City
Wealth management firms in Honolulu, Hawaii
As of October 2, 2026, 37 wealth management firms, including broker-dealer firms, with their main office in Honolulu, Hawaii reported $5.1 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
- 37
- Regulatory assets under management
- $5.1 billion
- Average per firm
- $138.5 million
- SEC-registered, of those listed
- 15 of 37 (40.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cadinha & Co LLC | SEC | $1.1 billion | 1,406 |
| 2 | The Rice Partnership, LLC | SEC | $985.5 million | 1,240 |
| 3 | Financial Planning Hawaii, Inc. | SEC | $382.4 million | 701 |
| 4 | Regency Capital Management Inc. | SEC | $364.1 million | 371 |
| 5 | Yim Investment Management, LLC | SEC | $307.8 million | 1,595 |
| 6 | Andrews Advisory Associates, LLC | SEC | $268.6 million | 263 |
| 7 | C.M.Bidwell & Associates Ltd | SEC | $267.1 million | 165 |
| 8 | Kokua Capital Management | SEC | $223.9 million | 274 |
| 9 | Robert Priske, LLC | SEC | $219.9 million | 484 |
| 10 | Kahala Financial Advisors, LLC | SEC | $203.4 million | 422 |
| 11 | Humble Capital Management LLC | SEC | $145.6 million | 81 |
| 12 | L.J. Brey, Inc. | SEC | $117.3 million | 257 |
| 13 | Shiraishi Financial Group Advisors | SEC | $110.1 million | 1,002 |
| 14 | Hfir LLC | State | $68.3 million | 26 |
| 15 | Apollo Wealth Management, Ltd. | State | $66.6 million | 90 |
| 16 | Diamond Head Financial Advisors LLC | State | $52.0 million | 74 |
| 17 | Neokai Capital | State | $43.4 million | 225 |
| 18 | Jennings Financial Planning, Inc. | State | $38.3 million | 73 |
| 19 | Seacap Advisors, LLC | State | $31.2 million | 15 |
| 20 | SJC Capital Advisors LLC | State | $30.9 million | 45 |
| 21 | Masuda Lehrman Wealth | State | $28.4 million | 118 |
| 22 | Pacific Wealth Partners, LLC | State | $21.8 million | 24 |
| 23 | CRL Advisors | State | $7.1 million | 34 |
| 24 | Wealthjar Investment Advisory, LLC | SEC | $6.4 million | 106 |
| 25 | Financial Vision Advisory Services, LLC. | State | $4.8 million | 17 |
| 26 | Honolulu Capital Management | State | $3.2 million | 51 |
| 27 | Milestone Wealth Management & Insurance, LLC | State | $2.2 million | 7 |
| 28 | Tangent Financial | State | $517,809 | 5 |
| 29 | Alakai Securities Inc. | State | $0 | 0 |
| 30 | Capitalade | State | $0 | 0 |
| 31 | Ecs Wealth Strategies | State | $0 | 0 |
| 32 | Island Wealth Management | State | $0 | 0 |
| 33 | Roberta Lee-Driscoll | State | $0 | 0 |
| 34 | Sea Financial Hawaii | State | $0 | 0 |
| 35 | Stakeholder Enterprise | State | $0 | 0 |
| 36 | The Retirement Optimization Group, LLC | State | $0 | 0 |
| 37 | Wealth Alignment Partners, LLC | SEC | $0 | 0 |
Wealth management firms in Hawaii, including every city.
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.