HNW client percentage for Team firms serving clients in Hawaii

Team firms active in Hawaii 50 firms

Very Low 2%-17%

Low 17%-19%

Typical 19%-46%

High 46%-59%

Very High 59%-80%

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

Median: 25%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Island Wealth Management	—	—	—	—
Stadia Financial LLC	—	—	—	—
Investment Research Corp	Very Low 2%	4	163	$310K
Sanders Morris LLC	Low 17%	21	127	$4.5M
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
JRS Investments and Wealth Preservation, LLC	Very Low 2%	2	91	$170K
Savvi Financial LLC	Very Low 9%	12	135	$330K
Pasadena Private Wealth, LLC	Very High 59%	255	432	$2.7M
WestPark Capital, Inc.	Very Low 0%	—	265	$200K
Stronghold Capital Partners LLC	Very Low 0%	—	334	$150K
Parsonex Advisory Services, Inc.	Low 18%	60	330	$720K
Opes Wealth Management, LLC	High 51%	215	419	$2M
Quartz Partners Investment Management	Very Low 10%	67	688	$520K
Lifetime Financial, Inc.	Very Low 8%	19	237	$240K
Belleair Wealth Management, LLC	Low 17%	25	150	$740K
Guardian Wealth Partners, LLC	Very Low 7%	30	402	$480K
Spectrum Asset Management Inc	Typical 41%	126	306	$1.9M
The Rice Partnership, LLC	High 50%	204	411	$2.1M
Syndicated Capital, Inc.	Very Low 6%	27	465	$310K
The Gleason Group, Inc.	High 52%	136	262	$6M
Forthright Capital	Very Low 1%	9	978	$110K
Meridian Investment Counsel, Inc.	Very High 63%	118	187	$3.8M
CAVU Wealth Management	Low 17%	58	347	$570K
Natural Investments	Typical 22%	278	1,242	$1.6M
Mission Creek Capital Partners, Inc.	Very High 65%	324	499	$1.4M
Shotwell Rutter Baer Inc	Typical 22%	62	282	$650K
Investor FAN	Typical 27%	235	874	$900K
Main Street Research LLC	Very High 80%	815	1,018	$2.6M
Whitwell Advisors	Low 18%	56	312	$320K
Mission Financial Group, LLC	Low 17%	60	346	$740K
Occidental Asset Management, LLC	Very High 100%	908	908	$1.2M
Cadinha & Co LLC	High 47%	287	606	$1.7M
Shiraishi Financial Group Advisors	Low 17%	79	458	$240K
Pinkerton Wealth Partners	Typical 31%	386	1,233	$1.1M
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
Phillips and Company Advisors LLC	Very Low 16%	176	1,110	$1.7M
Arrowroot family office, LLC	Typical 42%	595	1,413	$290K
Tencap Wealth Coaching	Very Low 7%	55	736	$370K
BCG Securities, inc.	Very Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
Peak Planning Group, LLC	Typical 21%	174	838	$850K
Compak Asset Management	Very High 67%	1,155	1,734	$860K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Westside Investment Management, LLC	Typical 44%	365	839	$910K
Discipline Wealth Solutions, Inc.	Very Low 13%	246	1,919	$370K
TRUE Private Wealth Advisors, LLC	Typical 23%	357	1,576	$890K
Martel Wealth Advisors, LLC	Typical 38%	382	998	$1.2M
Lighthouse Wealth Strategies, LLC	Typical 25%	220	866	$980K
Hendricks Wealth and Estate Management	Low 18%	161	913	$580K
Fiscal Wisdom Wealth Management LLC	Very Low 2%	52	2,676	$140K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
JDL Advisers	Low 18%	1,376	7,691	$250K

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