HNW client percentage for Team firms serving clients in Minnesota

Team firms active in Minnesota 201 firms

Very Low 4%-16%

Low 16%-28%

Typical 28%-38%

High 38%-54%

Very High 54%-74%

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

Median: 33%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
Minneapolis Portfolio Management Group, LLC	Typical 35%	603	1,732	$550K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Running Oak Capital LLC	Very High 100%	1,017	1,017	$440K
Guardian Wealth Strategies, LLC	Typical 30%	376	1,234	$900K
Vermillion Wealth Management Inc.	Very Low 6%	81	1,464	$290K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
Valtinson Bruner Financial Planning	Very Low 9%	185	1,985	$360K
Parady Wealth Management	Very Low 1%	12	1,261	$110K
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
Dougherty & Associates Financial Advisors, Inc.	Very Low 7%	80	1,069	$360K
Cedar Cove Wealth Partners	High 43%	881	2,036	$220K
Split Rock Private Trading and Wealth Management LLC	High 40%	401	997	$300K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Scarborough Capital Management	Low 27%	732	2,664	$620K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Sandhill Investment Management	Low 18%	374	2,044	$1M
Aspire Capital Advisors LLC	Very Low 14%	264	1,956	$520K
Everest Financial Group	Low 18%	350	1,940	$520K
Strategic Wealth Group	Typical 33%	1,177	3,524	$430K
Sutterfield Financial Group, Inc.	Very Low 5%	45	989	$180K
Cedrus Wealth Group	Low 27%	150	550	$390K
Ballast Advisors, LLC	Low 21%	169	814	$810K
Summit Investment Advisory Services	Typical 30%	320	1,075	$690K
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
360 Financial	Typical 36%	421	1,177	$520K
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
ISC Financial Advisors	Low 24%	307	1,262	$940K
Schamberger, Greylak & Utterback Wealth Management, LLC	Typical 30%	184	622	$370K
United Advisors America	Very Low 2%	57	2,809	$160K
Iwealth	Very Low 9%	67	714	$430K
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
Marquette Wealth Management	High 51%	115	224	$3.5M
White Oaks Wealth Advisors, Inc.	Very High 78%	171	219	$2.8M
Leverty Financial Group, LLC	High 40%	263	655	$1M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
All Star Financial	Typical 35%	188	541	$1.3M
Highmark Wealth Management LLC	High 40%	171	429	$1.4M
Fortis Group Advisors LLC	Very Low 7%	190	2,566	$310K
Concord Wealth Partners	Low 21%	258	1,232	$820K
Global Wealth Strategies and Associates, LLC	Very Low 13%	116	921	$490K
Calder Financial Group	Very Low 9%	48	511	$350K
Auctus Advisors LLC	Very High 63%	129	204	$3M
Pine Grove Financial Group	Typical 36%	506	1,404	$1.1M
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
The Planning Center, Inc.	Typical 36%	325	895	$1.5M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Legacy Wealth	Typical 30%	146	493	$1.1M
Affiance Financial LLC	Typical 30%	358	1,178	$1.2M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Greater Midwest Financial Group, LLC	Low 21%	141	678	$780K
Navista Wealth Management, Inc.	High 51%	196	385	$1.7M
Lifelong Wealth Advisors, Inc.	Low 23%	195	865	$820K
Triton Wealth Management, PLLC	Low 17%	147	853	$470K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
BlueStem Wealth Partners, LLC	Low 21%	345	1,679	$660K
Cahill Financial Advisors, Inc.	High 49%	541	1,109	$1.6M
Tencap Wealth Coaching	Very Low 7%	55	736	$370K
Tradition Wealth Management LLC	Low 27%	572	2,107	$960K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
Smith & Wyatt	Very Low 5%	33	724	$290K
FSB Premier Wealth Management, Inc.	Very Low 13%	116	894	$470K
Convergence Financial	Low 24%	647	2,665	$330K
Marks Group Wealth Management, Inc.	High 52%	408	782	$1.9M
Modus Advisors, LLC	High 47%	162	346	$1.7M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Romano Wealth Management	High 51%	478	934	$1.5M
Birchwood Financial Partners, Inc.	Very High 58%	440	759	$1.1M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
FPNavigators	Low 17%	70	412	$810K
Boldin Advisors	Very High 63%	516	821	$0
RIA Advisory Group, LLC	Very Low 5%	101	1,968	$280K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Vantage Point Wealth Management	Low 27%	328	1,219	$270K
Invest Capital Partners	Very Low 14%	93	647	$390K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Motiv8 Investments LLC	Very Low 6%	42	720	$300K
Brighton Securities Corp.	Low 21%	374	1,753	$510K
Element Squared Private Wealth	Low 17%	81	478	$430K
Bernicke Wealth Management	High 41%	355	868	$970K
The Marshall Financial Group LLC	Low 17%	166	994	$680K
Navpoint Financial, Inc.	Very High 82%	188	229	$3.3M
Schwarz Dygos Wheeler Investment Advisors LLC	High 42%	220	523	$1.4M
Mountain Capital Investment Advisors Inc	Low 26%	308	1,191	$780K
OMNI 360 Wealth, Inc.	Low 23%	86	370	$1.1M
Salus Financial Advisors	Low 25%	91	365	$720K
Lfa	Low 16%	80	499	$550K
Vector Wealth Management	Very High 55%	467	849	$1.9M
Great Waters Financial	Low 24%	383	1,627	$760K
High Note Wealth, LLC	Very High 67%	184	275	$2.4M
Cornerstone Wealth Advisors, Inc.	High 51%	173	336	$1.8M
Fiduciary Financial Planning Network	Very Low 12%	41	333	$530K
Stevens Foster Financial Advisors	High 45%	151	332	$2.3M
Kure Advisory, LLC	Low 21%	84	397	$650K
Petros Family Wealth, LLC	Low 16%	83	527	$640K
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Excel Financial, LLC	Low 21%	83	392	$720K
Silveroak Wealth Management LLC	Very High 74%	328	444	$4.5M
Abundo Wealth	Very Low 0%	—	695	—
Brady Martz Wealth Solutions, LLC	Typical 31%	134	439	$1.8M
Pgi Wealth Management	High 39%	193	497	$1.8M
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Nicollet Investment Management, Inc.	Very High 58%	171	297	$1.9M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
The Wealth Group Austin B. Colby & Associates	High 47%	277	591	$1.2M
Normandy Investment Advisors	Low 24%	72	294	$900K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Capital Management Associates Inc	Typical 36%	317	877	$1.7M
Milestone Investment Advisors, LLC	High 53%	218	408	$2M
Bond & Devick Wealth Partners	Very High 64%	330	513	$1.3M
Financial Perspectives	High 42%	309	734	$1.6M
Sikich Financial	Low 18%	205	1,124	$990K
Cordis Financial, LLC	High 38%	102	272	$1.3M
BCU Wealth Advisors, LLC	Very Low 15%	131	870	$750K
Fiat Wealth Management	Low 20%	129	647	$800K
Allodium Investment Consultants, LLC	High 46%	122	266	$1.9M
Evexia Wealth, LLC	Typical 29%	122	416	$930K
Natural Investments	Low 22%	278	1,242	$1.6M
AIS Planning	Typical 35%	176	496	$1M
Soulence Wealth Management	Very Low 5%	20	393	$240K
Midwest Financial Partners	Very High 74%	326	438	$3.4M
Greenup Wealth	Typical 30%	290	973	$920K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Midwest Professional Planners, Ltd.	Typical 37%	264	710	$880K
Fortress Financial Group, LLC	Typical 28%	93	330	$1.1M
TRADEway	Very Low 2%	10	611	$150K
Empirical Asset Management, LLC	Very High 58%	267	457	$1.1M
E Wealth Partners	Typical 30%	67	224	$950K
Parr McKnight Wealth Management Group	Typical 37%	162	441	$2M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
DMKC Advisory Services, LLC	Very High 54%	254	473	$1.1M
Strong Tower Advisory Services	High 41%	124	300	$1.9M
JNBA Financial Advisors, LLC	High 47%	514	1,105	$1.8M
Nepsis, Inc.	Low 16%	96	590	$580K
Roehl & Yi Investment Advisors, LLC	High 38%	175	460	$1.9M
Brooklyn FI, LLC	Low 19%	71	373	$1.5M
Union Capital Company	Very Low 6%	26	414	$360K
Elevate Capital Advisors	High 41%	82	200	$900K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Tailwinds Wealth, LLC	Low 22%	60	268	$720K
Bearing Point Capital	High 41%	95	229	$4.8M
Murphy Pohlad Asset Management LLC	Very High 79%	89	113	$5.5M
MD Financial Advisors / Vestment Financial	High 41%	198	478	$640K
Cherry Tree Wealth Management, LLC	Very Low 9%	27	293	$2.2M
Centura Wealth Advisory	Typical 37%	211	574	$2M
BGM Wealth Management	Very High 64%	137	213	$2.4M
The Advocate Group, LLC	Very High 64%	222	346	$2.3M
Punch & Associates Investment Management, Inc.	Very High 62%	333	541	$2.6M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Innovative Advisory Group	Very Low 9%	28	298	$640K
Destiny Capital Corporation	Typical 35%	92	260	$1.5M
Flourish Wealth Management Inc.	Very High 94%	148	157	$2.9M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Stiles Financial Services, Inc.	High 42%	104	246	$2M
Colliers Securities LLC	Very Low 9%	76	811	$340K
Laurel Wealth Planning	Very High 73%	129	177	$2.6M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Dougherty Wealth Advisers LLC	Very High 62%	52	84	$5.9M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Compass Capital Management Inc	Very High 73%	278	379	$5M
1 St Discount Brokerage, Inc.	High 38%	83	216	$590K
Kingstone Capital Partners Texas, LLC	Low 20%	37	187	$970K
Feltl Advisors	Very Low 0%	—	395	$390K
Strategic Asset Management LLC	Typical 32%	75	231	$930K
Ascent Advisors	Very Low 13%	29	230	$430K
Private Wealth Asset Management	Very High 73%	406	559	$4.5M
Boyum Wealth Architects LLC	High 43%	141	330	$1.3M
WJL Financial Advisors	Very Low 0%	—	152	—
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Savvi Financial LLC	Very Low 9%	12	135	$330K
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
LRI Investments	High 45%	213	477	$4M
Abbey Street	Very High 64%	89	138	$2.7M
CoastEdge Partners, LLC	Very High 100%	131	131	$12M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Gambit Capital Management, LLC	High 46%	49	107	$1.5M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Capital Synergy Partners	Typical 34%	114	331	$310K
DSG Capital Advisors, LLC	Very High 55%	63	115	$6.3M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Manchester Capital Management LLC	Very High 73%	153	211	$11M
MMA Asset Management LLC	High 52%	148	282	$1.2M
Epiq Partners, LLC	Very High 78%	73	93	$3.1M
Banyan Tree Asset Management, LLC	Very High 100%	46	46	$20M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
CSP Financial Group LLC	Very Low 10%	30	312	$380K
Palisade Asset Management, LLC	Very High 100%	104	104	$11M
Neil Jesani Wealth Management	Very High 100%	74	74	$2.1M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Contego Capital Group, Inc.	Very High 100%	88	88	$430K
Christensen Group Financial, LLC	High 38%	15	40	$620K

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