# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/hawaii/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Hawaii
- firms_listed: 44
- rows: rank: 1, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, state: HI, value: 1122698766, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108135/; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, state: HI, value: 985498298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135701/; rank: 3, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, state: HI, value: 382363817, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153930/; rank: 4, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, state: HI, value: 364074897, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312435/; rank: 5, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, state: HI, value: 307843396, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136984/; rank: 6, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, state: HI, value: 268633269, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118957/; rank: 7, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, state: HI, value: 267147265, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107449/; rank: 8, crd: 168439, firm: Kokua Capital Management, city: Honolulu, state: HI, value: 223936259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168439/; rank: 9, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, state: HI, value: 219900000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108072/; rank: 10, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, state: HI, value: 203393625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108564/; rank: 11, crd: 158115, firm: Humble Capital Management LLC, city: Honolulu, state: HI, value: 145564094, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158115/; rank: 12, crd: 338484, firm: Acp Investment Management, city: Kailua-Kona, state: HI, value: 131872386, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338484/; rank: 13, crd: 113996, firm: L.J. Brey, Inc., city: Honolulu, state: HI, value: 117331252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113996/; rank: 14, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, state: HI, value: 110064758, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168645/; rank: 15, crd: 167919, firm: Belloadvisers, LLC, city: Kailua, state: HI, value: 95000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167919/; rank: 16, crd: 129391, firm: Pathfinder Financial Services, LLC, city: Kailua, state: HI, value: 89713853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129391/; rank: 17, crd: 168526, firm: Hfir LLC, city: Honolulu, state: HI, value: 68300000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168526/; rank: 18, crd: 136803, firm: Apollo Wealth Management, Ltd., city: Honolulu, state: HI, value: 66615569, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136803/; rank: 19, crd: 149158, firm: Diamond Head Financial Advisors LLC, city: Honolulu, state: HI, value: 51995020, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149158/; rank: 20, crd: 319006, firm: Neokai Capital, city: Honolulu, state: HI, value: 43410868, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319006/; rank: 21, crd: 129430, firm: Jennings Financial Planning, Inc., city: Honolulu, state: HI, value: 38293391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129430/; rank: 22, crd: 143978, firm: Burdick Wealth Management, LLC, city: Kula, state: HI, value: 34153654, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143978/; rank: 23, crd: 281957, firm: Seacap Advisors, LLC, city: Honolulu, state: HI, value: 31159508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281957/; rank: 24, crd: 159513, firm: SJC Capital Advisors LLC, city: Honolulu, state: HI, value: 30938000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159513/; rank: 25, crd: 329201, firm: Masuda Lehrman Wealth, city: Honolulu, state: HI, value: 28370330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329201/; rank: 26, crd: 312316, firm: Kala Capital, city: Kailua, state: HI, value: 24750288, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312316/; rank: 27, crd: 315291, firm: Pacific Wealth Partners, LLC, city: Honolulu, state: HI, value: 21845781, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315291/; rank: 28, crd: 314908, firm: Front Street Financial, city: Lahaina, state: HI, value: 21601286, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314908/; rank: 29, crd: 137769, firm: Aloha Wealthcare Management, LLC, city: Wahiawa, state: HI, value: 17729756, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137769/; rank: 30, crd: 335108, firm: Holistic Finance LLC, city: Ninole, state: HI, value: 14225482, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335108/; rank: 31, crd: 116879, firm: Denner Capital Management, city: Hononlulu, state: HI, value: 11100000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116879/; rank: 32, crd: 120611, firm: Investment Dynamics Consulting Group, LLC, city: Kailua-Kona, state: HI, value: 10272972, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120611/; rank: 33, crd: 300635, firm: CRL Advisors, city: Honolulu, state: HI, value: 7121649, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300635/; rank: 34, crd: 288484, firm: Wealthjar Investment Advisory, LLC, city: Honolulu, state: HI, value: 6433752, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288484/; rank: 35, crd: 125195, firm: Financial Vision Advisory Services, LLC., city: Honolulu, state: HI, value: 4821796, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125195/; rank: 36, crd: 158324, firm: Lifelong Investment Management Services LLC, city: Wailuku, state: HI, value: 3277396, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158324/; rank: 37, crd: 300951, firm: Honolulu Capital Management, city: Honolulu, state: HI, value: 3188951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300951/; rank: 38, crd: 330790, firm: DFG Investments and Tax LLC, city: Hilo, state: HI, value: 2705906, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330790/; rank: 39, crd: 314573, firm: Milestone Wealth Management & Insurance, LLC, city: Honolulu, state: HI, value: 2185000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314573/; rank: 40, crd: 322422, firm: Akamai Wealth Management, LLC, city: Kaneohe, state: HI, value: 1986554, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322422/; rank: 41, crd: 323181, firm: Toba Financial, city: Kaneohe, state: HI, value: 956055, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323181/; rank: 42, crd: 311127, firm: Tangent Financial, city: Honolulu, state: HI, value: 517809, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311127/; rank: 43, crd: 159193, firm: Millennium Global Advisors, LLC, city: not stated, state: HI, value: 322167, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159193/; rank: 44, crd: 328769, firm: 1STTO50TH LLC, city: Kailua, state: HI, value: 251851, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328769/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Hawaii](https://advisoriq.com/ria/states/hawaii/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/hawaii/

License: https://advisoriq.com/license/