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Best financial advisors in Haleiwa, HI

Registered advisers within 25 miles of Haleiwa, HI.

Offices
164
Firms
64
Combined AUM
$10.3T
Firm-wide filings, not assets booked only here
Clients
2.15M
2,152,642 clients when Item 5C has a number
Avg / client
$4.80M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BANKERS LIFE ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

SUSAN YANABU IHLE
Tadahiro Meya
Tanner J Siu
PAUL J SHOJI
ASHLEY MARIE GUNDAKER
Vincenzo Di Nicolantonio
ALEXANDER SENLUNG LAU
Johnathan Michael Kam-Kwai Lee
CINDY S. ASUNCION
ARAN KEICHI HIROMOTO
JOHN WAH HIN AU
DANIEL DEAN PETERS
BRANT CONRAD YOSHIDA
Michael Masaru Chinen
DARIN LEONG
Kent T. Okamura
Joel Kurata
ALAN MASANOBU CHINEN
LAYNE HIROMI TAKAYAMA
DAVID YOSHIKAZU ARAKAKI
Cody H. Momohara
RONALD REDOR GREGORIO
Carissa Leimomi Lai Kah Chang
Jose Maria Minoru Jimenez
CHRIS NEIL KAMINAKA
Paul Tadashi Feagles
Bernardo Equila-Liu
Cristiana Ercoli
John Thomas Turner
ANDREW RICHARD PIKE
JAMES KENJI MICHISHIMA
SUSAN ROXAS SANTOS
NATHAN DOMINGO
WAYNE KEOKI MINOAKA MIDRO
Chad M Nakamura
Antonio Criado
Easton McKay Tsubata
Randin Akira Yagi
Adams Clemente Agtarap

Within 25 miles of Haleiwa, HI, Best Investors lists 64 registered investment advisory firms with 164 offices nearby, managing about $10.3T in combined regulatory AUM across 2,152,642 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Haleiwa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM