HNW client percentage for Team firms serving clients in Virginia

Team firms active in Virginia 339 firms

Very Low 2%-16%

Low 16%-28%

Typical 28%-45%

High 45%-58%

Very High 58%-81%

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

Median: 38%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
Sun Global LLC	High 45%	5	11	$420K
Monument Advisers	Low 19%	5	27	$200K
Lexington Hill Partners, LLC	Very High 95%	53	56	$4.7M
Paraklete Financial, Inc.	Very High 80%	55	69	$0
Foundation Wealth & Tax Advisors, LLC	Typical 35%	33	93	$730K
Q3 Advisors, LLC	Very Low 0%	—	224	—
Investment Research Corp	Very Low 2%	4	163	$310K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Acima Private Wealth LLC	Very High 61%	36	59	$7M
Henley & Company Wealth Management LLC	Typical 35%	22	63	$1.3M
Barrett Capital Management,LLC	High 55%	35	64	$740K
Rothschild Capital Partners	Very High 89%	57	64	$3.3M
Avestar Capital, LLC	Very High 84%	142	170	$12M
Najarian Family Office, LLC	Typical 38%	25	66	$1.1M
Harbour Capital Advisors, LLC	Very High 100%	55	55	$13M
AtCap Partners, LLC	High 56%	192	342	$490K
Folger Nolan Fleming Douglas Incorporated	Low 16%	42	257	$3.1M
American Elite Advisory	Very Low 0%	—	73	$270K
CSP Financial Group LLC	Very Low 10%	30	312	$380K
View Capital RIA, LP	Very High 93%	126	135	$13M
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
MMA Asset Management LLC	High 52%	148	282	$1.2M
GreenLeaf Financial Network, LLC	Low 21%	39	189	$620K
PCM Encore, LLC	High 52%	66	127	$13M
Manchester Capital Management LLC	Very High 73%	153	211	$11M
QM Advisors LLC	Typical 41%	63	154	$700K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Exeter Financial, LLC	High 55%	48	88	$4.7M
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
SIMA Wealth Partners, LLC	High 54%	60	111	$1.3M
MBI LLC	High 50%	95	191	$1.6M
The Advisory Group of San Francisco, LLC	Very High 73%	85	116	$3.5M
LRI Investments	High 45%	213	477	$4M
Glassy Mountain Advisors, Inc.	Very High 66%	84	127	$2.9M
Forefront	Low 18%	104	572	$420K
Dover Advisors, LLC	High 57%	73	128	$2.9M
Lynx Investment Advisory, LLC	High 45%	97	214	$4.2M
WealthCare Financial Group, Inc.	Very Low 0%	—	130	$140K
Fruitful	Very Low 0%	1	351	$72K
11 Financial	Very Low 10%	13	133	$250K
Clear Capital Management LP	Very Low 15%	17	112	$550K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Horizon Wealth	High 47%	76	163	$900K
Jackson, Grant Investment Advisers, Inc.	Very High 91%	86	94	$6.1M
Amuni Financial, Inc.	Low 21%	60	283	$680K
Monument wealth Management	High 49%	105	215	$2.5M
Northstar Asset Management, Inc.	Very High 64%	108	169	$3.8M
Signature Resources Capital Management, LLC	Low 25%	90	366	$780K
Aegis Wealth	Very High 83%	102	123	$6M
Bright Wealth Management, LLC	Typical 33%	58	175	$1.4M
Brown Edwards Wealth Strategies	Typical 37%	74	200	$1.5M
Joss Brown Wealth Advisors	High 54%	69	127	$1.2M
Access Wealth	Typical 33%	121	363	$1.4M
Chase Investment Counsel Corporation	Very High 58%	76	130	$2.8M
Mclean Asset Management Corp.	High 53%	258	486	$1.9M
Solitude Financial Services, Inc.	Very High 81%	133	164	$2.2M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Glassman Wealth Services, LLC	Very High 84%	302	359	$6.9M
WESTPARK WEALTH Advisors, Inc.	Very Low 11%	84	737	$330K
Sapere Wealth Management, LLC	Very High 66%	149	227	$2.5M
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Indivisible Partners	Very High 58%	268	460	$3M
Integrity Financial Advisors, LLC	Very Low 10%	22	230	$480K
Equita Financial Network, Inc.	Very High 71%	310	434	$900K
Wellington Shields & Co., LLC	Typical 28%	164	580	$860K
Evermay Wealth Management, LLC	Typical 42%	234	558	$2.4M
AMJ Financial Wealth Management LLC	Low 21%	99	470	$1M
Activ8 Family Office LLC	High 50%	148	299	$5.1M
Investment Partners Asset Management	Very High 61%	148	241	$1.1M
The Capital Management Corporation	Very High 66%	124	187	$3.4M
Alpha Financial Advisors, LLC	High 46%	72	156	$1.4M
Connective Wealth Partners, LLC	Very Low 2%	5	316	$250K
Craft Wealth Services	Very Low 15%	34	222	$530K
Bay Capital Advisors, LLC	Typical 41%	80	194	$1.1M
Aurelius Family Office, LLC	High 51%	84	165	$1.8M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Zenith Wealth Partners	Very Low 10%	31	298	$300K
WealthCrossing	Very High 74%	197	266	$5.7M
Evo Advisors	High 57%	96	167	$2M
SC&H Wealth	Typical 37%	248	668	$1.8M
Apforia	Very Low 15%	56	368	$270K
OLIO Financial Planning	Typical 42%	153	368	$1.6M
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
TritonPoint Wealth, LLC	High 52%	176	338	$4.4M
Capital Cities Investments	Very Low 13%	64	476	$600K
Hamilton Point Investment Advisors, LLC	Very High 85%	203	239	$3.8M
Analog Capital Partners LLC	Very Low 12%	21	173	$540K
Westbourne Investments, Inc.	Low 27%	46	173	$1.5M
Conservest Capital Advisors Inc	Very High 73%	204	278	$6.8M
Beacon Wealth Consultants, Inc.	Very Low 5%	25	522	$460K
The Ithaka Group, LLC	Very High 91%	97	107	$2.5M
D'Orazio Wealth Advisors	Very High 78%	227	291	$5M
Econologics Financial Advisors	High 54%	157	291	$570K
Advisors Financial, Inc.	Typical 43%	95	220	$1.4M
Capital Markets IQ, LLC	Very Low 13%	91	698	$520K
Blue Edge Capital, LLC	Very High 71%	104	147	$4.3M
Kinloch Capital, LLC	High 55%	101	185	$1.6M
May Hill Capital, LLC	Very High 70%	79	113	$4.1M
Ellevest	Very High 79%	371	471	$2.3M
Marotta Wealth Management, Inc.	High 52%	185	354	$1.9M
Hermitage Wealth	Very Low 2%	4	197	$150K
Alterna Wealth Management, Inc.	High 55%	633	1,151	$860K
Leigh Baldwin & Co., LLC	Very Low 10%	68	676	$390K
Fortress Private Ledger, LLC	Very Low 14%	98	681	$690K
Nasdaq Dorsey Wright	Very High 59%	479	806	$520K
Trumbower Financial Advisors LLC	Very High 65%	159	246	$8.1M
Greenwood Capital Associates, LLC	Very Low 12%	76	660	$1.5M
HSC Wealth Advisors	High 45%	169	376	$1.1M
Novare Capital Management	Very High 58%	440	757	$2.5M
Power Wealth Management	High 52%	131	253	$1.7M
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
West Financial Services, Inc.	Very High 58%	546	940	$2.9M
Invicta Financial Group	Typical 38%	181	477	$780K
ENZI Wealth	Very High 64%	140	219	$2M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
BSG Advisers	Low 24%	63	264	$500K
PYA Waltman Capital, LLC	High 48%	192	398	$1.7M
Brown \| Miller Wealth Management, LLC	High 57%	280	487	$1.9M
Forthright Capital	Very Low 1%	9	978	$110K
Strathmore Capital Advisors	High 48%	237	493	$1.6M
Chicory Wealth	Typical 42%	225	539	$1.5M
The Wealth Boutique	Very Low 9%	27	317	$380K
Bridgewater Advisors Inc.	Very High 62%	366	589	$4.2M
Professional Financial Solutions, LLC	High 49%	137	279	$1.5M
Avenir Corporation	Very High 65%	91	140	$5.5M
Corrales & Co.	Low 20%	57	280	$580K
3Chopt Investment Partners LLC	Very High 61%	144	235	$3.8M
Hopwood Financial Services, Inc.	Very High 60%	169	283	$2.6M
Covenant Wealth Advisors	High 54%	280	522	$1.7M
Westover Capital Advisors, LLC	High 53%	125	238	$2.4M
Cornerstone Wealth Partners, LLC	Very Low 0%	—	429	$340K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Ironview Capital Management, LLC	Very High 80%	307	386	$2.9M
