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Best financial advisors in Kamuela, HI

Registered advisers within 25 miles of Kamuela, HI.

Offices
18
Firms
14
Combined AUM
$5.13T
Firm-wide filings, not assets booked only here
Clients
604K
603,785 clients when Item 5C has a number
Avg / client
$8.50M
Combined AUM ÷ clients

Nearby offices

Firms

STADIA FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
HATCH ACCELERATOR FUND MANAGEMENT LLC
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
MORGAN STANLEY
ACP INVESTMENT MANAGEMENT
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
RBC CAPITAL MARKETS, LLC

Investors

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
ANDREW DAVID SPITZ
Robert Harold Kennedy
Kolby Akiyama
GREGORY LIND MOLFINO
Calvin Daishi Uemura
WILLIAM LAWRENCE WONG
Brett Carey
Kyle Hank Woods
DALE LAURIE ISHIDA SUEZAKI
ANDRE NICHOLAS LISTER
ADAM JOEL REUGH
Enock Freire
ALIKA CHRISTIAN GARCIA
LARRY GENE MCCABE
ROSALIND LEE WRIGHT
RICHARD LEE JEFFERY
Cade Hill Cherry
MICHAEL JAMES FOREMAN
JAMES R. WILSON

Within 25 miles of Kamuela, HI, Best Investors lists 14 registered investment advisory firms with 18 offices nearby, managing about $5.13T in combined regulatory AUM across 603,785 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 Kamuela

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM