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Top Financial Advisors in Honolulu, Hawaii

Finding the right financial advisor in Honolulu is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Honolulu, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Honolulu, HI.


Find the Best Financial Advisor Firms in Honolulu:

CADINHA & CO LLC

CRD#: 108135

RIA

Address: 900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713

Clients: 324

Average Clients per Advisor: 32

AUM: $ 1.1B

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THE RICE PARTNERSHIP, LLC

CRD#: 135701

RIA

Address: 1099 Alakea Street Suite 2510, Honolulu, HI 96813

Clients: 174

Average Clients per Advisor: 19

AUM: $ 786M

MOSAIC PACIFIC INVESTMENT ADVISORS

CRD#: 169423

RIA

Address: 615 Piikoi Suite 812, Honolulu, HI 96814

Clients: 516

Average Clients per Advisor: 73

AUM: $ 434M

BANKOH INVESTMENT SERVICES, INC.

CRD#: 29280

BD
RIA

Address: 130 Merchant Street, Cc#475 Cc #475, Honolulu, HI 96813

Clients: 588

In Business for: 34 Years

Average Clients per Advisor: 23

AUM: $ 398M

REGENCY CAPITAL MANAGEMENT INC.

CRD#: 312435

RIA

Address: 1001 Bishop Street Suite 1090, Honolulu, HI 96813

Clients: 44

Average Clients per Advisor: 22

AUM: $ 304M

ANDREWS ADVISORY ASSOCIATES, LLC

CRD#: 118957

RIA

Address: 1003 Bishop Street Suite 1808, Honolulu, HI 96813

Clients: 171

Average Clients per Advisor: 42

AUM: $ 236M

How We Chose the Top Financial Advisors in Honolulu, Hawaii

To create this list of top financial advisor firms in Honolulu, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Honolulu has to offer.

Search Financial Advisors in Honolulu, Hawaii


Name or CRD#
Location:
Firm name (optional)
Wayne Kaneta

Wayne Takeo Kaneta

IAR
RR
CRD#: 1398065
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Honolulu, HI 96814-4523

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
41 years
Sandra Mew-mcroberts

Sandra Hung Simm Mew-mcroberts

Sandra Hung Simm Mcroberts, Sandy Mcroberts, Sandra Hung Simm Mewmcroberts, Sandra Hungsimm Mewmcroberts
IAR
RR
CRD#: 1072446
CFP®: Certified Financial Planner
Location:
Kailua, HI 96734

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
43 years
Alan Nishimoto

Alan Hiroshi Nishimoto

IAR
RR
CRD#: 1311837
CFP®: Certified Financial Planner
Location:
Honolulu, HI 96814

Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.

Disclosures:
Experience:
41 years
Janet Andres

Janet Viloria Andres

Janet Victoria Andres, Janet Andres Lee, Janet Victoria Matsusaka
IAR
RR
CRD#: 1128935
CFP®: Certified Financial Planner
Location:
Honolulu, HI 96813

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
40 years
Marvin Silva

Marvin Valentine Silva

IAR
RR
CRD#: 1399221
CFP®: Certified Financial Planner
Location:
Honolulu, HI 96813

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
41 years
Clark Dorman

Clark Edward Dorman

IAR
RR
CRD#: 1433441
CFP®: Certified Financial Planner
Location:
Honolulu, HI 96814

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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