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Best financial advisors in Hawi, HI

Registered advisers within 25 miles of Hawi, HI.

Offices
5
Firms
5
Combined AUM
$1.70T
Firm-wide filings, not assets booked only here
Clients
153K
153,100 clients when Item 5C has a number
Avg / client
$11.1M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
STADIA FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Investors

ANDREW DAVID SPITZ
SCOTT ALAN DRAPER
Ken Steria
Brett Patrick Kennelly
KARI WESTLY CLARK
Beata Hualan Tou
John Shepherd
Jo Ann A Fujii
Stacy L Sheetz
CHERYL KIM
Robert Harold Kennedy

Within 25 miles of Hawi, HI, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $1.70T in combined regulatory AUM across 153,100 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 Hawi

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM