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Ranking, Hawaii

Independent RIAs with the most accounts in Hawaii

As of October 2, 2026, Yim Investment Management, LLC ranked #1 in Hawaii in AdvisorIQ's ranking of independent RIAs with the most accounts, with 1,595.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in Hawaii
Rank Firm City Most accounts
1 Yim Investment Management, LLC Honolulu 1,595
2 Cadinha & Co LLC Honolulu 1,406
3 The Rice Partnership, LLC Honolulu 1,240
4 Shiraishi Financial Group Advisors Honolulu 1,002
5 Financial Planning Hawaii, Inc. Honolulu 701
6 Holistic Finance LLC Ninole 693
7 Robert Priske, LLC Honolulu 484
8 Acp Investment Management Kailua-Kona 465
9 Kahala Financial Advisors, LLC Honolulu 422
10 Regency Capital Management Inc. Honolulu 371
11 Kala Capital Kailua 285
12 Kokua Capital Management Honolulu 274
13 Andrews Advisory Associates, LLC Honolulu 263
14 L.J. Brey, Inc. Honolulu 257
15 Neokai Capital Honolulu 225
16 C.M.Bidwell & Associates Ltd Honolulu 165
17 Belloadvisers, LLC Kailua 155
18 Pathfinder Financial Services, LLC Kailua 136
19 Masuda Lehrman Wealth Honolulu 118
20 Wealthjar Investment Advisory, LLC Honolulu 106
21 Apollo Wealth Management, Ltd. Honolulu 90
22 Humble Capital Management LLC Honolulu 81
23 Front Street Financial Lahaina 75
24 Diamond Head Financial Advisors LLC Honolulu 74
25 Jennings Financial Planning, Inc. Honolulu 73
26 Burdick Wealth Management, LLC Kula 70
27 Honolulu Capital Management Honolulu 51
28 SJC Capital Advisors LLC Honolulu 45
29 DFG Investments and Tax LLC Hilo 38
30 Aloha Wealthcare Management, LLC Wahiawa 35
31 CRL Advisors Honolulu 34
32 Lifelong Investment Management Services LLC Wailuku 26
32 Hfir LLC Honolulu 26
34 Pacific Wealth Partners, LLC Honolulu 24
35 Investment Dynamics Consulting Group, LLC Kailua-Kona 17
35 Financial Vision Advisory Services, LLC. Honolulu 17
37 Seacap Advisors, LLC Honolulu 15
38 Akamai Wealth Management, LLC Kaneohe 12
39 Toba Financial Kaneohe 10
40 Denner Capital Management Hononlulu 9
41 Millennium Global Advisors, LLC Not reported 7
41 Milestone Wealth Management & Insurance, LLC Honolulu 7
43 Tangent Financial Honolulu 5
44 1STTO50TH LLC Kailua 4

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

More rankings

Most accounts by state

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.