# Independent RIAs in Hawaii

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

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/hawaii/

## Facts

- state: Hawaii
- code: HI
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 11208, firms: 58, median_raum: 32656581, raum: 5583566726, advisory_employees: 117, avg_account: 498176.902748037, band_100m_250m: 7, band_100m_250m_raum: 1152062374, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 1, band_1b_5b_raum: 1122698766, band_250m_500m: 5, band_250m_500m_raum: 1590062644, band_500m_1b: 1, band_500m_1b_raum: 985498298, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 30, band_lt100m_raum: 733244644, bd_affiliated_share: 0, cfp_professionals: 37, clients: 5143, custody_share: 0.189655172413793, employees: 157, fee_aum_pct_share: 0.913793103448276, fee_commissions_share: 0.0344827586206897, fee_fixed_share: 0.5, fee_hourly_share: 0.448275862068966, fee_other_share: 0.103448275862069, fee_performance_share: 0.0689655172413793, fee_subscription_share: 0, financial_planning_share: 0.793103448275862, firms_with_raum: 44, iars: 119, mean_raum: 126899243.772727, new_firms: 8, p25_raum: 6949674.75, p75_raum: 135295313, p90_raum: 296080357.9, raum_discretionary: 5076946782, top10_share: 0.778264110602482, independent_sec: accounts: 9525, firms: 17, median_raum: 221918129.5, raum: 4870981316, advisory_employees: 66, avg_account: 511389.114540682, band_100m_250m: 7, band_100m_250m_raum: 1152062374, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 1, band_1b_5b_raum: 1122698766, band_250m_500m: 5, band_250m_500m_raum: 1590062644, band_500m_1b: 1, band_500m_1b_raum: 985498298, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 2, band_lt100m_raum: 20659234, bd_affiliated_share: 0, cfp_professionals: 15, clients: 4099, custody_share: 0.411764705882353, employees: 92, fee_aum_pct_share: 1, fee_commissions_share: 0.117647058823529, fee_fixed_share: 0.529411764705882, fee_hourly_share: 0.470588235294118, fee_other_share: 0.0588235294117647, fee_performance_share: 0.117647058823529, fee_subscription_share: 0, financial_planning_share: 0.941176470588235, firms_with_raum: 16, iars: 62, mean_raum: 304436332.25, new_firms: 3, p25_raum: 128237102.5, p75_raum: 321901271.25, p90_raum: 683931057.5, raum_discretionary: 4737987867, raum_growth_1y: 0.274750825435665, successions: 0, top10_share: 0.89211789372423, state: accounts: 1683, firms: 41, median_raum: 19665521, raum: 712585410, advisory_employees: 51, avg_account: 423401.907308378, band_100m_250m: 0, band_100m_250m_raum: 0, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 28, band_lt100m_raum: 712585410, bd_affiliated_share: 0, cfp_professionals: 22, clients: 1044, custody_share: 0.0975609756097561, employees: 65, fee_aum_pct_share: 0.878048780487805, fee_commissions_share: 0, fee_fixed_share: 0.48780487804878, fee_hourly_share: 0.439024390243902, fee_other_share: 0.121951219512195, fee_performance_share: 0.0487804878048781, fee_subscription_share: 0, financial_planning_share: 0.731707317073171, firms_with_raum: 28, iars: 57, mean_raum: 25449478.9285714, new_firms: 5, p25_raum: 3068189.75, p75_raum: 35188588.25, p90_raum: 67120898.3, raum_discretionary: 338958915, top10_share: 0.771247706292499
- broker_dealer_affiliated_not_included: firms: 0, raum: 0
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 9; as_of: 2019-10-01, value: 11; as_of: 2020-10-01, value: 10; as_of: 2021-10-04, value: 13; as_of: 2022-10-03, value: 11; as_of: 2023-10-05, value: 11; as_of: 2024-10-01, value: 13; as_of: 2025-09-02, value: 12; as_of: 2026-10-02, value: 17, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 1144930694; as_of: 2019-10-01, value: 2666662087; as_of: 2020-10-01, value: 3028443838; as_of: 2021-10-04, value: 4195020444; as_of: 2022-10-03, value: 2966682713; as_of: 2023-10-05, value: 2678772799; as_of: 2024-10-01, value: 3589347105; as_of: 2025-09-02, value: 3821124269; as_of: 2026-10-02, value: 4870981316, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 3435; as_of: 2019-10-01, value: 9564; as_of: 2020-10-01, value: 9087; as_of: 2021-10-04, value: 12501; as_of: 2022-10-03, value: 6723; as_of: 2023-10-05, value: 6618; as_of: 2024-10-01, value: 9363; as_of: 2025-09-02, value: 9002; as_of: 2026-10-02, value: 9525, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 122270254; as_of: 2019-10-01, value: 113353515; as_of: 2020-10-01, value: 132093039.5; as_of: 2021-10-04, value: 136649000; as_of: 2022-10-03, value: 167148452; as_of: 2023-10-05, value: 146704764; as_of: 2024-10-01, value: 178303966; as_of: 2025-09-02, value: 205810279.5; as_of: 2026-10-02, value: 221918129.5
