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Best financial advisors in Kihei, HI

Registered advisers within 25 miles of Kihei, HI.

Offices
34
Firms
16
Combined AUM
$7.82T
Firm-wide filings, not assets booked only here
Clients
940K
939,883 clients when Item 5C has a number
Avg / client
$8.32M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

STEPHEN WILLIAM TETMEIR
Allen Inda
ARIC GATTIE
Andrea June Anderson
JOHN TOSHIO ARAKI
BRYAN ABELLA TAYONA
Curtis A Kuge
ALLEN SHOJIRO KOMORI
DORIS KIMIE SAKI
GAYLE M LONG
Boyd Moffett
Ramona A Haswell
Corrinna Ellen Paxton
RANDOL LEACH
THOMAS AUCHINCLOSS ARMITAGE
William Andrew Allison
RICHARD JAY BERNSTEIN

Within 25 miles of Kihei, HI, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $7.82T in combined regulatory AUM across 939,883 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 Kihei

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM