# Independent RIAs with the most CFP professionals in Hawaii

As of October 2, 2026, Island Wealth Management ranked #1 in Hawaii in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 4.

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

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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: 27
- rows: rank: 1, crd: 307346, firm: Island Wealth Management, city: Honolulu, state: HI, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307346/; rank: 2, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107449/; rank: 2, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108564/; rank: 2, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118957/; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135701/; rank: 2, crd: 167919, firm: Belloadvisers, LLC, city: Kailua, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167919/; rank: 2, crd: 288484, firm: Wealthjar Investment Advisory, LLC, city: Honolulu, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288484/; rank: 2, crd: 328171, firm: Stadia Financial LLC, city: Kamuela, state: HI, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328171/; rank: 9, crd: 113996, firm: L.J. Brey, Inc., city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113996/; rank: 9, crd: 125195, firm: Financial Vision Advisory Services, LLC., city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125195/; rank: 9, crd: 129391, firm: Pathfinder Financial Services, LLC, city: Kailua, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129391/; rank: 9, crd: 129430, firm: Jennings Financial Planning, Inc., city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129430/; rank: 9, crd: 136803, firm: Apollo Wealth Management, Ltd., city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136803/; rank: 9, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153930/; rank: 9, crd: 168439, firm: Kokua Capital Management, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168439/; rank: 9, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168645/; rank: 9, crd: 299592, firm: Hui Malama Financial Advisors LLC, city: Waianae, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299592/; rank: 9, crd: 300635, firm: CRL Advisors, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300635/; rank: 9, crd: 312316, firm: Kala Capital, city: Kailua, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312316/; rank: 9, crd: 314573, firm: Milestone Wealth Management & Insurance, LLC, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314573/; rank: 9, crd: 314908, firm: Front Street Financial, city: Lahaina, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314908/; rank: 9, crd: 315291, firm: Pacific Wealth Partners, LLC, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315291/; rank: 9, crd: 323181, firm: Toba Financial, city: Kaneohe, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323181/; rank: 9, crd: 328769, firm: 1STTO50TH LLC, city: Kailua, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328769/; rank: 9, crd: 329201, firm: Masuda Lehrman Wealth, city: Honolulu, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329201/; rank: 9, crd: 335108, firm: Holistic Finance LLC, city: Ninole, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335108/; rank: 9, crd: 340028, firm: MKX Capital, city: Kaneohe, state: HI, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340028/

## 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/hawaii/

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