Clients per advisor for Independent firms in Hawaii

In Hawaii, independent financial advisors tend to serve slightly fewer clients than the national median, with a state median of 21 clients per advisor compared to the national median of 26. This suggests that many advisors in Hawaii may prioritize more personalized, relationship-driven service, potentially catering to clients seeking deeper engagement. With 41 independent firms in the state, the client loads generally fall within the lower to moderate range, reflecting either newer advisors building their practices or those intentionally maintaining smaller client bases. For clients in Hawaii, this dynamic offers opportunities for tailored attention, though it may also indicate a market with many advisors still growing their client rosters.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
The Retirement Optimization Group, LLC	Very High 131	131	1	1
Conway Partners	Very High 81	81	1	2
Retirement Advice LLC	High 65	65	1	1
Caris Investment Partners	High 62	62	1	1
The Western Wealth Group, Inc.	High 61	61	1	1
BFG Wealth Management LLC	High 61	61	1	2
L.J. Brey, Inc.	High 61	61	1	1
Davis Financial Management, Inc.	High 56	56	1	1
Penfield Investments LLC	High 55	55	1	1
Heritage Grove Wealth Management, LLC	High 44	44	1	1
Aloha Wealthcare Management, LLC	Typical 35	35	1	1
Honolulu Capital Management	Typical 27	27	1	1
Empowering Finance, LLC	Typical 27	27	1	1
Apollo Wealth Management, Ltd.	Typical 27	27	1	1
HFIR LLC	Typical 26	26	1	1
Trew Advisors, LLC	Typical 26	26	1	1
DRS Financial Partners LLC	Typical 25	25	1	1
Diogenes Financial LLC	Typical 25	25	1	1
DFG Investments and Tax LLC	Typical 22	22	1	1
Henderson Asset Management, LLC	Typical 21	21	1	1
Masuda Lehrman Wealth	Typical 21	21	1	1
Front Street Financial	Low 20	20	1	1
Burdick Wealth Management, LLC	Low 20	20	1	1
SJC Capital Advisors LLC	Low 19	19	1	1
KIPI Financial Planning LLC	Low 18	18	1	1
Jennings Financial Planning, Inc.	Low 18	18	1	1
Seacap Advisors, LLC	Low 15	15	1	1
Disciplined Growth Capital, LLC	Low 15	15	1	1
Lifelong Investment Management Services LLC	Low 14	14	1	1
Waterfront Advisors	Low 12	12	1	1
Financial Vision Advisory Services, LLC.	Low 11	11	1	1
Nemo Capital	Low 10	10	1	1
ECS Wealth Strategies	Very Low 9	9	1	1
Pacific Wealth Partners, LLC	Very Low 8	8	1	1
CRL Advisors	Very Low 8	8	1	1
Investment Dynamics Consulting Group, LLC	Very Low 7	7	1	1
Milestone Wealth Management & Insurance, LLC	Very Low 6	6	1	1
Toba Financial	Very Low 5	5	1	1
1stto50th LLC	Very Low 1	1	1	1
Alakai Securities Inc.	Very Low 1	1	1	2

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Clients per advisor for Independent firms serving clients in Hawaii