OHANA ADVISORS is a San Rafael, California based financial advisory firm with nearly $1,746,261,291 in assets under management and provides investment advisory services for 15 clients. There are currently 11 financial advisors at the firm.
General Information |
| Firm CRD#: | 158515 | |
| SEC#: | 801-75431 | |
| Assets under Management: | $1,746,261,291 | |
| No. of Clients: | 15 | |
| No. of Advisors: | 11 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC | 106753 | 801-35905 | 250485 | 886 | $700,818,097,648 |
| THOMAS DOLL | 108052 | 801-57727 | 2495 | 13 | $1,323,909,507 |
| FULLER & THALER ASSET MANAGEMENT INC | 107033 | 801-43915 | 1953 | 20 | $17,584,077,100 |
| LITMAN GREGORY WEALTH MANAGEMENT, LLC | 107611 | 801-50916 | 1748 | 26 | $2,357,077,801 |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | 107326 | 801-57272 | 1728 | 15 | $637,341,378 |
| ROOF EIDAM MAYCOCK PERALTA LLC | 106696 | 801-53480 | 1016 | 9 | $705,534,441 |
| CONCORD INVESTMENT COUNSEL | 107901 | 801-39752 | 534 | 4 | $320,176,527 |
| SB WEALTH | 108126 | 801-113278 | 476 | 4 | $221,007,141 |
| JRL CAPITAL ADVISORS LLC | 108162 | 801-57158 | 380 | 8 | $127,316,719 |
| FAIRBANKS CAPITAL MANAGEMENT, INC. | 107650 | 801-50869 | 180 | 6 | $211,764,634 |
| AFFINITY INVESTMENT ADVISORS, LLC | 108278 | 801-42015 | 99 | 10 | $976,863,183 |
| SNYDER CAPITAL MANAGEMENT LP | 108518 | 801-54641 | 85 | 14 | $4,383,101,109 |
| DOHENY ASSET MANAGEMENT, L.L.C. | 106434 | 801-43726 | 66 | 4 | $139,724,263 |
| FIRST QUADRANT, LLC | 106698 | 801-51748 | 31 | 53 | $10,509,181,000 |
| GEORGINA ASSET MANAGEMENT LLC | 107949 | 801-57689 | 18 | 3 | $416,591,532 |
| PORTFOLIO MANAGEMENT TECHNOLOGY | 106135 | 801-52600 | 0 | 5 | $0 |