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Best financial advisors in Kapolei, HI

Registered advisers within 25 miles of Kapolei, HI.

Offices
297
Firms
105
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,669 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
FIRST COMMAND ADVISORY SERVICES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

WAYNE KEOKI MINOAKA MIDRO
Easton McKay Tsubata
Randin Akira Yagi
Chad M Nakamura
Antonio Criado
Gareth Isao Kaneshiro
Adams Clemente Agtarap
GUY MICHAEL BRANNUM
CHRISTIAN RAMIREZ GARCIA
CALEB AVERY GARCIA
ASHLEY MARIE GUNDAKER
Tadahiro Meya
Tanner J Siu
PAUL J SHOJI
SUSAN YANABU IHLE
Regan Shigeo Yamada
KANANI HALAKI MIYAHIRA
CHRISTOPHER CHO KAI
REYN SEISHO WICKLUND
Christopher Changsu Lee
Shaun Teru Keone Kiriu
Shane Craig Shimatsu
Joel Ballou
Kyle Anthony Phillips
Mackenzie Niblack
Christopher Cantrell Tucker
Yvonne Rubillos
Jordan Kelly
ELISABETH Rachel TATOLA
JEREMY-GABRIEL LAXAMANA CLARK
DIVINA C GONZALEZ - MARUYAMA
Thomas Jansson
ELLEN NIELSON

Within 25 miles of Kapolei, HI, Best Investors lists 105 registered investment advisory firms with 297 offices nearby, managing about $12.2T in combined regulatory AUM across 2,342,669 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 Kapolei

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