HNW client percentage for Team firms serving clients in Washington

Team firms active in Washington 301 firms

Very Low 2%-14%

Low 14%-27%

Typical 27%-37%

High 37%-50%

Very High 50%-74%

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

Median: 31%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Advice Only	—	—	—	—
Sun Global LLC	High 45%	5	11	$420K
Highland Capital Advisors, LLC	Very High 65%	11	17	$0
Colmina, LLC	High 45%	18	40	$2.1M
First Washington Corporation	Very High 92%	22	24	$13M
Carapace Financial Advisors LLC	Very High 100%	49	49	$1.2M
Q3 Advisors, LLC	Very Low 0%	—	224	—
Parcion Private Wealth LLC	Very High 64%	106	165	$18M
Prospero Wealth, LLC	Very High 53%	42	80	$1.1M
Sanders Morris LLC	Low 17%	21	127	$4.5M
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Partners Capital Services, Inc.	Very High 56%	118	210	$310K
Bull Harbor Capital LLC.	Typical 30%	128	421	$840K
PCM Encore, LLC	Very High 52%	66	127	$13M
B.B. Graham & Company, Inc.	Low 24%	104	427	$750K
JRS Investments and Wealth Preservation, LLC	Very Low 2%	2	91	$170K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Altitude Capital Management LLC	Low 26%	128	488	$210K
American Northwest Advisory Services L.L.C.	High 38%	36	95	$430K
D'Annunzio Consulting Group, LLC	Very High 84%	32	38	$38M
PracticeCFO Investments	Very High 60%	126	211	$800K
LRI Investments	High 45%	213	477	$4M
Basecamp Wealth Advisors, LLC	Very High 100%	80	80	$13M
Aletheian Wealth Advisors LLC	Very High 66%	69	105	$3.9M
Forefront	Low 18%	104	572	$420K
Clear Capital Management LP	Low 15%	17	112	$550K
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Northwest Investment Advisors, Inc.	Very Low 0%	—	115	$390K
Sage Rhino Capital LLC	Very High 72%	139	192	$4.5M
Avalan, LLC	High 46%	121	265	$1.6M
Northstar Asset Management, Inc.	Very High 64%	108	169	$3.8M
Goldbloom Wealth Management LLC	Low 26%	38	145	$690K
Bear Mountain Capital Inc.	High 39%	91	232	$1.6M
Cloud Capital Management	Very High 50%	65	130	$2.3M
Optas, LLC	Very High 63%	83	131	$6.6M
Feltl Advisors	Very Low 0%	—	395	$390K
HFG Advisors, Inc.	Low 25%	33	133	$850K
Cordant Wealth Partners	Very High 77%	126	164	$2.3M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Sivia Capital Partners, LLC	Very High 98%	54	55	$23M
Avise Financial	Typical 28%	47	170	$1M
Geometric Wealth Advisors, LLC	Very High 93%	239	256	$5.2M
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Ballast Rock Private Wealth	High 40%	95	235	$1.6M
Green Ocean Global Advisors LLC	High 38%	56	147	$780K
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Kutscher Benner Barsness & Stevens, Inc.	Very High 72%	129	180	$3.4M
West Ridge Advisors	Low 15%	55	361	$510K
TPG Financial Advisors, LLC	Typical 32%	176	545	$1.7M
Eastsound Capital Advisors, LLC	Low 20%	49	244	$830K
AIRE Advisors, LLC	Very High 88%	300	340	$2.8M
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Anchor Bay Capital, Inc.	Low 24%	45	187	$1.3M
SoundView Advisors	Very High 59%	112	189	$2M
Stirlingshire Investments	Very High 75%	570	760	$240K
Inscription Capital, LLC	Typical 34%	141	414	$4.5M
Willow Grove Advisors, LLC	High 48%	94	194	$1.9M
Fulcrum Capital, LLC	Very High 100%	296	296	$2.6M
Innovative Advisory Group	Very Low 9%	28	298	$640K
Allium Financial Advisors, LLC	Very High 74%	171	232	$3M
Apforia	Low 15%	56	368	$270K
Tschetter Group	Typical 34%	171	503	$3.8M
Weatherly Asset Management	Very High 76%	281	371	$4.4M
WaFd Wealth, Inc	Very High 64%	174	274	$1.3M
Plum Street Advisors, LLC	High 37%	65	175	$2.4M
Harbour Investment Management L.L.C.	High 44%	78	177	$1.8M
trueNorth Wealth Advisors	Very High 54%	97	178	$1.8M
Private Advisory	High 42%	284	678	$2.4M
Tandem Wealth Advisors	High 38%	96	251	$920K
Centura Wealth Advisory	High 37%	211	574	$2M
Altfest Personal Wealth Management	Very High 63%	431	686	$2.6M
MYeCFO	Low 17%	31	183	$1.4M
Blue Water Wealth	Very High 54%	218	403	$1.2M
Opal Advisors	Typical 33%	60	184	$890K
Sentry Advisors, LLC	Very High 82%	121	148	$16M
Columbia Advisory Partners, LLC	Typical 29%	185	630	$470K
Ims Capital Management	Low 23%	62	264	$820K
Everspire	Very Low 6%	51	803	$310K
Avier Wealth Advisors	High 48%	281	583	$2M
Hidden Cove Wealth Management	Typical 30%	81	273	$1.2M
TrueWealth Financial Partners	Very High 53%	82	156	$1.8M
Peachcap Tax & Advisory, LLC	Low 25%	59	237	$570K
Alterna Wealth Management, Inc.	Very High 55%	633	1,151	$860K
Strait & Sound	Very Low 12%	30	243	$1.4M
Wise Planning, Inc.	Very High 71%	145	203	$3M
Consilio Wealth Advisors, LLC	Very High 69%	199	288	$1.9M
Union Capital Company	Very Low 6%	26	414	$360K
IBN Financial Services, Inc.	Very Low 8%	40	497	$150K
Fortitude Advisory Group L.L.C.	Very Low 0%	—	622	$750K
Progressive Investment Management Corporation	Very High 84%	141	167	$4.1M
Roehl & Yi Investment Advisors, LLC	High 38%	175	460	$1.9M
Nepsis, Inc.	Low 16%	96	590	$580K
Emerald Advisors, LLC	Very High 70%	151	215	$4.4M
Cutler Investment Group	High 39%	366	949	$1M
Invicta Financial Group	High 38%	181	477	$780K
Dominion Portfolio Management, Inc.	Very Low 3%	26	782	$350K
Paragon Capital Management LLC	Very High 62%	216	350	$2.1M
Mengis Capital Management, Inc.	High 49%	130	263	$2.2M
Horizons Sustainable Financial Services, Inc.	Typical 33%	101	310	$490K
Fortis Capital Management LLC	High 40%	267	665	$1.5M
Forthright Capital	Very Low 1%	9	978	$110K
Hohimer Wealth Management, LLC	Typical 33%	179	535	$2.1M
Financial Alternatives, Inc.	Very High 55%	148	269	$2.3M
Chicory Wealth	High 42%	225	539	$1.5M
The Retirement Solution LLC	High 39%	324	823	$850K
CWC Advisors, LLC	Very High 100%	231	231	$860K
Decisionpoint Financial, LLC	Low 24%	146	602	$990K
Stansberry Asset Management, LLC	Very High 59%	579	975	$1.3M
Meridian Investment Counsel, Inc.	Very High 63%	118	187	$3.8M
Alliance Advisory & Securities, LLC	Typical 34%	225	663	$1M
SGL Investment Advisors, Inc.	Low 14%	98	712	$480K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Blue Jean Financial LLC	Very Low 8%	29	385	$350K
CPR Investments Inc	Very Low 3%	38	1,165	$200K
Bellingham Capital	Very Low 10%	25	243	$600K
Sierra Investment Management, LLC	Typical 34%	101	294	$1.1M
Blue Anchor Wealth Advisors, LLC	Very Low 13%	39	296	$450K
Summit Wealth and Retirement Partners	Very High 56%	194	346	$2.8M
Sound Financial, LLC	Typical 27%	68	248	$850K
Wealth Advisors NW	Typical 35%	105	299	$1.2M
Doceo Wealth, LLC	Very High 65%	196	300	$820K
The Institute	Low 24%	191	803	$1.7M
Private Wealth Partners, LLC	Very High 74%	187	253	$7.2M
Alaska Wealth Advisors	Very High 50%	332	660	$1.7M
Go Wealth Management	Very Low 9%	42	457	$270K
D.H. Hill Advisors, Inc.	Very Low 3%	25	916	$220K
Interwise	High 49%	149	307	$1M
Garde Capital, Inc.	Very High 74%	342	462	$4.9M
Oarsman Capital, Inc	Very High 53%	356	670	$1.7M
Johnson Bixby	High 39%	305	776	$1.2M
Natural Investments	Low 22%	278	1,242	$1.6M
Prota Financial	Very Low 13%	85	673	$400K
Helium Advisors LLC	Low 26%	67	260	$830K
Skyline Advisors, Inc.	High 44%	159	365	$1M
Quantum Financial Planning Services, Inc.	Typical 32%	253	790	$910K
Mainsail Financial Group	Typical 31%	132	424	$940K
Elliott Cove Capital Management	Very Low 5%	28	584	$250K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
Cimarron Wealth Management, Inc.	Very Low 13%	74	552	$550K
Guide Advisors, Inc.	Very Low 0%	—	279	—
The H Group, Inc.	Low 20%	147	735	$710K
Strategic Financial Partners, LTD	Low 25%	86	340	$940K
Snider Financial Group	Typical 31%	159	514	$1.1M
Range Financial Group, LLC	Typical 33%	130	400	$1M
Eckman Wealth Management, LLC	Very Low 0%	—	286	$260K
Capital Planning, LLC	Very High 59%	171	289	$2.1M
Verus Financial Partners	High 42%	265	636	$1.9M
Investor FAN	Typical 27%	235	874	$900K
Milestone Investment Advisors, LLC	Very High 53%	218	408	$2M
EQ Wealth Management	Very High 70%	369	525	$1.8M
DAI Wealth, LLC	High 44%	643	1,466	$200K
Etesian Wealth Advisors, Inc.	Very Low 5%	19	415	$1.1M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
Woodstock Wealth Management, Inc.	Very Low 7%	116	1,554	$430K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Christensen, King & Associates Investment Services, Inc.	Low 18%	97	540	$540K
Desert Rose Capital Management, Inc.	Very Low 5%	36	723	$170K
Arrivity Financial Planning	Very Low 0%	—	366	—
American Wealth Management, Inc.	Typical 30%	167	550	$560K
Bright Road Wealth Management, LLC	Low 17%	104	614	$680K
Brio Financial Group	High 42%	336	800	$1.3M
Capstone Investment Group	Very Low 9%	51	560	$300K
Whitwell Advisors	Low 18%	56	312	$320K
Comprehensive Wealth Management	Typical 29%	108	378	$880K
Abundo Wealth	Very Low 0%	—	695	—
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
Falcon Wealth Planning, Inc.	Typical 29%	430	1,478	$1M
Insight Folios	Very Low 6%	73	1,228	$270K
Chaney Capital Management Inc.	Typical 36%	138	388	$1.2M
Asset One Wealth Management, LLC	Low 24%	282	1,170	$800K
Financial Management Network Inc	Typical 33%	460	1,379	$1.1M
Diversified Portfolios, Inc.	Typical 28%	182	660	$2.8M
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
New Millennium Group	Very Low 4%	37	881	$280K
First Pacific Financial, Inc.	High 44%	565	1,291	$1.4M
Madrona Financial & CPAs	High 41%	281	689	$980K
Robinswood Financial	Low 26%	128	488	$860K
Decker Retirement Planning Inc.	Very Low 7%	54	767	$470K
Kelleher Financial Advisors, LLC	Very High 61%	171	279	$4.1M
FEFA Financial	Very Low 2%	37	1,679	$260K
Momentous Wealth Management, Inc.	Typical 31%	154	492	$740K
Northern Capital Management, Inc.	Low 20%	142	719	$720K
Petersen Hastings Wealth Advisors, Inc.	Typical 30%	374	1,232	$960K
Peregrine Asset Advisers, Inc.	Very Low 12%	51	441	$1.3M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Pacific Asset Management, LLC	Typical 33%	122	370	$1M
SLOY, DAHL & HOLST, LLC	High 37%	165	448	$2M
Trinity Capital Management, LLC	High 46%	172	376	$1.1M
Financial Plan, Inc.	Typical 34%	309	905	$1.8M
Integrity Financial Corporation	Low 14%	164	1,209	$500K
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Boone Wealth Advisors, LLC	Very High 58%	178	305	$1.6M
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Pinkerton Wealth Partners	Typical 31%	386	1,233	$1.1M
Strong Retirement Solutions	Low 14%	54	388	$400K
Omega Financial Group, LLC	High 46%	148	319	$1.7M
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Pekin Hardy Strauss, Inc.	High 48%	345	725	$2M
Fortitude Financial LLC	Low 17%	69	408	$690K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Boldin Advisors	Very High 63%	516	821	$0
Creative Money LLC	Very Low 0%	—	413	$0
Hartline Investment Corporation	Typical 36%	90	248	$2.9M
RVW Wealth LLC	Very Low 3%	29	834	$1.4M
Baker Ellis Asset Management LLC	High 41%	138	334	$3M
TrueNorth Wealth	Typical 31%	259	843	$1.3M
Martin Nelson & Co., Inc.	Very Low 0%	—	422	$680K
Romano Wealth Management	Very High 51%	478	934	$1.5M
Price Financial Group Wealth Management, Inc.	Very Low 3%	15	511	$330K
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Epsilon Financial Group, Inc.	High 38%	164	428	$1.4M
Vickerman Investment Advisors, Inc.	Typical 35%	150	428	$1.5M
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
SPG Advisors LLC	Low 23%	159	692	$770K
DLK Investment Management	Very Low 7%	31	433	$730K
Van Hulzen Financial Advisors	Typical 27%	369	1,389	$1.2M
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
GK Wealth Management LLC	Low 24%	125	525	$490K
Arrowroot family office, LLC	High 42%	595	1,413	$290K
FRG Family Wealth Advisors	High 43%	113	265	$2.9M
Auxano Advisors	High 37%	268	724	$2.4M
Tencap Wealth Coaching	Very Low 7%	55	736	$370K
NOVA FINANCIAL SERVICES	Low 20%	144	738	$640K
Harlow Wealth Management, Inc.	Low 15%	96	649	$640K
Kingdom Financial Group, LLC	Very Low 4%	72	1,785	$290K
Truvestments Capital LLC	Very Low 9%	117	1,316	$490K
Greene Wealth Management, LLC	Very High 53%	199	377	$3.3M
WT Wealth Management, LLC	Very Low 9%	105	1,133	$360K
Keudell Morrison Wealth Management, LLC	Low 23%	178	766	$1M
Financial Insights Wealth Management	Typical 31%	235	768	$970K
Palisade Investments, LLC	Low 24%	136	578	$570K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
Armstrong Advisory Group Inc.	Very High 50%	741	1,489	$1.1M
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Pinnacle Wealth Advisors	Very Low 9%	74	810	$580K
Aviso Wealth Management	Low 17%	158	913	$640K
Griffiths, Dreher & Evans, P.S., CPAs	Very Low 8%	77	915	$340K
MarsJewett Financial Group	Very High 52%	371	717	$1.3M
Galvin, Gaustad & Stein, LLC	Very High 53%	440	831	$1.6M
Vantage Wealth Management, LLC	High 42%	264	635	$1.8M
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Albitz/Miloe and Associates, Inc.	Typical 32%	212	657	$1.2M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
West Invest	Low 20%	136	684	$440K
Paul R. Ried Financial Group, LLC	High 38%	401	1,059	$1.2M
Alliant Securities, Inc. Turner, Nord, Kienbaum	Very Low 2%	12	708	$420K
Leonard Rickey Investment Advisors, P.L.L.C.	Low 25%	268	1,078	$830K
United Advisors America	Very Low 2%	57	2,809	$160K
von Borstel & Associates	Very High 52%	258	499	$1.4M
Synergy Asset Management, LLC	Low 18%	209	1,153	$620K
Alongside, LLC	Very Low 9%	191	2,103	$410K
Tru Independence Asset Management, LLC	Very High 58%	609	1,056	$320K
Measured Risk Portfolios	Low 21%	168	793	$580K
Check Capital Management Inc	Very High 100%	1,192	1,192	$1.9M
Werba Rubin Papier Wealth Management, LLC	High 47%	315	670	$2M
Atwood Financial Planning LLC	Typical 36%	339	939	$17K
Talbot Financial, LLC	Very High 93%	250	269	$5M
Planned Solutions, Inc.	Typical 28%	230	827	$810K
Vertis Wealth, LLC	Very Low 2%	20	833	$170K
Evans Capital Management Associates	Typical 31%	130	422	$1.2M
Richards Merrill Wealth Management	Low 14%	176	1,270	$430K
Martel Wealth Advisors, LLC	High 38%	382	998	$1.2M
Lighthouse Wealth Strategies, LLC	Low 25%	220	866	$980K
Everest Financial Group	Low 18%	350	1,940	$520K
Aspire Capital Advisors LLC	Low 14%	264	1,956	$520K
Jeppson Wealth Management, LLC	Very High 56%	548	975	$750K
Valley Wealth Strategies, LLC	Very Low 7%	277	3,966	$340K
Capital Advisors Wealth Management	Typical 29%	284	993	$920K
Sage Advisors, LLC	Low 22%	150	675	$770K
Saratoga Research & Investment Management	Low 18%	451	2,554	$750K
American Wealth Management	Low 23%	200	873	$840K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Nectarine	Low 19%	609	3,210	$0
Fellowship Financial Planning	Very Low 11%	125	1,130	$410K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Vision Capital Management Inc	Very High 64%	1,119	1,755	$620K
Pacific Sage Partners, LLC	Typical 28%	222	804	$1.2M
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
McIlrath & Eck, LLC	Typical 32%	417	1,287	$1.1M
Tolsma Investments, LLC	Very High 56%	120	215	$2.6M
Chatterton & Associates	Low 26%	397	1,542	$860K
Nelson Securities,Inc.	Very Low 0%	—	2,016	$130K
Elite Wealth Management, Inc.	High 37%	174	465	$1.9M
Channel Wealth, LLC	High 43%	842	1,974	$410K
M Financial Asset Management, Inc.	Very Low 4%	35	995	$1.2M
Tradewinds Capital Management, LLC	Very Low 9%	196	2,224	$330K
Castle Rock Wealth Management, LLC	Very Low 5%	107	2,024	$290K
Global Assets Advisory, LLC	Very Low 8%	200	2,572	$210K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Ridgecrest Wealth Partners, LLC	Very High 78%	579	739	$950K
Wilsey Asset Management Incorporated	Low 18%	156	844	$810K
Weinand Financial, Inc.	High 38%	167	437	$1.4M
180 Wealth Advisors, LLC	High 41%	540	1,320	$970K
Oliver Capital Management	Low 24%	110	452	$950K
RPG Investment Advisory, LLC	Very High 100%	953	953	$1.1M
Kiley Juergens Wealth Management, LLC	Low 21%	618	2,937	$590K
NBC Capital Advisors	High 41%	900	2,183	$330K
Uniplan Investment Counsel, Inc.	Very Low 0%	—	1,715	$430K
JDL Advisers	Low 18%	1,376	7,691	$250K

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