HNW client percentage for Team firms serving clients in New Hampshire

Team firms active in New Hampshire 159 firms

Very Low 3%-16%

Low 16%-29%

Typical 29%-47%

High 47%-59%

Very High 59%-84%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Independence Financial Advisors, LLC	Very Low 1%	39	2,734	$150K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Kelly Financial Services LLC	Very Low 15%	205	1,401	$450K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
Essential Planning, LLC	Low 28%	163	573	$920K
Scarborough Capital Management	Low 27%	732	2,664	$620K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Rogan & Associates	Low 20%	290	1,481	$480K
Nvest Financial, LLC	Low 24%	192	799	$840K
Byrne Financial Freedom, LLC	Typical 40%	378	956	$560K
Affinity Investment Group, LLC	High 52%	239	461	$1.2M
Flynn Zito Capital Management, LLC	Typical 44%	452	1,039	$710K
Barrett & Company	Low 24%	139	576	$840K
Richards Merrill Wealth Management	Very Low 14%	176	1,270	$430K
Resource Financial Group, Ltd.	Very High 100%	265	265	$2.4M
Ttp Investments, Inc.	Typical 41%	155	381	$1.5M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Marquette Wealth Management	High 51%	115	224	$3.5M
Bridgeport Financial Solutions	Low 27%	241	895	$1M
Flaharty Asset Management, LLC	High 50%	556	1,104	$790K
Wealthquest Corporation	Typical 36%	571	1,583	$1.4M
One Day In July LLC	Low 28%	379	1,351	$980K
Pearson Financial Services	Very Low 0%	—	500	—
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
3Edge Asset Management, LP	Low 24%	356	1,489	$750K
Armstrong Advisory Group Inc.	High 50%	741	1,489	$1.1M
Charter Oak Capital Management	Typical 33%	456	1,389	$1.1M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Brophy Wealth Management, LLC	Typical 38%	148	391	$1.4M
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
West Branch Capital LLC	Typical 46%	171	372	$1.8M
Tradition Wealth Management LLC	Low 27%	572	2,107	$960K
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Shepherd Financial Partners, LLC	High 47%	344	730	$1.7M
David Wendell Associates, Inc.	High 47%	208	442	$2.4M
Stewardship Advisory Group, LLC	Low 25%	132	530	$580K
Granite Bay Wealth Management, LLC	Low 27%	164	610	$910K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Wellesley Asset Management, Inc.	Low 23%	288	1,246	$710K
Addison Capital	High 55%	137	249	$2.2M
Washington Avenue Advisors	Very Low 13%	83	662	$460K
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
Eldridge Investment Advisors Inc.	High 50%	329	659	$930K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Old Port Advisors	Low 26%	215	816	$830K
Horizon Financial	Low 16%	120	734	$700K
The Patriot Financial Group, LLC	Low 16%	371	2,361	$600K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
The Harbor Group, Inc.	Very High 65%	456	700	$2.8M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Uptick Partners, LLC	Typical 33%	375	1,135	$930K
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
The Kelly Group	Low 23%	247	1,087	$960K
Gratus Wealth Advisors LLC	Typical 46%	200	431	$1.8M
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Penobscot Financial Advisors	Typical 34%	193	562	$970K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
Round Rock Advisors LLC	Typical 32%	202	622	$1.2M
Bellwether Wealth	Low 28%	135	482	$1.4M
Flagship Wealth Advisors, LLC.	Typical 45%	217	478	$1.6M
RCM Wealth Advisors	Low 19%	151	797	$260K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Insight Folios	Very Low 6%	73	1,228	$270K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Schaefer Financial Management, Inc.	High 52%	233	446	$2.5M
Summit Wealth Group LLC	High 50%	223	445	$1.7M
Measured Wealth Private Client Group, LLC	Low 21%	131	633	$790K
Southern Capital Services Inc	Very Low 11%	42	373	$480K
Marble Trail Advisors	High 51%	188	368	$1.6M
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Investmark Advisory Group LLC	Typical 38%	225	598	$1.4M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Arcadia Wealth Management, LLC	Very Low 14%	94	655	$670K
Lucas Group Financial Advisors, LLC	Low 18%	76	416	$780K
