HNW client percentage for Team firms serving clients in New Mexico

Team firms active in New Mexico 62 firms

Very Low 3%-13%

Low 13%-22%

Typical 22%-32%

High 32%-55%

Very High 55%-86%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Market Gauge Asset Management	Typical 29%	12	41	$440K
Investment Research Corp	Very Low 2%	4	163	$310K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
LRI Investments	High 45%	213	477	$4M
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Savvi Financial LLC	Very Low 9%	12	135	$330K
MDRN Capital	Very High 75%	425	569	$600K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
SJHL Financial Group	Low 13%	48	384	$450K
Richard P. Slaughter Associates, Inc.	Very High 55%	250	457	$2M
Meridian Wealth Advisors, LLC	Very High 72%	237	328	$5.1M
Black Knight Wealth Management, LLC	Low 19%	84	444	$1.2M
MD Financial Advisors / Vestment Financial	High 41%	198	478	$640K
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
Womack Wealth Management, Inc.	High 53%	104	198	$2M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Union Capital Company	Very Low 6%	26	414	$360K
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
HS Wealth Partners	High 36%	96	265	$1.6M
Horizons Sustainable Financial Services, Inc.	High 33%	101	310	$490K
REDW Wealth LLC	Typical 29%	107	370	$1.1M
Amerant investments, Inc.	Low 15%	143	984	$410K
Del-Sette Capital Management, LLC	Typical 23%	56	240	$800K
Cross State Financial Group LLC	Low 13%	50	395	$440K
Pioneer Wealth Management Group	Very Low 9%	46	499	$800K
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Act Wealth Management, LLC	Very High 86%	226	264	$2.2M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
MIAI, Inc.	Very Low 12%	32	274	$760K
Washington Trust Advisors	High 51%	400	781	$2.6M
The H Group, Inc.	Low 20%	147	735	$710K
Strategic Financial Partners, LTD	Typical 25%	86	340	$940K
WaterRock Wealth Management	Low 13%	37	289	$530K
DAI Wealth, LLC	High 44%	643	1,466	$200K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Marshall Investment Management, LLC	High 44%	257	587	$510K
Mason & Associates, Inc.	High 34%	214	637	$1.1M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Washington Avenue Advisors	Low 13%	83	662	$460K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
Lakeridge Wealth Management LLC	Typical 22%	236	1,076	$670K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Talbot Financial, LLC	Very High 93%	250	269	$5M
Planned Solutions, Inc.	Typical 28%	230	827	$810K
John Moore & Associates Inc	High 32%	226	714	$1.4M
Westwind Capital	Typical 24%	230	972	$760K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
JDL Advisers	Low 18%	1,376	7,691	$250K
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
Zanetti Financial, LLC	Low 20%	296	1,481	$550K

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