HNW client percentage for Team firms serving clients in Oregon

Team firms active in Oregon 175 firms

Very Low 3%-11%

Low 11%-25%

Typical 25%-35%

High 35%-51%

Very High 51%-77%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JDL Advisers	Low 18%	1,376	7,691	$250K
NBC Capital Advisors	High 41%	900	2,183	$330K
Northwest Quadrant Wealth Management	Typical 33%	336	1,004	$570K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Horst & Graben Wealth Management, LLC	Low 17%	217	1,299	$660K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Channel Wealth, LLC	High 43%	842	1,974	$410K
Elite Wealth Management, Inc.	High 37%	174	465	$1.9M
CGC Financial Services	Low 18%	208	1,140	$750K
First Affirmative Financial Network LLC	Very High 56%	1,280	2,275	$390K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Five Talents Financial Management Group LLC	Very Low 5%	47	1,039	$250K
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
West Wealth Group, LLC	Very Low 3%	87	2,736	$220K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Cross Financial Advisors	Typical 30%	548	1,831	$260K
Harfst and Associates, Inc.	Typical 26%	130	499	$1.4M
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
Independent Solutions Wealth Management, LLC	Very Low 6%	268	4,265	$350K
Aspire Capital Advisors LLC	Low 14%	264	1,956	$520K
C2 Private WEalth	Typical 25%	514	2,056	$870K
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Evans Capital Management Associates	Typical 31%	130	422	$1.2M
Cedar Mountain Advisors, LLC	Typical 29%	239	832	$980K
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
TRUE Private Wealth Advisors, LLC	Low 23%	357	1,576	$890K
Redwood Financial Network	High 38%	387	1,012	$260K
von Borstel & Associates	Very High 52%	258	499	$1.4M
Rubicon Advisors	Low 22%	300	1,370	$300K
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
Headwater Investment Consulting,Inc.	Typical 31%	185	588	$840K
EPG Wealth Management LLC	High 49%	570	1,156	$460K
Sittner & Nelson, LLC	High 42%	189	455	$2.1M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Albitz/Miloe and Associates, Inc.	Typical 32%	212	657	$1.2M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
California Financial Advisors	High 44%	666	1,517	$1.5M
PACE Financial Advisors	Very Low 6%	79	1,240	$290K
Willow Creek Wealth Management, Inc.	Very High 55%	561	1,029	$2.1M
Pinnacle Wealth Advisors	Very Low 9%	74	810	$580K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Lifelong Wealth Advisors, Inc.	Low 23%	195	865	$820K
Optima Capital LLC	Low 12%	81	671	$570K
Keudell Morrison Wealth Management, LLC	Low 23%	178	766	$1M
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Cornerstone Securities LLC	Very Low 10%	88	900	$230K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Meyers Wealth Management, LLC	High 41%	325	802	$2.2M
GK Wealth Management LLC	Low 24%	125	525	$490K
Smb Financial Services, Inc.	Low 13%	55	436	$390K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
SPG Advisors LLC	Low 23%	159	692	$770K
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
Price Financial Group Wealth Management, Inc.	Very Low 3%	15	511	$330K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Baker Ellis Asset Management LLC	High 41%	138	334	$3M
Fortitude Financial LLC	Low 17%	69	408	$690K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Human Investing	Low 11%	136	1,267	$720K
Auxier Asset Management	Typical 26%	119	466	$1.1M
SLOY, DAHL & HOLST, LLC	High 37%	165	448	$2M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Wealth Teams Alliance	Very Low 6%	52	812	$270K
Peregrine Asset Advisers, Inc.	Low 12%	51	441	$1.3M
Telos Capital Management, Inc.	High 49%	456	924	$1.7M
Abraham & Co., Inc.	Very Low 10%	35	355	$330K
Momentous Wealth Management, Inc.	Typical 31%	154	492	$740K
First Pacific Financial, Inc.	High 44%	565	1,291	$1.4M
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Maridea Wealth Management	High 47%	725	1,530	$610K
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Asset One Wealth Management, LLC	Low 24%	282	1,170	$800K
Comprehensive Wealth Management	Typical 29%	108	378	$880K
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Capstone Investment Group	Very Low 9%	51	560	$300K
Arrivity Financial Planning	Very Low 0%	—	366	—
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
Etesian Wealth Advisors, Inc.	Very Low 5%	19	415	$1.1M
Bright Lake Wealth Management, LLC	Very Low 4%	14	354	$290K
Investor FAN	Typical 27%	235	874	$900K
Veridan Wealth	High 41%	95	232	$2.9M
Range Financial Group, LLC	Typical 33%	130	400	$1M
Strategic Financial Partners, LTD	Typical 25%	86	340	$940K
The H Group, Inc.	Low 20%	147	735	$710K
Spectrum Strategic Capital Management, LLC	Typical 31%	86	280	$890K
Mainsail Financial Group	Typical 31%	132	424	$940K
Evexia Wealth, LLC	Typical 29%	122	416	$930K
Natural Investments	Low 22%	278	1,242	$1.6M
Go Wealth Management	Very Low 9%	42	457	$270K
Alaska Wealth Advisors	High 50%	332	660	$1.7M
Wealth Advisors NW	High 35%	105	299	$1.2M
Summit Wealth and Retirement Partners	Very High 56%	194	346	$2.8M
Blue Anchor Wealth Advisors, LLC	Low 13%	39	296	$450K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Alliance Advisory & Securities, LLC	Typical 34%	225	663	$1M
EdgeRock Wealth Management	Typical 28%	156	564	$1M
Sapient Private Wealth Management, LLC	Very High 53%	325	609	$2.6M
REDW Wealth LLC	Typical 29%	107	370	$1.1M
CWC Advisors, LLC	Very High 100%	231	231	$860K
CorePath Wealth Partners LLC	Typical 32%	73	230	$1.1M
Clarity Wealth Development, LLC	High 36%	81	226	$920K
Kelsey Financial, LLC	Low 17%	45	269	$640K
Horizons Sustainable Financial Services, Inc.	Typical 33%	101	310	$490K
Impact Investors	Low 24%	52	220	$1.3M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
Mengis Capital Management, Inc.	High 49%	130	263	$2.2M
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Cutler Investment Group	High 39%	366	949	$1M
JGP Wealth Management, LLC	High 49%	379	771	$1.7M
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
Capstone Wealth Management Group, LLC	Typical 28%	83	295	$900K
Roehl & Yi Investment Advisors, LLC	High 38%	175	460	$1.9M
Progressive Investment Management Corporation	Very High 84%	141	167	$4.1M
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Integrity Wealth LLC	High 49%	120	245	$1.2M
One Wealth Advisors, LLC	Very High 61%	246	406	$3M
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Avier Wealth Advisors	High 48%	281	583	$2M
Alpha Zero LLC	Low 21%	87	421	$610K
Ims Capital Management	Low 23%	62	264	$820K
Copper Harbor Investment Advisors, LLC	Very High 53%	120	226	$3.3M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Blue Water Wealth	Very High 54%	218	403	$1.2M
Brickley Wealth Management	High 48%	87	182	$5.2M
Harbour Investment Management L.L.C.	High 44%	78	177	$1.8M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
Riskbridge Advisors, LLC	Low 21%	59	277	$1.6M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
Allium Financial Advisors, LLC	Very High 74%	171	232	$3M
Orca Investment Management, LLC	Low 11%	38	359	$570K
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Blankinship & Foster, LLC	Very High 79%	225	284	$3.2M
Integris Wealth Management, LLC	Very High 67%	231	344	$2.3M
Aerodigm Wealth LLC	Very High 75%	158	212	$5.8M
TPG Financial Advisors, LLC	Typical 32%	176	545	$1.7M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
WESTPARK WEALTH Advisors, Inc.	Low 11%	84	737	$330K
Avise Financial	Typical 28%	47	170	$1M
Opes Wealth Management, LLC	Very High 51%	215	419	$2M
Cordant Wealth Partners	Very High 77%	126	164	$2.3M
BlueDoor Private Wealth, LLC	High 50%	68	135	$2.5M
The Lam Group, Inc.	Very High 100%	54	54	$9M
HFG Advisors, Inc.	Typical 25%	33	133	$850K
Panoramic Capital Partners LLC	Very High 64%	101	159	$2.4M
Hendershott Wealth Management, LLC	High 46%	72	157	$1.9M
Kera Capital Partners	Very High 91%	282	310	$3.8M
Black Diamond Financial, LLC	Very High 65%	218	335	$3.4M
Horizon Wealth	High 47%	76	163	$900K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Maytech Global Investments	Very High 86%	95	111	$4.8M
Fruitful	Very Low 0%	1	351	$72K
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Consilium Wealth Advisory, LLC	Very High 57%	58	102	$3.5M
LRI Investments	High 45%	213	477	$4M
American Northwest Advisory Services L.L.C.	High 38%	36	95	$430K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Maslow Wealth Advisors	Very High 82%	311	381	$6.9M
Palisades Hudson Asset Management, L.P.	Very High 70%	96	138	$8.8M
Capital Synergy Partners	Typical 34%	114	331	$310K
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Ministry Partners Securities, LLC	Typical 34%	43	123	$100K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Prospero Wealth, LLC	Very High 53%	42	80	$1.1M
Investment Research Corp	Very Low 2%	4	163	$310K

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