- top_10: largest: rank: 1, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 1122698766; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 985498298; rank: 3, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 382363817; rank: 4, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 364074897; rank: 5, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 307843396; rank: 6, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 268633269; rank: 7, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 267147265; rank: 8, crd: 168439, firm: Kokua Capital Management, city: Honolulu, value: 223936259; rank: 9, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 219900000; rank: 10, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 203393625, fastest-growing: rank: 1, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 0.382584093052499; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 0.254091639152701; rank: 3, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 0.252593719597243; rank: 4, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 0.241201672044389; rank: 5, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 0.19823219766922; rank: 6, crd: 168439, firm: Kokua Capital Management, city: Honolulu, value: 0.16602667513082; rank: 7, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 0.160726916087497; rank: 8, crd: 158115, firm: Humble Capital Management LLC, city: Honolulu, value: 0.159793071518075; rank: 9, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 0.136393641154793; rank: 10, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 0.0446908362529777, fastest-growing-3-year: rank: 1, crd: 168439, firm: Kokua Capital Management, city: Honolulu, value: 0.288485194500663; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 0.254488100063256; rank: 3, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 0.197870436157251; rank: 4, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 0.192724323311116; rank: 5, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 0.190848414135275; rank: 6, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 0.142078240325375; rank: 7, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 0.1383431066635; rank: 8, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 0.115058638330695; rank: 9, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 0.0643000247251178; rank: 10, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: -0.0599811025953321, fastest-growing-5-year: rank: 1, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 0.178519501181151; rank: 2, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 0.12735531582045; rank: 3, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 0.0942799037019733; rank: 4, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 0.0777468843421054; rank: 5, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 0.0751156952087173; rank: 6, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 0.0588248746016529; rank: 7, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 0.0368333325529631; rank: 8, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: -0.0337548072397362; rank: 9, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: -0.132583582173829, biggest-asset-gains: rank: 1, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 199671914; rank: 2, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 60850000; rank: 3, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 60231537; rank: 4, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 59822947; rank: 5, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 53871994; rank: 6, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 48027938; rank: 7, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 32242234; rank: 8, crd: 168439, firm: Kokua Capital Management, city: Honolulu, value: 31885542; rank: 9, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 28164101; rank: 10, crd: 158115, firm: Humble Capital Management LLC, city: Honolulu, value: 20055417, most-clients: rank: 1, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 639; rank: 2, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 523; rank: 3, crd: 335108, firm: Holistic Finance LLC, city: Ninole, value: 463; rank: 4, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: 458; rank: 5, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 442; rank: 6, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 264; rank: 7, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 254; rank: 8, crd: 338484, firm: Acp Investment Management, city: Kailua-Kona, value: 189; rank: 9, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 165; rank: 10, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 163, client-growth: rank: 1, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 0.172413793103448; rank: 2, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 0.145833333333333; rank: 3, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 0.0775510204081633; rank: 4, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 0.065359477124183; rank: 5, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 0.0630081300813008; rank: 6, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 0; rank: 7, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: -0.00467289719626163; rank: 8, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: -0.0784708249496981, most-accounts: rank: 1, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 1595; rank: 2, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 1406; rank: 3, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 1240; rank: 4, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: 1002; rank: 5, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 701; rank: 6, crd: 335108, firm: Holistic Finance LLC, city: Ninole, value: 693; rank: 7, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 484; rank: 8, crd: 338484, firm: Acp Investment Management, city: Kailua-Kona, value: 465; rank: 9, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 422; rank: 10, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 371, most-advisory-staff: rank: 1, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 10; rank: 1, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 10; rank: 1, crd: 288484, firm: Wealthjar Investment Advisory, LLC, city: Honolulu, value: 10; rank: 4, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: 5; rank: 5, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 4; rank: 5, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 4; rank: 5, crd: 328171, firm: Stadia Financial LLC, city: Kamuela, value: 4; rank: 8, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 3; rank: 8, crd: 307346, firm: Island Wealth Management, city: Honolulu, value: 3; rank: 8, crd: 312316, firm: Kala Capital, city: Kailua, value: 3, most-hnw-clients: rank: 1, crd: 108135, firm: Cadinha & Co LLC, city: Honolulu, value: 287; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 204; rank: 3, crd: 167919, firm: Belloadvisers, LLC, city: Kailua, value: 136; rank: 4, crd: 136984, firm: Yim Investment Management, LLC, city: Honolulu, value: 105; rank: 5, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 102; rank: 6, crd: 108072, firm: Robert Priske, LLC, city: Honolulu, value: 82; rank: 7, crd: 168645, firm: Shiraishi Financial Group Advisors, city: Honolulu, value: 79; rank: 8, crd: 312435, firm: Regency Capital Management Inc., city: Honolulu, value: 69; rank: 9, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 65; rank: 10, crd: 168439, firm: Kokua Capital Management, city: Honolulu, value: 51, most-cfp-professionals: rank: 1, crd: 307346, firm: Island Wealth Management, city: Honolulu, value: 4; rank: 2, crd: 107449, firm: C.M.Bidwell & Associates Ltd, city: Honolulu, value: 2; rank: 2, crd: 108564, firm: Kahala Financial Advisors, LLC, city: Honolulu, value: 2; rank: 2, crd: 118957, firm: Andrews Advisory Associates, LLC, city: Honolulu, value: 2; rank: 2, crd: 135701, firm: The Rice Partnership, LLC, city: Honolulu, value: 2; rank: 2, crd: 167919, firm: Belloadvisers, LLC, city: Kailua, value: 2; rank: 2, crd: 288484, firm: Wealthjar Investment Advisory, LLC, city: Honolulu, value: 2; rank: 2, crd: 328171, firm: Stadia Financial LLC, city: Kamuela, value: 2; rank: 9, crd: 113996, firm: L.J. Brey, Inc., city: Honolulu, value: 1; rank: 9, crd: 125195, firm: Financial Vision Advisory Services, LLC., city: Honolulu, value: 1, newest: rank: 1, crd: 153930, firm: Financial Planning Hawaii, Inc., city: Honolulu, value: 382363817; rank: 2, crd: 113996, firm: L.J. Brey, Inc., city: Honolulu, value: 117331252; rank: 3, crd: 338039, firm: Wealth Alignment Partners, LLC, city: Honolulu, value: 0; rank: 3, crd: 339634, firm: Capitalade, city: Honolulu, value: 0; rank: 3, crd: 340028, firm: MKX Capital, city: Kaneohe, value: 0; rank: 3, crd: 340457, firm: Sea Financial Hawaii, city: Honolulu, value: 0; rank: 3, crd: 340780, firm: Robinson, Andrew, city: Ewa Beach, value: 0; rank: 3, crd: 342858, firm: Bao, Lei, city: not stated, value: 0
- cities: name: Honolulu, independent_rias: 37, raum: 5123647120, url: https://advisoriq.com/ria/states/hawaii/honolulu/
- iar_ce_status: in effect

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## 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
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in Hawaii](https://advisoriq.com/ria/rankings/largest/hawaii/)
- [Fastest-growing independent RIAs over one year in Hawaii](https://advisoriq.com/ria/rankings/fastest-growing/hawaii/)
- [Fastest-growing independent RIAs over three years in Hawaii](https://advisoriq.com/ria/rankings/fastest-growing-3-year/hawaii/)
- [Fastest-growing independent RIAs over five years in Hawaii](https://advisoriq.com/ria/rankings/fastest-growing-5-year/hawaii/)
- [IAR CE in Hawaii](https://advisoriq.com/ce/iar/hawaii/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/hawaii/

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