HNW client percentage for Team firms serving clients in Massachusetts

Team firms active in Massachusetts 291 firms

Very Low 3%-16%

Low 16%-30%

Typical 30%-47%

High 47%-68%

Very High 68%-93%

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

Median: 40%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Financial Foundations, Inc.	Very Low 0%	—	4	—
Algorithmic Investment Models	Low 25%	2	8	$450K
Sun Global LLC	Typical 45%	5	11	$420K
Inflection Capital Management, LLC	Very High 100%	17	17	$21M
D'Arcangelo Financial Advisors, LLC	Very Low 0%	—	15	—
Clear Brook Advisors, Inc.	Very High 100%	20	20	$26M
Altar Rock	Very High 88%	23	26	$6M
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Clarendon Private LLC	Very High 85%	39	46	$4.1M
Saltbox Financial LLC	High 57%	26	46	$2M
Carapace Financial Advisors LLC	Very High 100%	49	49	$1.2M
Elyxium Wealth LLC	Very High 100%	51	51	$16M
7Two	Very High 78%	42	54	$3.2M
Downtown Wealth Studios, LLC	Very High 80%	36	45	$12M
PUREfi Wealth, LLC	Very High 71%	65	92	$3.2M
Financial Transparency	Low 23%	53	227	$1.3M
Vision Investment Advisors, LLC	Typical 43%	54	127	$1.1M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Timber Creek Capital Management, LLC	Very High 78%	36	46	$14M
Fiduciary Wealth Partners, LLC	Very High 100%	109	109	$12M
Values Added Financial	High 66%	74	112	$2.8M
Manchester Capital Management LLC	Very High 73%	153	211	$11M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Capital Synergy Partners	Typical 34%	114	331	$310K
Seabridge Investment Advisors LLC	High 66%	123	185	$2.7M
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Family Fiduciary Services, Inc.	Typical 38%	39	103	$2.1M
Single Point Partners	Very High 70%	136	195	$3.3M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
LRI Investments	Typical 45%	213	477	$4M
Birch Hill Investment Advisors LLC	Very High 93%	169	182	$15M
Boston Research and Management, Inc.	Very High 71%	88	124	$5.4M
Forefront	Low 18%	104	572	$420K
Milestone Financial Planning, LLC	Very High 70%	180	257	$2.3M
Argonautica Private Wealth Management, Inc	High 53%	58	109	$4M
Maytech Global Investments	Very High 86%	95	111	$4.8M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Angeles Wealth Management, LLC	Very High 100%	203	203	$12M
J.P. Marvel Wealth Management, Inc.	Very High 68%	47	69	$12M
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Northstar Asset Management, Inc.	High 64%	108	169	$3.8M
Colman Knight Advisory Group, LLC	Typical 42%	51	122	$1.5M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
SageBroadview Wealth Management, LLC	Very High 68%	101	148	$2.7M
Little House Capital, LLC	Very High 72%	144	200	$2.6M
Ncu Investment Solutions	Low 20%	30	153	$670K
Napier Financial	High 52%	107	205	$2.5M
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
1 St Discount Brokerage, Inc.	Typical 38%	83	216	$590K
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
Mha Financial Corp	High 57%	77	135	$720K
Peak Asset Management, LLC	High 65%	215	333	$2.9M
Anchor Capital Advisors LLC	High 63%	299	474	$2.4M
Trust Advisory Group Ltd	Very Low 12%	70	562	$560K
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Wellington Shields & Co., LLC	Low 28%	164	580	$860K
Perennial	Very High 95%	111	117	$6.3M
RMR Wealth Management	Low 19%	34	178	$980K
Investment Partners Asset Management	High 61%	148	241	$1.1M
Eastsound Capital Advisors, LLC	Low 20%	49	244	$830K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Stirlingshire Investments	Very High 75%	570	760	$240K
Quantum Financial Advisors, LLC	Typical 38%	171	451	$3.3M
Willow Grove Advisors, LLC	High 48%	94	194	$1.9M
Sensible Money, LLC	Very High 68%	220	324	$2.3M
EGI Financial, Inc.	Low 23%	68	292	$1.2M
Equitycompass Investment Management, LLC	Very Low 8%	13	163	$1.4M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
Woodstock Corporation	High 60%	140	233	$4.8M
Alliance Private Wealth, LLC	High 60%	100	167	$2.8M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Rise North Capital Investment Advisors	Very Low 4%	17	406	$120K
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Peddock Capital Advisors, LLC	High 57%	99	173	$4.5M
Plum Street Advisors, LLC	Typical 37%	65	175	$2.4M
The L. Warner Companies, Inc	High 51%	180	352	$2.1M
Keenan Financial	Very Low 6%	43	751	$270K
Aequitas Investment Advisors, LLC	Very High 82%	147	180	$3.9M
Montis Financial, LLC	High 52%	303	580	$2.2M
Rose Capital Advisors, LLC	High 64%	232	363	$1.7M
Capital Markets IQ, LLC	Very Low 13%	91	698	$520K
Schwerin Boyle Capital Management, Inc	Very High 92%	136	148	$4.2M
Quent Capital, LLC	Very High 80%	298	371	$4.9M
May Hill Capital, LLC	Very High 70%	79	113	$4.1M
TFC Financial Management Inc	Very High 73%	302	415	$4.3M
Verity Investment Partners	High 58%	264	459	$2.8M
MG Financial LLC	Very High 75%	86	115	$9M
BCAS	High 47%	126	269	$1.1M
Genesis Wealth Advisors, LLC	Low 25%	57	231	$840K
Catalyst Financial Partners	Very High 100%	347	347	$4.6M
WinCap Financial LLC	Low 27%	73	270	$820K
Safford Nicholas H & Co Inc	Very High 88%	136	155	$12M
Wilkins Investment Counsel, Inc	Very High 90%	177	196	$5.2M
Ellevest	Very High 79%	371	471	$2.3M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Bts Asset Management, Inc.	Very Low 0%	2	443	$180K
Clean Yield Asset Management	High 63%	155	246	$2.2M
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
The Foundry Financial Group, Inc.	High 49%	145	294	$940K
Wingate Wealth Advisors, Inc.	High 55%	355	642	$2.1M
Excalibur Management Corp	Typical 43%	131	307	$2.1M
Kelman Lazarov Inc	High 56%	323	574	$1.5M
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
Forthright Capital	Very Low 1%	9	978	$110K
Siharum Advisors, LLC	Very High 92%	83	90	$6.7M
AAF Wealth Management, LLC	High 52%	140	271	$2.1M
Commons Capital, LLC	Very High 71%	160	226	$1.4M
Transatlantique Private Wealth LLC	Very High 84%	347	411	$2.1M
Empirical Asset Management, LLC	High 58%	267	457	$1.1M
Third View Private Wealth	High 57%	183	322	$3.6M
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
Florek Financial, LLC	Very High 85%	80	94	$5.4M
Boston Family Office LLC	Very High 74%	245	332	$5.8M
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
RPG Family Wealth Advisory, LLC	Low 25%	133	537	$1.2M
Barry Investment Advisors, LLC	High 47%	182	391	$2.1M
Trubee Wealth Advisors, Inc.	Low 24%	166	686	$1.2M
Marble Harbor Investment Counsel, LLC	Very High 73%	143	197	$6.5M
Signal Securities, Inc.	Low 29%	326	1,137	$600K
D.B. Root & Company, LLC	Very Low 13%	95	743	$1.1M
Arjuna Capital, LLC	High 66%	98	149	$3.2M
Carlson Investments	Typical 31%	107	350	$1.5M
Guidance Point Advisors, LLC	Typical 36%	90	252	$2.2M
Ipswich Investment Management Company, Inc	Low 17%	42	252	$2.5M
Peak Financial Management Inc	Typical 46%	161	353	$1.5M
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Birchbrook	Typical 37%	114	310	$910K
Prota Financial	Very Low 13%	85	673	$400K
Livelife Capital Partners LLC	Typical 34%	89	261	$1.4M
IRC Wealth	Typical 41%	149	366	$1.7M
New World Advisors LLC	Very High 100%	105	105	$8.4M
Beacon Financial Planning, Inc.	Typical 41%	131	316	$1.3M
Baldwin Wealth Partners, LLC	High 50%	366	738	$2.9M
Nichols & Pratt Advisers LLP	Very High 80%	85	106	$21M
Sachetta, LLC	Typical 44%	259	595	$1.7M
Centerpoint Advisors, LLC	Typical 40%	201	498	$1.5M
Washington Trust Advisors	High 51%	400	781	$2.6M
Martha's Vineyard Investment Advisors, LLC	Typical 34%	113	336	$810K
Monument Group Wealth Advisors, LLC	Very High 88%	149	169	$4M
Contravisory Investment Management, Inc.	Typical 39%	88	227	$2.2M
Cornerstone Planning Group	Low 19%	225	1,192	$640K
Beck Bode LLC	Low 18%	174	968	$680K
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Middleton & Company Inc.	Very High 69%	238	346	$3.1M
Fox Hill Wealth Management	Low 20%	79	405	$710K
Stage Harbor Financial	High 64%	221	348	$3.2M
EQ Wealth Management	Very High 70%	369	525	$1.8M
DAI Wealth, LLC	Typical 44%	643	1,466	$200K
Thayer Partners LLC	Typical 40%	140	352	$1.2M
4Thought Financial Group Inc.	Very Low 0%	—	297	$580K
Arcadia Wealth Management, LLC	Very Low 14%	94	655	$670K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
American Investment Services Inc	Typical 44%	157	359	$1.9M
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
Eagleclaw Capital Management LLC	Very High 86%	263	305	$2.5M
Goodman Advisory Group, LLC	High 57%	212	372	$990K
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Bright Futures Wealth Management, LLC	Very Low 12%	105	879	$330K
Moody, Lynn, Lieberson & Walker, LLC	Very High 100%	503	503	$4.3M
Northstar Financial Companies, Inc.	Low 22%	113	507	$1M
5C Capital Management, LLC	Typical 32%	166	511	$1.2M
Falcon Wealth Planning, Inc.	Low 29%	430	1,478	$1M
Alta Wealth Advisors LLC	Typical 30%	233	772	$840K
Hoopoe Advisors	Typical 40%	236	585	$990K
One Charles Private Wealth	High 58%	194	334	$2.6M
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Flagship Wealth Advisors, LLC.	Typical 45%	217	478	$1.6M
UAS Asset Management	High 47%	160	342	$900K
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
Hunter Capital Management	Very High 100%	485	485	$1.5M
Darwin Wealth Management	Low 19%	157	835	$740K
Kelleher Financial Advisors, LLC	High 61%	171	279	$4.1M
Victory Wealth Partners	Very Low 4%	13	351	$180K
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Cabot Wealth Management	Very High 100%	636	636	$1.9M
Sandbox Financial Partners, LLC	High 55%	273	498	$1.2M
Monte Financial Group, LLC	Low 29%	125	434	$1.1M
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Wealth Effects	Low 17%	100	596	$790K
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
Canby Financial Advisors	High 49%	184	374	$1.7M
Mayport Wealth Management	Very High 74%	112	152	$4.5M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
SHP Wealth Management, LLC	Low 21%	483	2,261	$800K
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Vital Investment Management LLC	Low 25%	99	391	$720K
Diversified, LLC	Typical 42%	828	1,982	$1.3M
Chemistry Wealth Management LLC	High 59%	331	558	$2.3M
J.M. Arbour, LLC	Very Low 4%	28	720	$250K
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
White Lighthouse Investment Management, Inc.	Typical 42%	170	405	$2.3M
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Horizon Financial	Low 16%	120	734	$700K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Carr Financial Group	Typical 32%	183	574	$1.3M
Wellesley Asset Management, Inc.	Low 23%	288	1,246	$710K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	Typical 45%	504	1,118	$390K
Gray Private Wealth, LLC	High 58%	152	262	$1.8M
Berkshire Money Management, Inc.	Typical 38%	335	875	$1.3M
Personal CFO Solutions LLC	High 62%	387	624	$2.6M
Shepherd Financial Partners, LLC	High 47%	344	730	$1.7M
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Breakwater Capital Group	High 65%	239	370	$2.8M
West Branch Capital LLC	Typical 46%	171	372	$1.8M
Carl P. Sherr & Co., LLC	High 65%	187	287	$1.7M
Freedom Investment Management, Inc.	Low 16%	76	485	$610K
Axis Wealth Partners, LLC	Very Low 13%	98	781	$480K
Brophy Wealth Management, LLC	Typical 38%	148	391	$1.4M
Stonehearth Capital Management	Low 27%	131	490	$870K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Pinney & Scofield, Inc.	Very High 75%	221	295	$2.9M
Great Oak Capital Partners, LLC	Low 24%	144	591	$790K
Charter Oak Capital Management	Typical 33%	456	1,389	$1.1M
3Edge Asset Management, LP	Low 24%	356	1,489	$750K
Armstrong Advisory Group Inc.	High 50%	741	1,489	$1.1M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Pearson Financial Services	Very Low 0%	—	500	—
Concord Wealth Partners	Low 21%	258	1,232	$820K
AdviceOne Advisory Services, LLC	High 54%	783	1,449	$1.4M
Newman Dignan & Sheerar, Inc.	High 48%	249	518	$1.3M
One Day In July LLC	Low 28%	379	1,351	$980K
Torray Investment Partners LLC	Very Low 12%	63	526	$700K
Bouchey Financial Group Ltd	Typical 41%	483	1,190	$1.3M
Penobscot Investment Management Company, Inc.	High 58%	317	548	$2.7M
Bridgeport Financial Solutions	Low 27%	241	895	$1M
Stablepoint Partners, LLC	High 47%	263	561	$1.6M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Finivi Inc.	Very Low 11%	73	683	$450K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
Cadence Wealth Management LLC	Low 16%	111	696	$640K
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Jackson Square Capital, LLC	Very High 83%	503	605	$880K
BostonPremier Wealth	Low 20%	147	749	$690K
Boston Standard Wealth Management, LLC	Typical 45%	177	393	$1.6M
Tru Independence Asset Management, LLC	High 58%	609	1,056	$320K
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
Bristol Wealth Group	Very Low 12%	104	836	$940K
Zevin Asset Management, LLC	Very High 81%	451	558	$1.1M
Great Point Wealth Advisors, LLC	High 54%	245	452	$1.5M
Affinity Investment Group, LLC	High 52%	239	461	$1.2M
Sandhill Investment Management	Low 18%	374	2,044	$1M
Byrne Financial Freedom, LLC	Typical 40%	378	956	$560K
Nvest Financial, LLC	Low 24%	192	799	$840K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
MSA Financial	Typical 36%	474	1,324	$1M
Gainline Financial Partners, LLC	High 58%	581	998	$350K
New Harbor Financial Group, LLC	Low 28%	282	1,010	$800K
Prentice Wealth Management LLC	Very Low 5%	50	1,024	$540K
J.M. Forbes & Co. Llp	Typical 34%	356	1,041	$1.4M
Scarborough Capital Management	Low 27%	732	2,664	$620K
Coston, McIsaac & Shea Financial Advisors	Low 19%	235	1,254	$370K
Minot DeBlois Advisors LLC	High 64%	120	187	$9.3M
Alchemi Wealth, LLC	Very Low 8%	91	1,126	$250K
Essential Planning, LLC	Low 28%	163	573	$920K
Strategic Wealth Partners, Ltd.	Low 28%	1,020	3,646	$420K
Focused Wealth Management, Inc.	Very Low 14%	296	2,163	$580K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Johnson Brunetti	Very Low 12%	724	6,038	$460K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
First Affirmative Financial Network LLC	High 56%	1,280	2,275	$390K
McNamara Financial Services, Inc.	Typical 32%	298	928	$850K
Kelly Financial Services LLC	Very Low 15%	205	1,401	$450K
93 Financial Group, LLC	Low 26%	302	1,175	$770K
Channel Wealth, LLC	Typical 43%	842	1,974	$410K
Glen Eagle Advisors, LLC	Very Low 10%	335	3,361	$300K
O'Rourke & Company, Incorporated	Very High 85%	494	580	$930K
FREC	Very Low 5%	87	1,789	$300K
Investment Advisory Group LLC	Low 18%	275	1,542	$790K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Independence Financial Advisors, LLC	Very Low 1%	39	2,734	$150K
Ciccarelli Advisory Services Inc	Very Low 15%	546	3,553	$450K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Mariner	Very Low 1%	46	3,537	$780K

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