HNW client percentage for Team firms serving clients in Vermont

Team firms active in Vermont 43 firms

Very Low 3%-25%

Low 25%-33%

Typical 33%-43%

High 43%-63%

Very High 63%-79%

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

Median: 42%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Regal Advisory Services, Inc.	Very Low 17%	45	269	$350K
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
Manchester Capital Management LLC	Very High 73%	153	211	$11M
Revere Wealth Management LLC	Very Low 4%	4	101	$780K
LRI Investments	High 45%	213	477	$4M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
IBN Advisory Services, Inc.	Very Low 3%	5	197	$320K
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
Wellington Shields & Co., LLC	Low 28%	164	580	$860K
Capital Cities Investments	Very Low 13%	64	476	$600K
Kreitler Financial LLC	Very High 63%	109	173	$3.3M
Rose Capital Advisors, LLC	Very High 64%	232	363	$1.7M
Mascoma Wealth Management	Low 29%	122	422	$1.1M
TRG Investment Advisors, LLC	Typical 33%	80	241	$640K
Clean Yield Asset Management	Very High 63%	155	246	$2.2M
Pathway Financial Advisors, LLC	Very High 79%	200	253	$5.7M
M. Kraus & Company	High 60%	131	219	$2.5M
Point Windward Advisors, Inc.	Very Low 17%	48	278	$1.3M
Rock Point Advisors, LLC	Very High 65%	150	232	$2.6M
Hanson & Doremus Investment Management	High 43%	250	584	$1.7M
Kilter Group	Low 29%	119	413	$670K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Prentiss Smith & Company, Inc.	Very Low 3%	10	300	$1.4M
Marble Trail Advisors	High 51%	188	368	$1.6M
Summit Wealth Group LLC	High 50%	223	445	$1.7M
Great Diamond Partners, LLC	High 54%	285	523	$1.5M
Sandy Cove Advisors, LLC	Very High 75%	205	275	$2.5M
Kelleher Financial Advisors, LLC	High 61%	171	279	$4.1M
Wood Wealth Group, LLC	Very Low 4%	14	373	$150K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Elevatus Wealth Management, LLC	Typical 42%	136	326	$1.5M
Bay Colony Advisors	Typical 33%	864	2,650	$530K
ALTA Capital Management LLC	Very Low 24%	288	1,193	$850K
Pearson Financial Services	Very Low 0%	—	500	—
Silverlake Wealth Management LLC	Low 25%	254	1,028	$790K
One Day In July LLC	Low 28%	379	1,351	$980K
Stratton Capital Investment Advisory LLC	Very Low 9%	61	643	$210K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Maple Capital Management, Inc.	Typical 42%	654	1,563	$1.5M
MSA Financial	Typical 36%	474	1,324	$1M
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K

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