HNW client percentage for Team firms serving clients in Wisconsin

Team firms active in Wisconsin 166 firms

Very Low 3%-14%

Low 14%-24%

Typical 24%-34%

High 34%-52%

Very High 52%-70%

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

Median: 30%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Haese Financial Group Inc	—	—	—	—
Vision Investment Advisors, LLC	High 43%	54	127	$1.1M
AtCap Partners, LLC	Very High 56%	192	342	$490K
Neptune Wealth	Typical 25%	18	73	$480K
CSP Financial Group LLC	Very Low 10%	30	312	$380K
Coordinated Capital Securities, Inc.	Low 17%	43	248	$640K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Capital Synergy Partners	High 34%	114	331	$310K
DMK Advisor Group, Inc.	Typical 28%	82	298	$280K
Best Life Infinity, LLC	Very Low 8%	9	110	$440K
Spectrum Investment Advisors, Inc.	High 51%	209	407	$1.2M
Marietta Investment Partners, LLC	High 40%	55	137	$4.5M
Morling Financial Advisors, LLC	Very High 77%	256	333	$2.8M
LRI Investments	High 45%	213	477	$4M
1834 Investment Advisors Co.	Very High 57%	210	369	$2.8M
Forefront	Low 18%	104	572	$420K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Gannett Wealth Advisors	Very High 93%	126	135	$660K
Savvi Financial LLC	Very Low 9%	12	135	$330K
TLW Wealth Management, LLC	Typical 29%	34	118	$1.5M
Boyum Wealth Architects LLC	High 43%	141	330	$1.3M
Geremia Financial Services, LLC	Typical 24%	31	130	$1M
Feltl Advisors	Very Low 0%	—	395	$390K
Kingstone Capital Partners Texas, LLC	Low 20%	37	187	$970K
Riverwater Partners LLC	Very High 54%	87	161	$3M
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Anchor Capital Advisors LLC	Very High 63%	299	474	$2.4M
Lasting Mark Retirement Group LLC	Very Low 1%	2	864	$330K
Operose Advisors LLC	Very High 70%	302	430	$3.6M
Entasis Asset Management LLC	Typical 31%	47	153	$1.2M
SlateStone Wealth LLC	Very High 55%	305	558	$2.6M
Flourish Wealth Management Inc.	Very High 94%	148	157	$2.9M
Mendota Financial Group, LLC	High 46%	77	166	$1.5M
Oakwood Capital, Inc.	Typical 30%	181	608	$430K
Arcataur Capital Management LLC	Very High 59%	141	238	$1.7M
BGM Wealth Management	Very High 64%	137	213	$2.4M
Jacobson & Schmitt Advisors, LLC	Typical 32%	138	437	$1.4M
Richardson Capital Management, LLC	Very High 59%	153	261	$2.2M
Copper Harbor Investment Advisors, LLC	Very High 53%	120	226	$3.3M
Crusonia Wealth Advisors LLC	Very High 60%	325	540	$2.2M
Schaper Benz & Wise Investment Counsel Inc	Very High 71%	277	388	$4.4M
TrueWealth Financial Partners	Very High 53%	82	156	$1.8M
Endowment Wealth Management, Inc.	Typical 31%	145	471	$1.1M
Amicus Financial Advisors, LLC	Low 16%	121	748	$660K
Isthmus Partners, LLC	Very High 58%	208	357	$3.6M
One Wealth Advisors, LLC	Very High 61%	246	406	$3M
Chicago Capital Management Advisors, LLC	Very Low 9%	54	616	$210K
LSIA	Very High 76%	131	172	$4.4M
ATLATL Advisers	High 39%	101	260	$1.3M
Coyle	Very High 53%	234	438	$2.4M
Blackhawk Capital Partners, LLC	Very High 53%	162	307	$1.3M
RiverFront Investment Group, LLC	Very Low 0%	—	1,185	$890K
Broadview Financial Management, LLC	Very High 78%	209	269	$2.6M
