Clients per advisor for Supported firms in Hawaii

In Hawaii, supported financial advisory firms—typically small teams or solo advisors with staff—serve a notably higher median number of clients per advisor at 74, compared to the national median of 47. This suggests that advisors in Hawaii often manage larger client loads, likely reflecting more streamlined, scalable service models rather than highly personalized approaches. With 74 such firms operating in the state, clients may find a range of advisory styles, but the tendency leans toward efficiency and broader client bases. Understanding this dynamic can help consumers gauge whether a Hawaii-based advisor’s client load aligns with their expectations for attention and service.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
EmberVest	Very Low 2	3	2	3
Oak Tree Securities, Inc.	Very Low 2	5	3	4
Aumakua Capital Management LLC	Very Low 4	8	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Decca Private Wealth Management, Inc.	Very Low 15	45	3	3
Diversified Planning Concepts, Inc.	Very Low 17	34	2	2
Kala Capital	Very Low 19	76	4	4
Pathfinder Financial Services, LLC	Very Low 19	38	2	2
Humble Capital Management LLC	Low 20	40	2	2
NEOKAI Capital	Low 23	70	3	3
Honu Wealth Management	Low 27	80	3	4
Aventura Capital Management, LLC	Low 32	126	4	4
Integrated Wealthcare, LLC	Low 34	135	4	11
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Pacific Global Investment Management Co	Low 34	137	4	7
Evergreen Wealth Advisors	Low 36	142	4	18
Optivest, Inc.	Low 36	108	3	4
C.M.Bidwell & Associates Ltd	Low 38	151	4	5
Equity Advisors of Kentucky Inc	Low 38	114	3	3
Datalign	Low 38	38	1	20
MB Gen Wealth	Typical 40	120	3	3
Twin Lakes Capital	Typical 42	83	2	5
My Financial Coach, LLC	Typical 42	126	3	3
Change Wealth Advisors	Typical 44	87	2	2
Gw Financial	Typical 47	93	2	3
Rylander Richter	Typical 48	95	2	2
Kipos Wealth	Typical 49	98	2	2
Hanke & Apolonio Wealth Advisors LLC	Typical 50	99	2	3
Holistic Finance LLC	Typical 50	198	4	5
ACP Investment Management	Typical 51	152	3	4
Tate Asset Management and DCO Wealth Management	Typical 57	228	4	5
Regency Capital Management Inc.	Typical 58	116	2	5
Allstreet Capital LLC	Typical 60	120	2	3
Financial Planning Hawaii, Inc.	Typical 60	241	4	5
JH Advisors	Typical 61	122	2	4
Andrews Advisory Associates, LLC	Typical 61	245	4	4
American Financial Management, Ltd.	Typical 62	124	2	2
Summa Global Advisors, LLC	Typical 63	125	2	2
Shared Vision Wealth Group	Typical 63	189	3	3
Diamond Head Financial Advisors LLC	High 66	66	1	3
Marin Bay Wealth Advisors, LLC	High 67	133	2	2
Cannon Capital Management, Inc.	High 70	211	3	8
BelLoadVisers, LLC	High 78	155	2	2
Shum Financial Group, Inc.	High 80	321	4	4
Darrow Wealth Group	High 81	161	2	2
Investable	High 81	81	1	4
Kahala Financial Advisors, LLC	High 81	162	2	2
MacFarlane Investors	High 84	167	2	2
Wallace Advisory Group, LLC	High 87	87	1	4
Rice Financial Consulting, Inc.	High 88	351	4	5
Cohesion Wealth Management, LLC	High 91	364	4	5
Kokua Capital Management	High 95	95	1	2
Brightree Wealth Management, LLC	High 96	191	2	3
AIO Financial, LLC	High 99	197	2	4
Your Private Client Group, Inc.	Very High 113	225	2	2
Lighthouse Financial Services Inc	Very High 115	458	4	6
Integrity Wealth Partners, LLC	Very High 116	231	2	4
The Sherwin Group	Very High 121	242	2	2
M Premier Partners	Very High 126	251	2	3
Pacific Sun Financial Corp	Very High 127	382	3	4
Intentional	Very High 132	395	3	3
Advisifi LLC	Very High 133	133	1	6
Sky Alpha Asset Advisors	Very High 143	286	2	3
Robert Priske, LLC	Very High 144	144	1	2
Kanno Capital	Very High 161	161	1	3
Kondo Wealth Advisors, Inc	Very High 181	362	2	8
Axiom Investment Management LLC	Very High 201	201	1	10
Integrity Wealth Advisors, LLC	Very High 205	818	4	10
Arista Advisory Group, LLC	Very High 222	222	1	3
Baring Financial LLC	Very High 242	483	2	3
Ironwood Investment Management, LLC	Very High 288	288	1	8
Gunderson Capital Management	Very High 347	694	2	4
Asia Pacific Financial Management Group, Inc.	Very High 354	1,417	4	9
Plan Confidence Corporation	Very High 859	859	1	3

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Clients per advisor for Supported firms serving clients in Hawaii