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Partners in Financial Planning, LLC	Very Low 9%	37	391	$2.3M
Delta Financial Advisors, Inc.	Typical 29%	71	245	$950K
Trubee Wealth Advisors, Inc.	Low 24%	166	686	$1.2M
Signal Securities, Inc.	Typical 29%	326	1,137	$600K
Carlson Investments	Typical 31%	107	350	$1.5M
Glass Jacobson Wealth Advisors	Typical 30%	151	501	$1.8M
Pactolus	Very High 100%	302	302	$380K
Graves Light Lenhart	Very High 62%	248	403	$2.6M
Juno Financial Group LLC	Typical 28%	84	305	$1M
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
PlanVest Financial, Inc.	Low 27%	83	307	$570K
Riggs Asset Management Co Inc	Typical 35%	142	410	$1.5M
The Lewis Financial Group	Very High 58%	179	308	$1.6M
United Wealth Management, LLC	Very High 58%	148	257	$1.6M
Harvest investment Services, LLC	Very Low 12%	184	1,500	$410K
Natural Investments	Low 22%	278	1,242	$1.6M
Yeske Buie Inc.	High 48%	225	466	$2.3M
A. N. Culbertson & Company, Inc.	High 54%	168	311	$2.6M
American Capital Advisory, LLC	Low 21%	76	367	$830K
NovaPoint Capital LLC	Typical 30%	63	210	$1.3M
Alpha Omega Wealth Management, LLC	Typical 44%	206	473	$2.1M
Live Oak Private Wealth, LLC	High 56%	268	476	$2.7M
NobleBridge Wealth	Very Low 15%	57	372	$580K
Covington Investment Advisors, Inc.	Typical 34%	74	215	$2.9M
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Armstrong, Fleming & Moore, Inc.	High 49%	266	539	$2.3M
Wealthtrak Advisors	Low 23%	63	270	$710K
AMB Wealth, LLC	Low 20%	175	878	$1M
CPC Advisors, LLC	Very Low 11%	105	934	$1.6M
Lewis Asset Management	Typical 39%	109	276	$1.4M
Washington Trust Advisors	High 51%	400	781	$2.6M
Chesapeake Investment Management LLC	Very High 100%	391	391	$500K
Aspect Partners, LLC	High 45%	126	280	$1.4M
Sovereign Financial Group, Inc.	Low 22%	282	1,288	$830K
Argus Investors' Counsel, Inc.	Very Low 3%	8	282	$410K
Bellars Harris Wealth Management	Typical 29%	83	283	$1.7M
Signet Financial Management, LLC	High 46%	320	689	$1.6M
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
YHB Investment Advisors Inc	Typical 33%	360	1,092	$1.8M
Verus Financial Partners	Typical 42%	265	636	$1.9M
Investor FAN	Low 27%	235	874	$900K
Heritage Financial LLC	Typical 38%	132	350	$1.1M
Proffitt & Goodson Inc.	Very High 58%	170	293	$2.6M
DAI Wealth, LLC	Typical 44%	643	1,466	$200K
Thompson Davis & Co., Inc.	Very High 70%	206	294	$690K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Momentum Advisors	Typical 38%	134	354	$990K
Prestige Wealth Management	Very Low 7%	22	297	$500K
Gainplan LLC	Typical 39%	186	478	$820K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Preston Wealth Advisors, LLC.	Low 21%	64	301	$810K
Blume Capital Management, Inc.	Very High 72%	175	242	$3.5M
Mathis Wealth Management	Low 25%	75	304	$660K
Cypress Financial Planning	Low 25%	108	427	$1.1M
Pgi Wealth Management	Typical 39%	193	497	$1.8M
Edgemoor Investment Advisors, Inc.	High 49%	153	312	$4.1M
Whitwell Advisors	Low 18%	56	312	$320K
Bright Futures Wealth Management, LLC	Very Low 12%	105	879	$330K
Heartwood Wealth Advisors, LLC	Very High 100%	566	566	$2.5M
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Buttonwood Financial Advisors, Inc.	High 47%	152	321	$1.5M
Modern Capital Advisors, LLC	Very Low 3%	33	1,221	$210K
Toth Financial Advisory Corp	High 52%	335	647	$1.7M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Canal Capital Management, LLC	Very High 74%	288	390	$2.7M
Buttonwood Wealth	Low 27%	107	399	$1M
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Drive Wealth Advisers	Typical 31%	329	1,073	$1.4M
