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

Multi-team firms active in Hawaii 84 firms

Very Low $180K-$280K

Low $280K-$510K

Typical $510K-$840K

High $840K-$1.3M

Very High $1.3M-$2.6M

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

Median: $640K

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Firm	AUM/client	AUM	Clients	HNW client %
Madison Investment Advisors, LLC	Low $430K	$6.3B	14,602	15%
EFS Advisors	Very Low $110K	$2.3B	21,660	0%
Beacon Capital Management, Inc.	Very Low $200K	$2B	10,219	2%
Missionsquare Retirement	Very Low $140K	$5.7B	40,526	1%
Provenance Wealth advisors	High $960K	$2.9B	3,085	18%
1919 Investment Counsel, LLC	Very High $4.1M	$20B	4,866	55%
United Capital Financial Advisors	Typical $830K	$21B	24,837	8%
Private Management Group Inc	Very High $1.3M	$4.5B	3,384	29%
Geneos Wealth Management, Inc.	Low $420K	$9B	21,267	3%
Foundations Investment Advisors LLC	Low $340K	$10B	29,615	20%
NWF Advisory Services Inc	Typical $560K	$6.4B	11,433	3%
Level Four Advisory Services	Low $320K	$4.8B	14,964	34%
Creativeone Wealth, LLC	Very Low $260K	$5.8B	22,064	8%
Western Wealth Management LLC	Low $460K	$5B	11,019	30%
Kingswood Wealth Advisors, LLC	Low $330K	$3.7B	11,259	20%
The Retirement Planning Group, LLC	High $850K	$4B	4,748	31%
Ausdal Financial Partners, Inc.	Very Low $220K	$3.6B	16,436	24%
American Independent Securities Group, LLC	Very Low $220K	$970M	4,339	10%
G. A. Repple & Company	Very Low $220K	$680M	3,139	0%
Meridian Wealth Management, LLC	Typical $810K	$4.4B	5,366	19%
Continuum Advisory, LLC	Typical $540K	$1.8B	3,344	27%
Impact Partnership Wealth, LLC	Low $370K	$2.9B	7,988	6%
LaSalle St. Investment Advisors, L.L.C.	Low $380K	$5.2B	13,711	7%
Corecap Advisors	Low $410K	$4B	9,671	10%
Gibbs Wealth Management, LLC	Very Low $200K	$1B	5,356	3%
Stifel Independent Advisors, LLC	Typical $620K	$4.8B	7,762	27%
Beacon Trust	Very High $1.5M	$4.1B	2,830	71%
Legacy Wealth Management, LLC	Very Low $190K	$610M	3,269	4%
First Advisors National, LLC	Very Low $100K	$510M	4,858	0%
CliftonLarsonAllen Wealth Advisors, LLC	Very High $1.7M	$11B	6,550	36%
Synovus Securities, Inc.	Typical $640K	$7.6B	11,964	16%
Regal Investment Advisors LLC	Low $330K	$2.7B	8,220	7%
First Heartland Consultants, Inc.	Low $290K	$1.9B	6,350	5%
Victory Financial	Low $450K	$1.3B	2,937	12%
Buck Wealth Strategies, LLC	Low $320K	$890M	2,734	6%
AlphaCore Capital LLC	Very High $2.7M	$8.8B	3,328	57%
Archer Investment Corporation	Very Low $180K	$770M	4,290	4%
WORLD EQUITY GROUP, Inc.	Low $300K	$1B	3,151	4%
Parallel Advisors, LLC	Very High $2.2M	$9.3B	4,169	24%
Perigon Wealth Management, LLC	Very High $1.7M	$9.3B	5,421	30%
Destination Wealth Management	Very High $2.1M	$4.8B	2,272	59%
Inspire Advisors, LLC	Low $370K	$1.3B	3,523	9%
ValMark Advisers, Inc.	Typical $550K	$8.1B	14,624	11%
A.G.P. / Alliance Global Partners	Low $320K	$2.1B	6,635	6%
CL Wealth Management LLC	Low $340K	$730M	2,165	29%
Composition Wealth, LLC	Very High $2.3M	$8.6B	3,760	11%
Advisory Services Network	Typical $830K	$10B	12,426	9%
Concorde Asset Management, LLC	Very Low $160K	$590M	3,689	1%
One Capital Management, LLC	Very High $1.5M	$5.3B	3,468	34%
Aprio Wealth Management, LLC	Very High $2.4M	$3.8B	1,592	45%
Chicago Partners Investment Group LLC	Very High $2.6M	$7B	2,741	64%
Navy Federal Investment Services, LLC	Low $280K	$2.1B	7,424	4%
Diversify Advisory Services, LLC	High $840K	$4.4B	5,200	15%
Simplicity wealth	Very Low $200K	$1.7B	8,456	8%
Wedbush Securities Inc.	Typical $540K	$5.4B	9,927	27%
On Investment Management CO	Low $320K	$3B	9,317	9%
First Foundation Advisors	Very High $3.5M	$3.7B	1,053	59%
Financial Gravity Family Office Services, LLC	Low $340K	$590M	1,716	9%
Nfsg Corporation	Low $340K	$1B	3,036	25%
Vanderbilt Advisory Services	Low $330K	$2B	6,199	6%
FBL Wealth Management, LLC	Very Low $1.1K	$9.2M	8,258	0%
Global View Capital Management LLC	Very Low $200K	$770M	3,786	3%
Abacus Wealth Partners	Very High $2.1M	$3.2B	1,547	48%
Ashton Thomas Private Wealth	Very High $1.8M	$5.9B	3,181	38%
Cape Investment Advisory, Inc.	Low $460K	$460M	1,002	11%
Aegis Capital Corp.	Typical $510K	$1.5B	3,030	37%
Curi Capital, LLC	Very High $2.9M	$8.4B	2,865	54%
Citizens Private Wealth	Very High $5.5M	$14B	2,502	100%
The Oak Ridge Financial Services Group, Inc	Typical $660K	$660M	994	16%
Huntleigh Advisors, Inc.	Low $420K	$750M	1,795	9%
Packerland Brokerage Services, Inc.	Very Low $280K	$1.3B	4,845	23%
The Strategic Financial Alliance, Inc.	Very Low $260K	$380M	1,457	9%
United Brokerage Services inc	Very Low $250K	$350M	1,368	4%
M Holdings Securities, INC.	Typical $690K	$3B	4,368	2%
Hilltop Securities inc.	Typical $680K	$2.3B	3,335	18%
Mutual of Omaha Investor Services, Inc.	Very Low $4.7K	$32M	6,880	23%
Siebert AdvisorNXT, LLC.	Low $400K	$390M	973	10%
Momentum Independent Network Inc.	Typical $550K	$1.6B	2,817	14%
Insigneo Advisory Services, LLC	Typical $670K	$2.3B	3,415	12%
Infinity Financial Services Advisory	Very Low $260K	$170M	642	5%
IP Financial Advisory Services LLC	Very Low $240K	$480M	2,001	0%
SVB Wealth	Very High $2.4M	$2.4B	1,024	52%
Jefferies Investment Advisers LLC	Very High $1.3M	$2.1B	1,649	0%
MWA Financial Services Inc.	Low $310K	$620M	1,981	4%

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