HNW client percentage for Independent firms serving clients in Hawaii

Independent firms active in Hawaii 37 firms

Very Low 0%-0%

Low 0%-15%

Typical 15%-32%

High 32%-66%

Very High 66%-100%

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

Median: 24%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
The Retirement Optimization Group, LLC	Low 0%	—	131	—
Conway Partners	Very High 86%	70	81	$1.8M
Retirement Advice LLC	High 46%	30	65	$390K
BFG Wealth Management LLC	Low 13%	8	61	$610K
L.J. Brey, Inc.	High 61%	37	61	$1.9M
The Western Wealth Group, Inc.	Very High 69%	42	61	$1.8M
Davis Financial Management, Inc.	Very High 91%	51	56	$1.7M
Penfield Investments LLC	Low 0%	—	55	$89K
Aloha Wealthcare Management, LLC	Low 14%	5	35	$510K
Apollo Wealth Management, Ltd.	Very High 81%	22	27	$2.5M
Empowering Finance, LLC	Typical 26%	7	27	$1.4M
Honolulu Capital Management	High 33%	9	27	$120K
HFIR LLC	Low 12%	3	26	$2.6M
Trew Advisors, LLC	Typical 15%	4	26	$1.1M
Diogenes Financial LLC	Low 0%	—	25	$420K
DRS Financial Partners LLC	Low 0%	—	25	$300K
DFG Investments and Tax LLC	Low 0%	—	22	$120K
Henderson Asset Management, LLC	Low 10%	2	21	$350K
Masuda Lehrman Wealth	Typical 24%	5	21	$310K
Burdick Wealth Management, LLC	High 40%	8	20	$1.6M
Front Street Financial	Typical 30%	6	20	$1.1M
SJC Capital Advisors LLC	High 42%	8	19	$1.6M
Jennings Financial Planning, Inc.	Very High 67%	12	18	$1.9M
KIPI Financial Planning LLC	Typical 17%	3	18	$310K
Disciplined Growth Capital, LLC	Very High 100%	15	15	$3.8M
Seacap Advisors, LLC	Typical 20%	3	15	$2.1M
Lifelong Investment Management Services LLC	Low 0%	—	14	$230K
Waterfront Advisors	Typical 25%	3	12	$250K
Financial Vision Advisory Services, LLC.	Low 0%	—	11	$440K
ECS Wealth Strategies	High 33%	3	9	—
CRL Advisors	Very High 100%	8	8	$820K
Pacific Wealth Partners, LLC	High 63%	5	8	$2.7M
Investment Dynamics Consulting Group, LLC	Very High 100%	7	7	$1.5M
Milestone Wealth Management & Insurance, LLC	Low 0%	—	6	$360K
Toba Financial	Low 0%	—	5	$190K
1stto50th LLC	Low 0%	—	1	$250K
Alakai Securities Inc.	Low 0%	—	1	—
Akamai Wealth Management, LLC	—	—	—	—
Ivanets Investments LLC	—	—	—	—
SEA Financial Hawaii	—	—	—	—
Stakeholder Enterprise	—	—	—	—

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