AUM per client for Team firms serving clients in Hawaii

Team firms active in Hawaii 50 firms

Very Low $170K-$310K

Low $310K-$750K

Typical $750K-$950K

High $950K-$2.1M

Very High $2.1M-$4.5M

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

Median: $860K

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Firm	AUM/client	AUM	Clients	HNW client %
Island Wealth Management	—	$0	—	—
Stadia Financial LLC	—	$0	—	—
Investment Research Corp	Very Low $310K	$51M	163	2%
Sanders Morris LLC	Very High $4.5M	$580M	127	17%
B.B. Graham & Company, Inc.	Typical $750K	$320M	427	24%
JRS Investments and Wealth Preservation, LLC	Very Low $170K	$15M	91	2%
Savvi Financial LLC	Low $330K	$45M	135	9%
Pasadena Private Wealth, LLC	Very High $2.7M	$1.2B	432	59%
WestPark Capital, Inc.	Very Low $200K	$53M	265	0%
Stronghold Capital Partners LLC	Very Low $150K	$50M	334	0%
Parsonex Advisory Services, Inc.	Low $720K	$240M	330	18%
Opes Wealth Management, LLC	High $2M	$820M	419	51%
Quartz Partners Investment Management	Low $520K	$360M	688	10%
Lifetime Financial, Inc.	Very Low $240K	$56M	237	8%
Belleair Wealth Management, LLC	Low $740K	$110M	150	17%
Guardian Wealth Partners, LLC	Low $480K	$190M	402	7%
Spectrum Asset Management Inc	High $1.9M	$570M	306	41%
The Rice Partnership, LLC	Very High $2.1M	$870M	411	50%
Syndicated Capital, Inc.	Very Low $310K	$140M	465	6%
The Gleason Group, Inc.	Very High $6M	$1.6B	262	52%
Forthright Capital	Very Low $110K	$110M	978	1%
Meridian Investment Counsel, Inc.	Very High $3.8M	$720M	187	63%
CAVU Wealth Management	Low $570K	$200M	347	17%
Natural Investments	High $1.6M	$1.9B	1,242	22%
Mission Creek Capital Partners, Inc.	High $1.4M	$700M	499	65%
Shotwell Rutter Baer Inc	Low $650K	$180M	282	22%
Investor FAN	Typical $900K	$790M	874	27%
Main Street Research LLC	Very High $2.6M	$2.6B	1,018	80%
Whitwell Advisors	Low $320K	$100M	312	18%
Mission Financial Group, LLC	Low $740K	$260M	346	17%
Occidental Asset Management, LLC	High $1.2M	$1.1B	908	100%
Cadinha & Co LLC	High $1.7M	$1B	606	47%
Shiraishi Financial Group Advisors	Very Low $240K	$110M	458	17%
Pinkerton Wealth Partners	High $1.1M	$1.3B	1,233	31%
Southland Equity Partners, LLC.	Low $500K	$890M	1,766	2%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Arrowroot family office, LLC	Very Low $290K	$410M	1,413	42%
Tencap Wealth Coaching	Low $370K	$270M	736	7%
BCG Securities, inc.	Low $370K	$750M	2,060	8%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
Peak Planning Group, LLC	Typical $850K	$710M	838	21%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Westside Investment Management, LLC	Typical $910K	$760M	839	44%
Discipline Wealth Solutions, Inc.	Low $370K	$710M	1,919	13%
TRUE Private Wealth Advisors, LLC	Typical $890K	$1.4B	1,576	23%
Martel Wealth Advisors, LLC	High $1.2M	$1.2B	998	38%
Lighthouse Wealth Strategies, LLC	High $980K	$840M	866	25%
Hendricks Wealth and Estate Management	Low $580K	$530M	913	18%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
JDL Advisers	Very Low $250K	$1.9B	7,691	18%

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