Data / Investment advisers / Serving individuals / Hawaii
Investment advisers in Hawaii serving individuals: 14 firms
14 SEC registered investment advisers with a main office in Hawaii report individuals among their clients in Form ADV item 5.D, and together they attribute $906 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Kahala Financial Advisors, LLC.
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- 14Advisers
- $906 millionAUM from this client type
- 13Advisers over $100 million
- November 2, 2026File date
Advisers in Hawaii serving individuals
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|---|---|---|---|---|
| Kahala Financial Advisors, LLC | Honolulu | 162 | $202.4 million | $203.4 million | adviserinfo.sec.gov |
| Yim Investment Management, LLC | Honolulu | 418 | $125.2 million | $307.8 million | adviserinfo.sec.gov |
| Cadinha & Co LLC | Honolulu | 319 | $120.1 million | $1.12 billion | adviserinfo.sec.gov |
| The Rice Partnership, LLC | Honolulu | 207 | $100.6 million | $985.5 million | adviserinfo.sec.gov |
| Shiraishi Financial Group Advisors | Honolulu | 379 | $68.6 million | $110.1 million | adviserinfo.sec.gov |
| CKW Financial Group, LLC | Honolulu | 249 | $64.8 million | $2.53 billion | adviserinfo.sec.gov |
| Financial Planning Hawaii, Inc. | Honolulu | 139 | $58.6 million | $382.4 million | adviserinfo.sec.gov |
| Andrews Advisory Associates, LLC | Honolulu | 180 | $51.3 million | $268.6 million | adviserinfo.sec.gov |
| Acp Investment Management | Kailua-Kona | 110 | $36.1 million | $131.9 million | adviserinfo.sec.gov |
| Wealth Alignment Partners, LLC | Honolulu | 45 | $22 million | $115.6 million | adviserinfo.sec.gov |
| Robert Priske, LLC | Honolulu | 62 | $19.7 million | $219.9 million | adviserinfo.sec.gov |
| Regency Capital Management Inc. | Honolulu | 47 | $17.8 million | $364.1 million | adviserinfo.sec.gov |
| Fort Street Asset Management LLC | Honolulu | 16 | $12.2 million | $195.4 million | adviserinfo.sec.gov |
| Wealthjar Investment Advisory, LLC | Honolulu | 46 | $6.4 million | $6.4 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.