Clients per advisor for Multi-team firms serving clients in Hawaii

In Hawaii, multi-team financial advisory firms tend to serve a higher number of clients per advisor compared to the broader market. With 256 firms operating in the state, the median clients per advisor is 81, notably above the national median of 57 for similar-sized firms. This suggests that Hawaiian multi-team firms often manage larger client loads, reflecting more scalable and systematized service models. Clients working with advisors in Hawaii may experience a balance between efficiency and personalized attention, depending on the firm’s approach, but generally, advisors here handle a broader client base than their counterparts elsewhere.

Multi-team firms nationally 0 firms

Very Low - per advisor

Low -

Typical -

High -

Very High -

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

Median: 0

Firm	Client/advisor ratio	Clients	Advisors	Staff
RBC Securities, Inc	Very Low 11	1,292	121	186
MWA Financial Services Inc.	Very Low 11	1,981	182	721
Gradient Advisors, LLC	Very Low 13	2,149	171	173
Lifemark Securities Corp.	Very Low 14	1,053	77	78
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
SVB Wealth	Very Low 14	1,024	71	73
Sepio Capital, LP	Very Low 15	276	18	31
IP Financial Advisory Services LLC	Very Low 16	2,001	125	125
Root Financial Partners	Very Low 17	852	51	65
Frost Investment Services	Very Low 17	3,019	178	178
Jordan Park Group LLC	Very Low 18	163	9	153
Infinity Financial Services Advisory	Very Low 18	642	35	35
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Maxim Financial Advisors LLC	Very Low 22	758	35	35
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	43
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Brighton Jones LLC	Very Low 24	3,585	152	316
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
Bailard, Inc.	Very Low 24	1,008	42	80
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
Hilltop Securities inc.	Very Low 25	3,335	134	134
Andersen	Very Low 25	550	22	2,061
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
United Brokerage Services, INC	Very Low 26	1,368	52	95
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
USAA Investment Services Company	Very Low 28	2,635	93	176
Huntleigh Advisors, Inc.	Very Low 28	1,795	63	63
71 West Capital Partners	Very Low 29	171	6	10
Valeo Financial Advisors, LLC	Very Low 29	3,021	105	178
Range Advisory, LLC	Very Low 29	950	33	38
Mission Wealth Management, LP	Very Low 29	3,679	127	184
49 Financial	Very Low 29	3,771	129	167
Citizens Private Wealth	Very Low 29	2,502	85	204
The Oak Ridge Financial Services Group, Inc.	Very Low 30	994	33	57
Curi Capital, LLC	Very Low 30	2,865	94	180
New Edge Wealth	Very Low 31	3,621	118	211
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
Aegis Capital Corp.	Very Low 31	3,030	97	260
Cape Investment Advisory, Inc.	Very Low 31	1,002	32	34
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
Aspiriant, LLc	Very Low 32	2,310	72	218
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Arvest Wealth management	Very Low 32	6,689	207	238
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Coldstream Wealth Management	Low 33	4,199	128	207
Ashton Thomas Private Wealth	Low 33	3,181	96	96
Wesbanco Securities, Inc.	Low 34	1,627	48	110
Abacus Wealth Partners	Low 35	1,547	44	65
Halbert Hargrove	Low 36	1,457	41	52
Portfolio Medics, LLC	Low 36	2,929	82	82
Savvy	Low 36	4,552	127	170
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
JMG Financial Group LTD	Low 37	1,776	48	103
UMB Financial Services, Inc.	Low 37	2,110	57	57
Empirical Wealth management	Low 37	2,394	64	94
FBL Wealth Management, LLC	Low 38	8,258	219	219
Global View Capital Management LLC	Low 38	3,786	100	122
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
Bolton Securities Corporation	Low 39	5,566	143	158
Calton & Associates, Inc.	Low 39	5,056	129	373
Mariner Independent	Low 39	4,261	108	161
Vanderbilt Advisory Services	Low 40	6,199	156	161
CM Wealth Advisors LLC	Low 41	204	5	24
Nfsg Corporation	Low 42	3,036	73	89
StoneX Advisors Inc.	Low 42	9,741	232	232
Financial Gravity Family Office Services, LLC	Low 43	1,716	40	45
Tocqueville Asset Management LP	Low 43	1,159	27	73
WealthSpire Advisors	Low 43	8,631	201	368
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
First Foundation Advisors	Low 44	1,053	24	53
The Mather Group, LLC	Low 45	4,773	107	186
Wedbush Securities Inc.	Low 45	9,927	222	897
Evergreen Capital Management LLC	Low 45	1,121	25	37
Westminster Financial Advisory Corp	Low 45	1,935	43	43
On Investment Management CO	Low 45	9,317	207	207
Belpointe Asset Management LLC	Low 45	7,321	161	236
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Aprio Wealth Management, LLC	Low 47	1,592	34	55
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Freestone Capital Management, LLC	Low 48	2,906	61	120
Encompass More Asset Management LLC	Low 48	4,008	84	108
Summitry, LLC	Low 48	1,293	27	46
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	141
Northwest Asset Management	Low 48	2,758	57	62
