HNW client percentage for Team firms serving clients in Montana

Team firms active in Montana 58 firms

Very Low 3%-14%

Low 14%-17%

Typical 17%-30%

High 30%-46%

Very High 46%-76%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JDL Advisers	Typical 18%	1,376	7,691	$250K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Front Street Capital Management, Inc.	Typical 17%	203	1,185	$510K
Wealth Quarterback LLC	Typical 18%	203	1,111	$350K
American Wealth Management	Typical 23%	200	873	$840K
McLaughlin Ryder Investments, Inc.	Very High 46%	213	465	$1M
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
West Invest	Typical 20%	136	684	$440K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
MSH Capital Advisors LLC	Very Low 8%	183	2,257	$440K
SLP Wealth	Very Low 1%	16	1,657	$38K
Peak Planning Group, LLC	Typical 21%	174	838	$850K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Tandem Financial, LLC	High 30%	135	447	$1.1M
Allied Investment Advisors LLC	High 32%	307	953	$1M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Stack Financial Management Inc	Very High 76%	590	779	$2.4M
Integrity Financial Corporation	Low 14%	164	1,209	$500K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
One Charles Private Wealth	Very High 58%	194	334	$2.6M
Professional Advisory Services Inc	High 42%	252	596	$2M
Financial Sense Advisors, Inc.	High 32%	189	588	$1.4M
Insight Folios	Very Low 6%	73	1,228	$270K
Smart Money Group, LLC	Typical 28%	153	556	$400K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Capital Management Associates Inc	High 36%	317	877	$1.7M
Investor FAN	Typical 27%	235	874	$900K
Washington Trust Advisors	Very High 51%	400	781	$2.6M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
Monere Wealth Management, Inc.	Very High 48%	235	485	$590K
Pinion Wealth Management, LLC	Typical 24%	105	431	$900K
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
SGL Investment Advisors, Inc.	Low 14%	98	712	$480K
Decisionpoint Financial, LLC	Typical 24%	146	602	$990K
Hohimer Wealth Management, LLC	High 33%	179	535	$2.1M
Brooklyn FI, LLC	Typical 19%	71	373	$1.5M
Capstone Wealth	Very High 53%	84	159	$2M
Tandem Wealth Advisors	High 38%	96	251	$920K
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Black Knight Wealth Management, LLC	Typical 19%	84	444	$1.2M
Oakwood Capital, Inc.	High 30%	181	608	$430K
Meridian Wealth Advisors, LLC	Very High 72%	237	328	$5.1M
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
Global Trust	High 39%	85	218	$1.4M
Panoramic Capital Partners LLC	Very High 64%	101	159	$2.4M
Northwest Investment Advisors, Inc.	Very Low 0%	—	115	$390K
MDRN Capital	Very High 75%	425	569	$600K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Bitterroot Capital Advisors LLC	Very High 100%	20	20	$89M
Capital Synergy Partners	High 34%	114	331	$310K
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Sanders Morris LLC	Typical 17%	21	127	$4.5M

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