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Best financial advisors in Kawaihae, HI

Registered advisers within 25 miles of Kawaihae, HI.

Offices
14
Firms
11
Combined AUM
$4.06T
Firm-wide filings, not assets booked only here
Clients
576K
575,642 clients when Item 5C has a number
Avg / client
$7.06M
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

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

Within 25 miles of Kawaihae, HI, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $4.06T in combined regulatory AUM across 575,642 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 Kawaihae

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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 FOUNDATIONS INVESTMENT ADVISORS LLC 323 advisers $10.1B AUM 8 ACP INVESTMENT MANAGEMENT 16 clients · 3 advisers $132M AUM