HNW client percentage for Team firms serving clients in Tennessee

Team firms active in Tennessee 185 firms

Very Low 3%-14%

Low 14%-21%

Typical 21%-38%

High 38%-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
Barnes Pettey Financial Advisors, LLC	Typical 31%	945	3,024	$330K
AM Investment Strategies, LLC	Typical 24%	140	576	$1.3M
Patten and Patten, Inc.	Very High 71%	596	841	$2.4M
Oasis Advisors	Very Low 1%	27	4,987	$54K
Evergreen Advisors, LLC	Typical 27%	130	487	$870K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Jacksonville Wealth Management	Very High 51%	517	1,020	$520K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Rooted Wealth Advisors	Very Low 7%	105	1,605	$250K
Adk Wealth Advisory Group	High 45%	540	1,195	$640K
Vestia Personal Wealth Advisors	Very High 78%	3,105	3,970	$260K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Nectarine	Low 19%	609	3,210	$0
MCCAY WEALTH ADVISORY LLC	High 39%	331	859	$500K
Key Capital Management, Inc.	Very Low 3%	69	2,006	$190K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Carter Financial Group, Inc.	Very Low 6%	49	826	$450K
Wealth Preservation Advisors, LLC	Typical 33%	108	330	$1.8M
SageGuard Financial Group, LLC	Very Low 5%	131	2,469	$310K
Southern Capital Advisors, LLC	Low 20%	159	812	$770K
KPP Advisory Services LLC	Very Low 8%	318	3,995	$310K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
Alliance Wealth Management Partners LLC	Low 16%	112	706	$310K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Values First Advisors, Inc.	Very Low 8%	73	967	$220K
12 Th Street Asset Management	Very High 100%	517	517	$510K
Goldstone Financial Group, LLC	Very Low 12%	208	1,675	$630K
Patriot Investment Management Group Inc	Typical 22%	328	1,518	$1.1M
Steel Grove Capital Advisors, LLC	Very High 96%	831	867	$1.8M
Brogan Financial	Typical 21%	159	741	$770K
United Advisors America	Very Low 2%	57	2,809	$160K
Beacon Capital Management, LLC	Low 15%	316	2,064	$610K
LBMC Investment Advisors, LLC	Very High 59%	285	485	$4.5M
Discipline Wealth Solutions, Inc.	Very Low 13%	246	1,919	$370K
Antolino Wealth Advisors	Low 20%	189	944	$1.5M
BCS Wealth Management, LLC	Typical 25%	202	824	$1.1M
CoreVision Financial Group	Very Low 13%	162	1,290	$790K
CapWealth Advisors, LLC	Typical 26%	366	1,407	$1.4M
OneAscent Wealth Management	Low 14%	126	916	$500K
LifeSteps Financial	Low 15%	97	669	$640K
SLP Wealth	Very Low 1%	16	1,657	$38K
TVAMP, LLC	Low 14%	355	2,516	$460K
First Financial Coaching, Inc.	Very Low 12%	186	1,500	$440K
WMG Financial Advisors, LLC	Very Low 7%	104	1,589	$290K
Landaas & Company	Typical 34%	617	1,800	$1.1M
HHM Wealth Advisors, LLC	Typical 30%	352	1,180	$1.2M
Wilson Wealth Management Group, L. L. C.	Very Low 3%	12	480	$100K
Cahill Financial Advisors, Inc.	High 49%	541	1,109	$1.6M
Skinner, Copper & Ehmen Wealth Management, LLC	Typical 28%	155	549	$1.1M
Legacy Wealth Management, LLC	High 46%	674	1,460	$1.6M
Waddell & Associates, LLC	Typical 31%	306	1,001	$2.2M
Delta Asset Management, LLC	High 44%	240	543	$2.6M
TCP Asset Management, LLC	Very Low 13%	287	2,221	$530K
Innovative Advisory Partners, LLC	Very Low 12%	52	442	$800K
Bradford Financial Center	Low 15%	102	699	$330K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
Summit Asset Management LLC	High 39%	200	515	$1.9M
Apex Strategic Wealth, LLC	Low 20%	118	597	$480K
Research Financial Strategies	Low 18%	93	511	$470K
Beam Wealth Advisors, Inc.	Low 20%	445	2,207	$630K
ValueWealth Services, LLC	Typical 27%	115	420	$760K
Oath Planning, LLC	Very Low 12%	58	502	$570K
Caldwell Advisors, LLC	High 50%	250	499	$680K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
Kimery Wealth Management, LLC	Typical 36%	170	471	$1.2M
TBH Global Asset Management, LLC	High 43%	431	1,002	$1.4M
National Wealth Management Group, LLC	Very Low 10%	134	1,308	$400K
Applied Capital LLC	Low 14%	94	687	$520K
Knox Wealth Partners Advisory	Very Low 13%	69	525	$520K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Cypress Capital, LLC	Low 16%	107	657	$640K
MPM Wealth Advisors	Typical 31%	337	1,094	$900K
Pathview Wealth Advisors	Typical 37%	133	362	$1.6M
Rothschild Investment	High 44%	525	1,191	$2.2M
Auxan Capital Advisors, LLC	Very Low 3%	14	559	$150K
Guardian Wealth Management, LLC	Typical 35%	122	348	$1.2M
Compass Ion Advisors, LLC	Typical 28%	333	1,177	$1.2M
Private Wealth Management, Inc.	Very High 65%	85	131	$6.3M
Abound Wealth Management, LLC	Very High 70%	640	914	$2.1M
Provident Wealth Management, LLC	Very High 54%	175	323	$2.3M
Capital Square, LLC	Low 17%	117	704	$610K
The Patten Group, Inc.	Typical 37%	165	447	$1.5M
Capstone Financial Advisors Inc	Typical 35%	376	1,068	$2.7M
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Southern Capital Services Inc	Very Low 11%	42	373	$480K
Pgi Wealth Management	High 39%	193	497	$1.8M
United Capital Management of Kansas, Inc.	Low 20%	316	1,602	$500K
SmartPath Advisors	Very Low 0%	—	369	—
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
The Wealth Group Austin B. Colby & Associates	High 47%	277	591	$1.2M
Proffitt & Goodson Inc.	Very High 58%	170	293	$2.6M
CAP Partners, LLC	Low 15%	58	399	$640K
Blue Ridge Wealth Planners	Very Low 9%	69	790	$450K
25 Financial	High 50%	250	505	$1.1M
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Resolute Wealth Strategies, LLC	High 48%	135	279	$1.3M
Formidable Asset management, LLC	Typical 23%	203	877	$980K
Rather & Kittrell, Inc.	High 38%	369	982	$1.3M
TRU Independence Asset Management 2, LLC	Very High 82%	216	263	$590K
Cahaba Wealth Management, Inc.	High 49%	437	888	$2.2M
Bellwether Investment Group, LLC	Very Low 13%	42	313	$490K
McDonald Partners LLC	Typical 26%	293	1,131	$860K
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
The Institute	Typical 24%	191	803	$1.7M
Pioneer Wealth Management Group	Very Low 9%	46	499	$800K
TD Capital Management LLC	Very High 56%	250	445	$2.8M
RPG Family Wealth Advisory, LLC	Typical 25%	133	537	$1.2M
Wright Wealth LLC	Low 20%	48	240	$780K
Visionary Horizons, LLC	Low 15%	98	666	$550K
Hill Investment Group	Very High 55%	208	380	$2.9M
LeConte Wealth Management, LLC	Typical 23%	78	332	$1M
REDW Wealth LLC	Typical 29%	107	370	$1.1M
Impact Capital Partners LLC	Very High 77%	177	230	$2.7M
Decker Wealth Management, LLC	High 43%	139	320	$1.7M
Envision Financial Planning, LLC	High 46%	123	268	$1.4M
PYA Waltman Capital, LLC	High 48%	192	398	$1.7M
HS Wealth Partners	Typical 36%	96	265	$1.6M
Kelman Lazarov Inc	Very High 56%	323	574	$1.5M
S.E.E.D. Planning Group, LLC	Typical 24%	182	748	$740K
Seven Springs Wealth Group	Very High 52%	201	384	$3.3M
Union Capital Company	Very Low 6%	26	414	$360K
Vertrix Wealth Management, LLC	Typical 37%	103	281	$980K
Parkwoods Wealth Partners, LLC	Typical 33%	233	717	$1.2M
Vanguard Capital	Typical 26%	52	199	$960K
Woodmont Investment Counsel, LLC	Very High 77%	335	437	$4.1M
Navigate Wealth Management, LLC	High 48%	131	271	$1.5M
Sycamore Financial Advisors, Inc.	Very Low 1%	2	192	$520K
Insight Strategic Wealth LLC	Very High 52%	137	262	$1.5M
Capital Markets IQ, LLC	Very Low 13%	91	698	$520K
MPWM Advisory Solutions LLC	Very Low 13%	76	573	$540K
Tranquility Partners, LLC	High 41%	100	243	$3.6M
Patton Albertson Miller Group, LLC	Very High 60%	369	611	$2.5M
Alhambra Investment Management LLC	High 38%	77	202	$1.5M
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
OLIO Financial Planning	High 42%	153	368	$1.6M
Aurelius Family Office, LLC	Very High 51%	84	165	$1.8M
One Wealth Map, LLC	Typical 31%	70	223	$1.3M
Inscription Capital, LLC	Typical 34%	141	414	$4.5M
Craft Wealth Services	Low 15%	34	222	$530K
Strategic Advisory Services	Low 15%	39	252	$740K
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Oakworth Asset Management, LLC	Typical 31%	166	539	$1.3M
Silverleafe Capital Partners, LLC	High 49%	87	179	$2.5M
Defining Wealth	Typical 31%	56	178	$280K
FCG Investment Company	Low 17%	50	294	$980K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Cogentblue	High 39%	44	112	$4.2M
1 St Discount Brokerage, Inc.	High 38%	83	216	$590K
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
Cabin Advisors, LLC	Typical 30%	112	368	$490K
Global Investment Advisory	Very Low 12%	21	182	$390K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
HMS Investment Advisors	High 41%	63	153	$1.6M
Brown Edwards Wealth Strategies	Typical 37%	74	200	$1.5M
Laffer Tengler Investments, Inc.	High 40%	98	243	$2.4M
Sage Rhino Capital LLC	Very High 72%	139	192	$4.5M
Acumen Wealth Advisors, LLC	Very High 51%	144	280	$1.9M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Forefront	Low 18%	104	572	$420K
Aletheian Wealth Advisors LLC	Very High 66%	69	105	$3.9M
AAN Wealth Advisors LLC	Typical 25%	57	229	$570K
Creative Investment Group	Typical 35%	50	144	$1.5M
Family WMS, LLC	Very High 64%	39	61	$9.4M
Morling Financial Advisors, LLC	Very High 77%	256	333	$2.8M
API Financial Advisors, LLC	Very Low 4%	10	227	$370K
Altitude Capital Management LLC	Typical 26%	128	488	$210K
Gambit Capital Management, LLC	High 46%	49	107	$1.5M
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
QM Advisors LLC	High 41%	63	154	$700K
Acrylic Financial, Inc.	Very Low 9%	29	307	$210K
Searle & Co.	Very High 94%	119	126	$5M
Coordinated Capital Securities, Inc.	Low 17%	43	248	$640K
Ministry Partners Securities, LLC	Typical 34%	43	123	$100K
Blue Jasper Capital LLC	Very Low 7%	5	73	$270K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Fielder Capital Group LLC	Very High 88%	99	112	$9.1M
EPI Financial Group	Very Low 0%	—	65	$130K
Regal Advisory Services, Inc.	Low 17%	45	269	$350K
Q3 Advisors, LLC	Very Low 0%	—	224	—
Planrock Wealth Strategies, LLC	Typical 31%	16	51	$1.1M
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Atlas	Low 15%	7	47	$3.2M
Crescent Wealth Advisory, LLC	Very High 52%	24	46	$2M
Partners Capital, LLC	Typical 36%	15	42	$710K

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