AUM per client for Supported firms serving clients in Hawaii

Supported firms active in Hawaii 39 firms

Very Low $110K-$390K

Low $390K-$760K

Typical $760K-$1M

High $1M-$1.6M

Very High $1.6M-$3.1M

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

Median: $890K

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Firm	AUM/client	AUM	Clients	HNW client %
Asia Pacific Financial Management Group, Inc.	Very Low $150K	$210M	1,417	3%
Kanno Capital	Very Low $270K	$44M	161	25%
Robert Priske, LLC	High $1.4M	$200M	144	57%
M Premier Partners	Typical $1M	$250M	251	31%
Lighthouse Financial Services Inc	Typical $1M	$460M	458	35%
AIO Financial, LLC	Typical $1M	$200M	197	24%
Brightree Wealth Management, LLC	Typical $940K	$180M	191	36%
Kokua Capital Management	Very High $2.3M	$220M	95	54%
Rice Financial Consulting, Inc.	Typical $770K	$270M	351	19%
MacFarlane Investors	Very Low $44K	$7.4M	167	0%
Kahala Financial Advisors, LLC	High $1.2M	$200M	162	0%
Darrow Wealth Group	Very Low $110K	$17M	161	0%
BelLoadVisers, LLC	Low $590K	$91M	155	88%
Diamond Head Financial Advisors LLC	Typical $790K	$52M	66	67%
Shared Vision Wealth Group	Very High $1.8M	$330M	189	40%
Summa Global Advisors, LLC	High $1.1M	$140M	125	33%
Andrews Advisory Associates, LLC	Typical $890K	$220M	245	27%
JH Advisors	High $1.5M	$180M	122	48%
Financial Planning Hawaii, Inc.	Very High $1.6M	$380M	241	42%
Regency Capital Management Inc.	Very High $3M	$340M	116	59%
ACP Investment Management	Low $700K	$110M	152	28%
Holistic Finance LLC	Very Low $40K	$7.9M	198	1%
Kipos Wealth	Low $690K	$68M	98	36%
Rylander Richter	High $1.1M	$100M	95	49%
Change Wealth Advisors	Typical $770K	$67M	87	21%
My Financial Coach, LLC	Low $430K	$54M	126	11%
Twin Lakes Capital	Very High $3.5M	$290M	83	59%
MB Gen Wealth	Very High $3.3M	$400M	120	60%
C.M.Bidwell & Associates Ltd	High $1.2M	$190M	151	9%
Pacific Global Investment Management Company	Low $570K	$80M	124	33%
Integrated Wealthcare, LLC	High $1.4M	$190M	135	39%
Aventura Capital Management, LLC	Very Low $380K	$48M	126	10%
NEOKAI Capital	Low $620K	$43M	70	41%
Humble Capital Management LLC	Very High $1.8M	$73M	40	100%
Kala Capital	Very Low $330K	$25M	76	7%
Pathfinder Financial Services, LLC	Very High $2.4M	$90M	38	76%
Diversified Planning Concepts, Inc.	High $1.1M	$36M	34	53%
Decca Private Wealth Management, Inc.	Very Low $150K	$7M	47	9%
Aumakua Capital Management LLC	Low $410K	$3.3M	8	63%
EmberVest	—	—	3	0%
Hui Malama Financial Advisors LLC	—	$0	—	—
Wealth Alignment Partners, LLC	—	—	—	—

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