HNW client percentage for Team firms serving clients in South Carolina

Team firms active in South Carolina 218 firms

Very Low 3%-12%

Low 12%-22%

Typical 22%-35%

High 35%-49%

Very High 49%-73%

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

Median: 29%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Foundation Wealth & Tax Advisors, LLC	High 35%	33	93	$730K
Investment Research Corp	Very Low 2%	4	163	$310K
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Najarian Family Office, LLC	High 38%	25	66	$1.1M
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
MMA Asset Management LLC	Very High 52%	148	282	$1.2M
Capital Synergy Partners	Typical 34%	114	331	$310K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Sparta Wealth Partners	Very High 75%	117	156	$1.8M
LRI Investments	High 45%	213	477	$4M
Abacus Planning Group, Inc.	Very High 83%	255	307	$6.5M
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Forefront	Low 18%	104	572	$420K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Searcy Financial Services, Inc.	Very High 56%	104	185	$2.3M
Colman Knight Advisory Group, LLC	High 42%	51	122	$1.5M
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Global Investment Advisory	Low 12%	21	182	$390K
Altman Advisors	Very High 57%	105	184	$2.6M
Mclean Asset Management Corp.	Very High 53%	258	486	$1.9M
Chapin Davis Asset Management	Very Low 4%	19	543	$1.2M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Indivisible Partners	Very High 58%	268	460	$3M
Money Advisors, Inc. DBA Century Investment Planning	Low 12%	17	144	$400K
Adaptive Financial Consulting, LLC	High 47%	83	176	$1.6M
Ballast Rock Private Wealth	High 40%	95	235	$1.6M
Belleair Wealth Management, LLC	Low 17%	25	150	$740K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Integris Wealth Management, LLC	Very High 67%	231	344	$2.3M
Stirlingshire Investments	Very High 75%	570	760	$240K
Sensible Money, LLC	Very High 68%	220	324	$2.3M
Morris Financial Concepts, Inc.	High 40%	117	293	$1.8M
Masonboro Advisors	Typical 30%	69	228	$900K
Oak Advisors, LLC	High 42%	69	163	$1.7M
Innovative Advisory Group	Very Low 9%	28	298	$640K
OLIO Financial Planning	High 42%	153	368	$1.6M
Alhambra Investment Management LLC	High 38%	77	202	$1.5M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Clark Asset Management, LLC	Very High 97%	267	275	$4.8M
Colton Groome Financial Advisors, LLC	Very High 52%	180	346	$1.9M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
Koss-Olinger Consulting, LLC.	Very High 58%	378	650	$3.2M
Imperity Wealth Alliance LLC	Very Low 7%	24	363	$370K
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Fidelis Wealth Advisors	High 45%	85	191	$870K
Verity Investment Partners	Very High 58%	264	459	$2.8M
Kooman & Associates	Very High 51%	158	309	$1.7M
Endowment Wealth Management, Inc.	Typical 31%	145	471	$1.1M
Arkos Global Advisors, LLC	High 37%	161	432	$2.4M
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Family Legacy, Inc.	Typical 27%	64	240	$1.2M
Idle Hill Advisors LLC	Typical 29%	57	200	$540K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
Greenwood Capital Associates, LLC	Low 12%	76	660	$1.5M
Rigden Capital Strategies	Low 13%	33	263	$410K
Delta Investment Management, LLC	Low 15%	165	1,099	$780K
Kendall Capital Management	Very High 64%	226	352	$2.1M
Family Wealth Partners, LLC	Typical 23%	60	266	$1.4M
Forthright Capital	Very Low 1%	9	978	$110K
Strathmore Capital Advisors	High 48%	237	493	$1.6M
WebsterRogers Financial Advisors, LLC	Typical 23%	73	315	$1.4M
The Wealth Boutique	Very Low 9%	27	317	$380K
