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 firms that cater to high-net-worth individuals with more complex financial 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 $672,000, slightly above the national median for this category. The distribution shows a range from around $166,000 on the lower end to over $2.8 million at the higher end, reflecting a diverse mix of client segments. This suggests that some firms in Hawaii focus on serving affluent clients with more customized planning, while others maintain broader access with lower minimums. The variation can also indicate firms at different stages of growth or those intentionally maintaining smaller, more personalized client bases.

For you, understanding AUM per client helps clarify what kind of service and minimum investment levels to expect. There’s no single “right” number—higher AUM per client may mean more tailored advice but fewer clients, while lower numbers often mean more accessible services with standardized offerings. Use this metric alongside others to find an advisor whose approach aligns with 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.