AUM per client for Independent firms serving clients in Hawaii

Independent firms active in Hawaii 34 firms
Very Low $120K-$280K
Low $280K-$420K
Typical $420K-$1.3M
High $1.3M-$1.8M
Very High $1.8M-$2.7M
5th 20th 40th 60th 80th 95th

Median: $710K

Firm
AUM/client
AUM
Clients
HNW client %
Akamai Wealth Management, LLC logo Akamai Wealth Management, LLC
$260K
Ivanets Investments LLC logo Ivanets Investments LLC
$0
SEA Financial Hawaii
Stakeholder Enterprise logo Stakeholder Enterprise
1stto50th LLC logo 1stto50th LLC
Very Low $250K
$250K
1
0%
Alakai Securities Inc.
1
0%
Toba Financial logo Toba Financial
Very Low $190K
$960K
5
0%
Milestone Wealth Management & Insurance, LLC
Low $360K
$2.2M
6
0%
Investment Dynamics Consulting Group, LLC
High $1.5M
$10M
7
100%
CRL Advisors logo CRL Advisors
Typical $820K
$6.5M
8
100%
Pacific Wealth Partners, LLC logo Pacific Wealth Partners, LLC
Very High $2.7M
$22M
8
63%
ECS Wealth Strategies logo ECS Wealth Strategies
9
33%
Financial Vision Advisory Services, LLC.
Typical $440K
$4.8M
11
0%
Waterfront Advisors
Very Low $250K
$3M
12
25%
Lifelong Investment Management Services LLC logo Lifelong Investment Management Services LLC
Very Low $230K
$3.3M
14
0%
Disciplined Growth Capital, LLC
Very High $3.8M
$57M
15
100%
Seacap Advisors, LLC
Very High $2.1M
$31M
15
20%
Jennings Financial Planning, Inc. logo Jennings Financial Planning, Inc.
Very High $1.9M
$33M
18
67%
KIPI Financial Planning LLC logo KIPI Financial Planning LLC
Low $310K
$5.5M
18
17%
SJC Capital Advisors LLC
High $1.6M
$31M
19
42%
Burdick Wealth Management, LLC logo Burdick Wealth Management, LLC
High $1.6M
$32M
20
40%
Front Street Financial logo Front Street Financial
Typical $1.1M
$21M
20
30%
Henderson Asset Management, LLC logo Henderson Asset Management, LLC
Low $350K
$7.3M
21
10%
Masuda Lehrman Wealth logo Masuda Lehrman Wealth
Low $310K
$6.5M
21
24%
DFG Investments and Tax LLC
Very Low $120K
$2.7M
22
0%
Diogenes Financial LLC logo Diogenes Financial LLC
Low $420K
$11M
25
0%
DRS Financial Partners LLC logo DRS Financial Partners LLC
Low $300K
$7.5M
25
0%
HFIR LLC logo HFIR LLC
Very High $2.6M
$68M
26
12%
Trew Advisors, LLC logo Trew Advisors, LLC
Typical $1.1M
$29M
26
15%
Apollo Wealth Management, Ltd. logo Apollo Wealth Management, Ltd.
Very High $2.5M
$67M
27
81%
Empowering Finance, LLC logo Empowering Finance, LLC
High $1.4M
$37M
27
26%
Honolulu Capital Management
Very Low $120K
$3.2M
27
33%
Aloha Wealthcare Management, LLC
Typical $510K
$18M
35
14%
Penfield Investments LLC logo Penfield Investments LLC
Very Low $89K
$4.9M
55
0%
Davis Financial Management, Inc. logo Davis Financial Management, Inc.
High $1.7M
$93M
56
91%
BFG Wealth Management LLC logo BFG Wealth Management LLC
Typical $610K
$37M
61
13%
L.J. Brey, Inc. logo L.J. Brey, Inc.
Very High $1.9M
$120M
61
61%
The Western Wealth Group, Inc. logo The Western Wealth Group, Inc.
High $1.8M
$110M
61
69%
Retirement Advice LLC logo Retirement Advice LLC
Low $390K
$26M
65
46%
Conway Partners logo Conway Partners
High $1.8M
$140M
81
86%
The Retirement Optimization Group, LLC logo The Retirement Optimization Group, LLC
131
0%
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