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Best financial advisors in Kapaa, HI

Registered advisers within 25 miles of Kapaa, HI.

Offices
12
Firms
7
Combined AUM
$2.49T
Firm-wide filings, not assets booked only here
Clients
416K
416,048 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
EDWARD JONES
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EMPOWER ADVISORY GROUP, LLC

Investors

EUGENE MARCIANO SAULIBIO
MICAH L SAULIBIO
GORDON WING SING YEE
Tyler M Yee
Christopher Miller
Alek Shigemichi Ahana
ARIEL BACTAT OASAY
DAVID JAMES PARRY
ADAM LAUREN SMITH
Kyle Arron O Morden
Nylene F Numazawa
Kellyn Terumi Tanaka Archer
Mariko Harper
Robert Hall Lansdell
Dana Reese
Efrain Padilla

Within 25 miles of Kapaa, HI, Best Investors lists 7 registered investment advisory firms with 12 offices nearby, managing about $2.49T in combined regulatory AUM across 416,048 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 Kapaa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 EMPOWER ADVISORY GROUP, LLC 24 clients · 2,036 advisers $195B AUM 5 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM