HNW client percentage for Team firms serving clients in Michigan

Team firms active in Michigan 253 firms

Very Low 1%-8%

Low 8%-18%

Typical 18%-32%

High 32%-52%

Very High 52%-75%

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

Median: 27%

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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
JDL Advisers	Typical 18%	1,376	7,691	$250K
Talon LLC	Very Low 5%	98	1,921	$550K
John A. Wolfe & Associates, Inc.	High 39%	175	446	$1.2M
The Enterprise Investment Company	Very High 100%	795	795	$710K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Bright Financial Advisors, Inc.	High 34%	223	663	$1.1M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
StraightLine	Low 11%	265	2,358	$490K
Chicago Investment Advisory Council, Inc.	Low 9%	100	1,100	$200K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Financial Strategies Group, Inc	Low 15%	195	1,281	$520K
Kaydan Wealth Management, Inc.	High 33%	357	1,098	$650K
Summit Financial Working with People You Trust	Low 8%	82	1,081	$170K
Cfci	Low 14%	148	1,078	$510K
Nectarine	Typical 19%	609	3,210	$0
724 Capital, LLC	Typical 22%	271	1,247	$200K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
GuideStream Financial, Inc.	Very Low 5%	39	854	$240K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
LVM Capital Management Ltd	Very High 100%	1,341	1,341	$880K
The Retirement Guys Formula	Very Low 3%	30	1,152	$240K
Acorn Wealth Advisors, LLC	Very Low 0%	—	809	$690K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Arbor Trust Wealth Advisors, LLC	High 41%	181	441	$1.3M
C2 Private WEalth	Typical 25%	514	2,056	$870K
Strategic Wealth Group	High 33%	1,177	3,524	$430K
Stonebrook Private LLC	High 45%	263	582	$1.5M
Spectrum Financial Resources	Typical 19%	139	723	$330K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Opus Capital Management	Very High 62%	259	415	$2.2M
Centennial Wealth Advisory, LLC	Very Low 5%	74	1,353	$290K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
CWS Financial Advisors LLC	High 48%	381	802	$1.6M
Richmond Brothers, Inc.	Low 15%	99	665	$350K
Old Mission Investment Company, LLC	Very Low 6%	63	1,051	$820K
Blue Water Asset Management	Low 13%	122	916	$450K
Croak Capital	Low 12%	90	780	$440K
Capital Advisor Network	Very Low 7%	66	900	$140K
Stenger Family Office, LLC	High 35%	311	897	$750K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Jay A. Fishman, Ltd	High 49%	244	501	$2.2M
Mattson Financial Services, LLC	Low 11%	127	1,127	$460K
Modell Capital Management LLC	Typical 27%	101	371	$4.9M
Dillon & Associates Inc	Low 11%	40	368	$2.1M
GEM Asset Management, LLC	Typical 19%	95	490	$1.1M
United Advisors America	Very Low 2%	57	2,809	$160K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Kerberrose Wealth Management, LLC	Low 9%	140	1,554	$380K
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Richard W. Paul & Associates, LLC	Very High 52%	348	673	$550K
Markowski Investments	Low 10%	119	1,227	$370K
Royal Oak Financial Advisors, LLC	Low 8%	62	762	$480K
White Pine Investment Co	High 33%	107	326	$1.6M
The Nemes Rush Group, LLC	High 45%	341	759	$1.9M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
First Financial Coaching, Inc.	Low 12%	186	1,500	$440K
Carrera Capital Advisors	Typical 25%	239	957	$820K
Rightoak Asset Management, LLC	Very Low 1%	8	742	$150K
DBS Investment Advisers, LLC	Very Low 7%	35	523	$300K
Calder Financial Group	Low 9%	48	511	$350K
Rossby Financial, LLC	Low 9%	238	2,542	$220K
Altrius Capital Management, Inc.	High 50%	249	499	$1.4M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Straight Path Wealth Management	Low 10%	87	897	$480K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
VIMA, LLC	Very Low 3%	39	1,182	$190K
BCG Securities, inc.	Low 8%	169	2,060	$370K
Bloom Advisors	High 45%	519	1,166	$1.4M
JLB & Associates Inc	Very High 56%	164	291	$3.1M
Dahring \| Cusmano and Associates	Typical 18%	154	863	$560K
Mack Investment Securities, Inc.	High 43%	282	661	$450K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Hilltop Wealth & Tax Solutions	Typical 23%	194	829	$740K
Bay Colony Advisors	High 33%	864	2,650	$530K
626 Financial, LLC	Typical 27%	122	451	$830K
Managed Asset Portfolios, LLC	Low 14%	226	1,620	$560K
Wolff Financial Management LLC	High 43%	155	360	$1.7M
RDA Financial network	Very Low 2%	26	1,514	$440K
McGlone Suttner Wealth Management, Inc.	High 41%	290	708	$1.4M
Arrowroot family office, LLC	High 42%	595	1,413	$290K
Center for Financial Planning Inc	Typical 27%	408	1,496	$1.3M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
Financial Freedom House	Low 10%	50	523	$290K
Structured Wealth Management, Inc.	Very Low 0%	—	523	$430K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
West Michigan Advisors	Low 12%	160	1,378	$560K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
SkyOak Wealth	Typical 30%	127	428	$1.6M
TruNorth Capital Management, LLC	High 49%	167	342	$2M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Romano Wealth Management	High 51%	478	934	$1.5M
SGH Wealth Management	High 50%	213	423	$1.3M
Generational Wealth, Inc.	Low 15%	99	665	$590K
Washington Avenue Advisors	Low 13%	83	662	$460K
Hartline Investment Corporation	High 36%	90	248	$2.9M
Essex LLC	Typical 28%	162	576	$1.1M
Columbia Asset Management, L.L.C.	High 51%	210	411	$2.5M
Pathworks Financial, Inc.	Low 12%	48	410	$670K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Redwood Wealth Management, LLC	High 51%	123	243	$3.4M
Invest Capital Partners	Low 14%	93	647	$390K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Lafleur & Godfrey Private Wealth Management	Very High 67%	319	479	$2M
Brighton Securities Corp.	Typical 21%	374	1,753	$510K
Diversified, LLC	High 42%	828	1,982	$1.3M
Retirement Income Solutions, Inc.	Very High 69%	869	1,265	$2.3M
NPF Investment Advisors	Very High 57%	537	938	$2.5M
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Planning Alternatives Ltd	High 48%	324	669	$2.2M
Voisard Asset Management Group	High 36%	162	446	$1.2M
Ironwood Financial, LLC	Typical 18%	107	588	$900K
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
FAI Advisors, Inc.	Typical 26%	93	363	$830K
The Kelly Group	Typical 23%	247	1,087	$960K
Richmark Private Wealth Management	Very Low 2%	8	356	$140K
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Verde Capital Management, Inc.	Typical 29%	218	746	$950K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Arbor Wealth Advisors LLC	Very High 100%	66	66	$10M
Cirrus Capital LLC	Low 11%	36	330	$500K
Diversified Portfolios, Inc.	Typical 28%	182	660	$2.8M
ISC Advisors, Inc.	Low 11%	199	1,780	$440K
Insight Folios	Very Low 6%	73	1,228	$270K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Provident Investment Management, Inc.	Very High 71%	227	318	$3.5M
S.A. Mason, LLC	High 35%	90	254	$1.9M
William Mack & Associates Inc	Typical 27%	260	952	$1.1M
Stonepath Wealth Management	Low 17%	97	569	$510K
Benedict Financial Advisors, Inc.	High 51%	162	315	$1.6M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Balance Wealth	Typical 18%	102	553	$700K
Granite Group Advisors, LLC	Very High 100%	122	122	$3.2M
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Low 15%	63	420	$1M
Gainplan LLC	High 39%	186	478	$820K
Transcend Capital Advisors, LLC	High 42%	450	1,073	$2.5M
Canopy Wealth Management	High 49%	293	592	$1.9M
City Center Advisors, LLC	Low 13%	55	413	$390K
Four Financial Management	Low 12%	41	353	$460K
Capital Management Associates Inc	High 36%	317	877	$1.7M
Cambient Family Office, LLC	Very High 100%	172	172	$3M
Triangle Wealth Management	Very High 56%	289	516	$2.5M
Hungerford Financial LLC	High 33%	94	285	$1.3M
Beck Bode LLC	Typical 18%	174	968	$680K
GBM Wealth Management, Inc.	Low 12%	60	511	$480K
Shotwell Rutter Baer Inc	Typical 22%	62	282	$650K
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Spartan Wealth Management	Very High 70%	813	1,165	$1.3M
Resurgent Advisors	Typical 22%	82	379	$920K
Northern Financial Advisors, Inc.	Very High 58%	188	324	$2.1M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Kuhn Capital Partners	High 50%	134	267	$540K
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Aspen Investment Management Inc.	Typical 21%	55	256	$1.8M
Cranbrook Wealth Management, LLC	High 50%	127	253	$3.6M
Blue Chip Partners, LLC	Very High 52%	522	1,001	$1.9M
Schaeffer Financial LLC	Typical 31%	76	247	$1M
Cross State Financial Group LLC	Low 13%	50	395	$440K
Greenup Wealth	Typical 30%	290	973	$920K
Henrickson Nauta Wealth Advisors, Inc.	High 49%	238	486	$1.6M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Wellington Investment Advisors	Low 17%	65	386	$680K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
MKD Wealth	High 51%	121	237	$2.1M
AZA Capital Management	High 32%	105	331	$930K
Walkner Condon Financial Advisors LLC	High 41%	327	799	$1.3M
ARQ Wealth Advisors, LLC	Very High 53%	318	604	$1.8M
Financial Solutions Advisory Group	Very High 100%	350	350	$2.6M
GPM Growth Investors, Inc.	Typical 30%	66	217	$1.3M
CapTrust Wealth Advisors	High 42%	366	863	$1.9M
High Probability Advisors, LLC	High 44%	152	344	$2.6M
LSIA	Very High 76%	131	172	$4.4M
Lifecycle Financial Planners Inc.	Typical 31%	52	169	$3.9M
J.V.B. Investment Company	Low 9%	18	208	$760K
Chicago Capital Management Advisors, LLC	Low 9%	54	616	$210K
Vertrix Wealth Management, LLC	High 37%	103	281	$980K
Imber Financial Group, LLC	Low 12%	24	200	$530K
Liberty Capital Management Inc	Very High 79%	126	160	$4.9M
GFG Solutions	Very High 100%	315	315	$970K
ABRI LLC	Low 17%	47	271	$420K
Oakwell Private Wealth Management	High 36%	147	412	$1.4M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Cherry Tree Wealth Management, LLC	Low 9%	27	293	$2.2M
DB & C Advisors, LLC	Low 17%	56	323	$650K
Vantage Point Financial, LLC	Typical 27%	153	566	$860K
Advisory Advocates LLC	Typical 19%	47	243	$650K
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
Stoney Creek Advisors LLC	Very Low 4%	6	169	$280K
Innovative Advisory Group	Low 9%	28	298	$640K
ISTO Advisors, LLC	Very High 68%	244	358	$2.9M
Craft Wealth Services	Low 15%	34	222	$530K
Defining Wealth	Typical 31%	56	178	$280K
Fairway Investment Group, LLC	Very Low 1%	9	791	$120K
Pointe Capital Management LLC	High 51%	89	174	$2.1M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Baron Wealth Management, LLC	Very High 72%	104	144	$5.8M
Financial Advisory Corporation	Very High 52%	133	258	$2.3M
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Arcadia Investment Management Corp	Very High 72%	61	85	$7.6M
Aspire Wealth	Low 16%	22	140	$530K
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
JVL Wealth Strategies	Very High 59%	109	186	$4.2M
Chief Advisors Corp	Very Low 4%	7	185	$380K
Hill Island Financial LLC	Very High 80%	167	208	$2.7M
Integrated Investment Consultants, LLC	Very High 57%	144	252	$3M
SimplyRIA Advisor Network	Low 8%	46	602	$350K
Grand Wealth Management, LLC	Very High 76%	112	147	$3.3M
Laffer Tengler Investments, Inc.	High 40%	98	243	$2.4M
Ash Matson Wealth Partners, Inc.	Very Low 0%	—	142	—
Amuni Financial, Inc.	Typical 21%	60	283	$680K
MDRN Capital	Very High 75%	425	569	$600K
Solyco Wealth LLC	Typical 21%	33	158	$740K
Savvi Financial LLC	Low 9%	12	135	$330K
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Forefront	Typical 18%	104	572	$420K
Heron Bay Capital Management	High 36%	46	127	$4.6M
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Summit Advisors, LLC	Very High 58%	60	103	$720K
Blue Line Capital	Typical 20%	24	121	$860K
LRI Investments	High 45%	213	477	$4M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Expressive Wealth LLC	Typical 22%	36	165	$1M
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Capital Synergy Partners	High 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
MMA Asset Management LLC	Very High 52%	148	282	$1.2M
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Financial Transparency	Typical 23%	53	227	$1.3M
Najarian Family Office, LLC	High 38%	25	66	$1.1M
EPI Financial Group	Very Low 0%	—	65	$130K
Generational Wealth Advisors	Very High 62%	98	159	$2.8M
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
UHY Wealth Management RIA LLC	Very High 91%	81	89	$510K
DeRoy & Devereaux Private Investment Counsel, Inc.	Very High 100%	119	119	$15M
Altar Rock	Very High 88%	23	26	$6M
Embark Financial Partners	—	—	—	—

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