HNW client percentage for Team firms serving clients in New York

Team firms active in New York 521 firms

Very Low 2%-10%

Low 10%-23%

Typical 23%-39%

High 39%-59%

Very High 59%-86%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Howe and Rusling, Inc.	High 56%	608	1,081	$2.1M
Rockbridge Investment Management, LLC	Low 21%	316	1,518	$890K
Opus Capital Management	Very High 62%	259	415	$2.2M
Robertson Investment Management	Very High 67%	767	1,138	$430K
J.W. Burns & Company, Inc.	High 47%	267	572	$1.5M
Drucker Wealth	High 46%	333	721	$1.1M
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Deltec Asset Management LLC	Very High 83%	123	148	$2.8M
Flynn Zito Capital Management, LLC	High 44%	452	1,039	$710K
Matrix Asset Advisors Inc	Very High 63%	381	607	$1.6M
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Griffin Asset Management, LLC	Very High 100%	612	612	$1.1M
TLWM Financial	Typical 25%	316	1,249	$470K
Able Wealth Management LLC	Low 21%	195	937	$520K
Sandhill Investment Management	Low 18%	374	2,044	$1M
Vision Retirement	High 41%	451	1,106	$560K
Zoe Financial, Inc.	Very Low 2%	29	1,608	$180K
Greenbush Financial Group, LLC	Typical 31%	200	648	$560K
Rogan & Associates	Low 20%	290	1,481	$480K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Retirable	Low 12%	257	2,210	$140K
Sterling Investment Counsel, LLC	Typical 36%	307	853	$1.1M
Prentice Wealth Management LLC	Very Low 5%	50	1,024	$540K
IAM Advisory LLC	Low 14%	223	1,583	$430K
Howard Capital Management Group, LLC	Very High 63%	331	528	$3.8M
Scarborough Capital Management	Typical 27%	732	2,664	$620K
HFR Wealth Management, LLC	High 44%	159	361	$1.4M
Grandfield & Dodd, LLC	Typical 25%	183	742	$2.9M
Orange Investment Advisors, Inc.	Typical 28%	370	1,307	$970K
Lipe & Dalton Investment Counsel	Very High 100%	376	376	$2M
NorthCape Wealth Management	Typical 29%	166	570	$1.2M
Reagan Companies Asset Management, Inc	Typical 37%	285	764	$1.2M
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Focused Wealth Management, Inc.	Low 14%	296	2,163	$580K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Materetsky Financial Group	High 40%	328	818	$870K
Rockline Wealth Management LLC	High 39%	339	861	$740K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
WestEnd Advisors, LLC	Very Low 6%	259	4,050	$430K
Traynor Capital Management	Typical 26%	410	1,590	$1.5M
Invictus Private Wealth, LLC	Very High 59%	271	461	$3.7M
StraightLine	Low 11%	265	2,358	$490K
Tamar Securities, LLC	Very Low 5%	199	4,198	$340K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Levin Capital Strategies, L.P.	High 53%	132	250	$5.1M
Copley Financial Group, Inc.	Very Low 0%	9	2,690	$120K
Glen Eagle Advisors, LLC	Low 10%	335	3,361	$300K
SYCAMORE FINANCIAL GROUP	Low 16%	186	1,136	$680K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
Charles Pratt & Company, L.L.C.	Very Low 5%	14	308	$2.2M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Ciccarelli Advisory Services Inc	Low 15%	546	3,553	$450K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
The Portfolio Strategy Group, LLC	Very High 89%	359	405	$5.1M
Weber Asset Management, Inc.	High 42%	169	405	$1.6M
Kershner, Grosso & Co.	Low 19%	100	525	$1.4M
Hollow Brook Wealth Management LLC	Very High 84%	459	549	$2.3M
JDL Advisers	Low 18%	1,376	7,691	$250K
Public Advisors LLC	Low 22%	973	4,521	$4.2K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
Estabrook Capital Management LLC	Low 21%	149	697	$1.1M
Valicenti Advisory Services Inc	Very High 59%	518	880	$790K
Fagan Associates Inc	Low 14%	245	1,763	$510K
Seeds	Very Low 0%	—	937	$1.1M

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