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