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Best financial advisors in Kealakekua, HI

Registered advisers within 25 miles of Kealakekua, HI.

Offices
11
Firms
10
Combined AUM
$6.49T
Firm-wide filings, not assets booked only here
Clients
598K
597,788 clients when Item 5C has a number
Avg / client
$10.9M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
FOUNDATIONS INVESTMENT ADVISORS LLC
ACP INVESTMENT MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
EDWARD JONES
HATCH ACCELERATOR FUND MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Michael Eoin Mast
JASON CHRISTOPHER HAUANIO
JOSHUA MICHAEL COUNTESS
DALE LAURIE ISHIDA SUEZAKI
LARRY GENE MCCABE
ANDRE NICHOLAS LISTER
ADAM JOEL REUGH
Enock Freire
ALIKA CHRISTIAN GARCIA
Kolby Akiyama
GREGORY LIND MOLFINO
Calvin Daishi Uemura
WILLIAM LAWRENCE WONG
Brett Carey
Kyle Hank Woods
MARY FRANCES RAY EWING

Within 25 miles of Kealakekua, HI, Best Investors lists 10 registered investment advisory firms with 11 offices nearby, managing about $6.49T in combined regulatory AUM across 597,788 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 Kealakekua

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 FOUNDATIONS INVESTMENT ADVISORS LLC 323 advisers $10.1B AUM 8 ACP INVESTMENT MANAGEMENT 16 clients · 3 advisers $132M AUM