HNW client percentage for Team firms serving clients in Missouri

Team firms active in Missouri 193 firms

Very Low 1%-5%

Low 5%-18%

Typical 18%-28%

High 28%-46%

Very High 46%-73%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
TBG-Bedford Group LLC	—	—	—	—
Central States Capital Markets, LLC	Very High 50%	3	6	$1.2M
Investment Research Corp	Very Low 2%	4	163	$310K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Equity Advisors, LLC	Very Low 0%	—	108	$330K
American Elite Advisory	Very Low 0%	—	73	$270K
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Fidelis Capital	Very High 80%	175	218	$8.7M
GreenLeaf Financial Network, LLC	Typical 21%	39	189	$620K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	High 34%	114	331	$310K
Moment Private Wealth	Very High 62%	65	105	$3.4M
DMK Advisor Group, Inc.	High 28%	82	298	$280K
Best Life Infinity, LLC	Low 8%	9	110	$440K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
Anderson Hoagland & Co	Very High 82%	112	136	$7M
Vestech Asset Management Inc.	Very Low 0%	—	278	$360K
LRI Investments	High 45%	213	477	$4M
ProPartners Wealth	Low 14%	20	146	$430K
Brand Asset Management Group, Inc.	Typical 25%	89	355	$3.2M
Savvi Financial LLC	Low 9%	12	135	$330K
MDRN Capital	Very High 75%	425	569	$600K
Sound Stewardship, LLC	Very High 68%	129	190	$1.5M
Northstar Asset Management, Inc.	Very High 64%	108	169	$3.8M
Tushaus Wealth Management	Typical 27%	33	122	$610K
Hamel Associates, Inc.	Very High 55%	68	123	$4.3M
Private Wealth Asset Management	Very High 73%	406	559	$4.5M
Sunpointe Investments	Very High 55%	169	309	$2.5M
Feltl Advisors	Very Low 0%	—	395	$390K
Chief Advisors Corp	Very Low 4%	7	185	$380K
Freestate Advisors LLC	High 34%	83	244	$740K
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
Dale K. Ehrhart, Inc.	Very High 81%	92	114	$4.4M
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Argos Capital Partners, LLC	Very High 100%	60	60	$32M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
OFG Financial Services, Inc.	Very Low 0%	—	850	$250K
Guardian Wealth Partners, LLC	Low 7%	30	402	$480K
Elk River Wealth Management LLC	Very High 56%	140	251	$3.6M
Zemenick & Walker Inc	Very High 87%	229	264	$9.5M
Apforia	Low 15%	56	368	$270K
Black Knight Wealth Management, LLC	Typical 19%	84	444	$1.2M
Capital Management Services, Inc.	Low 11%	27	242	$600K
HDQ Wealth	Low 12%	21	173	$230K
BTC Financial Management Co.	Very Low 1%	3	208	$190K
Vantage Point Financial, LLC	Typical 27%	153	566	$860K
Windward Private Wealth Management Inc.	High 43%	97	226	$1.3M
Elwood & Goetz	Very High 51%	346	682	$1.6M
Prosperity Planning	Very High 46%	177	383	$1.4M
Severin Investments LLC	Typical 22%	52	233	$600K
Freedom Wealth Advisors, LLC	Low 12%	28	238	$430K
Parkwoods Wealth Partners, LLC	High 33%	233	717	$1.2M
Universal Financial Advisors, LLC	Typical 21%	69	326	$850K
Charter Advisory Corporation	High 35%	203	575	$470K
Legacy Capital Wealth Partners, LLC	Very High 46%	304	660	$2.1M
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Buttonwood Financial Group, LLC	Low 6%	21	336	$1.5M
Mader & Shannon Wealth Management	Typical 25%	84	339	$710K
Mosaic Wealth	High 41%	321	774	$2.5M
Dominion Portfolio Management, Inc.	Very Low 3%	26	782	$350K
Novadius Wealth Management	Low 15%	39	261	$580K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Forthright Capital	Very Low 1%	9	978	$110K
Quantum Financial Partners LLC	Low 13%	42	316	$250K
Wheelhouse Advisory Group, LLC	Typical 22%	121	548	$710K
Virtus Financial Group	Typical 20%	46	230	$520K
EdgeRock Wealth Management	High 28%	156	564	$1M
Hill Investment Group	Very High 55%	208	380	$2.9M
Horter Investment Management, LLC	Low 6%	74	1,292	$220K
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Future Capital Management Inc.	Low 8%	26	338	$210K
Keen Wealth Advisors	High 40%	404	1,014	$1.2M
Archford Capital Strategies, LLC	High 36%	278	774	$1.5M
WealthTrust Asset Management, LLC	Typical 25%	61	243	$850K
Greenup Wealth	High 30%	290	973	$920K
RPG Family Wealth Advisory, LLC	Typical 25%	133	537	$1.2M
Soulence Wealth Management	Low 5%	20	393	$240K
Signal Securities, Inc.	High 29%	326	1,137	$600K
Carlson Investments	High 31%	107	350	$1.5M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
KEB Wealth Advisors	Very High 52%	344	662	$1.9M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
RPR Financial	Low 15%	38	259	$630K
Allodium Investment Consultants, LLC	Very High 46%	122	266	$1.9M
BOS Asset Management, LLC	Typical 23%	125	538	$770K
Correct Capital Wealth Management, LLC	High 40%	174	431	$1.7M
Pinion Wealth Management, LLC	Typical 24%	105	431	$900K
Precision Wealth Strategies, LLC	Very High 65%	282	436	$1.3M
25 Financial	Very High 50%	250	505	$1.1M
Sikich Financial	Typical 18%	205	1,124	$990K
Snider Financial Group	High 31%	159	514	$1.1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Normandy Investment Advisors	Typical 24%	72	294	$900K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
MBM Wealth Consultants, LLC	Typical 22%	131	604	$750K
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
United Capital Management of Kansas, Inc.	Typical 20%	316	1,602	$500K
Destiny Wealth Partners, LLC	Typical 26%	262	999	$1.5M
Arlington Securities, Inc.	Typical 27%	86	320	$370K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Meramec Financial Planners, LLC	Very High 55%	248	450	$2.1M
Craft & Sage Wealth	Typical 27%	144	524	$550K
Alpine Private Wealth	Very High 78%	208	265	$5.2M
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Hunter Capital Management	Very High 100%	485	485	$1.5M
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
FEFA Financial	Very Low 2%	37	1,679	$260K
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Family Investment Center	High 30%	265	873	$750K
Atwood & Palmer, Inc.	Very High 70%	358	511	$3.8M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Uptick Partners, LLC	High 33%	375	1,135	$930K
Pinkerton Wealth Partners	High 31%	386	1,233	$1.1M
CHJ Wealth Management	High 40%	124	309	$1.9M
AGH Wealth Advisors, LLC	Very High 47%	220	465	$560K
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
Bridgewater Asset Management LLC	High 42%	165	396	$860K
Sundvold Financial	Very Low 0%	—	480	$490K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
IFG Advisors, LLC	Very High 53%	298	566	$1.8M
Clayton Financial Group, LLC	Very High 69%	167	243	$3.2M
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Droms Strauss Wealth Management	Very High 47%	192	412	$1.9M
Duncker Streett & Co.	Very High 57%	94	165	$3.1M
New Wave Wealth Advisors	Typical 22%	111	496	$770K
Wedgewood Partners, Inc.	High 44%	145	331	$1.2M
Clark Financial Services Group, Inc.	High 30%	125	421	$1.2M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Foundation Wealth Management, LLC	Very High 55%	194	351	$1.7M
Insight Financial Services	High 29%	130	444	$480K
Convergence Financial	Typical 24%	647	2,665	$330K
Kavar Capital Partners	Very High 51%	230	449	$2.9M
Cornerstone Securities LLC	Low 10%	88	900	$230K
RSG Investments LLC	Very Low 4%	21	553	$250K
Terril & Company	High 45%	214	471	$1.9M
The Yanker Group	High 44%	209	472	$620K
Cortland Associates Inc	Very High 57%	217	380	$2.4M
Optima Capital LLC	Low 12%	81	671	$570K
BCG Securities, inc.	Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Pinnacle Family Advisors, LLC	Low 12%	105	907	$330K
PCG Wealth Management	Low 13%	233	1,819	$490K
Axius Advisors LLC	Low 10%	118	1,231	$510K
Claris Advisors, LLC	High 43%	140	322	$2.7M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Kerr Wealth Management	Typical 24%	131	543	$240K
LifeSteps Financial	Low 15%	97	669	$640K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
RBF Wealth Advisors	Typical 22%	273	1,244	$540K
WealthCare Asset Management, LLC	Low 7%	42	586	$340K
CapWealth Advisors, LLC	Typical 26%	366	1,407	$1.4M
StrongBox Wealth, LLC	High 40%	189	474	$1.1M
Semper Augustus Investments Group LLC	Very High 82%	201	244	$2.9M
United Advisors America	Very Low 2%	57	2,809	$160K
FYRA Capital Management	Low 15%	132	858	$590K
Slagle Financial, LLC	Very Low 3%	49	1,510	$270K
Compass Retirement Group LLC	Very Low 1%	9	766	$150K
FRA Wealth Management LLC	Very Low 1%	8	910	$120K
Financial Partners Group, Inc.	High 31%	373	1,213	$940K
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Strategic Wealth Group	High 33%	1,177	3,524	$430K
C2 Private WEalth	Typical 25%	514	2,056	$870K
Brucke Financial, Inc.	Typical 24%	175	738	$340K
IFC	Very Low 3%	28	1,048	$150K
LVZ, Inc.	Low 5%	126	2,438	$450K
Equity Wealth Partners, LLC	Low 5%	44	939	$270K
Mid-American Wealth Advisory Group	Low 5%	46	948	$350K
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
MCCAY WEALTH ADVISORY LLC	High 39%	331	859	$500K
Syntegra Private Wealth Group LLC	Low 17%	354	2,112	$660K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Adk Wealth Advisory Group	High 45%	540	1,195	$640K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Capital Investment Management, Inc	Low 13%	140	1,072	$520K
SEM Wealth Management	Low 13%	260	1,980	$380K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Tradewinds Capital Management, LLC	Low 9%	196	2,224	$330K
Market Investment Group, LLC	Very Low 3%	62	1,814	$230K
Forge Financial	Typical 23%	1,057	4,674	$310K
McMill CPA and Advisors	Typical 25%	1,382	5,574	$110K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Alexander Labrurerie & Co., Inc.	Typical 26%	304	1,184	$520K
JDL Advisers	Typical 18%	1,376	7,691	$250K
R.T. Jones Capital Equities Management Inc.	Very Low 1%	48	4,636	$78K

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