HNW client percentage for Team firms serving clients in Utah

Team firms active in Utah 157 firms

Very Low 1%-7%

Low 7%-18%

Typical 18%-27%

High 27%-37%

Very High 37%-60%

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

Median: 22%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JDL Advisers	Typical 18%	1,376	7,691	$250K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Wilsey Asset Management Incorporated	Typical 18%	156	844	$810K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Global Assets Advisory, LLC	Low 8%	200	2,572	$210K
Financial Network Wealth Advisors LLC	Very Low 6%	114	1,764	$260K
Oasis Advisors	Very Low 1%	27	4,987	$54K
Navigate Private Wealth, LLC	Low 11%	216	1,929	$270K
Iron Gate Global Advisors	High 30%	536	1,760	$630K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Chatterton & Associates	Typical 26%	397	1,542	$860K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Fermata Advisors	Typical 25%	693	2,815	$240K
Strategic Planning Group	Typical 22%	342	1,582	$560K
Sand Creek Capital, LLC	High 33%	312	939	$400K
Ascend Investment Partners	Typical 20%	183	931	$670K
Ignite Planners LLC	Low 10%	450	4,605	$240K
Integrated Capital Management, Inc.	Very Low 1%	10	882	$170K
American Wealth Management	Typical 23%	200	873	$840K
Total Investment Management, Inc.	High 34%	406	1,184	$1.1M
Drucker Wealth	Very High 46%	333	721	$1.1M
Driven Investments LLC	Very Low 1%	15	1,192	$200K
Parkshore Wealth Management	High 30%	154	522	$980K
Smedley Financial Services Inc	Low 9%	72	774	$440K
Berthel Fisher & Company Financial Services, Inc.	Very Low 1%	45	3,323	$270K
Openair Financial, LLC	Typical 19%	160	860	$370K
Physician Wealth Advisors, Inc.	High 34%	371	1,088	$1.2M
Roseman Wagner Wealth Management	Very High 47%	273	580	$2.2M
Lone Peak Advisers	Very Low 6%	50	905	$140K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
MSH Capital Advisors LLC	Low 8%	183	2,257	$440K
Oak Lane Advisors	High 29%	259	898	$420K
Peterson Wealth Services Inc.	Low 12%	54	445	$1.1M
Teton Wealth Group LLC	Very Low 0%	1	828	$240K
M2 Financial LLC	Very Low 1%	7	514	$160K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
WT Wealth Management, LLC	Low 9%	105	1,133	$360K
Cyr Financial Inc.	Low 10%	46	472	$380K
Tencap Wealth Coaching	Low 7%	55	736	$370K
Windsor Capital Management, LLC	Very High 40%	183	458	$1.4M
My Prosper Team	Low 10%	44	438	$130K
Aegis Wealth Management, Inc.	Very Low 1%	16	2,350	$92K
Andrew Garrett, Inc.	Very High 45%	504	1,118	$390K
Alliance Wealth Advisors, LLC	Typical 18%	139	770	$720K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Navalign, LLC	High 35%	241	680	$980K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Beam Wealth Advisors, Inc.	Typical 20%	445	2,207	$630K
TrueNorth Wealth	High 31%	259	843	$1.3M
Regatta Capital Group, LLC	Very High 43%	471	1,088	$1.2M
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Refined Wealth Management	Low 17%	71	408	$520K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Pinkerton Wealth Partners	High 31%	386	1,233	$1.1M
Cadinha & Co LLC	Very High 47%	287	606	$1.7M
Dentist Advisors	Typical 22%	167	752	$640K
BetterWealth LLC	Very High 58%	215	373	$1.7M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Compass Wealth Management LLC	Very High 42%	153	367	$1.8M
Andina Advisors	High 35%	223	632	$1.5M
Decker Retirement Planning Inc.	Low 7%	54	767	$470K
Matrix Private Capital Group	Very High 60%	124	208	$2.2M
Adams Wealth Advisors	Typical 19%	134	691	$700K
Madrona Financial & CPAs	Very High 41%	281	689	$980K
LPG Capital Management	Low 17%	58	340	$320K
New Millennium Group	Very Low 4%	37	881	$280K
Drive Wealth Advisers	High 31%	329	1,073	$1.4M
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Financial Management Network Inc	High 33%	460	1,379	$1.1M
Diamond Wealth Management, LLC	Very High 42%	164	391	$540K
Asset One Wealth Management, LLC	Typical 24%	282	1,170	$800K
Insight Folios	Very Low 6%	73	1,228	$270K
Bangerter Financial Services, Inc.	Low 11%	35	317	$210K
Abundo Wealth	Very Low 0%	—	695	—
Victrix Investment Advisors	Typical 21%	93	435	$780K
