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Ranking, Hawaii

Independent RIAs with the most clients in Hawaii

As of October 2, 2026, Cadinha & Co LLC ranked #1 in Hawaii in AdvisorIQ's ranking of independent RIAs with the most clients, with 639.

Include wirehouses and broker-dealer firms

Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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 clients in Hawaii
Rank Firm City Most clients
1 Cadinha & Co LLC Honolulu 639
2 Yim Investment Management, LLC Honolulu 523
3 Holistic Finance LLC Ninole 463
4 Shiraishi Financial Group Advisors Honolulu 458
5 The Rice Partnership, LLC Honolulu 442
6 Andrews Advisory Associates, LLC Honolulu 264
7 Financial Planning Hawaii, Inc. Honolulu 254
8 Acp Investment Management Kailua-Kona 189
9 C.M.Bidwell & Associates Ltd Honolulu 165
10 Robert Priske, LLC Honolulu 163
10 Kahala Financial Advisors, LLC Honolulu 163
12 Belloadvisers, LLC Kailua 157
13 The Retirement Optimization Group, LLC Honolulu 131
14 Regency Capital Management Inc. Honolulu 127
15 Kokua Capital Management Honolulu 96
16 Kala Capital Kailua 78
17 Masuda Lehrman Wealth Honolulu 71
18 Neokai Capital Honolulu 70
19 Aloha Wealthcare Management, LLC Wahiawa 69
20 Diamond Head Financial Advisors LLC Honolulu 66
21 L.J. Brey, Inc. Honolulu 61
22 Humble Capital Management LLC Honolulu 46
22 Wealthjar Investment Advisory, LLC Honolulu 46
24 Pathfinder Financial Services, LLC Kailua 38
25 Front Street Financial Lahaina 30
26 Apollo Wealth Management, Ltd. Honolulu 28
27 Honolulu Capital Management Honolulu 27
28 Hfir LLC Honolulu 26
29 Akamai Wealth Management, LLC Kaneohe 25
30 DFG Investments and Tax LLC Hilo 22
31 Burdick Wealth Management, LLC Kula 21
32 SJC Capital Advisors LLC Honolulu 19
33 Denner Capital Management Hononlulu 18
33 Jennings Financial Planning, Inc. Honolulu 18
35 Seacap Advisors, LLC Honolulu 15
36 Lifelong Investment Management Services LLC Wailuku 14
36 Millennium Global Advisors, LLC Not reported 14
36 Island Wealth Management Honolulu 14
39 Milestone Wealth Management & Insurance, LLC Honolulu 13
40 Financial Vision Advisory Services, LLC. Honolulu 11
41 Ecs Wealth Strategies Honolulu 10
42 CRL Advisors Honolulu 8
42 Pacific Wealth Partners, LLC Honolulu 8
42 Toba Financial Kaneohe 8
45 Investment Dynamics Consulting Group, LLC Kailua-Kona 7
46 Tangent Financial Honolulu 5
47 1STTO50TH LLC Kailua 2
48 Alakai Securities Inc. Honolulu 1

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

More rankings

Most clients 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.