Top 10 financial advisors in Honolulu, HI
We’ve curated a list of the best financial advisors in Honolulu, take a look at it below
Find an advisor in Honolulu| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,146,955,000 | 30 advisors | ||
| 2 | $859,987,337 | 9 advisors | ||
| 3 | $609,870,822 | 31 advisors | ||
| 4 | $499,614,568 | 7 advisors | ||
| 5 | $463,603,293 | 7 advisors | ||
| 6 | $246,814,795 | 5 advisors | ||
| 7 | $227,476,598 | 12 advisors | ||
| 8 | $129,600,000 | 2 advisors | ||
| 9 | $126,517,848 | 6 advisors | ||
| 10 | $113,432,634 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Honolulu, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Honolulu. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Asset Management Group Of Bank Of Hawaii
Asset Management Group Of Bank Of Hawaii is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $1,146,955,000 of assets under management and employs about 30 people. Asset Management Group Of Bank Of Hawaii uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,146,955,000
Headcount
30 advisors
Fee structure
A percentage of assets under your management
SEC number
801-60203
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Ckw Financial Group, LLC
Ckw Financial Group, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $859,987,337 of assets under management and employs about 9 people. Ckw Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$859,987,337
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-70788
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Trinity Fund Advisors LLC
Trinity Fund Advisors LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $609,870,822 of assets under management and employs about 31 people. Trinity Fund Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$609,870,822
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-119443
Services offered
Portfolio Management For Pooled Investment Vehicles
Blacksand Capital, LLC
Blacksand Capital, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $499,614,568 of assets under management and employs about 7 people. Blacksand Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$499,614,568
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-112601
Services offered
Portfolio Management For Pooled Investment Vehicles
The Rice Partnership, LLC
The Rice Partnership, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $463,603,293 of assets under management and employs about 7 people. The Rice Partnership, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$463,603,293
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-64438
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Adminstrative Services
Regency Capital Management Inc.
Regency Capital Management Inc. is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $246,814,795 of assets under management and employs about 5 people. Regency Capital Management Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$246,814,795
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120277
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Bishop Street Capital Management
Bishop Street Capital Management is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $227,476,598 of assets under management and employs about 12 people. Bishop Street Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$227,476,598
Headcount
12 advisors
Fee structure
A percentage of assets under your management
SEC number
801-57217
Services offered
Portfolio Management For Investment Companies
See full profileMeet the advisor
First Hawaiian Center,
999 Bishop Street, Suite 2806,
Honolulu,
Hawaii,
96813 Robert Priske, LLC
Robert Priske, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $129,600,000 of assets under management and employs about 2 people. Robert Priske, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$129,600,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-56373
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
See full profileMeet the advisor
4211 Waialae Ave. Ste. 201,
Kahala Office Tower,
Honolulu,
Hawaii,
96816Shiraishi Financial Group Advisors
Shiraishi Financial Group Advisors is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $126,517,848 of assets under management and employs about 6 people. Shiraishi Financial Group Advisors uses a fee structure of a percentage of assets under your management, fixed fees and referral fees from third-party investment advisers.
Assets under management
$126,517,848
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS
SEC number
801-107307
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Andrews Advisory Associates, LLC
Andrews Advisory Associates, LLC is a financial advisory firm based in Honolulu, Hawaii. It currently has approximately $113,432,634 of assets under management and employs about 2 people. Andrews Advisory Associates, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$113,432,634
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66553
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.