HNW client percentage for Multi-team firms serving clients in Hawaii

Multi-team firms active in Hawaii 84 firms

Very Low 0%-0%

Low 0%-4%

Typical 4%-10%

High 10%-20%

Very High 20%-57%

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

Median: 6%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Infinity Financial Services Advisory	Typical 5%	30	642	$260K
Insigneo Advisory Services, LLC	High 12%	402	3,415	$670K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Siebert AdvisorNXT, LLC.	High 10%	93	973	$400K
Mutual of Omaha Investor Services, Inc.	Very High 23%	1,595	6,880	$4.7K
Hilltop Securities inc.	High 18%	599	3,335	$680K
M Holdings Securities, INC.	Low 2%	78	4,368	$690K
United Brokerage Services inc	Typical 4%	49	1,368	$250K
The Strategic Financial Alliance, Inc.	Typical 9%	127	1,457	$260K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
Huntleigh Advisors, Inc.	Typical 9%	161	1,795	$420K
The Oak Ridge Financial Services Group, Inc	High 16%	158	994	$660K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Aegis Capital Corp.	Very High 37%	1,116	3,030	$510K
Cape Investment Advisory, Inc.	High 11%	107	1,002	$460K
Ashton Thomas Private Wealth	Very High 38%	1,198	3,181	$1.8M
Abacus Wealth Partners	Very High 48%	747	1,547	$2.1M
Global View Capital Management LLC	Low 3%	128	3,786	$200K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
Nfsg Corporation	Very High 25%	765	3,036	$340K
Financial Gravity Family Office Services, LLC	Typical 9%	149	1,716	$340K
First Foundation Advisors	Very High 59%	623	1,053	$3.5M
On Investment Management CO	Typical 9%	794	9,317	$320K
Wedbush Securities Inc.	Very High 27%	2,636	9,927	$540K
Simplicity wealth	Typical 8%	645	8,456	$200K
Diversify Advisory Services, LLC	High 15%	802	5,200	$840K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
Chicago Partners Investment Group LLC	Very High 64%	1,749	2,741	$2.6M
Aprio Wealth Management, LLC	Very High 45%	710	1,592	$2.4M
One Capital Management, LLC	Very High 34%	1,168	3,468	$1.5M
Concorde Asset Management, LLC	Low 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
Composition Wealth, LLC	High 11%	406	3,760	$2.3M
CL Wealth Management LLC	Very High 29%	637	2,165	$340K
A.G.P. / Alliance Global Partners	Typical 6%	427	6,635	$320K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
Inspire Advisors, LLC	Typical 9%	320	3,523	$370K
Destination Wealth Management	Very High 59%	1,335	2,272	$2.1M
Perigon Wealth Management, LLC	Very High 30%	1,653	5,421	$1.7M
Parallel Advisors, LLC	Very High 24%	1,013	4,169	$2.2M
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Archer Investment Corporation	Typical 4%	173	4,290	$180K
AlphaCore Capital LLC	Very High 57%	1,905	3,328	$2.7M
Buck Wealth Strategies, LLC	Typical 6%	156	2,734	$320K
Victory Financial	High 12%	360	2,937	$450K
First Heartland Consultants, Inc.	Typical 5%	309	6,350	$290K
Regal Investment Advisors LLC	Typical 7%	555	8,220	$330K
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
First Advisors National, LLC	Low 0%	—	4,858	$100K
Legacy Wealth Management, LLC	Typical 4%	134	3,269	$190K
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Stifel Independent Advisors, LLC	Very High 27%	2,124	7,762	$620K
Gibbs Wealth Management, LLC	Low 3%	140	5,356	$200K
Corecap Advisors	High 10%	936	9,671	$410K
LaSalle St. Investment Advisors, L.L.C.	Typical 7%	894	13,711	$380K
Impact Partnership Wealth, LLC	Typical 6%	512	7,988	$370K
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
Meridian Wealth Management, LLC	High 19%	1,022	5,366	$810K
American Independent Securities Group, LLC	High 10%	437	4,339	$220K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
The Retirement Planning Group, LLC	Very High 31%	1,488	4,748	$850K
Kingswood Wealth Advisors, LLC	Very High 20%	2,274	11,259	$330K
Western Wealth Management LLC	Very High 30%	3,272	11,019	$460K
Creativeone Wealth, LLC	Typical 8%	1,738	22,064	$260K
Level Four Advisory Services	Very High 34%	5,075	14,964	$320K
NWF Advisory Services Inc	Low 3%	303	11,433	$560K
Foundations Investment Advisors LLC	Very High 20%	6,047	29,615	$340K
Geneos Wealth Management, Inc.	Low 3%	618	21,267	$420K
Private Management Group Inc	Very High 29%	974	3,384	$1.3M
United Capital Financial Advisors	Typical 8%	1,937	24,837	$830K
1919 Investment Counsel, LLC	Very High 55%	2,653	4,866	$4.1M
Provenance Wealth advisors	High 18%	547	3,085	$960K
Missionsquare Retirement	Low 1%	390	40,526	$140K
Beacon Capital Management, Inc.	Low 2%	162	10,219	$200K
EFS Advisors	Low 0%	—	21,660	$110K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K

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