Net Worth Advisory Group, LLC	High 31%	268	862	$970K
Coign Capital Advisors LLC	Very High 41%	175	427	$860K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
DAI Wealth, LLC	Very High 44%	643	1,466	$200K
Investor FAN	High 27%	235	874	$900K
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
The Norden Group LLC	Typical 23%	295	1,271	$1.4M
Wealth Management CPAs, LLC	Low 15%	59	395	$830K
Sovereign Financial Group, Inc.	Typical 22%	282	1,288	$830K
Rademacher Financial, Inc.	Low 13%	44	330	$570K
Ashworth Wealth, LLC	High 29%	78	270	$1M
Three Seasons Wealth	Very High 37%	137	372	$3.3M
Gallacher Capital Management, LLC	Typical 23%	119	513	$1M
Interwise	Very High 49%	149	307	$1M
Elysium Wealth Management, LLC	Typical 19%	143	765	$460K
Hudson Value Partners, LLC	Very High 59%	119	203	$3.3M
Peterson Wealth Advisors, LLC	High 34%	224	653	$1.2M
Doceo Wealth, LLC	Very High 65%	196	300	$820K
Soulence Wealth Management	Very Low 5%	20	393	$240K
RPG Family Wealth Advisory, LLC	Typical 25%	133	537	$1.2M
Stepp & Rothwell Inc	Very High 81%	274	339	$3.1M
Elevated Capital Advisors, LLC	Low 13%	128	1,006	$490K
Secure Investment Management, LLC	Very Low 0%	4	942	$46K
Promontory Financial Planning, LLC	Low 12%	65	565	$560K
Statera Wealth Management	Typical 23%	53	230	$800K
Squire Wealth Advisors	Very High 37%	197	539	$800K
Forthright Capital	Very Low 1%	9	978	$110K
JGP Wealth Management, LLC	Very High 49%	379	771	$1.7M
Nilsine Partners, LLC	Very High 51%	277	540	$2.8M
Narus Financial Partners, LLC	High 34%	69	203	$2.5M
Peace of Mind Wealth Management	Very High 46%	150	324	$870K
Fortress Private Ledger, LLC	Low 14%	98	681	$690K
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
Jacobsen Capital Management	Very High 63%	72	115	$4.8M
Everspire	Very Low 6%	51	803	$310K
Fidelis Wealth Advisors	Very High 45%	85	191	$870K
Harold Dance Investments	Low 7%	21	302	$510K
Arista Wealth Management, LLC	Very High 43%	161	377	$2.6M
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Jacobson & Schmitt Advisors, LLC	High 32%	138	437	$1.4M
Econologics Financial Advisors	Very High 54%	157	291	$570K
Albion Financial Group	Very High 37%	265	722	$2.7M
Private Advisory	Very High 42%	284	678	$2.4M
One Wealth Map, LLC	High 31%	70	223	$1.3M
Private Client Advisor Group, LLC	High 27%	52	190	$580K
Anchor Bay Capital, Inc.	Typical 24%	45	187	$1.3M
Wealth Foundations Partners, LLC	Low 8%	26	311	$300K
Aerodigm Wealth LLC	Very High 75%	158	212	$5.8M
West Ridge Advisors	Low 15%	55	361	$510K
Lifetime Financial, Inc.	Low 8%	19	237	$240K
Argos Wealth Advisors LLC	Typical 19%	45	234	$4.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Blue Barn Wealth	Typical 20%	46	226	$1.3M
Parsonex Advisory Services, Inc.	Typical 18%	60	330	$720K
Dutch Asset Corporation	High 27%	60	219	$780K
Keeler Thomas Management LLC	Very High 42%	56	132	$2.3M
Feltl Advisors	Very Low 0%	—	395	$390K
Cabin Advisors, LLC	High 30%	112	368	$490K
Kera Capital Partners	Very High 91%	282	310	$3.8M
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Beacon Financial Planning, LLC	Low 14%	18	126	$490K
SimplyRIA Advisor Network	Low 8%	46	602	$350K
Solidarity Wealth, LLC	Very High 80%	175	218	$3.2M
Avalan, LLC	Very High 46%	121	265	$1.6M
Black Diamond Financial, LLC	Very High 65%	218	335	$3.4M
Searcy Financial Services, Inc.	Very High 56%	104	185	$2.3M
Savvi Financial LLC	Low 9%	12	135	$330K
Fort Point Capital Partners LLC	Very High 80%	346	431	$5.7M
Forefront	Typical 18%	104	572	$420K
LRI Investments	Very High 45%	213	477	$4M
PracticeCFO Investments	Very High 60%	126	211	$800K
DMK Advisor Group, Inc.	High 28%	82	298	$280K
North Capital	High 27%	51	170	$1.4M
AMC Wealth Management, LLC	Very Low 0%	—	101	$740K
Sanders Morris LLC	Low 17%	21	127	$4.5M
7Two	Very High 78%	42	54	$3.2M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Hurley Investments, LLC	Typical 25%	14	56	$540K
Cynosure Portfolio Advisors LLC	Very Low 0%	—	48	$120K
Exponent Wealth LLC	Very High 64%	16	25	$1.3M
Ocean Path Advisors, LLC	—	—	—	—

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