Best Financial Advisor Firms Hawaii 2026

Written by AdvisorSearch.org

May 08, 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Abner Herrman & Brock		$2.7 billion	2,403	6	$1.1 million
Absolute Capital Management		$554.0 million	1,838	3	$301,389
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
BSW Wealth Partners		$2.0 billion	440	20	$4.5 million
California Financial Advisors		$2.3 billion	1,525	14	$1.5 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
CKW Financial Group		$2.5 billion	651	3	$3.9 million
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
CM Wealth Advisors		$3.6 billion	244	4	$14.7 million
Concentrum Wealth Management		$986.8 million	420	5	$2.3 million
Csenge Advisory Group		$3.2 billion	7,199	67	$440,300
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Fairview Capital		$2.0 billion	233	1	$8.6 million
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Galvin, Gaustad & Stein		$1.4 billion	856	7	$1.6 million
Gemmer Asset Management		$2.4 billion	1,285	8	$1.8 million
Geowealth Management		$17.6 billion	51,018	20	$344,477
Guideline Investments		$16.5 billion	87,973	2	$187,499
Halbert Hargrove		$4.2 billion	1,518	41	$2.8 million
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
JMG Financial Group		$7.5 billion	1,789	48	$4.2 million
KCM Investment Advisors		$6.0 billion	1,598	7	$3.8 million
Lighthouse Financial Services		$472.5 million	461	5	$1.0 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Matson Money		$20.6 billion	30,142	8	$682,467
Miller Tabak Asset Management		$1.2 billion	936	2	$1.3 million
Minneapolis Portfolio Management Group		$1.1 billion	1,830	3	$601,838
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Obermeyer Wealth Partners		$3.0 billion	1,157	15	$2.6 million
Optivest		$319.4 million	108	3	$3.0 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parker Investment Management		$725.1 million	331	2	$2.2 million
Perigon Wealth Management		$11.3 billion	5,664	92	$2.0 million
Phillips and Company Advisors		$2.7 billion	1,273	13	$2.1 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Saratoga Research & Investment Management		$2.5 billion	2,740	15	$915,807
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Spectrum Asset Management		$657.3 million	315	8	$2.1 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Summa Global Advisors		$144.1 million	125	2	$1.2 million
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Symphony Financial. Co		$1.4 billion	2,850	23	$475,384
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	42	$1.6 million
Telos Capital Management		$1.6 billion	956	13	$1.7 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Pacific Center For Financial Services		$960.6 million	781	4	$1.2 million
Three Bell Capital		$5.1 billion	628	12	$8.0 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
True Private Wealth Advisors		$1.4 billion	1,592	12	$896,221
Valeo Financial Advisors		$13.0 billion	3,042	103	$4.3 million
Westside Investment Management		$888.8 million	890	7	$998,625

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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.

About the Editorial Team

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.