HNW client percentage for Team firms serving clients in Rhode Island

Team firms active in Rhode Island 63 firms

Very Low 6%-19%

Low 19%-32%

Typical 32%-51%

High 51%-58%

Very High 58%-75%

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

Median: 46%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Clarendon Private LLC	Very High 85%	39	46	$4.1M
Vision Investment Advisors, LLC	Typical 43%	54	127	$1.1M
Timber Creek Capital Management, LLC	Very High 78%	36	46	$14M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
Canton Hathaway LLC	Very High 80%	67	84	$7.3M
Seabridge Investment Advisors LLC	Very High 66%	123	185	$2.7M
Single Point Partners	Very High 70%	136	195	$3.3M
LRI Investments	Typical 45%	213	477	$4M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Astoria Strategic Wealth, Inc.	Very High 70%	122	175	$2.7M
Ncu Investment Solutions	Low 20%	30	153	$670K
1 St Discount Brokerage, Inc.	Typical 38%	83	216	$590K
Brown, Lisle/Cummings, Inc.	Typical 47%	107	226	$2.1M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
WhaleRock Point Partners, LLC	High 57%	75	131	$5M
Aurelius Family Office, LLC	High 51%	84	165	$1.8M
Apforia	Very Low 15%	56	368	$270K
Keenan Financial	Very Low 6%	43	751	$270K
MD Financial Advisors / Vestment Financial	Typical 41%	198	478	$640K
Forthright Capital	Very Low 1%	9	978	$110K
AAF Wealth Management, LLC	High 52%	140	271	$2.1M
MariPau Wealth Management LLC	Very Low 6%	68	1,064	$340K
Barry Investment Advisors, LLC	Typical 47%	182	391	$2.1M
Parsons Capital Management Inc	High 55%	381	695	$3.1M
Baldwin Wealth Partners, LLC	Typical 50%	366	738	$2.9M
SK Wealth Management, LLC	High 56%	179	319	$2M
Capital Wealth Management, LLC	Very High 70%	423	603	$1.3M
Washington Trust Advisors	High 51%	400	781	$2.6M
Beck Bode LLC	Very Low 18%	174	968	$680K
Fox Hill Wealth Management	Low 20%	79	405	$710K
Transcend Capital Advisors, LLC	Typical 42%	450	1,073	$2.5M
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Claro Advisors Inc.	Typical 33%	362	1,092	$1.1M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Abundo Wealth	Very Low 0%	—	695	—
William Mack & Associates Inc	Low 27%	260	952	$1.1M
Brave Family Advisors	Low 28%	93	327	$1.9M
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Pension & Wealth Management Advisors	Low 21%	105	493	$920K
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
Aurora Private Wealth, INC.	Very Low 5%	81	1,508	$250K
Dock Street Asset Management Inc.	High 51%	90	177	$6.1M
Unison	Very High 60%	57	95	$20M
Axis Wealth Partners, LLC	Very Low 13%	98	781	$480K
Wealth Management Resources, Inc.	Very Low 12%	69	590	$600K
Armstrong Advisory Group Inc.	Typical 50%	741	1,489	$1.1M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Young Richard C & Co Ltd	Very High 63%	505	798	$2.2M
Pearson Financial Services	Very Low 0%	—	500	—
Mcguire Wealth Management	Very High 58%	175	302	$3.4M
Newman Dignan & Sheerar, Inc.	Typical 48%	249	518	$1.3M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Compass Capital Corporation	Very Low 10%	136	1,367	$480K
StrategicPoint Investment Advisors LLC	Typical 43%	305	706	$1.3M
Professional Planning Group	Low 30%	378	1,281	$1M
Sowa Financial Group	Low 27%	153	572	$900K
Barrett & Company	Low 24%	139	576	$840K
Byrne Financial Freedom, LLC	Typical 40%	378	956	$560K
Whitener Capital Management, Inc	Low 30%	237	800	$660K
Kelly Financial Services LLC	Very Low 15%	205	1,401	$450K
Blue Fin Capital, Inc.	Very High 60%	402	668	$1.1M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Wealthcare Investment Partners LLC	Low 25%	461	1,816	$460K

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