Clients per advisor for Team firms serving clients in Hawaii

In Hawaii, team-based financial advisor firms tend to serve a notably higher number of clients per advisor compared to the typical range seen elsewhere. With 223 firms operating in this category, the median clients per advisor is 87, well above the national median of around 50. This suggests that Hawaiian team firms often adopt more scalable, process-driven approaches, managing larger client loads through defined roles and shared responsibilities. For clients, this may translate into efficient service models with broader reach, though potentially less individualized attention than firms with lower client-to-advisor ratios. Understanding this dynamic can help clients gauge the level of personalization they might expect from advisors in Hawaii.

Team firms nationally 3,584 firms

Very Low 17-34 per advisor

Low 34-51

Typical 51-73

High 73-109

Very High 109-216

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

Median: 61

Firm	Client/advisor ratio	Clients	Advisors	Staff
Algorithmic Investment Models	Very Low 1	8	8	8
Investment Research Corp	Very Low 11	163	15	21
401k Generation	Very Low 11	68	6	35
Sanders Morris LLC	Very Low 12	127	11	27
Acrylic Financial, Inc.	Very Low 16	307	19	21
B.B. Graham & Company, Inc.	Very Low 16	427	26	32
JRS Investments and Wealth Preservation, LLC	Very Low 18	91	5	5
1834 Investment Advisors Co.	Very Low 19	369	19	45
Forefront	Very Low 21	572	27	27
Savvi Financial LLC	Very Low 23	135	6	22
Pasadena Private Wealth, LLC	Very Low 23	432	19	19
BSW Wealth Partners	Very Low 24	476	20	27
WestPark Capital, Inc.	Very Low 24	265	11	11
Laffer Tengler Investments, Inc.	Very Low 24	243	10	14
Stronghold Capital Partners LLC	Very Low 26	334	13	13
Bear Mountain Capital Inc.	Very Low 26	232	9	9
Parsonex Advisory Services, Inc.	Very Low 28	330	12	24
Anchor Capital Advisors LLC	Very Low 28	474	17	42
Opes Wealth Management, LLC	Very Low 28	419	15	15
Quartz Partners Investment Management	Very Low 30	688	23	26
Belleair Wealth Management, LLC	Very Low 30	150	5	6
Blue Zone Wealth Advisors, LLC	Very Low 30	181	6	7
WaFd Wealth, Inc	Very Low 30	274	9	14
Guardian Wealth Partners, LLC	Very Low 31	402	13	75
Stirlingshire Investments	Very Low 32	760	24	29
Equitycompass Investment Management, LLC	Very Low 33	163	5	14
Keenan Financial	Very Low 33	751	23	27
Lifetime Financial, Inc.	Very Low 34	237	7	8
Denver PWM, LLC	Very Low 34	204	6	6
Albion Financial Group	Low 36	722	20	31
Wealth Analytics Partners, LLC	Low 36	181	5	6
Foundry Financial LLC	Low 37	184	5	8
Flagstar Advisors	Low 37	1,004	27	37
Spectrum Asset Management Inc	Low 38	306	8	12
Nepsis, Inc.	Low 39	590	15	37
Nasdaq Dorsey Wright	Low 40	806	20	25
The Rice Partnership, LLC	Low 41	411	10	11
Christopher Weil & Co Inc	Low 42	503	12	16
Buckley Wealth	Low 42	210	5	6
Syndicated Capital, Inc.	Low 42	465	11	12
Stansberry Asset Management, LLC	Low 42	975	23	34
TRADEway	Low 44	611	14	36
The Gleason Group, Inc.	Low 44	262	6	11
Delta Investment Management, LLC	Low 44	1,099	25	25
Treehouse Wealth Advisors	Low 45	267	6	10
RiverFront Investment Group, LLC	Low 46	1,185	26	46
The Retirement Solution LLC	Low 46	823	18	35
Meridian Investment Counsel, Inc.	Low 47	187	4	8
Cambridge Financial Group, LLC	Low 49	293	6	11
Forthright Capital	Low 49	978	20	22
K2 Financial Inc.	Low 49	393	8	10
CAVU Wealth Management	Low 50	347	7	7
Horter Investment Management, LLC	Low 50	1,292	26	43
Cutler Investment Group	Low 50	949	19	24
McDonald Partners LLC	Low 51	1,131	22	29
Natural Investments	Typical 52	1,242	24	24
Dara Capital US, Inc.	Typical 52	52	1	3
Timothy Financial Counsel, Inc.	Typical 53	1,007	19	20
Financial Synergies	Typical 55	927	17	21
Investor FAN	Typical 55	874	16	18
Bts Asset Management, Inc.	Typical 55	443	8	13
Mission Creek Capital Partners, Inc.	Typical 55	499	9	14
Shotwell Rutter Baer Inc	Typical 56	282	5	7
Contravisory Investment Management, Inc.	Typical 57	227	4	7
Beck Bode LLC	Typical 57	968	17	17
Oxbow Advisors, LLC	Typical 57	688	12	13
The Norden Group LLC	Typical 58	1,271	22	30
Heritage Financial LLC	Typical 58	350	6	7
Cypress Wealth Services, LLC	Typical 59	825	14	21
Transcend Capital Advisors, LLC	Typical 60	1,073	18	39
Woodstock Wealth Management, Inc.	Typical 60	1,554	26	26
Main Street Research LLC	Typical 60	1,018	17	24
Dash Investments	Typical 62	432	7	9
Whitwell Advisors	Typical 62	312	5	9
Cornerstone Capital, Inc.	Typical 63	125	2	5
Financial Advisors Network, Inc.	Typical 63	816	13	22
Modern Capital Advisors, LLC	Typical 64	1,221	19	19
Insight Folios	Typical 65	1,228	19	19
Financial Sense Advisors, Inc.	Typical 65	588	9	11
Financial Management Network Inc	Typical 66	1,379	21	50
Destiny Wealth Partners, LLC	Typical 67	999	15	26
First Pacific Financial, Inc.	Typical 68	1,291	19	33
Westhill Financial Advisors, Inc.	Typical 69	414	6	11
Mission Financial Group, LLC	Typical 69	346	5	6
California Capital Management	Typical 69	347	5	12
Masterworks Advisers, LLC	Typical 70	1,045	15	15
Rothschild Investment LLC	Typical 70	1,191	17	39
Primoris Wealth Advisors, LLC	Typical 71	424	6	7
Telos Capital Management, Inc.	Typical 71	924	13	19
FEFA Financial	Typical 73	1,679	23	27
Arlington Financial Advisors, LLC	High 74	595	8	16
Occidental Asset Management, LLC	High 76	908	12	15
Cadinha & Co LLC	High 76	606	8	19
Tempus Wealth Planning, LLC	High 76	683	9	9
Concentrum Wealth Management	High 76	381	5	7
Shiraishi Financial Group Advisors	High 76	458	6	6
Whalen Financial	High 78	391	5	10
Century Management Financial Advisors	High 79	707	9	16
Mirador Capital Partners	High 79	629	8	15
Southland Equity Partners, LLC.	High 80	1,766	22	22
Paradigm Investment Advisory, LLC	High 81	644	8	8
Apriem Advisors	High 82	1,062	13	17
Boldin Advisors	High 82	821	10	15
BCG Securities, inc.	High 82	2,060	25	55
Wellesley Asset Management, Inc.	High 83	1,246	15	30
RVW Wealth LLC	High 83	834	10	11
Regatta Capital Group, LLC	High 84	1,088	13	18
Aurora Private Wealth, INC.	High 84	1,508	18	25
Phillips and Company Advisors LLC	High 85	1,110	13	19
Prosperity Financial Group, Inc.	High 85	598	7	10
Andrew Garrett Inc.	High 86	1,118	13	14
ARS Investment Partners, LLC	High 87	346	4	18
Van Hulzen Financial Advisors	High 87	1,389	16	21
Tactive Advisors, LLC	High 87	1,564	18	18
Aegis Wealth Management, Inc.	High 87	2,350	27	27
My Prosper Team	High 88	438	5	5
SFE Investment Counsel Inc.	High 88	877	10	14
Pinkerton Wealth Partners	High 88	1,233	14	49
Arrowroot family office, LLC	High 88	1,413	16	18
Empire Financial Management Company, LLC	High 89	982	11	12
Auxano Advisors	High 91	724	8	15
Guidestone Advisors	High 91	2,087	23	34
Waddell & Associates, LLC	High 91	1,001	11	21
PR Wealth Management Group	High 91	456	5	5
Tencap Wealth Coaching	High 92	736	8	8
Palisade Investments, LLC	High 96	578	6	8
Freedom Investment Management, Inc.	High 97	485	5	9
Symphony Financial Services, Inc.	High 99	591	6	7
3Edge Asset Management, LP	High 99	1,489	15	24
Armstrong Advisory Group Inc.	High 99	1,489	15	22
Heritage Investment Group, Inc.	High 99	894	9	21
ALTA Capital Management LLC	High 99	1,193	12	19
Young Richard C & Co Ltd	High 100	798	8	14
Shufro, Rose & CO., LLC	High 101	1,207	12	27
Fortis Group Advisors LLC	High 103	2,566	25	29
SLP Wealth	High 104	1,657	16	23
Galvin, Gaustad & Stein, LLC	High 104	831	8	17
WealthPLAN Partners	High 105	1,677	16	56
The Millstone Evans Group, LLC	High 105	630	6	8
Bill Few Associates, Inc.	High 106	2,954	28	31
Northwest Financial Advisors LLC	High 106	1,908	18	37
First Financial Coaching, Inc.	High 107	1,500	14	14
California Financial Advisors	High 108	1,517	14	14
Compak Asset Management	High 108	1,734	16	20
Albitz/Miloe and Associates, Inc.	Very High 110	657	6	6
Markowski Investments	Very High 112	1,227	11	11
Bridgeport Financial Solutions	Very High 112	895	8	9
Altus Wealth Group, LLC	Very High 112	785	7	7
Navellier & Associates Inc	Very High 113	1,238	11	21
MSH Capital Advisors LLC	Very High 113	2,257	20	35
Ashton Thomas Securities, LLC	Very High 114	2,281	20	46
Paul R. Ried Financial Group, LLC	Very High 118	1,059	9	12
Peak Planning Group, LLC	Very High 120	838	7	11
Westside Investment Management, LLC	Very High 120	839	7	14
Discipline Wealth Solutions, Inc.	Very High 120	1,919	16	18
WBI Investments, LLC	Very High 127	759	6	13
Berthel, Fisher & Company Financial Services, Inc.	Very High 128	3,323	26	100
Synergy Asset Management, LLC	Very High 128	1,153	9	14
TRUE Private Wealth Advisors, LLC	Very High 131	1,576	12	22
Beacon Financial Group	Very High 132	1,052	8	18
Measured Risk Portfolios	Very High 132	793	6	13
Check Capital Management Inc	Very High 132	1,192	9	12
Howe and Rusling, Inc.	Very High 135	1,081	8	26
Lighthouse Wealth Strategies, LLC	Very High 144	866	6	13
Deltec Asset Management LLC	Very High 148	148	1	15
Total Investment Management, Inc.	Very High 148	1,184	8	12
Matrix Asset Advisors Inc	Very High 152	607	4	12
Hendricks Wealth and Estate Management	Very High 152	913	6	7
Woodley Farra	Very High 159	1,591	10	14
Zoe Financial, Inc.	Very High 161	1,608	10	45
Motley Fool Wealth Management, LLC	Very High 161	2,099	13	39
Aspire Capital Advisors LLC	Very High 163	1,956	12	22
Valley Wealth Strategies, LLC	Very High 165	3,966	24	59
Parker Investment Management, LLC	Very High 166	331	2	5
Martel Wealth Advisors, LLC	Very High 166	998	6	13
New Harbor Financial Group, LLC	Very High 168	1,010	6	9
Nectarine	Very High 169	3,210	19	32
Retirable	Very High 170	2,210	13	23
Saratoga Research & Investment Management	Very High 170	2,554	15	21
Gemmer Asset Management LLC	Very High 181	1,270	7	16
Capital Planning Advisors LLC	Very High 186	371	2	10
Grandfield & Dodd, LLC	Very High 186	742	4	16
KWB Wealth	Very High 194	1,935	10	10
The Pacific Center For Financial Services	Very High 195	781	4	4
Focused Wealth Management, Inc.	Very High 197	2,163	11	19
Meeder Advisory Services, Inc.	Very High 200	3,594	18	73
Cullinan Associates, Inc.	Very High 200	599	3	17
Ignite Planners LLC	Very High 200	4,605	23	36
Fermata Advisors	Very High 201	2,815	14	27
McIlrath & Eck, LLC	Very High 215	1,287	6	19
Benjamin F. Edwards Wealth Management, LLC	Very High 220	1,099	5	12
Innovative Wealth Building LLC	Very High 221	1,770	8	17
Fiscal Wisdom Wealth Management LLC	Very High 223	2,676	12	18
Prudent Investors	Very High 223	670	3	8
Nelson Securities,Inc.	Very High 224	2,016	9	15
Stanley-Laman Group Ltd.	Very High 225	225	1	24
WestEnd Advisors, LLC	Very High 225	4,050	18	29
StraightLine	Very High 236	2,358	10	11
Levin Capital Strategies, L.P.	Very High 250	250	1	14
Rovin Capital	Very High 260	520	2	14
COMPREHENSIVE CAPITAL MANAGEMENT, Inc.	Very High 292	2,334	8	11
FREC	Very High 298	1,789	6	7
Origin Investment Advisory LLC	Very High 316	7,591	24	41
Global Assets Advisory, LLC	Very High 322	2,572	8	29
Euro Pacific Asset Management, LLC	Very High 359	3,587	10	14
180 Wealth Advisors, LLC	Very High 440	1,320	3	11
Abner Herrman & Brock, LLC	Very High 450	2,251	5	13
Axos Invest, Inc	Very High 453	6,792	15	15
Granite Investment Partners, LLC	Very High 462	462	1	20
Berkshire Asset Management, LLC	Very High 464	2,322	5	11
Miller Tabak Asset Management	Very High 468	936	2	9
Bellatore Financial, Inc.	Very High 547	547	1	3
Absolute Capital Management, LLC	Very High 554	1,663	3	11
Uniplan Investment Counsel, Inc.	Very High 572	1,715	3	11
Minneapolis Portfolio Management Group, LLC	Very High 577	1,732	3	9
Jazz Wealth Managers, Inc.	Very High 636	3,182	5	9
J.Derek Lewis & Associates, Inc.	Very High 641	7,691	12	12
Public Advisors LLC	Very High 646	4,521	7	44
Estabrook Capital Management LLC	Very High 697	697	1	10
R.T. Jones Capital Equities Management Inc.	Very High 773	4,636	6	7
Washington Crossing Advisors LLC	Very High 788	3,152	4	10
Cary Street Partners Asset Management	Very High 902	1,804	2	49
Tom Johnson Investment Management, LLC	Very High 906	5,437	6	11

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