HNW client percentage for Team firms serving clients in West Virginia

Team firms active in West Virginia 32 firms

Very Low 1%-10%

Low 10%-26%

Typical 26%-29%

High 29%-54%

Very High 54%-57%

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

Median: 26%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
W&S Advisory Services, LLC	Very Low 0%	—	6,689	$790
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Harvest Investment Consultants LLC	Low 24%	247	1,015	$510K
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Commonwealth Financial Services	Low 10%	226	2,216	$440K
Alexander Investment Services Co.	Low 10%	123	1,240	$390K
Security Capital Management	Typical 26%	613	2,357	$570K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
ALTA Capital Management LLC	Low 24%	288	1,193	$850K
Allegheny Investments	Low 13%	175	1,360	$470K
Hoxton Planning & Management, LLC	High 46%	172	373	$1.6M
Smith & Wyatt	Very Low 5%	33	724	$290K
Bookends Financial Planning	Low 17%	89	520	$650K
Andrew Garrett, Inc.	High 45%	504	1,118	$390K
Hartline Investment Corporation	High 36%	90	248	$2.9M
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
rebel Financial, LLC	Low 23%	100	433	$820K
NTV Asset Management, LLC	High 29%	97	338	$3M
Bason Asset Management	Very High 89%	120	135	$6.2M
Maridea Wealth Management	High 47%	725	1,530	$610K
BCR Financial Services, LLC	Very Low 0%	—	526	—
Henderson Brothers Financial Partners LLC	High 33%	342	1,044	$390K
Mckinley Carter Wealth Services, Inc.	Very High 54%	659	1,231	$1.8M
PlanVest Financial, Inc.	Typical 27%	83	307	$570K
Partners in Financial Planning, LLC	Very Low 9%	37	391	$2.3M
Wealth Foundations Partners, LLC	Very Low 8%	26	311	$300K
Brown Edwards Wealth Strategies	High 37%	74	200	$1.5M
The Coury Firm	Very High 57%	117	206	$3.5M
Savvi Financial LLC	Very Low 9%	12	135	$330K
Sanders Morris LLC	Low 17%	21	127	$4.5M
Investment Research Corp	Very Low 2%	4	163	$310K

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