A densely populated state like Hawaii has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Hawaii and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures andregistrations with SEC and FINRA. Collectively, our Pre-Screenedadvisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for familiesand individuals like you.
Top Financial Advisor Firms in Hawaii | |||
---|---|---|---|
Firm Name | AUM | No. of Clients | Fee Structure |
Asset Management Group Of Bank Of Hawaii
111 South King Street , 4th Floor, Honolulu, HI 96813-4405 |
$1,203,165,000 | 27 |
A percentage of AUM |
Andrews Advisory Associates, Llc
1188 Bishop Street , Suite 1808, Honolulu, HI 96813 |
$175,939,730 | 224 |
A percentage of AUM Hourly charges Fixed fees |
Mission Financial Group, Llc
1585 Kapiolani Blvd, Honolulu, HI 96814 |
$108,568,123 | 349 |
A percentage of AUM Hourly charges Fixed fees |
Yim Investment Management, Llc
1950 Young Street Suite 288, Honolulu, HI 96826-2150 |
$256,912,413 | 1789 |
A percentage of AUM Commision Based |
Ckw Financial Group, Llc
1003 Bishop Street , Suite 1950, Honolulu, HI 96813 |
$1,964,425,589 | 1508 |
A percentage of AUM Fixed fees |
Wealthjar Investment Advisory, Llc
1099 Alakea St. , Suite 2510, Honolulu, HI 96813 |
$2,973,624 | 74 |
A percentage of AUM Fixed fees |
Kahala Financial Advisors, Llc
4211 Waialae Ave, Suite 407, Honolulu, HI 96816 |
$167,148,452 | 434 |
A percentage of AUM |
Robert Priske, Llc
4211 Waialae Ave. Ste. 201 , Kahala Office Tower, Honolulu, HI 96816-5312 |
$131,000,000 | 426 |
A percentage of AUM Hourly charges |
Cadinha & Co Llc
900 Fort St. Mall, Ste. 1450, Honolulu, HI 96813-3713 |
$1,042,478,797 | 1382 |
A percentage of AUM Hourly charges |
The Rice Partnership, Llc
1099 Alakea Street , Suite 2510, Honolulu, HI 96813 |
$548,986,119 | 673 |
A percentage of AUM Fixed fees |
Shiraishi Financial Group Advisors
1585 Kapiolani Blvd. , Suite 928, Honolulu, HI 96814 |
$133,918,363 | 1286 |
A percentage of AUM Fixed fees Other (REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS) |
Regency Capital Management Inc.
1001 Bishop Street , Suite 1090, Honolulu, HI 96813 |
$259,032,004 | 192 |
A percentage of AUM |
Bankoh Advisors
130 Merchant Street , Cc #475, Honolulu, HI 96813 |
$379,075,664 | 1118 |
A percentage of AUM |
Lee Financial Group Hawaii, Inc.
3113 Olu Street, Honolulu, HI 96816-1425 |
$392,860,115 | 1401 |
A percentage of AUM Fixed fees Commision Based |
Bishop Street Capital Management
First Hawaiian Center , 999 Bishop Street, Suite 2806, Honolulu, HI 96813 |
$130,175,551 | 1 |
A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
Azure Wealth Advisors Inquire with Azure |
900 Fort Street Mall, Ste 1710, Honolulu, HI 96813 | 808-543-3838 |
Anchor Wealth Advisors Inquire with Anchor |
1585 Kapiolani Blvd, Ste 1388, Honolulu, HI 96814 | 808-792-7488 |
Andrew D Spitz Inquire with Andrew |
65-1279 Kawaihae Rd, Ste 207, Kamuela, HI 96743 | 808-238-5400 |
Arnold M Tanaka Inquire with Arnold |
1585 Kapiolani Blvd, Ste 1620, Honolulu, HI 96814 | 808-952-9700 |
Alexander Fowler Inquire with Alexander |
733 Bishop Street, Suite 2800, Honolulu, HI 96813 | 808-525-6006 |
Brian Iha Inquire with Brian |
745 Fort St, Ste 1400, Honolulu, HI 96813 | 808-952-1243 |
Brandon K. Yamamoto Inquire with Brandon |
733 Bishop Street, Suite 2800, Honolulu, HI 96813 | 808-525-7968 |
Brayden Miyashiro Inquire with Brayden |
700 Bishop St, Ste 1703, Honolulu, HI 96813 | 808-792-5937 |
Alan D Tom Inquire with Alan |
733 Bishop Street, Suite 2800, Honolulu, HI 96813 | 808-525-7964 |
Andrews Advisory Associates, LLC Inquire with Andrews |
1188 Bishop Street, Suite 1808, Honolulu, HI 96813 | 808-521-4015 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?