Commonwealth Retirement Investments LLC	Typical 41%	138	336	$1.1M
Compton Wealth Advisory Group, LLC	High 55%	112	204	$3.7M
Turner Financial Group, Inc.	Very Low 10%	57	547	$400K
Insight Advisors, LLC	Low 25%	227	894	$870K
Mason & Associates, LLC	Typical 42%	172	414	$1.1M
Hunter Capital Management	Very High 100%	485	485	$1.5M
Capital Investment Advisors	Low 19%	79	417	$680K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
Sustainable Advisors Alliance LLC	Low 17%	94	559	$410K
Davinci Financial Designs	Very Low 13%	44	350	$630K
Axiom Value Wealth Management LLC	Low 17%	61	351	$270K
Centurion Wealth Management	Typical 42%	180	428	$1.8M
CJM Wealth Advisers, LTD.	Typical 28%	242	860	$1.7M
Gratus Wealth Advisors LLC	High 46%	200	431	$1.8M
The Kelly Group	Low 23%	247	1,087	$960K
Lazari Capital Management, Inc.	Low 17%	122	731	$690K
Marshall Investment Management, LLC	Typical 44%	257	587	$510K
Compass Wealth Management LLC	Typical 42%	153	367	$1.8M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
KFA Private Wealth Group, LLC	Typical 28%	229	814	$990K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
Wealthcrest Financial Services, LLC	Very High 61%	232	380	$1.3M
Selective Wealth Management, Inc.	Low 27%	184	688	$640K
WealthPlan Investment Management LLC	Low 18%	375	2,068	$910K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Steigerwald, Gordon & Koch - Wealth Advisors	High 56%	388	693	$1.9M
Onyx Bridge Wealth Group LLC	Low 19%	341	1,794	$740K
The Main Street Group	Low 17%	122	711	$710K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Redwood Wealth Management, LLC	High 51%	123	243	$3.4M
Opal Wealth Advisors, LLC	High 46%	334	730	$1.5M
Capitol Private Wealth Group LLC	Typical 30%	173	570	$990K
Horizon Financial	Low 16%	120	734	$700K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Aufman Associates Inc	Very High 68%	166	245	$3.9M
James River Asset Management, LLC	Low 25%	104	411	$660K
Sentinel Asset Management, LLC	Very Low 0%	—	495	$130K
Rainey & Randall Wealth Advisors, Inc.	Very High 59%	196	332	$2.8M
ValueWealth Services, LLC	Low 27%	115	420	$760K
Founders Grove Wealth Partners, LLC	Very High 70%	119	169	$3.1M
Romano Wealth Management	High 51%	478	934	$1.5M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Abich Financial Wealth Management, LLC	Low 23%	117	517	$760K
Bookends Financial Planning	Low 17%	89	520	$650K
Arrowroot family office, LLC	Typical 42%	595	1,413	$290K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Rembert Pendleton Jackson	High 49%	707	1,434	$1.8M
The Hoerner Planning Group, LLC	Typical 44%	161	365	$3.8M
FBB Capital Partners	Very Low 2%	16	1,004	$2.4M
Bay Colony Advisors	Typical 33%	864	2,650	$530K
Salomon and Ludwin	High 57%	263	459	$2.9M
Lebenthal Global Advisors, LLC	Very Low 9%	220	2,385	$360K
Prostatis Financial Advisors Group	Very Low 8%	131	1,568	$390K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Claris Financial, LLC	Low 27%	161	599	$540K
Creekmur Asset Management, LLC	Very Low 12%	225	1,897	$420K
Landaas & Company	Typical 34%	617	1,800	$1.1M
Pearson Financial Services	Very Low 0%	—	500	—
Northwest Financial Advisors LLC	Low 17%	326	1,908	$640K
Seneca House Advisors	High 51%	155	303	$1.7M
Aviso Wealth Management	Low 17%	158	913	$640K
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Concord Wealth Partners	Low 21%	258	1,232	$820K
Hughes Financial Services, LLC	Typical 34%	282	839	$910K
Fitzwilliams Wealth Management Inc.	Very Low 13%	82	634	$190K
Sollinda Capital Management LLC	Very Low 9%	149	1,710	$290K
Hilton Head Capital Partners, LLC	Very Low 15%	95	646	$600K
Financial Council, LLC	High 53%	343	648	$2M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
TVAMP, LLC	Very Low 14%	355	2,516	$460K
Collegiate Capital Management, Inc.	High 47%	204	438	$1.5M
Elite Income Advisors, Inc.	Typical 29%	190	657	$320K
Carlson Financial	Low 16%	173	1,097	$580K
SLP Wealth	Very Low 1%	16	1,657	$38K
Everstar Asset Management, LLC	Typical 32%	352	1,116	$200K
Meridian Financial Partners LLC	High 57%	320	558	$1.1M
Pettyjohn, Wood & White, Inc.	High 51%	287	562	$1.7M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Allegiance Financial Group	Low 27%	153	571	$1M
Beacon Harbor Wealth Advisors	Typical 31%	180	572	$1M
Security Capital Management	Low 26%	613	2,357	$570K
Beacon Investment Advisors LLC	High 50%	59	118	$2.8M
Semmax Financial Advisors, Inc.	Very Low 9%	77	826	$600K
Wealthcare Capital Partners, LLC	Very Low 13%	92	708	$550K
Reston Wealth Management	Typical 36%	173	480	$1.2M
Ballast Financial Advisors, LLC	Low 20%	120	602	$540K
United Advisors America	Very Low 2%	57	2,809	$160K
Steel Grove Capital Advisors, LLC	Very High 96%	831	867	$1.8M
Alexander Investment Services Co.	Very Low 10%	123	1,240	$390K
Asset Management Group, Inc.	Typical 39%	98	254	$3.4M
Capital Advisor Network	Very Low 7%	66	900	$140K
Hendershot Investments, Inc.	Typical 43%	224	516	$1.9M
J. Hagan Capital, Inc.	Very Low 9%	72	785	$380K
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Blackston Financial Advisory Group, LLC	Very Low 7%	63	940	$350K
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Legacy Wealth Management Group, Inc.	Low 19%	179	963	$300K
Schorn Wealth	Very Low 14%	98	712	$520K
Acorn Financial Advisory Services, Inc.	Low 21%	551	2,584	$460K
Intrepid Financial Planning Group, LLC	Very Low 15%	212	1,444	$270K
Redmond Asset Management, LLC	Typical 39%	114	292	$1.5M
McLaughlin Ryder Investments, Inc.	High 46%	213	465	$1M
TLWM Financial	Low 25%	316	1,249	$470K
USAdvisors Wealth Management, LLC	Very Low 4%	83	1,901	$250K
Pine Harbor Wealth Management LLC	Very High 66%	105	159	$3.2M
Jeppson Wealth Management, LLC	High 56%	548	975	$750K
Faithward Advisors, LLC	Very Low 10%	304	3,036	$330K
Integrated Capital Management, Inc.	Very Low 1%	10	882	$170K
Scarborough Capital Management	Low 27%	732	2,664	$620K
Martin Wealth Solutions	Very Low 11%	98	896	$420K
Campbell Deegan Financial	Low 25%	195	766	$970K
Asset Dedication, LLC	Typical 42%	828	1,986	$1.5M
Paul Winkler, Inc.	Very Low 15%	367	2,419	$520K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
Capital Advisers, Inc.	Very Low 10%	60	610	$770K
SEM Wealth Management	Very Low 13%	260	1,980	$380K
Chatterton & Associates	Low 26%	397	1,542	$860K
Wealth Quarterback LLC	Low 18%	203	1,111	$350K
Colonial River Wealth Management LLC	Very Low 10%	174	1,798	$260K
Channel Wealth, LLC	Typical 43%	842	1,974	$410K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Oasis Advisors	Very Low 1%	27	4,987	$54K
Capital Investment Counsel Inc	Typical 37%	457	1,221	$750K
Laurel Oak Wealth Management, LLC	High 53%	2,477	4,640	$290K
Giverny Capital Asset Management	Very High 66%	221	337	$1.7M
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Woodard & Co Asset Management Group Inc	Low 18%	333	1,806	$610K
Vectors Asset Management	Low 20%	164	823	$590K
JDL Advisers	Low 18%	1,376	7,691	$250K
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Cary Street Partners Asset Management	Typical 34%	608	1,804	$710K

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