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Ranking, Hawaii

Wealth firms with the most high net worth clients, including broker-dealer firms in Hawaii

As of October 2, 2026, Cadinha & Co LLC ranked #1 in Hawaii in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 287.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) 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.

Wealth firms with the most high net worth clients, including broker-dealer firms in Hawaii
Rank Firm City Most high net worth clients
1 Cadinha & Co LLC Honolulu 287
2 The Rice Partnership, LLC Honolulu 204
3 Belloadvisers, LLC Kailua 136
4 Yim Investment Management, LLC Honolulu 105
5 Financial Planning Hawaii, Inc. Honolulu 102
6 Robert Priske, LLC Honolulu 82
7 Shiraishi Financial Group Advisors Honolulu 79
8 Regency Capital Management Inc. Honolulu 69
9 Andrews Advisory Associates, LLC Honolulu 65
10 Kokua Capital Management Honolulu 51
11 Diamond Head Financial Advisors LLC Honolulu 44
12 Acp Investment Management Kailua-Kona 42
13 Humble Capital Management LLC Honolulu 40
14 L.J. Brey, Inc. Honolulu 37
15 Pathfinder Financial Services, LLC Kailua 29
15 Neokai Capital Honolulu 29
17 Apollo Wealth Management, Ltd. Honolulu 22
18 C.M.Bidwell & Associates Ltd Honolulu 13
19 Jennings Financial Planning, Inc. Honolulu 12
20 Honolulu Capital Management Honolulu 9
21 Burdick Wealth Management, LLC Kula 8
21 SJC Capital Advisors LLC Honolulu 8
21 CRL Advisors Honolulu 8
24 Investment Dynamics Consulting Group, LLC Kailua-Kona 7
25 Millennium Global Advisors, LLC Not reported 6
25 Front Street Financial Lahaina 6
27 Aloha Wealthcare Management, LLC Wahiawa 5
27 Kala Capital Kailua 5
27 Pacific Wealth Partners, LLC Honolulu 5
30 Hfir LLC Honolulu 3
30 Seacap Advisors, LLC Honolulu 3
32 Holistic Finance LLC Ninole 2

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

More rankings

Most high net worth 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.