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

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

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