HNW client percentage for Team firms serving clients in Louisiana

Team firms active in Louisiana 317 firms

Very Low 2%-12%

Low 12%-22%

Typical 22%-33%

High 33%-51%

Very High 51%-75%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
American Financial Advisors, LLC.	High 37%	299	816	$1.1M
Southern Financial Group, LLC	Typical 31%	352	1,140	$920K
Barnes Pettey Financial Advisors, LLC	Typical 31%	945	3,024	$330K
Allen Wealth Management, LLC	Low 18%	199	1,099	$600K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
N.E.W. Advisory Services, LLC	Very Low 11%	535	4,842	$330K
Global Assets Advisory, LLC	Very Low 8%	200	2,572	$210K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
DT Investment Partners, LLC	Typical 24%	315	1,296	$1.3M
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Traynor Capital Management	Typical 26%	410	1,590	$1.5M
Storehouse Financial LLC	Very Low 3%	40	1,330	$180K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
Strategic Planning Group	Typical 22%	342	1,582	$560K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Ignite Planners LLC	Very Low 10%	450	4,605	$240K
West Wealth Group, LLC	Very Low 3%	87	2,736	$220K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
CPS Investment Advisors	Low 21%	647	3,107	$760K
MCCAY WEALTH ADVISORY LLC	High 39%	331	859	$500K
The Lloyd Advisory Group	Very Low 5%	60	1,202	$350K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Clarity Wealth Advisors	Very High 66%	223	336	$2.1M
Key Capital Management, Inc.	Very Low 3%	69	2,006	$190K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Drawbridge Capital	High 37%	359	972	$230K
KPP Advisory Services LLC	Very Low 8%	318	3,995	$310K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
Hubbell Strickland Wealth Management, LLC	High 36%	158	444	$1.3M
Strategic Wealth Group	High 33%	1,177	3,524	$430K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Robertson Investment Management	Very High 67%	767	1,138	$430K
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Wallace Capital Management, Inc.	Very High 63%	262	415	$2.4M
J. L. Bainbridge & Co., Inc.	High 42%	350	828	$1.6M
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Rezny Wealth Management, Inc.	Very High 73%	200	275	$1.8M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
TRUE Private Wealth Advisors, LLC	Typical 23%	357	1,576	$890K
J. Hagan Capital, Inc.	Very Low 9%	72	785	$380K
RWM Capital, LLC	Low 13%	192	1,437	$150K
Croak Capital	Low 12%	90	780	$440K
Patriot Investment Management Group Inc	Typical 22%	328	1,518	$1.1M
Silver Grove Advisory Services	Very Low 3%	63	2,146	$210K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Waters, Parkerson & Co., LLC	Very High 64%	471	741	$3.2M
United Advisors America	Very Low 2%	57	2,809	$160K
Physician Wealth Advisors, Inc.	High 34%	371	1,088	$1.2M
Meriwether Wealth & Planning, LLC	Low 12%	69	597	$480K
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
Argent Advisors, Inc.	Low 19%	271	1,410	$710K
Sequoia Wealth Management, LLC	Very Low 6%	92	1,640	$370K
EPG Wealth Management LLC	High 49%	570	1,156	$460K
MFA Wealth Advisors, LLC	Low 17%	137	801	$750K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Montz Harcus Wealth Management	High 33%	220	667	$1.2M
Flaharty Asset Management, LLC	High 50%	556	1,104	$790K
Lees Monsour Group	Typical 32%	107	330	$1.8M
Hancock Whitney Investment Services Inc.	Very Low 0%	2	865	$330K
St. Denis J. Villere & Co., LLC	Very High 59%	190	323	$2.8M
Vantage Wealth Management, LLC	High 42%	264	635	$1.8M
Fitzwilliams Wealth Management Inc.	Low 13%	82	634	$190K
Freedom Day Solutions, LLC	High 40%	170	421	$1.5M
Torray Investment Partners LLC	Low 12%	63	526	$700K
Mitchell, Mcleod, Pugh & Williams, Inc.	High 42%	397	935	$1.9M
Sims Investment Management LLC	Low 13%	67	517	$580K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Simplified Wealth Management	Low 13%	91	707	$310K
Cullen Investment Group	High 39%	236	605	$1.4M
Pinnacle Family Advisors, LLC	Low 12%	105	907	$330K
