# 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.

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

## Facts

- ranking: Independent RIAs with the most accounts
- how_it_is_computed: 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.
- unit: count
- scope: Hawaii
- firms_listed: 44
- rows: rank: 1, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, state: HI, value: 1595, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136984/; rank: 2, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, state: HI, value: 1406, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108135/; rank: 3, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, state: HI, value: 1240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135701/; rank: 4, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, state: HI, value: 1002, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168645/; rank: 5, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, state: HI, value: 701, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153930/; rank: 6, crd: 335108, firm: Holistic Finance LLC, city: Ninole, state: HI, value: 693, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335108/; rank: 7, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, state: HI, value: 484, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108072/; rank: 8, crd: 338484, firm: Acp Investment Management, city: Kailua-Kona, state: HI, value: 465, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338484/; rank: 9, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, state: HI, value: 422, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108564/; rank: 10, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, state: HI, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312435/; rank: 11, crd: 312316, firm: Kala Capital, city: Kailua, state: HI, value: 285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312316/; rank: 12, crd: 168439, firm: Kokua Capital Management, city: Honolulu, state: HI, value: 274, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168439/; rank: 13, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, state: HI, value: 263, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118957/; rank: 14, crd: 113996, firm: L.J. Brey, Inc., city: Honolulu, state: HI, value: 257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113996/; rank: 15, crd: 319006, firm: Neokai Capital, city: Honolulu, state: HI, value: 225, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319006/; rank: 16, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, state: HI, value: 165, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107449/; rank: 17, crd: 167919, firm: Belloadvisers, LLC, city: Kailua, state: HI, value: 155, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167919/; rank: 18, crd: 129391, firm: Pathfinder Financial Services, LLC, city: Kailua, state: HI, value: 136, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129391/; rank: 19, crd: 329201, firm: Masuda Lehrman Wealth, city: Honolulu, state: HI, value: 118, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329201/; rank: 20, crd: 288484, firm: Wealthjar Investment Advisory, LLC, city: Honolulu, state: HI, value: 106, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288484/; rank: 21, crd: 136803, firm: Apollo Wealth Management, Ltd., city: Honolulu, state: HI, value: 90, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136803/; rank: 22, crd: 158115, firm: Humble Capital Management LLC, city: Honolulu, state: HI, value: 81, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158115/; rank: 23, crd: 314908, firm: Front Street Financial, city: Lahaina, state: HI, value: 75, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314908/; rank: 24, crd: 149158, firm: Diamond Head Financial Advisors LLC, city: Honolulu, state: HI, value: 74, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149158/; rank: 25, crd: 129430, firm: Jennings Financial Planning, Inc., city: Honolulu, state: HI, value: 73, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129430/; rank: 26, crd: 143978, firm: Burdick Wealth Management, LLC, city: Kula, state: HI, value: 70, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143978/; rank: 27, crd: 300951, firm: Honolulu Capital Management, city: Honolulu, state: HI, value: 51, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300951/; rank: 28, crd: 159513, firm: SJC Capital Advisors LLC, city: Honolulu, state: HI, value: 45, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159513/; rank: 29, crd: 330790, firm: DFG Investments and Tax LLC, city: Hilo, state: HI, value: 38, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330790/; rank: 30, crd: 137769, firm: Aloha Wealthcare Management, LLC, city: Wahiawa, state: HI, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137769/; rank: 31, crd: 300635, firm: CRL Advisors, city: Honolulu, state: HI, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300635/; rank: 32, crd: 158324, firm: Lifelong Investment Management Services LLC, city: Wailuku, state: HI, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158324/; rank: 32, crd: 168526, firm: Hfir LLC, city: Honolulu, state: HI, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168526/; rank: 34, crd: 315291, firm: Pacific Wealth Partners, LLC, city: Honolulu, state: HI, value: 24, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315291/; rank: 35, crd: 120611, firm: Investment Dynamics Consulting Group, LLC, city: Kailua-Kona, state: HI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120611/; rank: 35, crd: 125195, firm: Financial Vision Advisory Services, LLC., city: Honolulu, state: HI, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125195/; rank: 37, crd: 281957, firm: Seacap Advisors, LLC, city: Honolulu, state: HI, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281957/; rank: 38, crd: 322422, firm: Akamai Wealth Management, LLC, city: Kaneohe, state: HI, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322422/; rank: 39, crd: 323181, firm: Toba Financial, city: Kaneohe, state: HI, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323181/; rank: 40, crd: 116879, firm: Denner Capital Management, city: Hononlulu, state: HI, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116879/; rank: 41, crd: 159193, firm: Millennium Global Advisors, LLC, city: not stated, state: HI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159193/; rank: 41, crd: 314573, firm: Milestone Wealth Management & Insurance, LLC, city: Honolulu, state: HI, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314573/; rank: 43, crd: 311127, firm: Tangent Financial, city: Honolulu, state: HI, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311127/; rank: 44, crd: 328769, firm: 1STTO50TH LLC, city: Kailua, state: HI, value: 4, 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

- [Independent RIAs with the most accounts, nationally](https://advisoriq.com/ria/rankings/most-accounts/)
- [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/most-accounts/hawaii/

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