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Best financial advisors in Maunaloa, HI

Registered advisers within 50 miles of Maunaloa, HI.

Offices
271
Firms
100
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.34M
2,342,492 clients when Item 5C has a number
Avg / client
$5.21M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BROOKSTONE CAPITAL MANAGEMENT LLC
DARCY BRIX INVESTMENT REPRESENTATIVE, INC
THRIVENT INVESTMENT MANAGEMENT INC.
CENTIMILLIONAIRE ADVISORS, LLC

Investors

Linda M Le
LALANA CHANSATIT
Valor C Ahn
TRISHA C KENT-WHITE
SCOTT CHON
JEFF STEPHEN WHITE
Gavin Christopher Cook
BRUCE KIN SUNG FONG
LANCE YOSHIHISA NISHIDA
Greg Todd Nakajo
Kelly Shota
Bernard Kai Yip
Boyd Moffett
Ramona A Haswell
CHRISTOPHER H K KAM
Sage Vincent Capone
DEREK HIDESHI SAYEGUSA
WILLIAM FRANK KUBICEK
ARIC MITCHELL AHLGREN
Taylor Matthew Kaleikau
Richard William May
RYAN KENJI MASUNO
RICHARD CARROLL WILSON
Seth Bradley Eakin
Jarrin Kenichi Morikawa
SCOTT SHIGEO HARADA
Scott Dean Hampton
SAMUEL SMITH WOOD

Within 50 miles of Maunaloa, HI, Best Investors lists 100 registered investment advisory firms with 271 offices nearby, managing about $12.2T in combined regulatory AUM across 2,342,492 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 Maunaloa

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM