%

Typical 20%-30%

High 30%-44%

Very High 44%-62%

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

Median: 27%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JDL Advisers	Low 18%	1,376	7,691	$250K
Professional Financial Advisors, LLC	Very Low 6%	193	3,314	$150K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Market Investment Group, LLC	Very Low 3%	62	1,814	$230K
First Affirmative Financial Network LLC	Very High 56%	1,280	2,275	$390K
Capital Investment Management, Inc	Low 13%	140	1,072	$520K
Mattern Wealth Management LLC	Typical 21%	127	605	$920K
Wealth Alliance Advisory Group, LLC	Typical 24%	223	916	$820K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Mid-American Wealth Advisory Group	Very Low 5%	46	948	$350K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
Financial Partners Group, Inc.	High 31%	373	1,213	$940K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
United Advisors America	Very Low 2%	57	2,809	$160K
Caliber Wealth Management, LLC	High 30%	506	1,668	$1.1M
Advisers Investment Management, Inc.	Very Low 3%	19	572	$180K
AdamsBrown Wealth Consultants LLC	Low 15%	264	1,818	$510K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Carlson Financial	Low 16%	173	1,097	$580K
Steffes Financial, Ltd	High 42%	92	218	$1.6M
Clayton Wealth Partners	Low 15%	110	716	$1.1M
PCG Wealth Management	Low 13%	233	1,819	$490K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
RSG Investments LLC	Very Low 4%	21	553	$250K
Cornerstone Securities LLC	Very Low 10%	88	900	$230K
Kavar Capital Partners	Very High 51%	230	449	$2.9M
RDA Financial network	Very Low 2%	26	1,514	$440K
Convergence Financial	Typical 24%	647	2,665	$330K
Insight Financial Services	Typical 29%	130	444	$480K
Andrew Garrett, Inc.	Very High 45%	504	1,118	$390K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
Pathworks Financial, Inc.	Very Low 12%	48	410	$670K
Waterfront Wealth Inc.	High 33%	265	792	$1.4M
Midwest Financial Group LLC	Typical 22%	204	931	$590K
AGH Wealth Advisors, LLC	Very High 47%	220	465	$560K
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Uptick Partners, LLC	High 33%	375	1,135	$930K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Atwood & Palmer, Inc.	Very High 70%	358	511	$3.8M
Family Investment Center	High 30%	265	873	$750K
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Hunter Capital Management	Very High 100%	485	485	$1.5M
Canvas Wealth Advisors, LLC	High 41%	222	537	$1.6M
HORAN Wealth, LLC	High 32%	453	1,408	$990K
RCM Wealth Advisors	Low 19%	151	797	$260K
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Craft & Sage Wealth	Typical 27%	144	524	$550K
One Advisory Partners, LLC	High 32%	101	314	$1.2M
United Capital Management of Kansas, Inc.	Typical 20%	316	1,602	$500K
Kilter Group	Typical 29%	119	413	$670K
Normandy Investment Advisors	Typical 24%	72	294	$900K
DAI Wealth, LLC	Very High 44%	643	1,466	$200K
Endeavor Private Wealth, Inc.	High 33%	172	521	$1.1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Rademacher Financial, Inc.	Low 13%	44	330	$570K
Centerpoint Advisory Group, LLC	High 35%	97	274	$960K
BCWM	Very High 51%	191	378	$1.8M
Pinion Wealth Management, LLC	Typical 24%	105	431	$900K
Legacy Financial Strategies, LLC	Very High 48%	304	635	$1.2M
Mitchell Capital Management Co	Very High 44%	140	317	$1.8M
RPR Financial	Low 15%	38	259	$630K
HBE Wealth Management, LLC	Typical 28%	73	258	$1M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
WealthStar Advisors, LLC	Very High 51%	231	453	$1.6M
Greenup Wealth	High 30%	290	973	$920K
Stepp & Rothwell Inc	Very High 81%	274	339	$3.1M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Future Capital Management Inc.	Very Low 8%	26	338	$210K
Keen Wealth Advisors	High 40%	404	1,014	$1.2M
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Triune Financial Partners, LLC	Very High 46%	351	770	$1.6M
Quantum Financial Partners LLC	Low 13%	42	316	$250K
BSG Advisers	Typical 24%	63	264	$500K
Rigden Capital Strategies	Low 13%	33	263	$410K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Novadius Wealth Management	Low 15%	39	261	$580K
One Wealth Capital Management, LLC	Very High 51%	133	259	$1.2M
Mader & Shannon Wealth Management	Typical 25%	84	339	$710K
Fortune Financial Advisors, LLC	High 41%	84	206	$1.3M
Freedom Wealth Advisors, LLC	Very Low 12%	28	238	$430K
Peachcap Tax & Advisory, LLC	Typical 25%	59	237	$570K
Skybound Wealth USA	Low 14%	48	339	$490K
Windward Private Wealth Management Inc.	High 43%	97	226	$1.3M
RetireWise Tax and Wealth Advisors, Inc.	High 30%	79	262	$900K
Aspyre Wealth Partners	Very High 48%	157	329	$2M
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
HDQ Wealth	Very Low 12%	21	173	$230K
Black Knight Wealth Management, LLC	Low 19%	84	444	$1.2M
OLIO Financial Planning	High 42%	153	368	$1.6M
SJHL Financial Group	Low 13%	48	384	$450K
Private Client Advisor Group, LLC	Typical 27%	52	190	$580K
Stirlingshire Investments	Very High 75%	570	760	$240K
OFG Financial Services, Inc.	Very Low 0%	—	850	$250K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Dale K. Ehrhart, Inc.	Very High 81%	92	114	$4.4M
Freestate Advisors LLC	High 34%	83	244	$740K
Chief Advisors Corp	Very Low 4%	7	185	$380K
Cabin Advisors, LLC	High 30%	112	368	$490K
Tushaus Wealth Management	Typical 27%	33	122	$610K
Sound Stewardship, LLC	Very High 68%	129	190	$1.5M
Searcy Financial Services, Inc.	Very High 56%	104	185	$2.3M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
LRI Investments	Very High 45%	213	477	$4M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
GreenLeaf Financial Network, LLC	Typical 21%	39	189	$620K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Central States Capital Markets, LLC	Very High 50%	3	6	$1.2M
Pathway Financial Solutions, Inc.	—	—	—	—
TBG-Bedford Group LLC	—	—	—	—

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