AUM per client for Multi-team firms serving clients in Hawaii

AUM per client measures the total assets a firm manages divided by its client count, offering insight into the type of clients a firm serves. Higher AUM per client often indicates a focus on wealthier clients with more complex financial planning needs, while lower figures suggest broader access and more standardized services.

In Hawaii, multi-team firms—those with 30 to 300 advisors or managing over $3 billion in assets—have a median AUM per client of about $678,000. This is somewhat below the national median for similar firms, which often fall in the $1 to $3 million range. The distribution in Hawaii shows a spread from around $170,000 to over $2.7 million per client, indicating a diverse market. Some firms may be early-stage or intentionally serving a wider client base with lower minimums, while others focus on high-net-worth individuals with more tailored services. This variation reflects the different approaches multi-team firms take within the state.

For you, this means AUM per client is a helpful signal about what kind of service and minimum investment level to expect, but it’s not a measure of quality. Higher AUM per client usually means more personalized, complex planning, while lower numbers suggest greater accessibility and standardized offerings. Use this metric alongside others to find a firm that matches your financial situation and goals. Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.