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

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Clients per advisor for Supported firms serving clients in Hawaii