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Ranking, Hawaii

Largest independent RIAs by assets under management in Hawaii

As of October 2, 2026, Cadinha & Co LLC ranked #1 in Hawaii in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $1.1 billion.

Include wirehouses and broker-dealer firms

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Largest independent RIAs by assets under management in Hawaii
Rank Firm City RAUM
1 Cadinha & Co LLC Honolulu $1.1 billion
2 The Rice Partnership, LLC Honolulu $985.5 million
3 Financial Planning Hawaii, Inc. Honolulu $382.4 million
4 Regency Capital Management Inc. Honolulu $364.1 million
5 Yim Investment Management, LLC Honolulu $307.8 million
6 Andrews Advisory Associates, LLC Honolulu $268.6 million
7 C.M.Bidwell & Associates Ltd Honolulu $267.1 million
8 Kokua Capital Management Honolulu $223.9 million
9 Robert Priske, LLC Honolulu $219.9 million
10 Kahala Financial Advisors, LLC Honolulu $203.4 million
11 Humble Capital Management LLC Honolulu $145.6 million
12 Acp Investment Management Kailua-Kona $131.9 million
13 L.J. Brey, Inc. Honolulu $117.3 million
14 Shiraishi Financial Group Advisors Honolulu $110.1 million
15 Belloadvisers, LLC Kailua $95.0 million
16 Pathfinder Financial Services, LLC Kailua $89.7 million
17 Hfir LLC Honolulu $68.3 million
18 Apollo Wealth Management, Ltd. Honolulu $66.6 million
19 Diamond Head Financial Advisors LLC Honolulu $52.0 million
20 Neokai Capital Honolulu $43.4 million
21 Jennings Financial Planning, Inc. Honolulu $38.3 million
22 Burdick Wealth Management, LLC Kula $34.2 million
23 Seacap Advisors, LLC Honolulu $31.2 million
24 SJC Capital Advisors LLC Honolulu $30.9 million
25 Masuda Lehrman Wealth Honolulu $28.4 million
26 Kala Capital Kailua $24.8 million
27 Pacific Wealth Partners, LLC Honolulu $21.8 million
28 Front Street Financial Lahaina $21.6 million
29 Aloha Wealthcare Management, LLC Wahiawa $17.7 million
30 Holistic Finance LLC Ninole $14.2 million
31 Denner Capital Management Hononlulu $11.1 million
32 Investment Dynamics Consulting Group, LLC Kailua-Kona $10.3 million
33 CRL Advisors Honolulu $7.1 million
34 Wealthjar Investment Advisory, LLC Honolulu $6.4 million
35 Financial Vision Advisory Services, LLC. Honolulu $4.8 million
36 Lifelong Investment Management Services LLC Wailuku $3.3 million
37 Honolulu Capital Management Honolulu $3.2 million
38 DFG Investments and Tax LLC Hilo $2.7 million
39 Milestone Wealth Management & Insurance, LLC Honolulu $2.2 million
40 Akamai Wealth Management, LLC Kaneohe $2.0 million
41 Toba Financial Kaneohe $956,055
42 Tangent Financial Honolulu $517,809
43 Millennium Global Advisors, LLC Not reported $322,167
44 1STTO50TH LLC Kailua $251,851

44 firms ranked. Figures are as firms reported them on Form ADV.

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Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.