HNW client percentage for Team firms serving clients in Texas

Team firms active in Texas 2,814 firms

Very Low 3%-14%

Low 14%-28%

Typical 28%-41%

High 41%-57%

Very High 57%-81%

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

Median: 34%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Invictus Private Wealth, LLC	Very High 59%	271	461	$3.7M
McNamara Financial Services, Inc.	Typical 32%	298	928	$850K
Elite Wealth Management, Inc.	Typical 37%	174	465	$1.9M
Kelly Financial Services LLC	Low 15%	205	1,401	$450K
93 Financial Group, LLC	Low 26%	302	1,175	$770K
StraightLine	Very Low 11%	265	2,358	$490K
Front Street Capital Management, Inc.	Low 17%	203	1,185	$510K
Stonecrop Wealth Advisors, LLC	Typical 39%	464	1,185	$200K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Richard Young Advisors	Low 17%	332	1,940	$610K
Drake & Associates, LLC	Low 19%	645	3,401	$180K
Evergreen Advisors, LLC	Low 27%	130	487	$870K
Channel Wealth, LLC	High 43%	842	1,974	$410K
Tamar Securities, LLC	Very Low 5%	199	4,198	$340K
CovingtonAlsina	Very Low 7%	90	1,236	$230K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Levin Capital Strategies, L.P.	High 53%	132	250	$5.1M
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
Parady Wealth Management	Very Low 1%	12	1,261	$110K
Diligent Investors, LLC	Low 25%	188	761	$670K
DT Investment Partners, LLC	Low 24%	315	1,296	$1.3M
Lineweaver Wealth Advisors	Very Low 8%	176	2,096	$450K
BW & Associates, Inc.	Typical 29%	156	529	$1.3M
CFM Wealth Partners LLC	High 49%	131	267	$3M
Guerra Wealth Advisors	Low 17%	507	2,951	$130K
Copley Financial Group, Inc.	Very Low 0%	9	2,690	$120K
Graybill Wealth Management, Ltd.	Typical 38%	101	269	$1.9M
Weaver Consulting Group, LLC	Typical 35%	376	1,085	$920K
Navigate Private Wealth, LLC	Very Low 11%	216	1,929	$270K
Oasis Advisors	Very Low 1%	27	4,987	$54K
Tradewinds Capital Management, LLC	Very Low 9%	196	2,224	$330K
Reliant Wealth Planning, LLC	Typical 38%	642	1,700	$350K
Valtinson Bruner Financial Planning	Very Low 9%	185	1,985	$360K
SYCAMORE FINANCIAL GROUP	Low 16%	186	1,136	$680K
The Capital Advisory Group Advisory Services, LLC	Very High 72%	1,022	1,424	$360K
Dynamic Financial Group	Low 19%	165	862	$620K
AM Investment Strategies, LLC	Low 24%	140	576	$1.3M
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
O'Rourke & Company, Incorporated	Very High 85%	494	580	$930K
Melia Wealth LLC	Very Low 13%	148	1,163	$480K
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very Low 0%	—	2,334	$33K
Vermillion Wealth Management Inc.	Very Low 6%	81	1,464	$290K
Financial Network Wealth Advisors LLC	Very Low 6%	114	1,764	$260K
Market Investment Group, LLC	Very Low 3%	62	1,814	$230K
Lincoln Capital, LLC	High 53%	639	1,210	$590K
Capital Investment Counsel Inc	Typical 37%	457	1,221	$750K
ACT TWO INVESTORS LLC	Very High 85%	260	306	$2.1M
Investment Advisory Group LLC	Low 18%	275	1,542	$790K
Guardian Wealth Strategies, LLC	Typical 30%	376	1,234	$900K
Financial Management Strategies, Inc.	Typical 32%	588	1,852	$330K
Q3 Asset Management Corporation	Very Low 1%	37	2,780	$140K
Forge Financial	Low 23%	1,057	4,674	$310K
Aspire Growth Partners LLC	Typical 34%	320	939	$1.2M
Origin Investment Advisory LLC	Very Low 0%	—	7,591	$4.6K
Rosel Wealth Management, LLC	High 56%	178	317	$1.9M
Global Assets Advisory, LLC	Very Low 8%	200	2,572	$210K
Horst & Graben Wealth Management, LLC	Low 17%	217	1,299	$660K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Bright Financial Advisors, Inc.	Typical 34%	223	663	$1.1M
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
N.E.W. Advisory Services, LLC	Very Low 11%	535	4,842	$330K
Portfolio Design Labs, LLC	Typical 28%	97	346	$1.6M
McMill CPA and Advisors	Low 25%	1,382	5,574	$110K
Van Leeuwen Retirement & Investment Services	Low 25%	173	700	$780K
Nest Egg	Very Low 0%	—	2,819	$46K
Cardiff Park Advisors	Very High 100%	358	358	$8.2M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Wealthcare Investment Partners LLC	Low 25%	461	1,816	$460K
Tony Walker Financial	Very Low 3%	56	1,828	$200K
Allen Wealth Management, LLC	Low 18%	199	1,099	$600K
Benjamin F. Edwards Wealth Management, LLC	Very Low 1%	14	1,099	$620K
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
Barnes Pettey Financial Advisors, LLC	Typical 31%	945	3,024	$330K
Southern Financial Group, LLC	Typical 31%	352	1,140	$920K
Compass Financial Group, INC	Very Low 10%	276	2,675	$460K
Revisor Wealth Management LLC	Low 17%	537	3,070	$780K
Kozak & Tripp Private Asset Management, Inc.	Low 20%	153	775	$1M
Alexander Labrurerie & Co., Inc.	Low 26%	304	1,184	$520K
Tanager Wealth Management	High 45%	358	801	$1.7M
Weber Asset Management, Inc.	High 42%	169	405	$1.6M
Baltimore-Washington Financial Advisors	Low 17%	872	5,272	$560K
American Financial Advisors, LLC.	Typical 37%	299	816	$1.1M
MTM Financial Group, LLC	Very Low 0%	14	3,273	$230K
Vantage Financial Group, Inc.	Typical 33%	818	2,482	$330K
Wilsey Asset Management Incorporated	Low 18%	156	844	$810K
Catalyst Wealth Management LLC	Very Low 0%	5	9,549	$11K
Weinand Financial, Inc.	Typical 38%	167	437	$1.4M
180 Wealth Advisors, LLC	High 41%	540	1,320	$970K
John A. Wolfe & Associates, Inc.	Typical 39%	175	446	$1.2M
Rudney Associates	High 56%	250	450	$2M
Oliver Capital Management	Low 24%	110	452	$950K
Granite Investment Partners, LLC	Very High 58%	266	462	$2.2M
Miller Tabak Asset Management	Very Low 0%	—	936	$1.3M
Professional Financial Advisors, LLC	Very Low 6%	193	3,314	$150K
Campbell Newman Asset Management Inc	Low 17%	236	1,422	$760K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Axos Invest, Inc	Very Low 0%	—	6,792	$22K
Kiley Juergens Wealth Management, LLC	Low 21%	618	2,937	$590K
Medallion Wealth Advisors, LLC	Very Low 2%	51	2,467	$200K
Financial Concepts	Very Low 12%	310	2,518	$420K
Mariner	Very Low 1%	46	3,537	$780K
NBC Capital Advisors	High 41%	900	2,183	$330K
Bellatore Financial, Inc.	Typical 35%	194	547	$1.1M
Hollow Brook Wealth Management LLC	Very High 84%	459	549	$2.3M
Absolute Capital Management, LLC	Very Low 7%	113	1,663	$220K
Main Street Retirement Planning, LLC	Very Low 9%	145	1,688	$420K
Minneapolis Portfolio Management Group, LLC	Typical 35%	603	1,732	$550K
Hoey Investments, Inc.	Typical 31%	185	589	$1.3M
Jazz Wealth Managers, Inc.	Very Low 1%	37	3,182	$150K
JDL Advisers	Low 18%	1,376	7,691	$250K
Public Advisors LLC	Low 22%	973	4,521	$4.2K
Atlas Capital Management Corp	Very Low 3%	90	3,261	$270K
McGowan Group Asset Management, Inc.	Low 23%	1,112	4,754	$220K
Sgroi Wealth Advisory Group LLC	Very Low 2%	169	7,647	$180K
Estabrook Capital Management LLC	Low 21%	149	697	$1.1M
RSW Investments	Very High 62%	882	1,412	$1.6M
Gearhart & Associates	Very Low 7%	212	2,884	$290K
Retirement Management Systems	Low 18%	553	3,032	$620K
Financial Directions LLC	Very Low 6%	156	2,488	$300K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Fagan Associates Inc	Low 14%	245	1,763	$510K
Tom Johnson Investment Management, LLC	Low 25%	1,333	5,437	$270K

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