HNW client percentage for Team firms serving clients in South Dakota

Team firms active in South Dakota 33 firms
Very Low 3%-5%
Low 5%-9%
Typical 9%-22%
High 22%-49%
Very High 49%-60%
5th 20th 40th 60th 80th 95th

Median: 16%

Firm
HNW client %
HNW Clients
Clients
AUM/client
Compass Financial Group, INC logo Compass Financial Group, INC
Typical 10%
276
2,675
$460K
Euro Pacific Asset Management, LLC logo Euro Pacific Asset Management, LLC
Very Low 3%
124
3,587
$280K
Hahn Financial Group logo Hahn Financial Group
Very Low 3%
52
1,846
$99K
Cedar Cove Wealth Partners logo Cedar Cove Wealth Partners
High 43%
881
2,036
$220K
Big Sioux Wealth Management logo Big Sioux Wealth Management
High 29%
246
843
$270K
Sutterfield Financial Group, Inc. logo Sutterfield Financial Group, Inc.
Low 5%
45
989
$180K
Alternative Investment Advisors, LLC logo Alternative Investment Advisors, LLC
Low 5%
69
1,418
$260K
Navellier & Associates Inc logo Navellier & Associates Inc
Very High 97%
1,205
1,242
$870K
Marquette Wealth Management logo Marquette Wealth Management
Very High 51%
115
224
$3.5M
ALTA Capital Management LLC logo ALTA Capital Management LLC
High 24%
288
1,193
$850K
FSB Premier Wealth Management, Inc. logo FSB Premier Wealth Management, Inc.
Typical 13%
116
894
$470K
Phillips and Company Advisors LLC logo Phillips and Company Advisors LLC
Typical 16%
176
1,110
$1.7M
RIA Advisory Group, LLC logo RIA Advisory Group, LLC
Low 5%
101
1,968
$280K
ELE Advisory Services, Inc logo ELE Advisory Services, Inc
Very Low 2%
19
1,143
$120K
TCFG Investment Advisors, LLC logo TCFG Investment Advisors, LLC
Very Low 3%
73
2,334
$270K
Abundo Wealth logo Abundo Wealth
Very Low 0%
695
Brady Martz Wealth Solutions, LLC logo Brady Martz Wealth Solutions, LLC
High 31%
134
439
$1.8M
Elysium Wealth Management, LLC logo Elysium Wealth Management, LLC
Typical 19%
143
765
$460K
Alterna Wealth Management, Inc. logo Alterna Wealth Management, Inc.
Very High 55%
633
1,151
$860K
Columbia Advisory Partners, LLC logo Columbia Advisory Partners, LLC
High 29%
185
630
$470K
Oakwood Capital, Inc. logo Oakwood Capital, Inc.
High 30%
181
608
$430K
Colliers Securities LLC logo Colliers Securities LLC
Typical 9%
76
811
$340K
Elgethun Capital Management logo Elgethun Capital Management
Very High 60%
177
294
$3.5M
Parsonex Advisory Services, Inc. logo Parsonex Advisory Services, Inc.
Typical 18%
60
330
$720K
Aspen Private Advisors, LLC logo Aspen Private Advisors, LLC
Very High 49%
61
125
$1.6M
Intercarolina Financial Services, Inc. logo Intercarolina Financial Services, Inc.
Low 5%
13
271
$320K
Tushaus Wealth Management logo Tushaus Wealth Management
High 27%
33
122
$610K
Savvi Financial LLC logo Savvi Financial LLC
Typical 9%
12
135
$330K
Blue Line Capital logo Blue Line Capital
Typical 20%
24
121
$860K
KFG, LLC logo KFG, LLC
Very High 54%
54
100
$1.8M
Gambit Capital Management, LLC logo Gambit Capital Management, LLC
High 46%
49
107
$1.5M
Sanders Morris LLC logo Sanders Morris LLC
Typical 17%
21
127
$4.5M
Q3 Advisors, LLC logo Q3 Advisors, LLC
Very Low 0%
224
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