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Best financial advisors in Hana Maui, HI

Registered advisers within 25 miles of Hana Maui, HI.

Offices
3
Firms
3
Combined AUM
$1.28T
Firm-wide filings, not assets booked only here
Clients
52.8K
52,770 clients when Item 5C has a number
Avg / client
$24.3M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC

Investors

Shaun Auther Moore
KIT KATSUMI OKAZAKI
THOMAS WALTER REVELLE

Within 25 miles of Hana Maui, HI, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $1.28T in combined regulatory AUM across 52,770 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 Hana Maui

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM