AUM per client for Team firms serving clients in Hawaii

AUM per client measures the total assets a firm manages divided by its number of clients, offering insight into the type of clients a firm serves. Higher AUM per client often indicates firms that work with wealthier clients requiring more complex, personalized planning, while lower figures suggest broader access with more standardized services.

In Hawaii, among team firms—which typically have 5 to 30 advisors or manage over $500 million—the median AUM per client is about $893,000. This is somewhat below the national median of roughly $1,016,000 for similar firms. The distribution shows a range from around $170,000 up to over $4.5 million per client, indicating a mix of firms serving both affluent households at scale and those focused on high-net-worth clients with more bespoke needs. This spread suggests that some Hawaii-based teams may be in earlier growth stages or intentionally maintain lower minimums to serve a wider client base, while others concentrate on wealthier clients with more complex financial situations.

For you, understanding AUM per client helps clarify what kind of advisory experience to expect. A higher number typically means more tailored, in-depth service with higher account minimums, whereas a lower number often corresponds to more standardized offerings accessible to a broader group. There’s no single “right” figure—it depends on your financial situation and preferences. Use this metric alongside others to find an advisor whose approach aligns with your needs.

Or, if you'd rather skip the guesswork, Warmer can help you find a financial advisor who fits your needs.