Best financial advisors in Waialua, HI

Registered advisers within 25 miles of Waialua, HI.

Offices

44

Firms

15

Combined AUM

$3.58T

Firm-wide filings, not assets booked only here

Clients

519K

518,874 clients when Item 5C has a number

Avg / client

$6.90M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

100 Kahelu Ave Ste 102
MILILANI, HI 96789-3913

PLANMEMBER SECURITIES CORPORATION

95-119 Kamehameha Hwy, Suite A
Mililani, HI 96789-3393

CETERA INVESTMENT ADVISERS LLC

95-221 KIPAPA DR
MILILANI, HI 96789

13.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

95-390 KUAHELANI AVENUE
MILILANI, HI 96789

13.2 miles away

EDWARD JONES

95-1095 Ainamakua Drive Suite 3
Mililani, HI 96789-0000

13.6 miles away

CETERA INVESTMENT ADVISERS LLC

95-1095 Ainamakua Dr. #9
Mililani, HI 96789

13.6 miles away

CETERA INVESTMENT ADVISERS LLC

94-467 ALAPOAI STREET
MILILANI, HI 96789

13.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

95-1105 Ainamakua Dr Ste 201
Mililani, HI 96789

13.8 miles away

LPL FINANCIAL LLC

94 449 UKEE ST
WAIPAHU, HI 96797

15.1 miles away

EDWARD JONES

94-1042 KA UKA BLVD SUITE 201
WAIPAHU, HI 96797

15.3 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

94-1024 Waipio Uka St, Ste 207
Waipahu, HI 96797

STATE FARM INVESTMENT MANAGEMENT CORP.

94-229 Waipahu Dp St Ste 201
Waipahu, HI 96797-3032

16.3 miles away

PFS INVESTMENTS INC.

94-801 FARRINGTON HWY #103
WAIPAHU, HI 96797

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

590 Farrington Highway
Kapolei, HI 96707

17.1 miles away

CETERA INVESTMENT ADVISERS LLC

91-590 Farrington Hwy. #140
Kapolei, HI 96707

17.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

91-3575 Iwikiamoo Street #9005
Ewa Beach, HI 96706

17.1 miles away

EDWARD JONES

1001 KAMOKILA BLVD SUITE 327
KAPOLEI, HI 96707-2014

17.2 miles away

BUCK WEALTH STRATEGIES, LLC

1001 KAMOKILA BLVD., SUITE 136
KAPOLEI, HI 96707

17.2 miles away

LPL FINANCIAL LLC

680 KAMOKILA BLVD
KAPOLEI, HI 96707

17.3 miles away

PLANMEMBER SECURITIES CORPORATION

1245 Kuala Street, Suite 107
Pearl City, HI 96782

17.7 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

PLANMEMBER SECURITIES CORPORATION

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

BANKERS LIFE ADVISORY SERVICES, INC.

PFS INVESTMENTS INC.

BUCK WEALTH STRATEGIES, LLC

Investors

SUSAN YANABU IHLE

ALEXANDER SENLUNG LAU

Johnathan Michael Kam-Kwai Lee

CINDY S. ASUNCION

ARAN KEICHI HIROMOTO

JOHN WAH HIN AU

DANIEL DEAN PETERS

BRANT CONRAD YOSHIDA

Michael Masaru Chinen

Kent T. Okamura

ALAN MASANOBU CHINEN

LAYNE HIROMI TAKAYAMA

DAVID YOSHIKAZU ARAKAKI

Cody H. Momohara

Vincenzo Di Nicolantonio

RONALD REDOR GREGORIO

Carissa Leimomi Lai Kah Chang

Jose Maria Minoru Jimenez

ASHLEY MARIE GUNDAKER

CHRIS NEIL KAMINAKA

Paul Tadashi Feagles

Bernardo Equila-Liu

Cristiana Ercoli

John Thomas Turner

SUSAN ROXAS SANTOS

KIMBERLY IREIJO

Kevin M O'Keefe

Claudia Elizabeth Moreno

Michael Lewis Vanderhoff

JAMES KENJI MICHISHIMA

Within 25 miles of Waialua, HI, Best Investors lists 15 registered investment advisory firms with 44 offices nearby, managing about $3.58T in combined regulatory AUM across 518,874 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 Waialua

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM