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Wealth management firms in Hawaii

As of October 2, 2026, 58 wealth management firms, including broker-dealer firms, based in Hawaii reported $5.6 billion in regulatory assets under management; the largest by assets was Cadinha & Co LLC, with $1.1 billion.

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

Wealth management firms
58
SEC-registered
17
State-registered
41
Regulatory assets under management
$5.6 billion
Client accounts
11,208
Median firm size
$32.7 million
Of which broker-dealer affiliated
0, with $0

Hawaii requires IAR continuing education, in effect since 2024. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in Hawaii.

Top firms in Hawaii

Largest wealth firms by assets under management, including broker-dealer firms

Rank Firm City RAUM
1 Cadinha & Co LLC Honolulu $1.1 billion
2 The Rice Partnership, LLC Honolulu $985.5 million
3 Financial Planning Hawaii, Inc. Honolulu $382.4 million
4 Regency Capital Management Inc. Honolulu $364.1 million
5 Yim Investment Management, LLC Honolulu $307.8 million
6 Andrews Advisory Associates, LLC Honolulu $268.6 million
7 C.M.Bidwell & Associates Ltd Honolulu $267.1 million
8 Kokua Capital Management Honolulu $223.9 million
9 Robert Priske, LLC Honolulu $219.9 million
10 Kahala Financial Advisors, LLC Honolulu $203.4 million

Top 100 in Hawaii

Fastest-growing wealth firms over one year, including broker-dealer firms

Rank Firm City Growth Starting value
1 Robert Priske, LLC Honolulu 38.3% $159.1 million
2 The Rice Partnership, LLC Honolulu 25.4% $785.8 million
3 C.M.Bidwell & Associates Ltd Honolulu 25.3% $213.3 million
4 Yim Investment Management, LLC Honolulu 24.1% $248.0 million
5 Regency Capital Management Inc. Honolulu 19.8% $303.8 million
6 Kokua Capital Management Honolulu 16.6% $192.1 million
7 Kahala Financial Advisors, LLC Honolulu 16.1% $175.2 million
8 Humble Capital Management LLC Honolulu 16.0% $125.5 million
9 Andrews Advisory Associates, LLC Honolulu 13.6% $236.4 million
10 Cadinha & Co LLC Honolulu 4.5% $1.1 billion

Top 100 in Hawaii

Fastest-growing wealth firms over three years, including broker-dealer firms

Rank Firm City Growth Starting value
1 Kokua Capital Management Honolulu 28.8% $104.7 million
2 The Rice Partnership, LLC Honolulu 25.4% $499.2 million
3 Andrews Advisory Associates, LLC Honolulu 19.8% $156.3 million
4 Robert Priske, LLC Honolulu 19.3% $129.6 million
5 Yim Investment Management, LLC Honolulu 19.1% $182.3 million
6 C.M.Bidwell & Associates Ltd Honolulu 14.2% $179.3 million
7 Regency Capital Management Inc. Honolulu 13.8% $246.8 million
8 Kahala Financial Advisors, LLC Honolulu 11.5% $146.7 million
9 Cadinha & Co LLC Honolulu 6.4% $931.3 million
10 Shiraishi Financial Group Advisors Honolulu -6.0% $132.5 million

Top 100 in Hawaii

Fastest-growing wealth firms over five years, including broker-dealer firms

Rank Firm City Growth Starting value
1 The Rice Partnership, LLC Honolulu 17.9% $433.5 million
2 Robert Priske, LLC Honolulu 12.7% $120.8 million
3 Andrews Advisory Associates, LLC Honolulu 9.4% $171.2 million
4 Kahala Financial Advisors, LLC Honolulu 7.8% $139.9 million
5 C.M.Bidwell & Associates Ltd Honolulu 7.5% $186.0 million
6 Regency Capital Management Inc. Honolulu 5.9% $273.6 million
7 Yim Investment Management, LLC Honolulu 3.7% $256.9 million
8 Shiraishi Financial Group Advisors Honolulu -3.4% $130.7 million
9 Cadinha & Co LLC Honolulu -13.3% $2.3 billion

Top 100 in Hawaii

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Rank Firm City Increase
1 The Rice Partnership, LLC Honolulu $199.7 million
2 Robert Priske, LLC Honolulu $60.9 million
3 Regency Capital Management Inc. Honolulu $60.2 million
4 Yim Investment Management, LLC Honolulu $59.8 million
5 C.M.Bidwell & Associates Ltd Honolulu $53.9 million
6 Cadinha & Co LLC Honolulu $48.0 million
7 Andrews Advisory Associates, LLC Honolulu $32.2 million
8 Kokua Capital Management Honolulu $31.9 million
9 Kahala Financial Advisors, LLC Honolulu $28.2 million
10 Humble Capital Management LLC Honolulu $20.1 million

Top 100 in Hawaii

Wealth firms with the most clients, including broker-dealer firms

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

Top 100 in Hawaii

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Rank Firm City Growth Starting value
1 The Rice Partnership, LLC Honolulu 17.2% 377
2 C.M.Bidwell & Associates Ltd Honolulu 14.6% 144
3 Andrews Advisory Associates, LLC Honolulu 7.8% 245
4 Robert Priske, LLC Honolulu 6.5% 153
5 Yim Investment Management, LLC Honolulu 6.3% 492
6 Kahala Financial Advisors, LLC Honolulu 0.0% 163
7 Cadinha & Co LLC Honolulu -0.5% 642
8 Shiraishi Financial Group Advisors Honolulu -7.8% 497

Top 100 in Hawaii

Wealth firms with the most accounts, including broker-dealer firms

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

Top 100 in Hawaii

Wealth firms with the most advisory staff, including broker-dealer firms

Rank Firm City Most advisory staff
1 Cadinha & Co LLC Honolulu 10
1 The Rice Partnership, LLC Honolulu 10
1 Wealthjar Investment Advisory, LLC Honolulu 10
4 Shiraishi Financial Group Advisors Honolulu 5
5 C.M.Bidwell & Associates Ltd Honolulu 4
5 Andrews Advisory Associates, LLC Honolulu 4
5 Stadia Financial LLC Kamuela 4
8 Financial Planning Hawaii, Inc. Honolulu 3
8 Island Wealth Management Honolulu 3
8 Kala Capital Kailua 3

Top 100 in Hawaii

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

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

Top 100 in Hawaii

Wealth firms with the most CFP professionals, including broker-dealer firms

Rank Firm City Most CFP professionals
1 Island Wealth Management Honolulu 4
2 C.M.Bidwell & Associates Ltd Honolulu 2
2 Kahala Financial Advisors, LLC Honolulu 2
2 Andrews Advisory Associates, LLC Honolulu 2
2 The Rice Partnership, LLC Honolulu 2
2 Belloadvisers, LLC Kailua 2
2 Wealthjar Investment Advisory, LLC Honolulu 2
2 Stadia Financial LLC Kamuela 2
9 L.J. Brey, Inc. Honolulu 1
9 Financial Vision Advisory Services, LLC. Honolulu 1

Top 100 in Hawaii

Newest wealth firms, including broker-dealer firms

Rank Firm City Amount
1 Financial Planning Hawaii, Inc. Honolulu $382.4 million
2 L.J. Brey, Inc. Honolulu $117.3 million
3 Wealth Alignment Partners, LLC Honolulu $0
3 Capitalade Honolulu $0
3 MKX Capital Kaneohe $0
3 Sea Financial Hawaii Honolulu $0
3 Robinson, Andrew Ewa Beach $0
3 Bao, Lei Not reported $0

Top 100 in Hawaii

Over time

From the SEC's yearly files: SEC-registered wealth firms based in Hawaii, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
0510152020182020202120232024202617October 1, 2018: 10October 1, 2019: 12October 1, 2020: 11October 4, 2021: 14October 3, 2022: 12October 5, 2023: 12October 1, 2024: 14September 2, 2025: 13October 2, 2026: 17
Data table
As ofFirms
October 1, 201810
October 1, 201912
October 1, 202011
October 4, 202114
October 3, 202212
October 5, 202312
October 1, 202414
September 2, 202513
October 2, 202617
Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$2B$4B$6B201820202021202320242026$4.9BOctober 1, 2018: $1.4 billionOctober 1, 2019: $2.9 billionOctober 1, 2020: $3.3 billionOctober 4, 2021: $4.5 billionOctober 3, 2022: $3.3 billionOctober 5, 2023: $3.0 billionOctober 1, 2024: $3.9 billionSeptember 2, 2025: $4.2 billionOctober 2, 2026: $4.9 billion
Data table
As ofRegulatory assets under management
October 1, 2018$1.4 billion
October 1, 2019$2.9 billion
October 1, 2020$3.3 billion
October 4, 2021$4.5 billion
October 3, 2022$3.3 billion
October 5, 2023$3.0 billion
October 1, 2024$3.9 billion
September 2, 2025$4.2 billion
October 2, 2026$4.9 billion
Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
05,00010K15K2018202020212023202420269,525October 1, 2018: 4,071October 1, 2019: 10,304October 1, 2020: 9,597October 4, 2021: 13,443October 3, 2022: 7,841October 5, 2023: 7,795October 1, 2024: 10,565September 2, 2025: 10,254October 2, 2026: 9,525
Data table
As ofClient accounts
October 1, 20184,071
October 1, 201910,304
October 1, 20209,597
October 4, 202113,443
October 3, 20227,841
October 5, 20237,795
October 1, 202410,565
September 2, 202510,254
October 2, 20269,525
Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M201820202021202320242026$222MOctober 1, 2018: $122.5 millionOctober 1, 2019: $115.7 millionOctober 1, 2020: $136.6 millionOctober 4, 2021: $138.3 millionOctober 3, 2022: $171.5 millionOctober 5, 2023: $151.5 millionOctober 1, 2024: $188.4 millionSeptember 2, 2025: $236.4 millionOctober 2, 2026: $221.9 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$122.5 million
October 1, 2019$115.7 million
October 1, 2020$136.6 million
October 4, 2021$138.3 million
October 3, 2022$171.5 million
October 5, 2023$151.5 million
October 1, 2024$188.4 million
September 2, 2025$236.4 million
October 2, 2026$221.9 million

The market in Hawaii now

Headline figures

MeasureAll wealth firmsSEC-registeredState-registered
Firms581741
Regulatory assets under management$5.6 billion$4.9 billion$712.6 million
Accounts11,2089,5251,683
Clients5,1434,0991,044
Employees1579265
Advisory employees1176651
Investment adviser representatives1196257
Median RAUM$32.7 million$221.9 million$19.7 million
Average RAUM$126.9 million$304.4 million$25.4 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureAll wealth firmsSEC-registeredState-registered
Firms under $100 million30228
RAUM of firms under $100 million$733.2 million$20.7 million$712.6 million
Firms $100 million to $250 million770
RAUM of firms $100 million to $250 million$1.2 billion$1.2 billion$0
Firms $250 million to $500 million550
RAUM of firms $250 million to $500 million$1.6 billion$1.6 billion$0
Firms $500 million to $1 billion110
RAUM of firms $500 million to $1 billion$985.5 million$985.5 million$0
Firms $1 billion to $5 billion110
RAUM of firms $1 billion to $5 billion$1.1 billion$1.1 billion$0
Firms $5 billion to $10 billion000
RAUM of firms $5 billion to $10 billion$0$0$0
Firms $10 billion and up000
RAUM of firms $10 billion and up$0$0$0

Concentration

How much of the market the largest advisers hold.

MeasureAll wealth firmsSEC-registeredState-registered
Top 10 share of RAUM77.8%89.2%77.1%

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: all wealth firmsAs of October 2, 2026.
Charge a percentage of assets 91.4%
Charge hourly fees 44.8%
Charge subscription fees 0.0%
Charge fixed fees 50.0%
Receive commissions 3.4%
Charge performance-based fees 6.9%
Other compensation 10.3%
MeasureAll wealth firmsSEC-registeredState-registered
Charge a percentage of assets91.4%100.0%87.8%
Charge hourly fees44.8%47.1%43.9%
Charge subscription fees0.0%0.0%0.0%
Charge fixed fees50.0%52.9%48.8%
Receive commissions3.4%11.8%0.0%
Charge performance-based fees6.9%11.8%4.9%
Other compensation10.3%5.9%12.2%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureAll wealth firmsSEC-registeredState-registered
Have custody19.0%41.2%9.8%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureAll wealth firmsSEC-registeredState-registered
Broker-dealer affiliated0.0%0.0%0.0%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureAll wealth firmsSEC-registeredState-registered
New registrations835
SuccessionsNo data0No data

Other measures

MeasureAll wealth firmsSEC-registeredState-registered
Firms reporting RAUM441628
Discretionary RAUM$5.1 billion$4.7 billion$339.0 million
CFP professionals371522
25th percentile RAUM$6.9 million$128.2 million$3.1 million
75th percentile RAUM$135.3 million$321.9 million$35.2 million
90th percentile RAUM$296.1 million$683.9 million$67.1 million
Average account size$498,177$511,389$423,402
Offer financial planning79.3%94.1%73.2%
RAUM growth, one yearNo data15.4%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.