HNW client percentage for Team firms serving clients in Ohio

Team firms active in Ohio 315 firms

Very Low 2%-10%

Low 10%-21%

Typical 21%-32%

High 32%-46%

Very High 46%-73%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Sun Global LLC	High 45%	5	11	$420K
Better Pockets Financial	Very Low 0%	—	36	$200K
Market Gauge Asset Management	Typical 29%	12	41	$440K
Green Vista Asset Management LLC	Typical 28%	16	58	$240K
Doyenne Wealth Advisors	Very High 98%	129	132	$15M
Investment Research Corp	Very Low 2%	4	163	$310K
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Sanders Morris LLC	Low 17%	21	127	$4.5M
EPI Financial Group	Very Low 0%	—	65	$130K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Barton Investment Management, LLC	Very High 78%	73	93	$11M
Coordinated Capital Securities, Inc.	Low 17%	43	248	$640K
Concordia Wealth Planning, LLC	Low 19%	15	80	$550K
Values Added Financial	Very High 66%	74	112	$2.8M
AWM Capital, LLC	Very High 52%	236	455	$3M
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	High 34%	114	331	$310K
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Independence Capital Co., Inc.	Very Low 7%	20	300	$400K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
LRI Investments	High 45%	213	477	$4M
Columbus Investment Advisory Inc.	Typical 22%	23	104	$4.3M
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Forefront	Low 18%	104	572	$420K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Fruitful	Very Low 0%	1	351	$72K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Solyco Wealth LLC	Typical 21%	33	158	$740K
MDRN Capital	Very High 75%	425	569	$600K
Fairway Wealth Management LLC	Very High 83%	268	321	$9.3M
Scofield & Company, LLC	Very Low 9%	11	116	$840K
Xcelsior Advisor Partners LLC	Very Low 9%	30	348	$1.3M
Capital City Asset Management Group, LLC	Typical 22%	58	258	$300K
Ash Matson Wealth Partners, Inc.	Very Low 0%	—	142	—
Argentarii, LLC	Very High 75%	90	120	$3.4M
Shaker Investments	High 45%	55	122	$1.1M
Eichner Investment Planning, LLC	Very High 100%	25	25	$23M
OneAscent Family Offices	High 45%	35	78	$3.2M
G2 Capital Management, LLC	Very High 63%	67	107	$4.5M
Mclean Asset Management Corp.	Very High 53%	258	486	$1.9M
Lincoln Douglas Investments, LLC	Very Low 0%	—	246	$530K
White Knight Strategic Wealth Advisors, LLC	Typical 24%	48	196	$1.1M
Naples Wealth Planning	Low 20%	44	225	$1M
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Quartz Partners Investment Management	Low 10%	67	688	$520K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Crew Capital Management, LTD.	Typical 30%	60	203	$1.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Adaptive Financial Consulting, LLC	Very High 47%	83	176	$1.6M
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Defining Wealth	Typical 31%	56	178	$280K
SWS Partners, LLC	Very High 60%	89	149	$2.7M
Activ8 Family Office LLC	Very High 50%	148	299	$5.1M
Diastole Wealth Management	High 32%	86	273	$1.4M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Stirlingshire Investments	Very High 75%	570	760	$240K
Arena Private Wealth	Very High 71%	158	223	$1.5M
EGI Financial, Inc.	Typical 23%	68	292	$1.2M
St. Clair Advisors, LLC	Very High 68%	88	130	$8.1M
Centerview Wealth Advisors, LLC	Typical 28%	47	165	$870K
OLIO Financial Planning	High 42%	153	368	$1.6M
WEALTH MANAGEMENT Group	Very Low 6%	10	170	$190K
Windsor Advisory Group, LLC	Very High 76%	337	442	$5.3M
Foster & Motley Inc	Very High 73%	668	919	$3.1M
Riskbridge Advisors, LLC	Typical 21%	59	277	$1.6M
Trinity Financial Advisors LLC	Very High 68%	141	208	$3.2M
Unity Financial Planning Group LLC	Low 13%	28	208	$340K
E. A. Horwitz LLC	Very Low 0%	—	347	$760K
Anderson Financial Strategies, LLC	High 39%	71	182	$1.1M
Jacobson & Schmitt Advisors, LLC	High 32%	138	437	$1.4M
Financial Rounds	Typical 30%	57	188	$1.1M
Asset Strategies, Inc	Very Low 0%	—	191	$310K
Nova Wealth Management, Inc.	Typical 24%	65	268	$920K
GFG Solutions	Very High 100%	315	315	$970K
Lanier Financial Group LLC	Typical 31%	74	240	$920K
Gryphon Financial Partners	Very High 52%	341	655	$3.7M
Charter Advisory Corporation	High 35%	203	575	$470K
Winslow Asset Management Inc	Very High 100%	124	124	$3.5M
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
Fidato Wealth LLC	Very High 72%	214	297	$1.7M
EmVision Capital Advisors, LLC	Low 11%	48	429	$410K
Journey Advisory Group, LLC	High 39%	337	859	$1.9M
American Capital Management, Inc.	Low 13%	58	440	$220K
North Point Portfolio Managers Corporation	Very High 59%	158	266	$2.8M
Eubel Brady & Suttman	High 42%	319	755	$1.6M
True Wealth Design, LLC	High 45%	162	360	$1.3M
Van Cleef Asset Management Inc	Very High 65%	146	225	$5.4M
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Greenup Wealth	Typical 30%	290	973	$920K
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
SJS Investment Services	Very High 53%	462	880	$2.4M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
Summit Wealth and Retirement Partners	Very High 56%	194	346	$2.8M
D.B. Root & Company, LLC	Low 13%	95	743	$1.1M
WealthStar Advisors, LLC	Very High 51%	231	453	$1.6M
James Investment Research Inc	Typical 27%	109	404	$1.4M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Summit Financial Strategies Inc	Very High 57%	575	1,013	$2.2M
Mckinley Carter Wealth Services, Inc.	Very High 54%	659	1,231	$1.8M
Juncture Wealth Strategies, LLC	High 37%	171	462	$1M
MBIA Capital Advisors	High 32%	81	257	$1.1M
McDonald Partners LLC	Typical 26%	293	1,131	$860K
Topsail Wealth Management LLC	Very High 62%	127	206	$6.1M
Ruggaard & Associates	High 33%	105	314	$1.1M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Monere Wealth Management, Inc.	Very High 48%	235	485	$590K
Yarger Wealth Strategies, LLC	Very High 70%	152	216	$2.4M
Formidable Asset management, LLC	Typical 23%	203	877	$980K
Henderson Brothers Financial Partners LLC	High 33%	342	1,044	$390K
Gerber, LLC	Very High 69%	151	220	$2.7M
Rodgers Brothers, Inc.	Very High 46%	228	495	$1.9M
WestPoint Wealth Management, LLC	Very Low 6%	31	495	$210K
Cornerstone Asset Management Services, Inc.	Low 20%	56	280	$130K
Sikich Financial	Low 18%	205	1,124	$990K
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Ballast, Inc.	Very High 48%	217	454	$1.6M
Altus Wealth Management, LLC	Very High 54%	154	285	$1.4M
Axim Planning & Wealth	Low 12%	33	285	$420K
Jessup Wealth Management	Typical 22%	88	400	$880K
Omega Wealth Private Capital LLC	Very Low 8%	22	286	$360K
JOURNEY WEALTH MANAGEMENT	High 34%	290	862	$1.6M
Aptus Financial, LLC	Very Low 0%	—	634	—
BCR Financial Services, LLC	Very Low 0%	—	526	—
DAI Wealth, LLC	High 44%	643	1,466	$200K
Pinnacle Advisors	High 45%	477	1,064	$2M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Taylor & Morgan Asset Management, LLC d/b/a TM Advisors, L	Low 15%	63	420	$1M
Teeple Snyder Newsome Wealth & Tax Management	Low 20%	120	601	$480K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Peak Retirement Planning, Inc.	High 38%	345	910	$690K
PDS Planning Inc	Very High 69%	421	607	$3.4M
Ellsworth Advisors, LLC	Typical 25%	212	853	$1.6M
Hixon Zuercher Capital Management	High 35%	128	368	$1.2M
Balance Wealth	Low 18%	102	553	$700K
Statheros Financial Solutions, Inc.	Typical 29%	161	555	$1M
Ritter Daniher Financial Advisory LLC	Typical 29%	198	683	$1.4M
Artifex Financial Group, LLC	High 37%	114	311	$1M
Park Edge Advisors, LLC	High 32%	100	312	$1.5M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Keeler & Nadler Family Wealth	High 37%	188	504	$1.2M
DWD Portfolio Solutions, Inc.	Very Low 9%	27	316	$780K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Asset One Wealth Management, LLC	Typical 24%	282	1,170	$800K
Heritage Wealth Advisors	Very High 61%	122	201	$3M
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Stone House Investment Management, LLC	Typical 22%	253	1,153	$720K
THOR Wealth Management Inc	High 37%	175	479	$1.4M
GGM Financial LLC	High 37%	151	411	$1.2M
Fourth Dimension Wealth, LLC	High 34%	214	624	$550K
Paradigm Wealth Management, LLC	High 41%	171	416	$1.3M
Uhler Vertich White Advisors	Typical 30%	126	419	$1.2M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Rothschild Investment	High 44%	525	1,191	$2.2M
Sigma Investment Counselors	Very High 66%	514	775	$2.8M
Wrenne Financial Planning LLC	Typical 23%	99	428	$700K
rebel Financial, LLC	Typical 23%	100	433	$820K
Frazier Financial Advisors, LLC	High 41%	300	724	$1.5M
Prasad Wealth Partners	Low 18%	127	724	$790K
The Kelly Group	Typical 23%	247	1,087	$960K
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
North Star Advisory Group, LLC	Low 15%	67	439	$580K
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Integrated Wealth Management, Inc.	Low 10%	52	521	$480K
Hunter Associates LLC	Typical 22%	263	1,193	$1M
Lighthouse Wealth Management, Inc.	Low 13%	50	373	$580K
Cornerstone Wealth Management	Typical 28%	104	376	$1.1M
Lesjak Planning, LLC	Typical 29%	109	376	$1M
Broadleaf Partners, LLC	High 41%	94	227	$1.9M
Parallel Equity Advisors Ltd.	Very Low 2%	6	384	$120K
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
STRATEGIC WEALTH ADVISORS GROUP, Inc.	Low 13%	73	544	$380K
Wealth Dimensions Group, Ltd.	Very High 53%	374	704	$1.6M
Brighton Securities Corp.	Typical 21%	374	1,753	$510K
SWS Advisors, inc.	Very Low 0%	—	560	$110K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Invest Capital Partners	Low 14%	93	647	$390K
Rea Wealth Management	Typical 21%	185	890	$930K
Redwood Wealth Management, LLC	Very High 51%	123	243	$3.4M
LEGACY FINANCIAL Advisors, INC.	High 45%	482	1,061	$1.4M
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Boldin Advisors	Very High 63%	516	821	$0
Retirement Strategies, Ltd.	Low 18%	75	412	$640K
Washington Avenue Advisors	Low 13%	83	662	$460K
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Research Financial Strategies	Low 18%	93	511	$470K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Bookends Financial Planning	Low 17%	89	520	$650K
Kiplinger Wealth Advisors	Low 14%	61	434	$600K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Structured Wealth Management, Inc.	Very Low 0%	—	523	$430K
Ridgeline Wealth Planning LLC	Typical 21%	90	436	$590K
First Fiduciary Investment Counsel Inc	Very High 66%	173	264	$1.6M
Signature Equity Partners, LLC	Very Low 4%	37	1,056	$310K
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
RDA Financial network	Very Low 2%	26	1,514	$440K
Meyers Wealth Management, LLC	High 41%	325	802	$2.2M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Smith & Wyatt	Very Low 5%	33	724	$290K
Balanced Wealth Group LLC	Typical 28%	127	455	$980K
Plan A Wealth, LLC	Typical 26%	163	637	$650K
Souders Financial Advisors, LLC	Low 18%	231	1,275	$890K
Keidan Financial Consultants LLC	Very High 83%	152	184	$3.1M
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Terril & Company	High 45%	214	471	$1.9M
HCM Wealth Advisors	High 39%	334	850	$1.3M
Unison	Very High 60%	57	95	$20M
Waller Financial Planning Group, Inc.	High 43%	243	570	$1.3M
Invicta Advisors LLC	Very Low 3%	35	1,152	$250K
Shoker Investments	Very High 55%	105	192	$2.6M
Capital Advisors, Ltd., LLC	Very High 56%	597	1,058	$1.2M
Peak Wealth Solutions	Very High 46%	312	676	$1.2M
Allegheny Investments	Low 13%	175	1,360	$470K
Lakeridge Wealth Management LLC	Typical 22%	236	1,076	$670K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Symphony Financial Services, Inc.	Low 12%	71	591	$560K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Creekmur Asset Management, LLC	Low 12%	225	1,897	$420K
John E. Sestina and Company	Typical 22%	179	808	$920K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
The Joseph Group Capital Management	High 41%	338	818	$1.3M
PACE Financial Advisors	Very Low 6%	79	1,240	$290K
Sims Investment Management LLC	Low 13%	67	517	$580K
AdviceOne Advisory Services, LLC	Very High 54%	783	1,449	$1.4M
Galvin, Gaustad & Stein, LLC	Very High 53%	440	831	$1.6M
Capital A Wealth Management	Low 12%	139	1,143	$500K
Wealthquest Corporation	High 36%	571	1,583	$1.4M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Park Capital Management, LLC	Low 16%	87	557	$880K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Lone Peak Advisers	Very Low 6%	50	905	$140K
Ashton Thomas Securities, LLC	Low 13%	301	2,281	$810K
WealthBridge Capital Management, LLC	High 32%	148	457	$1.6M
TSG Advice Partners, LLC	Typical 24%	278	1,152	$740K
Beese Fulmer Private Wealth Management	High 42%	342	810	$2.3M
CoreVision Financial Group	Low 13%	162	1,290	$790K
Security Capital Management	Typical 26%	613	2,357	$570K
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
KMG Fiduciary Partners, LLC	Typical 31%	403	1,301	$1.3M
Discipline Wealth Solutions, Inc.	Low 13%	246	1,919	$370K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
Howard Bailey Securities, LLC	Very Low 5%	83	1,700	$340K
United Advisors America	Very Low 2%	57	2,809	$160K
Redwood Financial Network	High 38%	387	1,012	$260K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Swisher Financial Concepts, Inc.	Low 13%	86	640	$490K
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Center For Wealth Management Advisory	Very Low 8%	54	642	$350K
Croak Capital	Low 12%	90	780	$440K
Commonwealth Financial Services	Low 10%	226	2,216	$440K
Cleveland Wealth, LLC	High 33%	131	396	$1.3M
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Richmond Brothers, Inc.	Low 15%	99	665	$350K
Hackman Financial Group	Typical 29%	196	667	$620K
Altiora Financial Group, LLC	Very High 78%	104	134	$7.3M
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Opus Capital Management	Very High 62%	259	415	$2.2M
W.A. Smith Financial Group	Low 20%	336	1,665	$700K
Consolidated Financial	Low 16%	112	695	$350K
Evergreen Wealth Management, LLC	Very Low 7%	49	704	$350K
B.A. Schrock Wealth Management	Low 13%	89	706	$400K
Munn Wealth Management, LLC	Low 13%	90	714	$320K
Intrepid Financial Planning Group, LLC	Low 15%	212	1,444	$270K
Landing Point Financial Group	Low 13%	100	742	$510K
Demming Financial Services Corp.	Typical 29%	215	751	$900K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Kohmann Bosshard Financial Services, LLC.	Very High 46%	219	475	$2.1M
The Retirement Guys Formula	Very Low 3%	30	1,152	$240K
Whitcomb & Hess, Inc.	Very Low 8%	106	1,337	$330K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Tempo Wealth	Very High 61%	519	853	$940K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
724 Capital, LLC	Typical 22%	271	1,247	$200K
Nectarine	Low 19%	609	3,210	$0
Strategic Wealth Partners, Ltd.	Typical 28%	1,020	3,646	$420K
Bruton Chisnell Advisors, LLC	High 32%	184	577	$700K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Asset Dedication, LLC	High 42%	828	1,986	$1.5M
Fermata Advisors	Typical 25%	693	2,815	$240K
Whitaker-Myers Wealth Managers, Ltd.	Very Low 5%	167	3,422	$230K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Rockport Wealth Advisors	Low 15%	248	1,612	$420K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Meeder Advisory Services, Inc.	Low 20%	717	3,594	$760K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
First Affirmative Financial Network LLC	Very High 56%	1,280	2,275	$390K
StraightLine	Low 11%	265	2,358	$490K
Lineweaver Wealth Advisors	Very Low 8%	176	2,096	$450K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
Financial Management Strategies, Inc.	High 32%	588	1,852	$330K
Aspire Growth Partners LLC	High 34%	320	939	$1.2M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Revisor Wealth Management LLC	Low 17%	537	3,070	$780K
Vantage Financial Group, Inc.	High 33%	818	2,482	$330K
Beacon Financial Advisory LLC	Low 18%	286	1,549	$560K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
Gearhart & Associates	Very Low 7%	212	2,884	$290K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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