Best Financial Advisor Firms Hawaii 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Hawaii.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Hawaii, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Hawaii are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
American Independent Securities Group 4.5/5 Stars $412.2 million 2,473 40 $166,666
Andrews Advisory Associates 5/5 Stars $175.9 million 224 4 $785,445
Arista Advisory Group 4.5/5 Stars $216.6 million 320 3 $677,011
Bankoh Advisors 4.5/5 Stars $379.1 million 679 22 $558,285
BFG Wealth Management 4.5/5 Stars $26.6 million 64 1 $415,575
Brighttree Financial 4.5/5 Stars $71.0 million 200 1 $354,809
Cadinha & Co 5/5 Stars $1.0 billion 627 10 $1.7 million
Chicago Partners Investment Group 4.5/5 Stars $3.7 billion 1,526 18 $2.4 million
CKW Financial Group 4.5/5 Stars $2.0 billion 601 3 $3.3 million
Conscious Investment Services 4.5/5 Stars $5.3 million 35 1 $150,755
Continuum Advisory 4.5/5 Stars $820.1 million 2,619 34 $313,132
Diamond Head Financial Advisors 4.5/5 Stars $39.4 million 74 1 $532,415
Diversified Planning Concepts 4.5/5 Stars $44.3 million 36 2 $1.2 million
Financial Advocates Investment Management 4.5/5 Stars $4.4 billion 12,968 121 $337,641
First Foundation Advisors 4.5/5 Stars $5.7 billion 1,458 32 $3.9 million
Hendricks Wealth and Estate Management 4.5/5 Stars $332.3 million 756 4 $439,566
Hightower Advisors 4.5/5 Stars $103.6 billion 101,749 764 $1.0 million
Humble Capital Management 5/5 Stars $106.5 million 46 2 $2.3 million
Insight Folios 4.5/5 Stars $242.6 million 597 13 $406,416
Jennings Financial Planning 5/5 Stars $26.3 million 16 1 $1.6 million
Kahala Financial Advisors 4.5/5 Stars $167.1 million 165 2 $1.0 million
Kobo Wealth Conservancy 5/5 Stars $143.4 million 139 2 $1.0 million
Legacy Wealth Management 4.5/5 Stars $185.9 million 1,317 16 $141,162
Navy Federal Brokerage Services 4.5/5 Stars $899.1 million 5,286 100 $170,087
NWF Advisory Services 4.5/5 Stars $2.1 billion 4,209 1 $505,005
Parallel Advisors 5/5 Stars $5.4 billion 2,763 37 $2.0 million
Perigon Wealth Management 5/5 Stars $3.3 billion 1,490 47 $2.2 million
Primoris Wealth Advisors 4.5/5 Stars $197.6 million 347 8 $569,489
Redhawk Wealth Advisors 5/5 Stars $1.4 billion 1,723 36 $802,246
Regency Capital Management 4.5/5 Stars $259.0 million 52 3 $5.0 million
Robert Priske 5/5 Stars $131.0 million 136 2 $963,235
Sequent Planning 4.5/5 Stars $350.4 million 3,101 69 $112,981
Shiraishi Financial Group Advisors 4.5/5 Stars $133.9 million 547 6 $244,823
Shuster Advisory Group 4.5/5 Stars $4.4 billion 306 6 $14.4 million
Southland Equity Partners 5/5 Stars $560.5 million 2,323 22 $241,283
The Rice Partnership logoThe Rice Partnership 5/5 Stars $549.0 million 244 6 $2.2 million
Vanderbilt Advisory Services 4.5/5 Stars $966.5 million 4,329 93 $223,263
Wealthjar Investment Advisory 4.5/5 Stars $3.0 million 40 6 $74,340
Wellington Management Company 4.5/5 Stars $1.5 trillion 1,707 1 $871.9 million
Westside Investment Management 5/5 Stars $520.8 million 436 9 $1.2 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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