Northwest Financial Advisors LLC	Low 17%	326	1,908	$640K
Capital Investment Services of America Inc	Typical 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
3Edge Asset Management, LP	Typical 24%	356	1,489	$750K
Pinney & Scofield, Inc.	Very High 75%	221	295	$2.9M
Madison Advisory Services, Inc.	Low 19%	203	1,080	$470K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Prostatis Financial Advisors Group	Very Low 8%	131	1,568	$390K
Longview Wealth Management	Typical 25%	295	1,173	$980K
Financial Insights Wealth Management	Typical 31%	235	768	$970K
Keudell Morrison Wealth Management, LLC	Typical 23%	178	766	$1M
RIA Advisors	High 35%	434	1,235	$1.4M
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Financial Action, Inc.	Very Low 7%	32	464	$220K
Delta Asset Management, LLC	High 44%	240	543	$2.6M
Smith & Wyatt	Very Low 5%	33	724	$290K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
Cornerstone Advisory	Very High 56%	452	808	$2.5M
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
Tandem Financial, LLC	Typical 30%	135	447	$1.1M
FPL Capital Management, LLC	Very High 67%	179	268	$3.1M
RDA Financial network	Very Low 2%	26	1,514	$440K
Hibernia Wealth Partners, LLC	High 37%	230	623	$560K
Dean, Jacobson Financial Services	Typical 32%	170	532	$810K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
HFG Wealth Management, LLC	High 41%	174	429	$1.1M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Waypoint Wealth Counsel LLC	Very High 60%	154	256	$3.1M
Apex Strategic Wealth, LLC	Low 20%	118	597	$480K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Rainey & Randall Wealth Advisors, Inc.	Very High 59%	196	332	$2.8M
TFB Advisors, LLC	Low 13%	170	1,326	$600K
Hassell Wealth Management	Typical 23%	94	414	$940K
Wedgewood Partners, Inc.	High 44%	145	331	$1.2M
New Wave Wealth Advisors	Typical 22%	111	496	$770K
Wealthshield Partners, LLC	Typical 25%	287	1,156	$1.1M
Boldin Advisors	Very High 63%	516	821	$0
Cornerstone Wealth	Low 13%	319	2,373	$1M
Aufman Associates Inc	Very High 68%	166	245	$3.9M
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Redwood Wealth Management, LLC	Very High 51%	123	243	$3.4M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Mirador Capital Partners	High 35%	223	629	$1.4M
Portfolio Advisory Council,L.L.C.	Typical 24%	130	550	$720K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
CHJ Wealth Management	High 40%	124	309	$1.9M
TBH Global Asset Management, LLC	High 43%	431	1,002	$1.4M
Mustard Seed Wealth Management	Typical 22%	151	679	$620K
Vista Investment Partners LLC	Typical 26%	118	452	$1.2M
Mills Wealth Advisors, LLC	High 38%	171	446	$1.1M
Laurel Wealth Advisors, LLC	High 47%	244	520	$2M
Cypress Capital, LLC	Low 16%	107	657	$640K
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
Frazier Financial Advisors, LLC	High 41%	300	724	$1.5M
JSF Financial, LLC	High 44%	346	791	$2.1M
CJM Wealth Advisers, LTD.	Typical 28%	242	860	$1.7M
Summit Financial Wealth Advisors	Typical 22%	268	1,208	$1.3M
Delta Financial Advisors, L.L.C.	High 46%	98	211	$2.4M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
The High Net Worth Advisory Group, LLC	Low 21%	89	418	$2M
Bellwether Wealth	Typical 28%	135	482	$1.4M
Nadler Financial Group, Inc.	High 43%	437	1,026	$2M
Ethos Financial Group, LLC	Typical 22%	382	1,709	$970K
Access Financial Resources Inc.	Low 19%	89	472	$470K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Liberty Asset Management	Very Low 8%	26	328	$420K
CMG Wealth Management	High 38%	122	325	$1.1M
Insight Folios	Very Low 6%	73	1,228	$270K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Capital Square, LLC	Low 17%	117	704	$610K
Arcus Capital Partners, LLC	Very High 90%	401	447	$4.1M
Fmsa	Low 17%	218	1,264	$140K
Atlas Brown	Low 12%	52	440	$1.3M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Stone Wealth Partners LLC	Very Low 7%	28	375	$380K
Bedel Financial Consulting Inc	Very High 64%	741	1,162	$2.5M
Murphy & Sylvest	High 36%	154	427	$1M