Cannon Advisors	Typical 29%	66	228	$790K
Market Street Wealth Management Advisors, LLC	High 47%	200	422	$1.8M
Visionary Horizons, LLC	Low 15%	98	666	$550K
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
Armstrong Dixon	Very High 54%	158	290	$1.5M
AdaptFirst Investments LLC	Very Low 6%	33	584	$180K
Partners in Financial Planning, LLC	Very Low 9%	37	391	$2.3M
Millstone Financial Group	Typical 23%	67	297	$350K
Graves Light Lenhart	Very High 62%	248	403	$2.6M
Adapt Wealth Advisors, LLC	Typical 33%	149	456	$1M
Brandywine oak Private Wealth LLC	Very High 69%	351	507	$3.1M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
PlanVest Financial, Inc.	Typical 27%	83	307	$570K
MBIA Capital Advisors	Typical 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
Hobbs Group Advisors LLC	High 39%	140	362	$960K
Harvest investment Services, LLC	Low 12%	184	1,500	$410K
Natural Investments	Typical 22%	278	1,242	$1.6M
Prota Financial	Low 13%	85	673	$400K
NobleBridge Wealth	Low 15%	57	372	$580K
AP Wealth Management	Very High 51%	137	269	$1.2M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Precision Wealth Strategies, LLC	Very High 65%	282	436	$1.3M
Dividend Assets Capital, LLC	Low 13%	49	382	$1.2M
Oakbourne Advisors	Typical 22%	95	437	$790K
AMB Wealth, LLC	Low 20%	175	878	$1M
WestPoint Wealth Management, LLC	Very Low 6%	31	495	$210K
Washington Trust Advisors	Very High 51%	400	781	$2.6M
Aspect Partners, LLC	High 45%	126	280	$1.4M
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Bellars Harris Wealth Management	Typical 29%	83	283	$1.7M
Axim Planning & Wealth	Low 12%	33	285	$420K
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Investmark Advisory Group LLC	High 38%	225	598	$1.4M
Trinity Portfolio Advisors, LLC	Low 18%	98	539	$850K
Ellsworth Advisors, LLC	Typical 25%	212	853	$1.6M
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Headland Capital	Low 18%	116	637	$820K
Colonial Trust Advisors, Inc.	High 40%	356	895	$1.8M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Insight Folios	Very Low 6%	73	1,228	$270K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
William Joseph Capital Management, Inc.	Very Low 9%	167	1,879	$370K
Ethos Financial Group, LLC	Typical 22%	382	1,709	$970K
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
MFG Investments, LLC	Low 15%	52	344	$430K
Christy Capital Management, Inc.	Very Low 11%	86	765	$490K
Davinci Financial Designs	Low 13%	44	350	$630K
The Kelly Group	Typical 23%	247	1,087	$960K
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Smallwood Wealth Management	Typical 25%	110	441	$680K
Cookson Peirce Wealth Management	Very Low 8%	130	1,544	$1.4M
Wealth Teams Alliance	Very Low 6%	52	812	$270K
Macro Advisors, Inc.	Very Low 10%	66	669	$530K
Baron Silver Stevens Financial Advisors, LLC	Very High 73%	438	598	$2M
Worth Advisors	Low 13%	57	451	$620K
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Uptick Partners, LLC	Typical 33%	375	1,135	$930K
Oxford Wealth Group, LLC	Very Low 6%	55	913	$360K
BCA Private Wealth, Inc.	High 44%	167	383	$820K
Pinkerton Wealth Partners	Typical 31%	386	1,233	$1.1M
Fairvoy Private Wealth, LLC	High 40%	185	463	$1.3M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
Apollon Financial, LLC	Typical 34%	429	1,256	$1.2M
Ables, Iannone, Moore & Associates, Inc.	Low 21%	83	395	$640K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Redwood Wealth Management, LLC	Very High 51%	123	243	$3.4M
Means Wealth Management	Typical 30%	394	1,302	$1.1M
Horizon Financial	Low 16%	120	734	$700K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
Cornerstone Wealth	Low 13%	319	2,373	$1M
Boldin Advisors	Very High 63%	516	821	$0
Wealthshield Partners, LLC	Typical 25%	287	1,156	$1.1M
Washington Avenue Advisors	Low 13%	83	662	$460K
MTM Investment Management, LLC	Very High 57%	238	414	$1.6M
LifeTyme Financial Advisors, LLC	Very Low 0%	—	502	—
Sound View Wealth Advisors Group, LLC	Very High 49%	455	927	$2.4M
Romano Wealth Management	Very High 51%	478	934	$1.5M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Abich Financial Wealth Management, LLC	Typical 23%	117	517	$760K
Foster Victor	High 45%	734	1,638	$1.6M
Curran Financial Partners, LLC	Very Low 9%	115	1,314	$500K
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
Eagle Wealth Management Group Inc.	Typical 29%	129	452	$770K
Skinner, Copper & Ehmen Wealth Management, LLC	Typical 28%	155	549	$1.1M
Ruedi Wealth Management, Inc.	Typical 27%	126	461	$1M
Burkett Financial Services, LLC	High 41%	197	476	$1.2M
Burgess Investment Group, LLC	Very Low 9%	78	862	$170K
Wilson Wealth Management Group, L. L. C.	Very Low 3%	12	480	$100K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Charter Oak Capital Management	Typical 33%	456	1,389	$1.1M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Freedom Day Solutions, LLC	High 40%	170	421	$1.5M
Linden Thomas Advisory Services, LLC	Typical 34%	432	1,268	$1.3M
BNA Wealth	Very High 73%	388	534	$1.1M
First Financial Coaching, Inc.	Low 12%	186	1,500	$440K
Hilton Head Capital Partners, LLC	Low 15%	95	646	$600K
Sykon Capital LLC	Very High 60%	390	647	$510K
Anchor Investment Management	Typical 31%	239	763	$1.8M
CCM Investment Advisers, LLC	Low 16%	137	873	$1.1M
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Magnus Financial Group LLC	Typical 34%	375	1,114	$1.9M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Core Advisory Group	Typical 23%	268	1,141	$290K
Moldenhauer & Associates	Low 20%	232	1,152	$660K
EPG Wealth Management LLC	Very High 49%	570	1,156	$460K
SFG Wealth Management	High 47%	554	1,173	$600K
Security Capital Management	Typical 26%	613	2,357	$570K
Resolute Capital, LLC	Very Low 6%	63	1,107	$270K
Alexander Investment Services Co.	Very Low 10%	123	1,240	$390K
Redwood Financial Network	High 38%	387	1,012	$260K
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Wealth Management Advisors, LLC	Typical 29%	205	698	$740K
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Global View Investment Advisors, LLC	High 37%	219	585	$950K
Compass Financial Advisory Services, LLC	High 35%	362	1,031	$510K
Vision Retirement	High 41%	451	1,106	$560K
The Retirement Guys Formula	Very Low 3%	30	1,152	$240K
Spirepoint Private Client, LLC	Very High 70%	930	1,321	$920K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Sanchez Wealth Management Group, LLC	Typical 32%	172	538	$1M
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
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
Harvest Investment Consultants LLC	Typical 24%	247	1,015	$510K
Capital Advisers, Inc.	Very Low 10%	60	610	$770K
Coquina Private Wealth Advisors	High 44%	651	1,488	$270K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Richard Young Advisors	Low 17%	332	1,940	$610K
Capital Investment Counsel Inc	High 37%	457	1,221	$750K
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Laurel Oak Wealth Management, LLC	Very High 53%	2,477	4,640	$290K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Benjamin F. Edwards Wealth Management, LLC	Very Low 1%	14	1,099	$620K
JDL Advisers	Low 18%	1,376	7,691	$250K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790

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