Top 10 advisors in Honolulu
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.
1. Asset Management Group Of Bank Of Hawaii
Assets under management
$1,146,955,000
Fee structure
A percentage of assets under your management
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)
2. Ckw Financial Group, LLC
Assets under management
$859,987,337
Fee structure
A percentage of assets under your management
Fixed fees
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
3. Trinity Fund Advisors LLC
Assets under management
$609,870,822
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Blacksand Capital, LLC
Assets under management
$499,614,568
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
5. The Rice Partnership, LLC
Assets under management
$463,603,293
Fee structure
A percentage of assets under your management
Fixed fees
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
6. Regency Capital Management Inc.
Assets under management
$246,814,795
Fee structure
A percentage of assets under your management
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
7. Bishop Street Capital Management
Assets under management
$227,476,598
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
8. Robert Priske, LLC
Assets under management
$129,600,000
Fee structure
A percentage of assets under your management
Hourly charges
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
9. Shiraishi Financial Group Advisors
Assets under management
$126,517,848
Fee structure
A percentage of assets under your management
Fixed fees
REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS
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
10. Andrews Advisory Associates, LLC
Assets under management
$113,432,634
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.