Top 10 advisors in Hawaii

Top 10 advisors in Hawaii

We’ve curated a list of the best financial advisors in Hawaii, take a look at it below

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  • 1. Asset Management Group Of Bank Of Hawaii

    Assets under management

    $1,146,955,000

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Investment Companies

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 2. Ckw Financial Group, LLC

    Assets under management

    $859,987,337

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

    Selection Of Other Advisers

  • 3. Trinity Fund Advisors LLC

    Assets under management

    $609,870,822

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 4. Blacksand Capital, LLC

    Assets under management

    $499,614,568

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 5. The Rice Partnership, LLC

    Assets under management

    $463,603,293

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Selection Of Other Advisers

    Educational Seminars/workshops

    Adminstrative Services

  • 6. Regency Capital Management Inc.

    Assets under management

    $246,814,795

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

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    7. Bishop Street Capital Management

    Assets under management

    $227,476,598

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Investment Companies

  • 8. Robert Priske, LLC

    Assets under management

    $129,600,000

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

  • 9. Shiraishi Financial Group Advisors

    Assets under management

    $126,517,848

    Fee structure

    A percentage of assets under your management

    Fixed fees

    REFERRAL FEES FROM THIRD-PARTY INVESTMENT ADVISERS

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

  • Not sure which one to choose?
    Use our smart matching tool

    10. Andrews Advisory Associates, LLC

    Assets under management

    $113,432,634

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

How we came up with this list

To generate our top financial advisors list in Hawaii, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hawaii. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Top advisors in Hawaii
Honolulu