HNW client percentage for Enterprise firms serving clients in Hawaii

Enterprise firms active in Hawaii 40 firms

Very Low 0%-1%

Low 1%-3%

Typical 3%-20%

High 20%-22%

Very High 22%-42%

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

Median: 7%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
AE Wealth Management, LLC	Typical 7%	9,444	127,213	$390K
Valic Financial Advisors	Low 1%	1,913	292,989	$100K
Private Advisor Group, LLC	Typical 16%	22,083	139,740	$300K
Janney Montgomery Scott	Very High 42%	100,743	239,764	$410K
Empower Advisory Group	Typical 7%	20,524	293,347	$570K
Brookstone Capital Management LLC	Typical 9%	4,860	54,810	$230K
Independent Financial partners	Very High 35%	18,190	52,539	$230K
Planmember Securities Corporation	Low 1%	898	69,441	$130K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
Commonwealth Financial Network	Typical 12%	41,874	355,973	$570K
First Command Advisory Services	Typical 3%	3,852	113,511	$210K
D.A. DAVIDSON & Co.	Very High 27%	18,223	68,135	$550K
Centaurus Financial, Inc.	Low 1%	330	37,955	$190K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
GWN Securities Inc.	Typical 6%	2,217	37,763	$130K
Osaic Advisory Services, LLC	Typical 13%	3,755	29,516	$510K
Newedge Advisors	Very High 27%	13,112	48,809	$810K
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner	Typical 16%	4,880	30,039	$410K
Creative Planning	Very High 45%	39,511	87,051	$2.1M
Integrated Wealth Concepts LLC	Very High 37%	9,250	25,274	$720K
Benjamin F. Edwards & Company, Incorporated	Low 1%	244	32,532	$550K
J. W. Cole Advisors, Inc.	Typical 4%	1,261	30,867	$260K
EP Wealth Advisors	Typical 8%	1,589	19,618	$2.1M
Hightower Advisors	Very High 46%	29,177	62,807	$2.8M
Mariner	Very High 41%	22,322	54,583	$2.1M
Independent Financial Group, LLC	Typical 9%	2,438	25,896	$470K
Eagle Strategies (NY Life)	High 20%	27,125	132,722	$240K
TD private Client Wealth LLC	Typical 6%	1,518	25,351	$270K
Mai Capital Management, LLC	Very High 31%	4,902	15,740	$2.2M
Mercer Global Advisors Inc.	Very High 53%	18,398	35,044	$2.2M
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
Primerica Advisors	Very High 22%	17,261	80,267	$230K
Transamerica Financial Advisors	Typical 3%	1,218	42,497	$49K
Integrity Alliance, LLC	Typical 10%	1,082	10,660	$450K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
Cresset Asset Management, LLC	Very High 77%	3,667	4,746	$15M
VOYA Financial Advisors, Inc.	Typical 19%	3,095	16,313	$240K
TLG Advisors, INC.	Typical 6%	301	5,018	$430K
IEQ Capital, LLC	Very High 100%	2,300	2,300	$25M

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