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Oak Grove Capital, LLC	Very High 75%	85	114	$7.2M
Beck Bode LLC	Low 18%	174	968	$680K
Green Ridge Wealth Planning LLC	Typical 36%	103	283	$1.3M
The H Group, Inc.	Low 20%	147	735	$710K
Washington Trust Advisors	High 51%	400	781	$2.6M
Sachetta, LLC	Typical 44%	259	595	$1.7M
Mainsail Financial Group	Typical 31%	132	424	$940K
Curbstone Financial Management Corp.	High 50%	127	256	$1.3M
Renaissance Investment Group, LLC	High 52%	131	254	$2.6M
Carlson Investments	Typical 31%	107	350	$1.5M
Sound Financial, LLC	Low 27%	68	248	$850K
Fountainhead Financial, LLC	Very High 85%	82	96	$5.6M
Trevián Wealth Management, LLC	Very High 84%	81	96	$5.3M
Elevated Capital Advisors, LLC	Very Low 13%	128	1,006	$490K
Total Clarity Wealth Management, Inc	Low 25%	254	1,032	$730K
Point Windward Advisors, Inc.	Low 17%	48	278	$1.3M
The Retirement Solution LLC	Typical 39%	324	823	$850K
Empirical Asset Management, LLC	High 58%	267	457	$1.1M
Robinson Smith Wealth Advisors, LLC	Very High 62%	141	228	$1.9M
Whitegate Investment Counselors, Inc.	High 56%	76	136	$4M
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
Riverview Capital Advisers LLC	High 53%	117	221	$2.8M
CMH Wealth Management, LLC	Very High 62%	193	309	$2.5M
EWA, LLC	High 51%	203	397	$1.9M
The Foundry Financial Group, Inc.	High 49%	145	294	$940K
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Bts Asset Management, Inc.	Very Low 0%	2	443	$180K
TRG Investment Advisors, LLC	Typical 33%	80	241	$640K
Fortress Private Ledger, LLC	Very Low 14%	98	681	$690K
Paradigm Wealth Advisory LLC	Low 23%	65	280	$710K
Veris Wealth Partners, LLC	Very High 76%	239	316	$7.3M
Wilkins Investment Counsel, Inc	Very High 90%	177	196	$5.2M
BCAS	High 47%	126	269	$1.1M
Mascoma Wealth Management	Typical 29%	122	422	$1.1M
Econologics Financial Advisors	High 54%	157	291	$570K
ICON Wealth Partners	High 55%	341	617	$4M
Montis Financial, LLC	High 52%	303	580	$2.2M
Aequitas Investment Advisors, LLC	Very High 82%	147	180	$3.9M
Keenan Financial	Very Low 6%	43	751	$270K
Cornerstone Financial Planning, LLC	Very High 68%	167	247	$1.6M
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Rise North Capital Investment Advisors	Very Low 4%	17	406	$120K
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Alliance Private Wealth, LLC	Very High 60%	100	167	$2.8M
Legacy Edge Advisors	Very High 83%	442	530	$2.3M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Aurelius Family Office, LLC	High 51%	84	165	$1.8M
LifeInvest Wealth Management, LTD	Low 20%	53	260	$1.2M
Bay Capital Advisors, LLC	Typical 41%	80	194	$1.1M
Innovative Asset Advisors Group	Low 17%	64	373	$800K
Northstar Financial Planning, LLC	High 53%	92	172	$1.6M
Cogentblue	Typical 39%	44	112	$4.2M
Anchor Capital Advisors LLC	Very High 63%	299	474	$2.4M
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
Mclean Asset Management Corp.	High 53%	258	486	$1.9M
LotusGroup Advisors	Typical 38%	71	186	$1.5M
Cabin Advisors, LLC	Typical 30%	112	368	$490K
Sunpointe Investments	High 55%	169	309	$2.5M
Little House Capital, LLC	Very High 72%	144	200	$2.6M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Colman Knight Advisory Group, LLC	Typical 42%	51	122	$1.5M
Amuni Financial, Inc.	Low 21%	60	283	$680K
Illumination Wealth Management	Very High 67%	137	203	$2.3M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Milestone Financial Planning, LLC	Very High 70%	180	257	$2.3M
Hampshire Family Office	Very High 100%	62	62	$13M
LRI Investments	Typical 45%	213	477	$4M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
Fiduciary Wealth Partners, LLC	Very High 100%	109	109	$12M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Vision Investment Advisors, LLC	Typical 43%	54	127	$1.1M
Financial Transparency	Low 23%	53	227	$1.3M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Downtown Wealth Studios, LLC	Very High 80%	36	45	$12M
Elyxium Wealth LLC	Very High 100%	51	51	$16M
Saltbox Financial LLC	High 57%	26	46	$2M
Inflection Capital Management, LLC	Very High 100%	17	17	$21M

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