HNW client percentage for Team firms serving clients in Mississippi

Team firms active in Mississippi 52 firms

Very Low 3%-8%

Low 8%-16%

Typical 16%-24%

High 24%-39%

Very High 39%-58%

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

Median: 19%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Financial Concepts	Low 12%	310	2,518	$420K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Barnes Pettey Financial Advisors, LLC	High 31%	945	3,024	$330K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Asset Dedication, LLC	Very High 42%	828	1,986	$1.5M
Ignite Planners LLC	Low 10%	450	4,605	$240K
Scarborough Capital Management	High 27%	732	2,664	$620K
Hubbell Strickland Wealth Management, LLC	High 36%	158	444	$1.3M
RWM Capital, LLC	Low 13%	192	1,437	$150K
Steel Grove Capital Advisors, LLC	Very High 96%	831	867	$1.8M
United Advisors America	Very Low 2%	57	2,809	$160K
Ballew Advisors Inc	Very Low 4%	35	853	$740K
Core Advisory Group	Typical 23%	268	1,141	$290K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Hancock Whitney Investment Services Inc.	Very Low 0%	2	865	$330K
WMG Financial Advisors, LLC	Very Low 7%	104	1,589	$290K
Mitchell, Mcleod, Pugh & Williams, Inc.	Very High 42%	397	935	$1.9M
Simplified Wealth Management	Low 13%	91	707	$310K
ALTA Capital Management LLC	High 24%	288	1,193	$850K
Mag Cap	Typical 16%	236	1,437	$650K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Park Place Capital Corporation	Very Low 6%	36	607	$730K
Phillips and Company Advisors LLC	Typical 16%	176	1,110	$1.7M
Beam Wealth Advisors, Inc.	Typical 20%	445	2,207	$630K
ValueWealth Services, LLC	High 27%	115	420	$760K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Kimery Wealth Management, LLC	High 36%	170	471	$1.2M
Strongtower Wealth Management, Plc	Low 15%	56	380	$330K
Argent Wealth, LLC	High 31%	139	450	$1M
Summit Financial Wealth Advisors	Typical 22%	268	1,208	$1.3M
Cornerstone Professional Advisor Services, LLC	Very Low 7%	26	352	$280K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
DAI Wealth, LLC	Very High 44%	643	1,466	$200K
Resolute Wealth Strategies, LLC	Very High 48%	135	279	$1.3M
Element Wealth, LLC	Typical 19%	122	652	$820K
Pinion Wealth Management, LLC	High 24%	105	431	$900K
Client 1st Advisory Group	High 33%	115	353	$1.4M
BankPlus Wealth Advisors	Low 8%	51	633	$410K
BSG Advisers	High 24%	63	264	$500K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Wealthview Capital, LLC	Very High 41%	78	191	$1.7M
Coker & Palmer	Typical 19%	40	213	$520K
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Cogentblue	Very High 39%	44	112	$4.2M
Hardy Reed, LLC	Very High 58%	203	351	$4.6M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Wealthharbor Capital Group, LLC	High 31%	59	188	$730K
Savvi Financial LLC	Low 9%	12	135	$330K
Enclave Advisors, LLC	Very High 86%	57	66	$15M

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