HNW client percentage for Team firms serving clients in Wyoming

Team firms active in Wyoming 39 firms

Very Low 0%-4%

Low 4%-14%

Typical 14%-24%

High 24%-42%

Very High 42%-75%

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

Median: 17%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
JDL Advisers	Typical 18%	1,376	7,691	$250K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Harfst and Associates, Inc.	High 26%	130	499	$1.4M
Navigation Wealth Management	Very Low 1%	14	954	$110K
Roseman Wagner Wealth Management	Very High 47%	273	580	$2.2M
ALTA Capital Management LLC	High 24%	288	1,193	$850K
BCG Securities, inc.	Low 8%	169	2,060	$370K
Preferred Retirement Options, Inc	Very Low 0%	—	480	—
Financial Action, Inc.	Low 7%	32	464	$220K
TCP Asset Management, LLC	Low 13%	287	2,221	$530K
Andrew Garrett, Inc.	Very High 45%	504	1,118	$390K
Beam Wealth Advisors, Inc.	Typical 20%	445	2,207	$630K
TFB Advisors, LLC	Low 13%	170	1,326	$600K
New Wave Wealth Advisors	Typical 22%	111	496	$770K
ELE Advisory Services, Inc	Very Low 2%	19	1,143	$120K
Vantage Point Wealth Management	High 27%	328	1,219	$270K
Worthpointe	High 37%	233	622	$1.6M
Integrity Financial Corporation	Typical 14%	164	1,209	$500K
Wood Wealth Group, LLC	Low 4%	14	373	$150K
Planning Alternatives Ltd	Very High 48%	324	669	$2.2M
Gateway Financial & Estate Planning, Inc.	Very Low 0%	—	370	—
Salus Financial Advisors	High 25%	91	365	$720K
SteadTrust	High 24%	156	651	$920K
Certior Financial Group, LLC	High 35%	165	476	$940K
Continental Investors Services, Inc.	Very Low 0%	—	602	$320K
Smart Money Group, LLC	High 28%	153	556	$400K
American Wealth Management, Inc.	High 30%	167	550	$560K
Traction Financial Partners	Very High 61%	198	326	$840K
Pinion Wealth Management, LLC	High 24%	105	431	$900K
Fidelis Wealth Advisors	Very High 45%	85	191	$870K
One Wealth Map, LLC	High 31%	70	223	$1.3M
Guardian Wealth Partners, LLC	Low 7%	30	402	$480K
Savvi Financial LLC	Low 9%	12	135	$330K
Trail Ridge Investment Advisors, LLC	High 32%	51	158	$1.5M
Empirikal Partners LLC	Very High 75%	132	175	$500K
Landolt Securities, Inc.	Very High 100%	173	173	$610K
Colorado Financial Service Corporation	Very High 100%	188	188	$450K
Sanders Morris LLC	Typical 17%	21	127	$4.5M
Latin Securities Inc.	Very High 52%	12	23	$1.5M
Ascentis Asset Management, LLC	—	—	—	—

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