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Best financial advisors in Kailua Kona, HI

Registered advisers within 25 miles of Kailua Kona, HI.

Offices
27
Firms
15
Combined AUM
$7.62T
Firm-wide filings, not assets booked only here
Clients
820K
820,331 clients when Item 5C has a number
Avg / client
$9.29M
Combined AUM ÷ clients

Nearby offices

Firms

HATCH ACCELERATOR FUND MANAGEMENT LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
MORGAN STANLEY
ACP INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STADIA FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC

Investors

Brett Carey
Kyle Hank Woods
Kolby Akiyama
GREGORY LIND MOLFINO
Calvin Daishi Uemura
WILLIAM LAWRENCE WONG
DALE LAURIE ISHIDA SUEZAKI
ANDRE NICHOLAS LISTER
ADAM JOEL REUGH
Enock Freire
ALIKA CHRISTIAN GARCIA
LARRY GENE MCCABE
Michael Eoin Mast
JASON CHRISTOPHER HAUANIO
JOSHUA MICHAEL COUNTESS
ANDREW DAVID SPITZ
Ken Steria
Brett Patrick Kennelly
KARI WESTLY CLARK
Beata Hualan Tou
John Shepherd
Jo Ann A Fujii
Stacy L Sheetz
CHERYL KIM
SCOTT ALAN DRAPER
Robert Y Chung
Aaron Michael Cork
William Ryan Cork
Micah Kekoa Wang
MICHAEL ANTHONY PETROSIAN
SCOTT JOSEPH AST
Charles Kaimalu Cope
Esai O'mea Easley
TAYLOR M K EASLEY
MIA M NAKAGAWA
JERRY BRUCE ANDERSON

Within 25 miles of Kailua Kona, HI, Best Investors lists 15 registered investment advisory firms with 27 offices nearby, managing about $7.62T in combined regulatory AUM across 820,331 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 Kailua Kona

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 WEALTHSPIRE RETIREMENT ADVISORY 146 advisers $38.6B AUM