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Best financial advisors in Kaneohe, HI

Registered advisers within 25 miles of Kaneohe, HI.

Offices
309
Firms
108
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,709 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
NAVY FEDERAL INVESTMENT SERVICES, LLC
1STTO50TH LLC
CREATIVEONE WEALTH, LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CENTIMILLIONAIRE ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

MICHAEL GEORGE HORTON
DAREN TARUO SUZUKI
STACY SACHIE MIYASATO-FOSTER
Christopher Alexander Byrer
Eric K Awa
JEREMY STUART BADER
Darryl Lee Wong
LORI MICHELLE PASION
KAINOA BROAD
Laura Ann Young
Andrea Chen
ROBIN MELODY HUE
STEVEN ROBERT LUDWIG
William Keen Stack
Jessica L Stack
Calen Scot K Holt
Charles Ryan Holt
CHRISTOPHER H K KAM
Leonard Wong Ling Howe Kingsley
DANIEL KELLY CRONIN
Frank Barrale
SANDRA HUNG SIMM MEW-MCROBERTS
Scott Dean Hampton
SAMUEL SMITH WOOD
SCOTT SHIGEO HARADA
Jarrin Kenichi Morikawa
Seth Bradley Eakin
RICHARD CARROLL WILSON
ARIC MITCHELL AHLGREN
Taylor Matthew Kaleikau

Within 25 miles of Kaneohe, HI, Best Investors lists 108 registered investment advisory firms with 309 offices nearby, managing about $12.3T in combined regulatory AUM across 2,342,709 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 Kaneohe

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