Best Financial Advisor Firms Hawaii 2025

Written by AdvisorSearch.org

April 08, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Hawaii in 2024.

Best Firms in Hawaii

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
Absolute Capital Management		$434.0 million	1,563	3	$277,661
Apella Wealth		$4.7 billion	3,976	44	$1.2 million
Ascent Capital		$445.6 million	376	5	$1.2 million
Baker Ellis Asset Management		$874.2 million	349	4	$2.5 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
Capital Advantage		$1.1 billion	683	10	$1.6 million
Cincinnati Asset Management		$2.4 billion	6,163	8	$392,865
CKW Financial Group		$2.2 billion	624	3	$3.5 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$24.3 billion	4,635	34	$5.2 million
CM Wealth Advisors		$3.4 billion	218	4	$15.6 million
Concentrum Wealth Management		$809.3 million	380	5	$2.1 million
Csenge Advisory Group		$2.9 billion	6,312	76	$456,699
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$873.4 million	771	5	$1.1 million
Fairview Capital		$2.0 billion	233	1	$8.6 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$2.1 billion	9,327	12	$230,152
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Galvin, Gaustad & Stein		$1.2 billion	881	7	$1.4 million
Gemmer Asset Management		$2.0 billion	1,380	8	$1.5 million
Geowealth Management		$13.6 billion	50,134	19	$271,491
Halbert Hargrove		$3.5 billion	1,449	40	$2.4 million
JAG Capital Management		$1.7 billion	964	12	$1.8 million
JMG Financial Group		$6.4 billion	1,665	41	$3.8 million
KCM Investment Advisors		$5.9 billion	1,694	7	$3.5 million
Kobo Wealth Conservancy		$155.4 million	115	2	$1.4 million
Lighthouse Financial Services		$429.8 million	454	5	$946,778
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mcalvany Wealth Management		$137.1 million	560	2	$244,772
Miller Tabak Asset Management		$1.4 billion	1,098	1	$1.2 million
Minneapolis Portfolio Management Group		$900.6 million	1,782	3	$505,396
Modera Wealth Management		$15.5 billion	6,106	121	$2.5 million
Moss Adams Wealth Advisors		$4.8 billion	1,203	30	$4.0 million
Obermeyer Wealth Partners		$2.6 billion	1,015	13	$2.6 million
Orgel Wealth Management		$8.1 billion	3,911	31	$2.1 million
Parallel Advisors		$8.7 billion	3,868	65	$2.3 million
Parker Investment Management		$665.1 million	334	2	$2.0 million
Perigon Wealth Management		$8.7 billion	4,766	82	$1.8 million
Pure Financial Advisors		$8.0 billion	6,259	64	$1.3 million
Sage Advisory Services CO		$25.0 billion	12,206	40	$2.0 million
Saratoga Research & Investment Management		$2.5 billion	3,016	15	$832,577
Shufro, Rose & Co		$2.2 billion	1,338	9	$1.6 million
Sigfig Wealth Management		$3.0 billion	87,480	4	$33,981
Slavic Mutual Funds Management Corp		$4.5 billion	737	13	$6.1 million
Spectrum Asset Management		$640.1 million	318	7	$2.0 million
Stadion Money Management		$2.5 billion	47,926	14	$51,502
Summa Global Advisors		$140.1 million	130	2	$1.1 million
Symmetry Partners		$5.7 billion	10,451	11	$547,194
Symphony Financial. Co		$1.1 billion	2,236	24	$488,902
Tandem Investment Advisors		$3.4 billion	10,162	10	$330,549
TCI Wealth Advisors		$4.5 billion	3,042	34	$1.5 million
Telos Capital Management		$1.4 billion	913	13	$1.5 million
The Mather Group		$11.7 billion	4,260	103	$2.7 million
The Pacific Center For Financial Services		$878.8 million	781	4	$1.1 million
Three Bell Capital		$3.8 billion	556	13	$6.8 million
TOM Johnson Investment Management		$1.6 billion	5,871	6	$277,444
True Private Wealth Advisors		$1.3 billion	1,490	11	$846,351
Wealthcare Capital Management		$3.0 billion	5,066	36	$598,278
Westside Investment Management		$774.2 million	1,121	8	$690,622

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Hawaii 2024.

Firm has:

• Jurisdiction in Hawaii
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.