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Alden investment Group	Low 49	1,457	30	43
Pallas Capital Advisors, LLC	Low 49	1,221	25	28
Clifford Swan Investment Counselors	Low 49	884	18	40
Concorde Asset Management, LLC	Low 49	3,689	75	76
Badgley Phelps Wealth Managers	Low 49	1,282	26	45
International Assets Investment Management, LLC	Low 49	5,871	119	124
Nbc Securities, Inc.	Low 49	3,508	71	71
Simplicity wealth	Low 49	8,456	171	424
BFC PLANNING, Inc.	Low 49	11,327	229	229
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 50	12,906	258	320
Modera Wealth Management, LLC	Low 51	5,918	117	238
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Composition Wealth, LLC	Typical 51	3,760	74	128
Advisory Services Network	Typical 51	12,426	244	268
One Capital Management, LLC	Typical 51	3,468	68	103
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
CL Wealth Management LLC	Typical 52	2,165	42	42
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
Moss Adams Wealth Advisors LLC	Typical 53	1,169	22	56
Farther	Typical 53	14,593	274	571
Northrock Partners, LLC	Typical 54	4,778	89	233
The Burney Company	Typical 54	1,880	35	46
Brookwood Investment Group	Typical 54	3,500	65	65
Forum Financial Management, LP	Typical 54	5,622	104	143
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
Inspire Advisors, LLC	Typical 55	3,523	64	64
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
Cooper McManus	Typical 57	3,379	59	59
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
Parallel Advisors, LLC	Typical 58	4,169	72	137
Archer Investment Corporation	Typical 58	4,290	74	80
Buck Wealth Strategies, LLC	Typical 58	2,734	47	102
Destination Wealth Management	Typical 58	2,272	39	68
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
Advocacy Wealth Management, LLC	Typical 59	1,658	28	36
AlphaCore Capital LLC	Typical 59	3,328	56	111
Mutual Advisors, LLC	Typical 60	9,290	155	208
Sowell Management	Typical 60	6,280	104	162
Royal Fund Management, LLC	Typical 61	4,940	81	93
Victory Financial	Typical 61	2,937	48	48
AlphaStar Capital Management	Typical 62	8,466	136	150
Cumberland Advisors	Typical 64	1,091	17	36
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Sequent Planning, LLC	Typical 65	6,015	92	102
Waverly Advisors, LLC	Typical 66	12,923	197	414
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Avior Wealth Management, LLC	Typical 66	4,775	72	170
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Invst, LLC	Typical 66	2,193	33	65
Synovus Securities, Inc.	Typical 66	11,964	180	280
Perennial Financial Services	Typical 67	3,069	46	71
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Gradient Securities, LLC	Typical 67	4,546	68	68
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Soltis Investment Advisors, LLC	Typical 67	5,113	76	121
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Douglas C. Lane & Associates	Typical 68	1,084	16	37
RedHawk Wealth Advisors, Inc.	Typical 68	3,118	46	55
Arkadios Wealth Advisors	Typical 68	14,320	210	210
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Santander Securities LLC	Typical 69	10,832	157	449
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
Obermeyer Wealth Partners	Typical 70	1,115	16	33
Sovran Advisors, LLC	Typical 70	3,918	56	64
Prospera Financial Services, inc.	Typical 70	18,706	266	333
Ascentis Independent Advisors, LLC	Typical 71	2,690	38	43
Arax Advisory Partners	Typical 71	6,949	98	122
SEIA	Typical 72	9,520	132	241
Summit Financial, LLC	Typical 72	15,660	217	490
Legacy Wealth Management, LLC	Typical 73	3,269	45	45
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
First Advisors National, LLC	Typical 74	4,858	66	66
Ritholtz Wealth Management	Typical 74	3,999	54	83
TCI Wealth Advisors, Inc.	Typical 74	3,189	43	71
CG Advisory Services	High 74	4,898	66	136
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CW Advisors, LLC	High 75	6,426	86	152
Cassaday & Company, Inc.	High 75	3,142	42	97
Trek Financial	High 76	4,539	60	60
Larson Financial Group, LLC	High 76	4,937	65	131
Beacon Trust	High 76	2,830	37	51
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Scs	High 78	2,425	31	46
Merit Financial Advisors	High 79	20,040	254	470
Vicus Capital, Inc.	High 79	6,170	78	84
OnePoint BFG Wealth Partners	High 81	8,458	105	205
Vivaldi Capital Management LP	High 81	2,425	30	68
Berger Financial Group	High 82	3,755	46	89
HighPoint Planning Partners	High 82	9,160	112	112
Gibbs Wealth Management, LLC	High 82	5,356	65	147
RWA Wealth Partners	High 84	5,951	71	178
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
PFG Advisors	High 85	7,527	89	112
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Stephens	High 85	21,168	249	611
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Silver Oak Securities, Incorporated	High 85	8,631	101	103
RFG Advisory, LLC	High 87	14,368	166	311
Spire Wealth Management, LLC	High 87	6,151	71	145
Diversify Wealth Management, LLC	High 89	4,719	53	95
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Pure Financial Advisors, llc	High 89	7,503	84	204
Golden State Wealth Management, LLC	High 90	4,119	46	46
Capital Advisors, Inc.	High 91	3,262	36	69
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Integrated Advisors Network LLC	High 91	7,363	81	87
Meridian Wealth Management, LLC	High 91	5,366	59	67
The AmeriFlex Group	High 91	15,724	172	201
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
SageSpring Wealth Partners	High 92	11,558	125	195
Alpha Cubed Investments, LLC	High 94	2,058	22	29
Symphony Financial, Ltd. Co.	High 94	2,823	30	30
The Retirement Planning Group, LLC	High 95	4,748	50	78
Journey Strategic Wealth LLC	High 95	950	10	31
Continuum Advisory, LLC	High 96	3,344	35	66
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
APELLA Wealth	High 96	7,683	80	164
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
Grimes & Company	High 96	3,660	38	69
B.O.S.S. Retirement Advisors, LLC	High 97	4,956	51	87
CS Planning Corp	High 97	4,190	43	60
Mariner Advisor Network	High 99	16,100	163	174
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
The Wealth Consulting Group	High 100	12,646	126	131
CreativeOne Securities, LLC	High 101	12,362	123	196
Summit Wealth Group	High 101	3,117	31	80
Strategic Financial Concepts, llc	High 103	3,698	36	41
Principal Advised Services	High 103	23,164	225	383
Level Four Advisory Services	High 103	14,964	145	145
Creativeone Wealth, LLC	High 104	22,064	212	222
Foundations Investment Advisors LLC	High 105	29,615	282	353
NWF Advisory Services Inc	High 106	11,433	108	111
Trilogy Capital, Inc.	High 106	8,058	76	76
Verus Capital Partners, LLC	High 108	5,086	47	68
Csenge Advisory Group, LLC	High 108	7,147	66	74
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Capital Investment Advisors, LLC	High 109	6,014	55	107
Exencial Wealth Advisors	High 110	3,086	28	116
Kingsview Wealth Management, LLC	High 111	12,143	109	285
Confluence Financial Partners	Very High 112	4,698	42	70
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Palisade Capital Management, LP	Very High 113	1,577	14	42
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Octavia Wealth Advisors LLC	Very High 118	3,672	31	45
Thrivent Advisor Network, LLC	Very High 120	14,611	122	122
Stoker Ostler, a Part of BMO Financial Group	Very High 121	1,579	13	30
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Harbour Investments, Inc.	Very High 127	29,827	235	235
United Advisor Group	Very High 128	6,395	50	69
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Private Management Group Inc	Very High 130	3,384	26	26
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Cornerstone Wealth Management, LLC	Very High 134	12,454	93	103
Advisor Resource Council	Very High 141	11,699	83	119
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisory Alpha, LLC	Very High 147	8,799	60	66
United Capital Financial Advisors	Very High 151	24,837	165	289
Retirement Planners of America	Very High 152	5,625	37	126
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Compound Planning, Inc.	Very High 153	11,480	75	119
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
IHT Wealth Management LLC	Very High 158	25,096	159	179
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Wealthcare Capital Management LLC	Very High 171	5,638	33	54
Provenance Wealth advisors	Very High 171	3,085	18	52
Trillium Asset Management	Very High 173	1,731	10	53
Sound Income Strategies, LLC	Very High 190	24,734	130	134
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
IPI Wealth Management, Inc.	Very High 199	13,138	66	67
Sage, Rutty & Co., Inc.	Very High 200	8,184	41	41
HBW Advisory Services LLC	Very High 203	13,779	68	72
Karpus Investment Management	Very High 207	1,653	8	38
KCM Investment Advisors	Very High 213	1,492	7	20
Genter Capital Management	Very High 214	4,069	19	63
Facet	Very High 215	13,331	62	168
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
Axxcess Wealth Management, LLC	Very High 217	9,558	44	72
St. Germain Investment Management	Very High 223	6,461	29	42
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
H.M. Payson	Very High 264	3,961	15	34
Riverbridge	Very High 268	3,482	13	46
Missionsquare Retirement	Very High 279	40,526	145	553
Cardinal Point Wealth Management	Very High 311	2,175	7	56
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 321	3,214	10	109
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
Asset Preservation Advisors, LLC	Very High 392	2,747	7	28
EFS Advisors	Very High 394	21,660	55	59
Hamlin Capital Management, LLC	Very High 399	1,594	4	24
Equity Investment Corp	Very High 409	6,550	16	27
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Lincoln Investment	Very High 462	138,132	299	1,238
Concentric	Very High 514	5,142	10	26
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Chilton Investment Services, LLC	Very High 839	1,678	2	70
Evoke Advisors	Very High 874	874	1	96
Ally invest Advisors	Very High 914	83,199	91	91
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Gradient Investments, LLC	Very High 984	26,560	27	40

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev