Best Financial Advisor Firms Hawaii 2024

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

Find a financial advisor in Hawaii

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More Top Firms by State

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.

The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

investor.com

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.

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