Peak Retirement Planning, Inc.	High 38%	345	910	$690K
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
FMP Wealth Advisers	High 45%	328	721	$1.7M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Investor FAN	Typical 27%	235	874	$900K
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Rock Point Advisors, LLC	Very High 65%	150	232	$2.6M
Range Financial Group, LLC	High 33%	130	400	$1M
CAP Partners, LLC	Low 15%	58	399	$640K
BCM Advisors, LLC	High 42%	165	396	$1.4M
Transcendent Capital Group	Low 14%	71	506	$710K
Cimarron Wealth Management, Inc.	Low 13%	74	552	$550K
AMB Wealth, LLC	Low 20%	175	878	$1M
BCU Wealth Advisors, LLC	Low 15%	131	870	$750K
Mosley Wealth Management, Inc.	Low 12%	83	707	$400K
Element Wealth, LLC	Low 19%	122	652	$820K
LifeGoal Investments, LLC	Very High 85%	230	270	$1.2M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Act Wealth Management, LLC	Very High 86%	226	264	$2.2M
Turning Point Financial	Low 13%	101	784	$430K
The Watchman Group, Inc.	Very High 55%	144	261	$2.4M
Prota Financial	Low 13%	85	673	$400K
Atlantic Private Wealth, LLC	Very High 62%	128	206	$3.8M
Mckinley Carter Wealth Services, Inc.	Very High 54%	659	1,231	$1.8M
Curbstone Financial Management Corp.	High 50%	127	256	$1.3M
Condor Capital Wealth Management	High 49%	424	869	$2.4M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Renaissance Investment Group, LLC	Very High 52%	131	254	$2.6M
WealthStar Advisors, LLC	Very High 51%	231	453	$1.6M
The Investment Counsel Company	Very High 96%	384	401	$5.2M
Blue Chip Partners, LLC	Very High 52%	522	1,001	$1.9M
Beck Capital Management LLC	High 43%	193	449	$1.2M
Pin Oak Investment Advisors Inc	Very High 59%	175	298	$1.4M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Gilbert & Cook, Inc.	High 48%	421	879	$1.8M
BankPlus Wealth Advisors	Very Low 8%	51	633	$410K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Elser Financial Planning, Inc.	Very High 73%	420	578	$3.5M
Willow Creek Financial	Very High 65%	155	238	$2.2M
Visionary Horizons, LLC	Low 15%	98	666	$550K
Ferguson Shapiro LLC	High 42%	139	332	$1.2M
Bastion Fiduciary	Very Low 0%	—	235	$390K
Second Line Capital, LLC	Typical 25%	277	1,127	$590K
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
4Wealth Advisors, Inc.	Low 12%	60	508	$410K
Virtus Financial Group	Low 20%	46	230	$520K
Singer Wealth Advisors LLC	High 33%	296	903	$840K
Sovereign Wealth Advisors LLC	High 33%	408	1,252	$420K
Eubel Brady & Suttman	High 42%	319	755	$1.6M
Collective Wealth Advisors LLC	Low 18%	39	222	$700K
Kelman Lazarov Inc	Very High 56%	323	574	$1.5M
Invicta Financial Group	High 38%	181	477	$780K
ThirtyNorth Investments, LLC	High 33%	70	214	$1.1M
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
Foundation Resource Management, Inc.	Very High 74%	157	211	$3.7M
Nilsine Partners, LLC	Very High 51%	277	540	$2.8M
Charter Advisory Corporation	High 35%	203	575	$470K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
RHP Wealth Management	Very High 57%	117	205	$1.6M
Diamond Client Group, LLC	High 49%	180	367	$370K
Elevate Capital Advisors	High 41%	82	200	$900K
Pennsylvania Capital Management Inc.	Very High 55%	109	200	$4.1M
Womack Wealth Management, Inc.	Very High 53%	104	198	$2M
Highbrook Capital Partners	Very High 61%	96	158	$2.5M
Managed Financial Services Corp Inc	Very Low 7%	20	275	$200K
Financial Consultants Group Inc	Typical 27%	64	235	$790K
CHF Wealth Management, LLC	Very Low 0%	—	195	—
Pelican Investment Advisors, LLC	Low 17%	40	230	$400K
Wallington Asset Management	Very High 64%	197	306	$3.7M
Wealthview Capital, LLC	High 41%	78	191	$1.7M
Concentus Wealth Advisors	Very High 54%	183	341	$3.1M
Elwood & Goetz	Very High 51%	346	682	$1.6M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
Burford Brothers, Inc.	Typical 28%	62	222	$2M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Econologics Financial Advisors	Very High 54%	157	291	$570K
Going CPAs and Wealth Advisors	Low 12%	38	324	$440K
