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Best financial advisors in Laupahoehoe, HI

Registered advisers within 25 miles of Laupahoehoe, HI.

Offices
20
Firms
10
Combined AUM
$6.70T
Firm-wide filings, not assets booked only here
Clients
874K
873,642 clients when Item 5C has a number
Avg / client
$7.67M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
DFG INVESTMENTS AND TAX LLC
PEAK PLANNING GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.

Investors

MILES KAZUHISA NAGATO
PAUL SOO YONG MOON
DAVID YUKIO OMURA
Grant Koichi Omura
Zachary Keli'i Pacleb
Tara Christine Rowlette
Dawn Julie De Coito
Keith Gardner Marrack
ERIC FUTOSHI FUJIMOTO
STACEY ANN WILLIAMS
ROBERT MITSUO WILLIAMS
BARRY DEAN JENSEN
Austin William Dante
ROXANNE MAE DANTE
DWAYNE TSUKASA MUKAI
Zachary Charles Debauche
MICHELLE MOANA VICTORINE
Elyse Fumie Robinson
BARRY KAU YANG MARK
JILL MARIE MARK
MICHAEL FUK HUNG CHANG
IRIS HISAKO KUWAYE
DAVID LEE HALL
Kate Wong
Roberto Valencia
Boaz Bok See Yung
JOYCE SACHIKO SATO
SANDRA HARUE TOKUUKE
JONATHAN D COUNTESS
KAPENA KAUMUALII LUM
JUSTIN THYME TAKEDA
ARTHUR KENGO MIHO
CLAIRE DE RIVERA JUSTO
MARTIN RUSSELL ANDREASEN

Within 25 miles of Laupahoehoe, HI, Best Investors lists 10 registered investment advisory firms with 20 offices nearby, managing about $6.70T in combined regulatory AUM across 873,642 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 Laupahoehoe

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM