Best Investors Account Sign in

Best financial advisors in Makawao, HI

Registered advisers within 25 miles of Makawao, HI.

Offices
29
Firms
15
Combined AUM
$5.79T
Firm-wide filings, not assets booked only here
Clients
920K
920,061 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HIGHTOWER ADVISORS, LLC
THE RICE PARTNERSHIP, LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
PARK AVENUE SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERCER GLOBAL ADVISORS INC.

Investors

Shaun Auther Moore
KIT KATSUMI OKAZAKI
THOMAS WALTER REVELLE
JEFFREY MICHAEL BONK
John Charles Biegel
JOEL SHAWN RAND
Dillan Riter
George Clarence Jansen
SARAH ELIZABETH KEHAUNANI BREDHOFF
MARK ALAN RICH
Ikaika Chad Viela
DESIREE M TING
AARON MONOOGAN
Lisbeth K Arcienega
Jennifer Hunt Rappenecker
Bryan A Jaynes
Ross Tatsuo Kumasaki
Alfred Michael Abbamonte
Jasmine Vanessa Minor
THEODORE FRANZ STILLER
STEPHEN MICHAEL CUTILLO
JOSHUA A DUTCHER
LANE SAIICHI NAKASHIMA
BRANDON ELLIOT LUKE
TIMOTHY PHILLIP HAYGOOD
MICHAEL ALAN HECKER
CLAIRE KIMIE IBARRA MIYASATO
JULIE SACHIKO PETRO
DAVID BRICE TOYOMURA
EMI MORI GEORGE
THOMAS JAMES LAMBERT
DOUGLAS H KARATSU
Tonya L Piano
BRYCE KOTARO THAYER
Jill M Senter
JAMES MAKOTO MORIYASU
ROBERT VINCENT PELLETTIERI
MARC YUKIO KOZUKI
ZADOC WHITE BROWN
ALICE VANNI MCDERMOTT
RANDOL LEACH
James Warren Dvorak

Within 25 miles of Makawao, HI, Best Investors lists 15 registered investment advisory firms with 29 offices nearby, managing about $5.79T in combined regulatory AUM across 920,061 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 Makawao

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B 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 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM