Best Financial Advisor Firms Hawaii 2024

Written by investor.com

August 08, 2024

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, investor.com 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		$351.5 million	1,414	3	$248,567
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Ascent Capital		$391.5 million	356	6	$1.1 million
Assembly Wealth		$369.0 million	255	6	$1.4 million
Astor Investment Management		$261.4 million	519	5	$503,753
Baker Ellis Asset Management		$792.1 million	328	4	$2.4 million
BSW Wealth Partners		$1.8 billion	416	21	$4.4 million
Capital Advantage		$1.0 billion	712	10	$1.4 million
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Chandler Asset Management		$35.8 billion	818	16	$43.8 million
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
CKW Financial Group		$2.0 billion	614	3	$3.2 million
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
CM Wealth Advisors		$3.2 billion	206	4	$15.7 million
Coho Partners		$4.6 billion	1,190	3	$3.8 million
Csenge Advisory Group		$2.8 billion	5,630	76	$488,978
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Fairview Capital		$1.8 billion	220	1	$8.0 million
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Focus Investment Advisors		$780.2 million	200	5	$3.9 million
Focused Wealth Management		$1.2 billion	1,672	9	$707,922
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.7 billion	3,671	14	$1.6 million
Galvin, Gaustad & Stein		$1.2 billion	902	7	$1.3 million
Gemmer Asset Management		$1.7 billion	1,174	8	$1.5 million
Geowealth Management		$12.3 billion	49,816	20	$247,576
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Halbert Hargrove		$3.2 billion	1,376	37	$2.3 million
ITS Asset Management		$269.4 million	844	2	$319,241
JAG Capital Management		$1.6 billion	895	12	$1.7 million
JMG Financial Group		$5.4 billion	1,552	37	$3.5 million
Lighthouse Financial Services		$387.3 million	455	5	$851,158
Mainstay Capital Management		$4.0 billion	3,476	14	$1.2 million
Matson Money		$19.6 billion	30,605	9	$641,967
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Miller Tabak Asset Management		$1.3 billion	1,104	1	$1.2 million
Minneapolis Portfolio Management Group		$889.0 million	1,879	3	$473,102
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Moss Adams Wealth Advisors		$3.9 billion	1,226	22	$3.2 million
Obermeyer Wood Investment Counsel, L		$2.4 billion	977	14	$2.4 million
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Parker Investment Management		$536.4 million	340	2	$1.6 million
Perigon Wealth Management		$6.9 billion	3,744	77	$1.9 million
Prudent Investors		$295.4 million	490	3	$602,933
Pure Financial Advisors		$6.3 billion	4,975	56	$1.3 million
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Saratoga Research & Investment Management		$2.7 billion	3,207	16	$854,436
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Spectrum Asset Management		$646.5 million	317	8	$2.0 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Symphony Financial. Co		$861.0 million	1,801	19	$478,052
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
Telos Capital Management		$1.3 billion	851	15	$1.5 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
The Pacific Center For Financial Services		$758.5 million	745	4	$1.0 million
Thomas Doll		$1.4 billion	1,082	11	$1.3 million
Three Bell Capital		$3.2 billion	552	10	$5.9 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
True Private Wealth Advisors		$1.2 billion	1,582	11	$784,260
Wealthcare Capital Management		$2.6 billion	4,611	34	$559,518
Wealthshield Partners		$917.9 million	1,088	13	$843,650
Westside Investment Management		$659.4 million	2,478	8	$266,117

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Find a financial advisor in Hawaii

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Methodology

Every month investor.com’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 investor.com: 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

Investor.com is your trustworthy guide to the world of financial advisors. 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.