HNW client percentage for Team firms serving clients in Nebraska

Team firms active in Nebraska 108 firms

Very Low 3%-9%

Low 9%-16%

Typical 16%-25%

High 25%-34%

Very High 34%-67%

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

Median: 19%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Axos Invest, Inc	Very Low 0%	—	6,792	$22K
Professional Financial Advisors, LLC	Very Low 6%	193	3,314	$150K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
McMill CPA and Advisors	High 25%	1,382	5,574	$110K
Lincoln Capital, LLC	Very High 53%	639	1,210	$590K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
MBE Wealth Management, LLC	Very Low 7%	180	2,536	$290K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Googins Advisors, Inc.	High 31%	239	778	$640K
Strategic Wealth Partners, Ltd.	High 28%	1,020	3,646	$420K
Arkfeld Wealth Strategies, L.L.C.	Low 14%	132	937	$570K
Legacy Financial Group	Typical 22%	314	1,450	$690K
Rogan & Associates	Typical 20%	290	1,481	$480K
Westchester Capital Management Inc	Very High 44%	198	445	$1.1M
Keystone Financial Services, LLC	Very Low 3%	30	1,028	$220K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Alternative Investment Advisors, LLC	Very Low 5%	69	1,418	$260K
EPG Wealth Management LLC	Very High 49%	570	1,156	$460K
AdamsBrown Wealth Consultants LLC	Low 15%	264	1,818	$510K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Oldfather Financial Services	Very Low 7%	30	435	$1.1M
WealthPLAN Partners	Low 15%	248	1,677	$640K
Northwest Wealth Management, LLC	Low 11%	223	2,085	$460K
PCG Wealth Management	Low 13%	233	1,819	$490K
Allen Capital Group, LLC	Typical 19%	410	2,189	$650K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Basepoint Wealth, LLC	Typical 21%	261	1,242	$660K
RIA Advisors	Very High 35%	434	1,235	$1.4M
WT Wealth Management, LLC	Low 9%	105	1,133	$360K
Terril & Company	Very High 45%	214	471	$1.9M
Prairie Wealth Advisors, Inc.	High 27%	100	370	$1.4M
Tradition Wealth Management LLC	High 27%	572	2,107	$960K
Windsor Capital Management, LLC	Very High 40%	183	458	$1.4M
Plan A Wealth, LLC	High 26%	163	637	$650K
FSB Premier Wealth Management, Inc.	Low 13%	116	894	$470K
RDA Financial network	Very Low 2%	26	1,514	$440K
Insight Financial Services	High 29%	130	444	$480K
Bradford Financial Center	Low 15%	102	699	$330K
Varra Financial	Typical 18%	92	508	$590K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
Washington Avenue Advisors	Low 13%	83	662	$460K
RIA Advisory Group, LLC	Very Low 5%	101	1,968	$280K
The Patriot Financial Group, LLC	Typical 16%	371	2,361	$600K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
TBH Global Asset Management, LLC	Very High 43%	431	1,002	$1.4M
Roberts, Glore & Co.	Very High 49%	186	383	$1.9M
WealthPlan Investment Management LLC	Typical 18%	375	2,068	$910K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Plan Group Financial, INC.	Low 12%	149	1,221	$570K
Stonebridge Wealth Systems LLC	Low 15%	139	931	$400K
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
Cornerstone Financial Group, LLC	High 28%	96	345	$810K
Bellwether Wealth	High 28%	135	482	$1.4M
Cambridge Advisors Inc	Very High 36%	99	273	$1.3M
Klaas Financial Asset Advisors, LLC.	Typical 20%	203	1,015	$750K
Bason Asset Management	Very High 89%	120	135	$6.2M
Capstone Investment Group	Low 9%	51	560	$300K
Pgi Wealth Management	Very High 39%	193	497	$1.8M
United Capital Management of Kansas, Inc.	Typical 20%	316	1,602	$500K
American Wealth Management, Inc.	High 30%	167	550	$560K
Stevens Capital Partners	Very Low 8%	43	547	$930K
Wealth Advisors Network, Inc.	Typical 22%	102	472	$550K
Leibman Financial Servces, Inc.	High 25%	67	270	$640K
SMART Wealth, LLC	Very High 34%	339	990	$600K
Prota Financial	Low 13%	85	673	$400K
HBE Wealth Management, LLC	High 28%	73	258	$1M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Evernest Financial Advisors	Very High 50%	148	294	$3.1M
Greenup Wealth	High 30%	290	973	$920K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Future Capital Management Inc.	Very Low 8%	26	338	$210K
EdgeRock Wealth Management	High 28%	156	564	$1M
Quantum Financial Partners LLC	Low 13%	42	316	$250K
Forthright Capital	Very Low 1%	9	978	$110K
Yosemite Capital Management	High 32%	84	266	$1.3M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Invicta Financial Group	Very High 38%	181	477	$780K
Convergence Advisory Group	Low 14%	30	211	$500K
Flagstone Financial Management, LLC	Very High 36%	126	347	$1.3M
America First Investment Advisors LLC	Very High 67%	175	261	$2.5M
Econologics Financial Advisors	Very High 54%	157	291	$570K
Sachem Hill LLC	Very High 73%	99	136	$7M
Innovative Advisory Group	Low 9%	28	298	$640K
Martin, Javan Von	Very High 45%	15	33	$29M
One Wealth Map, LLC	High 31%	70	223	$1.3M
Perspective Wealth Partners, LLC	Very High 67%	183	273	$3.1M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Quartz Partners Investment Management	Low 10%	67	688	$520K
LotusGroup Advisors	Very High 38%	71	186	$1.5M
Feltl Advisors	Very Low 0%	—	395	$390K
Private Wealth Asset Management	Very High 73%	406	559	$4.5M
Jrm Investment Counsel.	Very High 72%	54	75	$3.9M
Sound Stewardship, LLC	Very High 68%	129	190	$1.5M
TLW Wealth Management, LLC	High 29%	34	118	$1.5M
MDRN Capital	Very High 75%	425	569	$600K
Savvi Financial LLC	Low 9%	12	135	$330K
Churchill Financial Advisors, LLC	Very High 42%	45	108	$4.8M
LRI Investments	Very High 45%	213	477	$4M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
DMK Advisor Group, Inc.	High 28%	82	298	$280K
Capital Synergy Partners	Very High 34%	114	331	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Acrylic Financial, Inc.	Low 9%	29	307	$210K
Vision Investment Advisors, LLC	Very High 43%	54	127	$1.1M
Sanders Morris LLC	Typical 17%	21	127	$4.5M
Teckmeyer Financial Services, L.L.C.	Very High 52%	23	44	$1.2M

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