Keenan Financial	Very Low 6%	43	751	$270K
The L. Warner Companies, Inc	Very High 51%	180	352	$2.1M
Almanack Investment Partners	Typical 30%	114	386	$1.8M
Plum Street Advisors, LLC	High 37%	65	175	$2.4M
Tranquility Partners, LLC	High 41%	100	243	$3.6M
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Analog Capital Partners LLC	Low 12%	21	173	$540K
HDQ Wealth	Low 12%	21	173	$230K
Black Knight Wealth Management, LLC	Low 19%	84	444	$1.2M
ShankerValleau Wealth Advisors, Inc.	Very High 64%	130	203	$3.1M
TIP Group LLC	Very Low 3%	11	372	$160K
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Aurelius Family Office, LLC	Very High 51%	84	165	$1.8M
Worth Asset Management	Typical 25%	82	329	$880K
Masonboro Advisors	Typical 30%	69	228	$900K
Morris Financial Concepts, Inc.	High 40%	117	293	$1.8M
Sensible Money, LLC	Very High 68%	220	324	$2.3M
Alaethes Wealth, LLC	Very High 84%	81	97	$5.2M
Childress Capital Advisors, LLC	Very High 95%	122	128	$7.3M
JECohen & CO., LLC	Low 14%	32	224	$290K
Inscription Capital, LLC	High 34%	141	414	$4.5M
Foundry Financial LLC	High 44%	81	184	$1.3M
Eastsound Capital Advisors, LLC	Low 20%	49	244	$830K
Coker & Palmer	Low 19%	40	213	$520K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
The Sum	Very High 76%	159	209	$2.6M
Ballast Rock Private Wealth	High 40%	95	235	$1.6M
Adaptive Financial Consulting, LLC	High 47%	83	176	$1.6M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Indivisible Partners	Very High 58%	268	460	$3M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Proverbi Capital Advisors, LLC	Very Low 0%	—	110	$130K
Howard Financial Services, Ltd.	Very High 63%	259	410	$2.8M
Abel Hall, LLC	High 38%	69	183	$3.2M
Global Investment Advisory	Low 12%	21	182	$390K
Navigo Wealth Management, LLC	Very High 53%	82	155	$830K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
ELCO Management Company, LLC	Very High 58%	84	144	$1.5M
Ash Matson Wealth Partners, Inc.	Very Low 0%	—	142	—
Amuni Financial, Inc.	Low 21%	60	283	$680K
Wealthharbor Capital Group, LLC	Typical 31%	59	188	$730K
Jeffrey Matthews Wealth Management, LLC	Typical 27%	94	352	$430K
Paradiem, LLC	Low 21%	30	140	$3.4M
MDRN Capital	Very High 75%	425	569	$600K
Solyco Wealth LLC	Low 21%	33	158	$740K
Savvi Financial LLC	Very Low 9%	12	135	$330K
11 Financial	Very Low 10%	13	133	$250K
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Moss, Luse & Womble, LLC	Typical 23%	110	475	$950K
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
freeGulliver, LLC	Very High 51%	87	170	$3.1M
Legacy Investment Strategies, LLC	Typical 25%	42	167	$660K
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Financial Management, Inc.	Low 19%	26	140	$690K
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
Life Line Wealth Management LLC	Very High 52%	50	97	$5.7M
Intelligent Capitalworks	Very High 82%	79	96	$3.8M
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Goodman Financial Corporation	Very High 76%	207	274	$3.1M
GAP Financial Services or GAP Financial	Very High 72%	61	85	$1.2M
Canton Hathaway LLC	Very High 80%	67	84	$7.3M
Capital Synergy Partners	High 34%	114	331	$310K
AWM Capital, LLC	Very High 52%	236	455	$3M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
View Capital RIA, LP	Very High 93%	126	135	$13M
CSP Financial Group LLC	Very Low 10%	30	312	$380K
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
57 West Capital Advisors, Inc.	Low 14%	11	78	$390K
EPI Financial Group	Very Low 0%	—	65	$130K
Cornerstone Advisors LLC	Typical 29%	17	58	$4.8M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Xenith Financial Advisory Services, LLC	Very Low 6%	3	52	$130K
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Hurley Investments, LLC	Typical 25%	14	56	$540K
Crescent Wealth Advisory, LLC	Very High 52%	24	46	$2M
Better Pockets Financial	Very Low 0%	—	36	$200K
Colomb Investment Management Company, LLC	Very Low 0%	—	32	$150K
Shelter Wealth Strategies, LLC	Very High 75%	27	36	$3.9M

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