HNW client percentage for Team firms serving clients in Nevada

Team firms active in Nevada 128 firms

Very Low 0%-7%

Low 7%-18%

Typical 18%-29%

High 29%-50%

Very High 50%-96%

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
NBC Capital Advisors	High 41%	900	2,183	$330K
Axos Invest, Inc	Very Low 0%	—	6,792	$22K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Wilsey Asset Management Incorporated	Typical 18%	156	844	$810K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Financial Management Strategies, Inc.	High 32%	588	1,852	$330K
Channel Wealth, LLC	High 43%	842	1,974	$410K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
American Wealth Management	Typical 23%	200	873	$840K
Financial Designs Corporation	High 34%	177	515	$990K
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
Triumph Capital Management	Low 17%	378	2,193	$280K
KPP Advisory Services LLC	Low 8%	318	3,995	$310K
Total Investment Management, Inc.	High 34%	406	1,184	$1.1M
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Aljian Capital Management	High 36%	154	428	$1.4M
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
American Financial Advisors Inc	Very High 53%	421	799	$1.6M
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Albitz/Miloe and Associates, Inc.	High 32%	212	657	$1.2M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
WealthPLAN Partners	Low 15%	248	1,677	$640K
AdviceOne Advisory Services, LLC	Very High 54%	783	1,449	$1.4M
Teton Wealth Group LLC	Very Low 0%	1	828	$240K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Bauman Wealth Advisors	Low 9%	44	491	$420K
BCG Securities, inc.	Low 8%	169	2,060	$370K
Palisade Investments, LLC	Typical 24%	136	578	$570K
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
WT Wealth Management, LLC	Low 9%	105	1,133	$360K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
PR Wealth Management Group	Low 8%	36	456	$350K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
Blakeslee & Blakeslee Financial Advisers Inc.	Low 15%	121	797	$480K
GK Wealth Management LLC	Typical 24%	125	525	$490K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Van Hulzen Financial Advisors	Typical 27%	369	1,389	$1.2M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Epsilon Financial Group, Inc.	High 38%	164	428	$1.4M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
Confidence Wealth Management, Inc.	Typical 26%	191	737	$610K
Fortitude Financial LLC	Low 17%	69	408	$690K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Cassady Wealth & Retirement Planning L.L.C.	Typical 18%	72	392	$620K
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
Black Card Circle	Low 7%	34	460	$210K
SLOY, DAHL & HOLST, LLC	High 37%	165	448	$2M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Elevage Partners, LLC	Very Low 6%	23	365	$420K
Decker Retirement Planning Inc.	Low 7%	54	767	$470K
Mission Financial Group, LLC	Low 17%	60	346	$740K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Prosperitas Financial, LLC	Low 9%	150	1,745	$400K
Bangerter Financial Services, Inc.	Low 11%	35	317	$210K
Abundo Wealth	Very Low 0%	—	695	—
Whitwell Advisors	Typical 18%	56	312	$320K
Statheros Financial Solutions, Inc.	High 29%	161	555	$1M
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Investor FAN	Typical 27%	235	874	$900K
Castle Coast Wealth, LLC	High 47%	136	288	$1.3M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Natural Investments	Typical 22%	278	1,242	$1.6M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
The Investment Counsel Company	Very High 96%	384	401	$5.2M
Sound Financial, LLC	Typical 27%	68	248	$850K
Signal Securities, Inc.	High 29%	326	1,137	$600K
RB Capital Management, LLC	High 31%	198	636	$1.4M
Future Capital Management Inc.	Low 8%	26	338	$210K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Alliance Advisory & Securities, LLC	High 34%	225	663	$1M
Hohimer Wealth Management, LLC	High 33%	179	535	$2.1M
Forthright Capital	Very Low 1%	9	978	$110K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Buckley Wealth	Very High 59%	124	210	$2.4M
Union Capital Company	Very Low 6%	26	414	$360K
BCN Financial, Inc.	Very Low 0%	—	322	—
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Everspire	Very Low 6%	51	803	$310K
Arista Wealth Management, LLC	High 43%	161	377	$2.6M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
The Investment House LLC	Very High 77%	222	288	$6.5M
Benefit Financial Services Group	High 38%	325	861	$1.6M
Dark Horse Advisors LLC	Low 10%	18	178	$1M
WEALTH MANAGEMENT Group	Very Low 6%	10	170	$190K
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Alaethes Wealth, LLC	Very High 84%	81	97	$5.2M
One Wealth Map, LLC	High 31%	70	223	$1.3M
Guardian Wealth Partners, LLC	Low 7%	30	402	$480K
AIRE Advisors, LLC	Very High 88%	300	340	$2.8M
West Ridge Advisors	Low 15%	55	361	$510K
Argos Wealth Advisors LLC	Typical 19%	45	234	$4.2M
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
SimplyRIA Advisor Network	Low 8%	46	602	$350K
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
Laffer Tengler Investments, Inc.	High 40%	98	243	$2.4M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Summit Portfolio Management LLC	Very High 50%	56	113	$1.9M
Savvi Financial LLC	Low 9%	12	135	$330K
Avisen Advisors, LLC	High 48%	91	191	$2M
Your Choice Financial LLC	Low 12%	15	126	$310K
LRI Investments	High 45%	213	477	$4M
American Northwest Advisory Services L.L.C.	High 38%	36	95	$430K
Best Life Infinity, LLC	Low 8%	9	110	$440K
Ducere Wealth Management	High 41%	52	128	$3.8M
McNally Financial Services Corporation	Low 9%	12	140	$190K
Capital Synergy Partners	High 34%	114	331	$310K
Bull Harbor Capital LLC.	High 30%	128	421	$840K
MDX Wealth Management	Very Low 0%	—	105	$630K
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Equity Advisors, LLC	Very Low 0%	—	108	$330K
7Two	Very High 78%	42	54	$3.2M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Kingsbridge Wealth Management, Inc.	Very High 90%	45	50	$8.8M
Colmina, LLC	High 45%	18	40	$2.1M

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