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Best financial advisors in Kailua, HI

Registered advisers within 25 miles of Kailua, HI.

Offices
312
Firms
111
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,625 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
VANDERBILT ADVISORY SERVICES
PROPTECH FUND II LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
PARK AVENUE SECURITIES LLC
THE RETIREMENT PLANNING GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHAEL GEORGE HORTON
JOANNE KO SHIMADA
Daniel Martin-Noboru Ward
John-David Akio Nako
Valor C Ahn
TRISHA C KENT-WHITE
SCOTT CHON
JEFF STEPHEN WHITE
Gavin Christopher Cook
Gerald Ray Wilson
Bernard Kai Yip
BRUCE KIN SUNG FONG
LANCE YOSHIHISA NISHIDA
Greg Todd Nakajo
Kelly Shota
Richard William May
RYAN KENJI MASUNO
ADELIA C CHUNG
DUNAVAN D HAHN
JORDON T SANTOS
BRYAN H NAKAMOTO
GRANT MASAMI HASHIBA
SHAWN PATRICK GORMLEY
Jandi Akiko Iha
Stephanie Ann Fumie Kuwaye
Sarah Kleinschmidt
Matthew Weber Joswick
Keiko Mizuno Pacheco
KIRK YIU CHOI TANG

Within 25 miles of Kailua, HI, Best Investors lists 111 registered investment advisory firms with 312 offices nearby, managing about $12.2T in combined regulatory AUM across 2,342,625 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

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM