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Start your Watchlist38 investment advisory firms are registered with a main office in Hawaii, together advising $9B for 4,176 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Honolulu · SEC-registered
|
$2.5B | 651 | 7 | Clean |
| 2 |
Honolulu · SEC-registered
|
$1.3B | 6 | 34 | Flagged |
| 3 |
Honolulu · SEC-registered
|
$1.1B | 639 | 19 | Clean |
| 4 |
Honolulu · SEC-registered
|
$985.5M | 442 | 11 | Clean |
| 5 |
Honolulu · SEC-registered
|
$506.3M | 13 | 7 | Clean |
| 6 |
Honolulu · State-registered
|
$382.4M | 241 | 5 | Clean |
| 7 |
Honolulu · SEC-registered
|
$364.1M | 127 | 5 | Clean |
| 8 |
Honolulu · SEC-registered
|
$307.8M | 523 | 7 | Flagged |
| 9 |
Honolulu · SEC-registered
|
$268.6M | 263 | 4 | Clean |
| 10 |
Honolulu · SEC-registered
|
$219.9M | 161 | 2 | Clean |
| 11 |
Honolulu · SEC-registered
|
$203.4M | 163 | 2 | Clean |
| 12 |
Honolulu · State-registered
|
$195.4M | 30 | 2 | Clean |
| 13 |
Honolulu · SEC-registered
|
$166.5M | 1 | 8 | Clean |
| 14 |
Honolulu · SEC-registered
|
$145.6M | 46 | 2 | Clean |
| 15 |
Kailua-Kona · SEC-registered
|
$131.9M | 173 | 4 | Clean |
| 16 |
Honolulu · SEC-registered
|
$110.1M | 458 | 5 | Clean |
| 17 |
Honolulu · SEC-registered
|
$109.9M | 1 | 1 | Clean |
| 18 |
Honolulu · State-registered
|
$43.4M | 70 | 3 | Clean |
| 19 |
Honolulu · State-registered
|
$38.3M | 18 | 1 | Clean |
| 20 |
Honolulu · State-registered
|
$31.2M | 15 | 1 | Clean |
| 21 |
Honolulu · SEC-registered
|
$25.5M | 2 | 7 | Clean |
| 22 |
Honolulu · State-registered
|
$15.5M | 1 | 1 | Clean |
| 23 |
Kailua-Kona · State-registered
|
$10.3M | 7 | 1 | Clean |
| 24 |
Honolulu · State-registered
|
$7.1M | 8 | 1 | Clean |
| 25 |
Honolulu · SEC-registered
|
$6.4M | 46 | 11 | Clean |
| 26 |
Honolulu · State-registered
|
$4.8M | 11 | 1 | Clean |
| 27 |
Honolulu · State-registered
|
$3.2M | 27 | 1 | Clean |
| 28 |
Hilo · State-registered
|
$2.7M | 22 | 1 | Clean |
| 29 |
Kailua · State-registered
|
$252K | 1 | 1 | Clean |
| 30 |
Honolulu · SEC-registered
|
- | - | 3 | Clean |
| 31 |
Kamuela · State-registered
|
- | - | 7 | Clean |
| 32 |
Honolulu · State-registered
|
- | 10 | 1 | Clean |
| 33 |
Honolulu · State-registered
|
- | - | 2 | Clean |
| 34 |
Honolulu · State-registered
|
- | - | 1 | Clean |
| 35 |
Honolulu · State-registered
|
- | - | 3 | Clean |
| 36 |
Honolulu · State-registered
|
- | - | 1 | Clean |
| 37 |
Honolulu · State-registered
|
- | - | 1 | Clean |
| 38 |
Honolulu · State-registered
|
- | - | 2 | Flagged |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Hawaii by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.