Top Financial Advisors in Honolulu, Hawaii
Finding the right financial advisor in Honolulu is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Honolulu, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Honolulu, HI.
Find the Best Financial Advisor Firms in Honolulu:
CADINHA & CO LLC
CRD#: 108135
Address: 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713
Clients: 319
Average Clients per Advisor: 31
AUM: $ 1.1B
THE RICE PARTNERSHIP, LLC
CRD#: 135701
Address: 1099 Alakea Street Suite 2510, Honolulu, HI 96813
Clients: 141
Average Clients per Advisor: 23
AUM: $ 499M
MOSAIC PACIFIC INVESTMENT ADVISORS
CRD#: 169423
Address: Honolulu, HI
Clients: 526
Average Clients per Advisor: 75
AUM: $ 337M
BANKOH INVESTMENT SERVICES, INC.
CRD#: 29280
Address: 130 Merchant Street, Cc#475 Cc #475, Honolulu, HI 96813
Clients: 625
In Business for: 35 Years
Average Clients per Advisor: 19
AUM: $ 318M
REGENCY CAPITAL MANAGEMENT INC.
CRD#: 312435
Address: 1001 Bishop Street Suite 1090, Honolulu, HI 96813
Clients: 25
Average Clients per Advisor: 8
AUM: $ 247M
C.M.BIDWELL & ASSOCIATES LTD
CRD#: 107449
Address: Honolulu, HI
Clients: 113
Average Clients per Advisor: 28
AUM: $ 179M
How We Chose the Top Financial Advisors in Honolulu, Hawaii
To create this list of top financial advisor firms in Honolulu, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Honolulu has to offer.
Search Financial Advisors in Honolulu, Hawaii
Ronald Ching Wo
Registered Affiliation(s):J.W. COLE FINANCIAL, INC.
Kaleialoha Kathleen Cadinha-pua'a
Registered Affiliation(s):CADINHA & CO LLC
Robyn Lynn Macy
Registered Affiliation(s):CADINHA & CO LLC
Jeffery Michael Loff
Registered Affiliation(s):CRL ADVISORS
Jennifer Lee Kuanoni
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Leena K Howard
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Spencer Hong Tai Dung
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Chinli Loo Sun
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tom Wallace
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Matthew Charles Wong Takamatsu
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Eliot Hun Bu
Registered Affiliation(s):MORGAN STANLEY
Olin Parker Thomson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Joo Sun Kim
Registered Affiliation(s):MORGAN STANLEY
Jamie Reid Lumsden
Registered Affiliation(s):OSAIC WEALTH, INC.
Aaron Grady Lawson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Whitney Lane, Norie Shimatsu
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Heeyeon Kim
Registered Affiliation(s):LPL FINANCIAL LLC
Kimberli Mie Komo Lo
Registered Affiliation(s):MORGAN STANLEY
Darlene Rina Harada Mikami
Registered Affiliation(s):MORGAN STANLEY
Lawrence Jan Pere Serrano
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Troy Takeshi Enoka
Registered Affiliation(s):LPL FINANCIAL LLC
Laurey Leiko Shintani
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Glenn Masami Nishino
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Vernon Sun On Loo
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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