AUM per client for Enterprise firms serving clients in Hawaii

Enterprise firms active in Hawaii 40 firms

Very Low $100K-$130K

Low $130K-$210K

Typical $210K-$230K

High $230K-$270K

Very High $270K-$2.1M

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

Median: $230K

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
IEQ Capital, LLC	Very High $25M	$57B	2,300	100%
TLG Advisors, INC.	Very High $430K	$2.2B	5,018	6%
VOYA Financial Advisors, Inc.	High $240K	$3.9B	16,313	19%
Cresset Asset Management, LLC	Very High $15M	$70B	4,746	77%
Bankers Life Advisory Services, Inc.	Low $170K	$2.5B	14,275	0%
HSBC SECURITIES (USA) Inc.	Very High $310K	$3.7B	12,045	15%
Integrity Alliance, LLC	Very High $450K	$4.8B	10,660	10%
Transamerica Financial Advisors	Very Low $49K	$2.1B	42,497	3%
Primerica Advisors	High $230K	$19B	80,267	22%
Advice and Planning Services	Very High $520K	$38B	72,469	65%
Mercer Global Advisors Inc.	Very High $2.2M	$78B	35,044	53%
Mai Capital Management, LLC	Very High $2.2M	$34B	15,740	31%
TD private Client Wealth LLC	Very High $270K	$6.9B	25,351	6%
Eagle Strategies (NY Life)	High $240K	$31B	132,722	20%
Independent Financial Group, LLC	Very High $470K	$12B	25,896	9%
Mariner	Very High $2.1M	$120B	54,583	41%
Hightower Advisors	Very High $2.8M	$180B	62,807	46%
EP Wealth Advisors	Very High $2.1M	$42B	19,618	8%
J. W. Cole Advisors, Inc.	High $260K	$7.9B	30,867	4%
Benjamin F. Edwards & Company, Incorporated	Very High $550K	$18B	32,532	1%
Integrated Wealth Concepts LLC	Very High $720K	$18B	25,274	37%
Creative Planning	Very High $2.1M	$180B	87,051	45%
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Very High $410K	$12B	30,039	16%
Newedge Advisors	Very High $810K	$40B	48,809	27%
Osaic Advisory Services, LLC	Very High $510K	$15B	29,516	13%
GWN Securities Inc.	Very Low $130K	$4.7B	37,763	6%
Citizens Securities, Inc.	Low $210K	$13B	60,162	0%
Centaurus Financial, Inc.	Low $190K	$7.3B	37,955	1%
D.A. DAVIDSON & Co.	Very High $550K	$38B	68,135	27%
First Command Advisory Services	Typical $210K	$24B	113,511	3%
Commonwealth Financial Network	Very High $570K	$200B	355,973	12%
RBC Rochdale, LLC	Very High $3.1M	$50B	16,170	98%
Planmember Securities Corporation	Low $130K	$9.2B	69,441	1%
Independent Financial partners	Typical $230K	$12B	52,539	35%
Brookstone Capital Management LLC	High $230K	$13B	54,810	9%
Empower Advisory Group	Very High $570K	$170B	293,347	7%
Janney Montgomery Scott	Very High $410K	$98B	239,764	42%
Private Advisor Group, LLC	Very High $300K	$42B	139,740	16%
Valic Financial Advisors	Very Low $100K	$29B	292,989	1%
AE Wealth Management, LLC	Very High $390K	$49B	127,213	7%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support