Best Financial Advisor Firms Hawaii 2025

AdvisorSearch.org is committed to the highest ethical standards and reviews services independently. Learn How We Make Money
AdvisorSearch.org

Written by AdvisorSearch.org

March 07, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Hawaii in 2024.

Best Firms in Hawaii

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Absolute Capital Management
5/5 Stars $434.0 million 1,563 3 $277,661
Apella Wealth
5/5 Stars $4.7 billion 3,976 44 $1.2 million
Ascent Capital
5/5 Stars $445.6 million 376 5 $1.2 million
Baker Ellis Asset Management
5/5 Stars $874.2 million 349 4 $2.5 million
BSW Wealth Partners
5/5 Stars $2.0 billion 440 20 $4.5 million
Capital Advantage
5/5 Stars $1.0 billion 712 10 $1.4 million
Cincinnati Asset Management
5/5 Stars $2.4 billion 6,163 8 $392,865
CKW Financial Group
5/5 Stars $2.2 billion 624 3 $3.5 million
Clark Capital Management Group
5/5 Stars $30.6 billion 33,985 23 $899,052
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $24.3 billion 4,635 34 $5.2 million
CM Wealth Advisors
5/5 Stars $3.4 billion 218 4 $15.6 million
Concentrum Wealth Management
5/5 Stars $809.3 million 380 5 $2.1 million
Csenge Advisory Group
5/5 Stars $2.9 billion 6,312 76 $456,699
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Estabrook Capital Management
5/5 Stars $873.4 million 771 5 $1.1 million
Fairview Capital
5/5 Stars $1.8 billion 220 1 $8.0 million
Flexible Plan Investments
5/5 Stars $1.5 billion 10,885 5 $141,145
Freedom Investment Management
5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management
5/5 Stars $5.3 billion 3,525 13 $1.5 million
Galvin, Gaustad & Stein
5/5 Stars $1.2 billion 881 7 $1.4 million
Gemmer Asset Management
5/5 Stars $2.0 billion 1,380 8 $1.5 million
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Halbert Hargrove
5/5 Stars $3.5 billion 1,449 40 $2.4 million
JAG Capital Management
5/5 Stars $1.7 billion 964 12 $1.8 million
JMG Financial Group
5/5 Stars $6.4 billion 1,665 41 $3.8 million
KCM Investment Advisors
5/5 Stars $5.9 billion 1,694 7 $3.5 million
Kobo Wealth Conservancy
5/5 Stars $155.4 million 115 2 $1.4 million
Lighthouse Financial Services
5/5 Stars $429.8 million 454 5 $946,778
Mainstay Capital Management
5/5 Stars $4.2 billion 3,441 15 $1.2 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Miller Tabak Asset Management
5/5 Stars $1.4 billion 1,099 1 $1.2 million
Minneapolis Portfolio Management Group
5/5 Stars $900.6 million 1,782 3 $505,396
Modera Wealth Management
5/5 Stars $15.5 billion 6,106 121 $2.5 million
Moss Adams Wealth Advisors
5/5 Stars $3.9 billion 1,226 22 $3.2 million
Obermeyer Wealth Partners
5/5 Stars $2.6 billion 1,015 13 $2.6 million
Orgel Wealth Management
5/5 Stars $8.1 billion 3,911 31 $2.1 million
Parallel Advisors
5/5 Stars $8.7 billion 3,868 65 $2.3 million
Parker Investment Management
5/5 Stars $665.1 million 334 2 $2.0 million
Perigon Wealth Management
5/5 Stars $8.7 billion 4,766 82 $1.8 million
Pure Financial Advisors
5/5 Stars $8.0 billion 6,259 64 $1.3 million
Sage Advisory Services CO
5/5 Stars $25.0 billion 12,206 40 $2.0 million
Saratoga Research & Investment Management
5/5 Stars $2.5 billion 3,016 15 $832,577
Shufro, Rose & Co
5/5 Stars $2.2 billion 1,338 9 $1.6 million
Sigfig Wealth Management
5/5 Stars $3.0 billion 87,480 4 $33,981
Slavic Mutual Funds Management Corp
5/5 Stars $4.5 billion 737 13 $6.1 million
Spectrum Asset Management
5/5 Stars $640.1 million 318 7 $2.0 million
Stadion Money Management
5/5 Stars $2.5 billion 47,926 14 $51,502
Symmetry Partners
5/5 Stars $5.7 billion 10,451 11 $547,194
Symphony Financial. Co
5/5 Stars $1.1 billion 2,236 24 $488,902
Tandem Investment Advisors
5/5 Stars $3.4 billion 10,162 10 $330,549
Telos Capital Management
5/5 Stars $1.4 billion 913 13 $1.5 million
The Mather Group
5/5 Stars $11.7 billion 4,260 103 $2.7 million
The Pacific Center For Financial Services
5/5 Stars $878.8 million 781 4 $1.1 million
Three Bell Capital
5/5 Stars $3.8 billion 556 13 $6.8 million
TOM Johnson Investment Management
5/5 Stars $1.6 billion 5,871 6 $277,444
True Private Wealth Advisors
5/5 Stars $1.2 billion 1,582 11 $784,260
Wealthcare Capital Management
5/5 Stars $3.0 billion 5,066 36 $598,278
Westside Investment Management
5/5 Stars $774.2 million 1,121 8 $690,622
View More

Find a financial advisor in Hawaii

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.


More Top Firms by State

Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Hawaii 2024.

Firm has:

  • Jurisdiction in Hawaii
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

The “AdvisorSearch.org Star Rating Badge” is only available to RIA firms participating in AdvisorSearch.org’s paid subscription-based program and earning a 4.5 to 5 star review from AdvisorSearch.org; participation in AdvisorSearch.org's paid subscription-based program does not guarantee being awarded an “AdvisorSearch.org Star Rating Badge”. For more information on how AdvisorSearch.org rates and reviews RIA firms, please see the Algorithm page.

About the Editorial Team

AdvisorSearch.org

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.

close