Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Hawaii.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.
Our analysis contains data as of September 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Hawaii are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in Hawaii.
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 |
|
$407.7 million | 2,748 | 33 | $148,352 |
| Andrews Advisory Associates |
|
$156.3 million | 230 | 2 | $679,520 |
| Arista Advisory Group |
|
$168.9 million | 281 | 3 | $600,937 |
| Bankoh Advisors |
|
$318.2 million | 726 | 22 | $438,307 |
| BFG Wealth Management |
|
$30.0 million | 65 | 1 | $460,948 |
| Brightree Wealth Management |
|
$65.0 million | 505 | 1 | $128,712 |
| Buck Wealth Strategies |
|
$134.3 million | 510 | 16 | $263,236 |
| Cadinha & Co |
|
$931.3 million | 635 | 8 | $1.5 million |
| Chicago Partners Investment Group |
|
$3.6 billion | 1,705 | 34 | $2.1 million |
| CKW Financial Group |
|
$1.7 billion | 620 | 3 | $2.7 million |
| Conscious Investment Services |
|
$5.1 million | 27 | 1 | $187,742 |
| Continuum Advisory |
|
$1.0 billion | 2,045 | 34 | $498,344 |
| Diamond Head Financial Advisors |
|
$22.9 million | 66 | 1 | $347,709 |
| Diversified Planning Concepts |
|
$44.3 million | 36 | 2 | $1.2 million |
| Financial Advocates Investment Management |
|
$3.6 billion | 12,679 | 113 | $282,435 |
| Fort Street Asset Management |
|
$73.8 million | 13 | 2 | $5.7 million |
| Humble Capital Management |
|
$106.5 million | 44 | 2 | $2.4 million |
| Insight Folios |
|
$258.8 million | 670 | 15 | $386,226 |
| Jennings Financial Planning |
|
$22.8 million | 15 | 1 | $1.5 million |
| Kahala Financial Advisors |
|
$146.7 million | 166 | 2 | $883,763 |
| Kobo Wealth Conservancy |
|
$120.0 million | 164 | 2 | $731,907 |
| Level Four Advisory Services |
|
$3.7 billion | 6,474 | 128 | $575,094 |
| Navy Federal Investment Services |
|
$852.4 million | 51,299 | 72 | $16,616 |
| NWF Advisory Services |
|
$2.9 billion | 6,090 | 1 | $470,398 |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Primoris Wealth Advisors |
|
$170.0 million | 423 | 8 | $401,783 |
| Regency Capital Management |
|
$246.8 million | 67 | 3 | $3.7 million |
| Robert Priske |
|
$129.6 million | 148 | 2 | $875,675 |
| Sequent Planning |
|
$248.2 million | 3,116 | 84 | $79,639 |
| Shiraishi Financial Group Advisors |
|
$132.5 million | 536 | 6 | $247,214 |
| Shuster Advisory Group |
|
$4.4 billion | 237 | 4 | $18.5 million |
| Southland Equity Partners |
|
$505.1 million | 2,482 | 21 | $203,507 |
| The Rice Partnership |
|
$499.2 million | 268 | 6 | $1.9 million |
| Transglobal Advisory |
|
$18.1 million | 40 | 27 | $451,788 |
| Vanderbilt Advisory Services |
|
$966.5 million | 4,329 | 93 | $223,263 |
| Wealthjar Investment Advisory |
|
$3.3 million | 64 | 6 | $50,940 |
| Westside Investment Management |
|
$511.5 million | 461 | 8 | $1.1 million |
More Top Firms by State
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About the Editorial Team
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, investing, retirement planning, and more.