LaSalle Investment Advisors, Inc.	Low 16%	37	233	$570K
Resonant Capital Advisors, LLC	Very High 68%	416	609	$4.7M
Walkner Condon Financial Advisors LLC	High 41%	327	799	$1.3M
The Milwealth Group, LLC	Very High 76%	179	236	$2.1M
AZA Capital Management	Typical 32%	105	331	$930K
Midwest Professional Planners, Ltd.	High 37%	264	710	$880K
Sentinel Advisory Group, LLC	Typical 25%	95	379	$850K
Horter Investment Management, LLC	Very Low 6%	74	1,292	$220K
Oarsman Capital, Inc	Very High 53%	356	670	$1.7M
TKC Wealth Management LLC	Very High 75%	193	259	$310K
Evexia Wealth, LLC	Typical 29%	122	416	$930K
Shakespeare Wealth Management, LLC	Very High 59%	184	312	$2M
Eagle Financial Advisors, LLC	Very Low 1%	6	430	$230K
Monere Wealth Management, Inc.	High 48%	235	485	$590K
BCU Wealth Advisors, LLC	Low 15%	131	870	$750K
Sikich Financial	Low 18%	205	1,124	$990K
Diversified Management Inc	Very High 63%	212	339	$5.2M
Fortress Planning Group	Typical 24%	68	283	$1.2M
LCM Capital Management Inc.	High 42%	193	455	$780K
Milestone Investment Advisors, LLC	Very High 53%	218	408	$2M
Capital Management Associates Inc	High 36%	317	877	$1.7M
DAI Wealth, LLC	High 44%	643	1,466	$200K
SGL Financial, LLC	Very Low 10%	88	883	$470K
Canopy Wealth Management	High 49%	293	592	$1.9M
Highland Investment Advisors LLC	Very Low 10%	60	593	$580K
Lucas Group Financial Advisors, LLC	Low 18%	76	416	$780K
Geneva Partners, LLC	Low 14%	79	550	$750K
Optivise Advisory Services LLC	Very Low 4%	47	1,227	$230K
Capstone Investment Group	Very Low 9%	51	560	$300K
Success Wealth Management LLC	Very Low 1%	11	814	$130K
Richmond Investment Services LLC	High 45%	393	877	$510K
Summit Wealth Partners, LLC	Low 17%	131	770	$850K
PJS Investment Management	High 41%	188	454	$1.8M
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
Excel Financial, LLC	Low 21%	83	392	$720K
Stevens Foster Financial Advisors	High 45%	151	332	$2.3M
Fiduciary Financial Planning Network	Very Low 12%	41	333	$530K
HORAN Wealth, LLC	Typical 32%	453	1,408	$990K
Klaas Financial Asset Advisors, LLC.	Low 20%	203	1,015	$750K
Poehling Capital Management, Inc.	High 38%	162	423	$1.3M
Great Waters Financial	Typical 24%	383	1,627	$760K
CLF Asset Management, Inc.	Typical 26%	98	381	$350K
Roberts, Glore & Co.	High 49%	186	383	$1.9M
Strive Financial Group, LLC	Low 14%	109	769	$310K
Apollon Financial, LLC	High 34%	429	1,256	$1.2M
Bernicke Wealth Management	High 41%	355	868	$970K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Vantage Point Wealth Management	Typical 27%	328	1,219	$270K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
FPNavigators	Low 17%	70	412	$810K
Romano Wealth Management	High 51%	478	934	$1.5M
Phillips and Company Advisors LLC	Low 16%	176	1,110	$1.7M
Serenity Investment Advisors	Low 15%	66	430	$590K
Tactive Advisors, LLC	Very Low 3%	45	1,564	$210K
McGlone Suttner Wealth Management, Inc.	High 41%	290	708	$1.4M
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
FSB Premier Wealth Management, Inc.	Very Low 13%	116	894	$470K
Windsor Capital Management, LLC	High 40%	183	458	$1.4M
Mack Investment Securities, Inc.	High 43%	282	661	$450K
KOM Wealth Management Group, LLC	Typical 28%	156	567	$720K
Lifelong Wealth Advisors, Inc.	Low 23%	195	865	$820K
Form Wealth Advisors, LLC	Low 18%	142	771	$1.3M
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
BKM Wealth Management	High 34%	202	590	$1M
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Capital Investment Services of America Inc	Typical 29%	256	898	$1.2M
Landaas & Company	High 34%	617	1,800	$1.1M
Rossby Financial, LLC	Very Low 9%	238	2,542	$220K
Rosemeyer Management Group	Low 21%	243	1,154	$750K
Enrich Financial Partners LLC	Very High 68%	288	425	$1.3M
Goldstein Advisors, LLC	Typical 31%	334	1,069	$1M
First Financial Coaching, Inc.	Very Low 12%	186	1,500	$440K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Leverty Financial Group, LLC	High 40%	263	655	$1M
Avaii Wealth Management, LLC	Low 19%	184	986	$590K
Park Capital Management, LLC	Low 16%	87	557	$880K
Marquette Wealth Management	High 51%	115	224	$3.5M
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Cornerstone Financial Group	Very Low 10%	56	579	$380K
Sequoia Wealth Management, LLC	Very Low 6%	92	1,640	$370K
Kerberrose Wealth Management, LLC	Very Low 9%	140	1,554	$380K
Ellenbecker Investment Group	Typical 30%	684	2,277	$900K
Winch Financial	Low 17%	147	851	$670K
United Advisors America	Very Low 2%	57	2,809	$160K
Schamberger, Greylak & Utterback Wealth Management, LLC	Typical 30%	184	622	$370K
ISC Financial Advisors	Typical 24%	307	1,262	$940K
360 Financial	High 36%	421	1,177	$520K
Alongside, LLC	Very Low 9%	191	2,103	$410K
Ballast Advisors, LLC	Low 21%	169	814	$810K
Azzad Asset Management, Inc.	Typical 33%	498	1,494	$830K
Rothschild Wealth LLC	High 45%	1,614	3,569	$440K
Everest Financial Group	Low 18%	350	1,940	$520K
LVZ, Inc.	Very Low 5%	126	2,438	$450K
IAG Wealth Partners, LLC	Low 23%	547	2,339	$790K
KLCM Advisors, Inc.	Very High 64%	397	625	$2.8M
Advisors Management Group Inc	Very Low 5%	105	1,912	$430K
Weitzel Financial Services, Inc.	Typical 27%	303	1,134	$290K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Scarborough Capital Management	Typical 27%	732	2,664	$620K
Googins Advisors, Inc.	Typical 31%	239	778	$640K
Uncommon Cents Investing	Typical 25%	148	589	$870K
Paul Winkler, Inc.	Low 15%	367	2,419	$520K
Cedar Cove Wealth Partners	High 43%	881	2,036	$220K
MBE Wealth Management, LLC	Very Low 7%	180	2,536	$290K
Buska Wealth Management, LLC	Very Low 11%	193	1,698	$320K
Affiliated Financial Advisors Inc	Low 20%	178	898	$600K
Drake & Associates, LLC	Low 19%	645	3,401	$180K
The Life Group Financial Services	Very Low 2%	23	1,258	$120K
Oasis Advisors	Very Low 1%	27	4,987	$54K
Strategic Investment Solutions, Inc.	Very Low 6%	154	2,600	$290K
N.E.W. Advisory Services, LLC	Very Low 11%	535	4,842	$330K
Nest Egg	Very Low 0%	—	2,819	$46K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Campbell Newman Asset Management Inc	Low 17%	236	1,422	$760K
Uniplan Investment Counsel, Inc.	Very Low 0%	—	1,715	$430K
JDL Advisers	Low 18%	1,376	7,691	$250K

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