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Best financial advisors in Kahului, HI

Registered advisers within 25 miles of Kahului, HI.

Offices
34
Firms
17
Combined AUM
$6.18T
Firm-wide filings, not assets booked only here
Clients
926K
925,591 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

COMMONWEALTH FINANCIAL NETWORK
PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERCER GLOBAL ADVISORS INC.
THE RICE PARTNERSHIP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

LANE SAIICHI NAKASHIMA
BRANDON ELLIOT LUKE
Alfred Michael Abbamonte
Jasmine Vanessa Minor
THEODORE FRANZ STILLER
STEPHEN MICHAEL CUTILLO
JOSHUA A DUTCHER
TIMOTHY PHILLIP HAYGOOD
MICHAEL ALAN HECKER
CLAIRE KIMIE IBARRA MIYASATO
JULIE SACHIKO PETRO
DAVID BRICE TOYOMURA
EMI MORI GEORGE
THOMAS JAMES LAMBERT
DOUGLAS H KARATSU
Tonya L Piano
BRYCE KOTARO THAYER
Jill M Senter
JAMES MAKOTO MORIYASU
ROBERT VINCENT PELLETTIERI
MARC YUKIO KOZUKI
ZADOC WHITE BROWN
ALICE VANNI MCDERMOTT
SARAH ELIZABETH KEHAUNANI BREDHOFF
MARK ALAN RICH
Ikaika Chad Viela
DESIREE M TING
AARON MONOOGAN
JEFFREY MICHAEL BONK
Ross Tatsuo Kumasaki
ALLEN SHOJIRO KOMORI
DORIS KIMIE SAKI
Curtis A Kuge
James Warren Dvorak
JOHN TOSHIO ARAKI
BRYAN ABELLA TAYONA
STEPHEN WILLIAM TETMEIR
Andrea June Anderson
Allen Inda
ARIC GATTIE
GAYLE M LONG

Within 25 miles of Kahului, HI, Best Investors lists 17 registered investment advisory firms with 34 offices nearby, managing about $6.18T in combined regulatory AUM across 925,591 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 Kahului

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM