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Best financial advisors in Volcano, HI

Registered advisers within 50 miles of Volcano, HI.

Offices
34
Firms
16
Combined AUM
$6.88T
Firm-wide filings, not assets booked only here
Clients
823K
822,540 clients when Item 5C has a number
Avg / client
$8.36M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 50 miles of Volcano, HI, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $6.88T in combined regulatory AUM across 822,540 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 Volcano

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM