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Top Financial Advisors in Hawaii

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Finding a Top Financial Advisor Firm in Hawaii

If you’re looking to invest your money in the state of Hawaii, it’s important that you find a local financial advisor who fits your needs. You’ll want to choose an advisor who understands your situation, who specializes in serving clients like you and who takes an investment approach you're comfortable with. Compiled through extensive research, this list details the top financial advisor firms in Hawaii. You can also use SmartAsset's free financial advisor matching tool to find an advisor in your area.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Cadinha & Co., LLC Cadinha & Co., LLC logo Find an Advisor

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$1,766,341,127 $1,000,000
  • Financial planning
  • Portfolio management
  • Consulting

Minimum Assets

$1,000,000

Financial Services

  • Financial planning
  • Portfolio management
  • Consulting
2 The Rice Partnership, LLC The Rice Partnership, LLC logo Find an Advisor

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$335,272,265 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Administrative services

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Administrative services
3 Bankoh Advisors Bankoh Advisors logo Find an Advisor

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$274,393,576 $100,000
  • Financial planning
  • Selection of other advisors (including private fund managers)

Minimum Assets

$100,000

Financial Services

  • Financial planning
  • Selection of other advisors (including private fund managers)

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4 Andrews Advisory Associates, LLC Andrews Advisory Associates, LLC logo Find an Advisor

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$164,204,122 $250,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
5 Kahala Financial Advisors, LLC Kahala Financial Advisors, LLC logo Find an Advisor

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$127,537,079 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
6 Shiraishi Financial Group Advisors, LLC Shiraishi Financial Group Advisors, LLC logo Find an Advisor

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$117,156,361 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
7 Robert Priske, LLC Robert Priske, LLC logo Find an Advisor

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$108,580,000 $500,000
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
8 Wealthjar Investment Advisory, LLC Wealthjar Investment Advisory, LLC logo Find an Advisor

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$1,602,052 $5,000
  • Financial planning
  • Portfolio management
  • Advisor selection
  • Publication of periodicals
  • Administrative services

Minimum Assets

$5,000

Financial Services

  • Financial planning
  • Portfolio management
  • Advisor selection
  • Publication of periodicals
  • Administrative services

How We Found the Top Financial Advisor Firms in Hawaii

Using data from the U.S. Securities and Exchange Commission (SEC), we made a list of all SEC-registered firms in the the state of Hawaii. We only considered SEC-registered firms, as all such firms are fiduciaries, requiring them to always act in clients’ best interest. We eliminated any firm that has disclosures of disciplinary issues, doesn’t have financial planners on staff or doesn’t manage individual accounts. We ranked the remaining six firms that met these criteria, from most assets under management (AUM) to least. All information is accurate as of the writing of this article.

Cadinha & Co.

Cadinha & Co., LLC

At the top of our Hawaii list is Cadinha & Co., LLC. Most of the firm's clients are non-high-net-worth individuals. Other clients are high-net-worth individuals, pensions, profit sharing plans, charitable organizations and businesses. To work with the firm, you'll need at least $1 million in investable assets.

As a fee-only firm, advisors at Cadinha do not receive third-party commissions. They only receive advisory fees directly from clients. As a result, they are not subject to a potential conflict of interest.

Cadinha & Co. Background

Cadinha & Co. was founded in 1979 and registered with the SEC in the same year. The firm is owned by Cadinha Acquisition Corp. and Cadinha Partners. The Harlan J. Cadinha Family Limited Partnership owns Cadinhan Acquisition Corp and Harlan J. Cadinha is the firm's founder, chairman and cheif strategist. The firm also has an office in Park City, Utah.

Cadinha provides their clients with investment management services, a managed allocation portfolio (MAP) and global portfolio strategies (GPS) program. It also offers financial planning and consulting and wrap fee programs. All assets are managed on a discretionary basis.

Cadinha & Co. Investment Strategy

Cadinha & Co. tailors its investment management services and investment strategies to the individual objectives and needs of its clients. Advisors meet with new clients to deteremine their investment profile by compiling information on their overall financial situation, investment objectives and risk tolerance. 

Advisors at Cadinha use several different types of investments to populate client portfolios. These include stocks, warrants, commercial paper, certificates of deposit (CDs), government securities, currencies, commodities, real estate investment trusts (REITs), exchange-traded funds (ETFs) and mutual funds. In order to best evaluate investments, advisors use top-down analysis, fundamental analysis and technical analysis.

The Rice Partnership

The Rice Partnership, LLC

The Rice Partnership, LLC is a Honolulu-based firm. It has a small team of advisors on staff and is a fee-only firm.

There is no required minimum account balance, but the firm reserves the right to choose not to work with investors who don’t have enough in investable assets. The Rice Partnership works mostly with high-net-worth individuals, though it does serve some non-high-net-worth individuals. The firm also works with a small number of pension plans, charitable organizations and state or municipal government entities.

The Rice Partnership Background

The Rice Partnership was founded in 2005 by Bonnie F. Rice, who still serves as one of firm’s principals, chief compliance officer and director of client services. Orest V. Saikevych is also a principal. In addition to its main office in Honolulu, the firm has a satellite offices in Maui and San Luis Obispo, California.

Alongside its advisory services, the firm also offers tax and estate planning services for individuals. For businesses, it offers mergers and acquisition services along with capital markets options. The firm is also the whole owner of Wealthjar Investment Advisory, LLC, a separate advisory firm that offers automated portfolio management services through the Schwab Institutional Intelligent Portfolios investment management platform. For clients interested in a robo-advisor with lower fees, Wealthjar could be an attractive option.

The Rice Partnership Investment Strategy

The Rice Partnership has a number of core investment strategies. One is Core U.S. Equity, which focuses on domestic investments and seeks companies with free cash flow. Another is Active Fixed Income Management, which looks for issues on the high-quality section of the yield curve. The International ETF strategy uses the liquidity and low costs of ETFs to the client’s advantage.

Advisors work with individual clients to tailor an investment strategy that works for them. Each client is given a plan that will help them steadily grow their assets.

Bankoh Advisors

Bankoh Advisors

Bankoh Advisors is the financial advisory business of Bank of Hawaii, a full-service bank located in the Aloha state. The Honolulu-based firm is fee-based. In addition to fees, advisors may receive a commission for selling customers an investment product or security. In that situation, Bankoh waives the advisory fee attachable to that investment. Bankoh is still a fiduciary and must act in the client’s best interest.

Bankoh Advisors has a large team of advisors on staff. It requires a minimum investment of $100,000. The firm works mainly with individuals and high-net-worth individuals, though it also does some advising for corporations.

Bankoh Advisors Background

Bankoh Advisors was founded in 1991 and became a registered investment advisor in 2005. It is a wholly owned subsidiary of the Bank of Hawaii, which is owned by the Bank of Hawaii corporation. 

In addition to advisory services, Bank of Hawaii offers a full suite of financial services including checking and savings accounts, credit cards, mortgages and other loans. The advisory business has representatives on all six of the heavily populated Hawaiian islands. 

Bankoh Advisors Investment Strategy

Bankoh Advisors typically uses individual securities, bonds, mutual funds, ETFs and money market funds in client portfolios. Bankoh works with each client to create a strategy that fits their goals and risk tolerance. 

The firm uses a number of analytical methods to figure out the best investments for each client. It primarily uses fundamental analysis, looking at financial media, outside analysis and annual reports to figure out which investments are most likely to produce the necessary returns for clients.

Andrews Advisory Associates

Andrews Advisory Associates, LLC

Andrews Advisory Associates, LLC is a fee-only advisory firm, meaning it only earns income from the management fees its clients pay. Among the firm’s advisors there are several certified financial planners (CFPs).

You’ll need at least $250,000 in investable assets to be a client of Andrews Advisory. The firm works with individuals, high-net-worth individuals, pension plans, charitable organizations and corporations.

Andrews Advisory Associates Background

Les Andrews founded Andrews Advisory Associates in 2006 after working in the financial services industry as the co-founder of Andrews & Enos, LLC since 1975. Andrews is the majority owner of the firm, and Christina M. Cotten and Travis T. Tsukayama are both minority owners.

The firm offers a range of services including discretionary and non-discretionary investment management services, retirement plan investment management services and financial planning services.

Andrews Advisory Associates Investment Philosophy

Andrews Advisory Associates works to combine different asset classes in client portfolios such that the strengths of certain asset classes cover the weaknesses of others. The firm regularly revisits portfolios for rebalancing in an attempt to potentially reduce risk and improve performance.

The firm’s investment strategy prizes risk management, seeking to rid portfolios of any avoidable risk whenever possible. It primarily recommends highly liquid securities with large market capitalization. The firm rarely recommends investments that can’t be easily traded.

Kahala Financial Advisors

Kahala Financial Advisors, LLC

Kahala Financial Advisors, LLC is one of the older firms on our list, having been in business since 1986. The fee-only firm works almost exclusively with individuals, as well as one charitable organization.

The firm imposes a $500,000 account minimum, second-highest on this list behind Robert Priske, LLC. The firm’s advisors include multiple with the certified financial planner (CFP) certification.

Kahala Financial Advisors Background

Kahala Financial Advisors was founded in 1986 by Greg Miyashiro. Miyashiro continues to serve as an owner and advisor of the firm along with his son, Ryan Miyashiro. Greg Miyashiro has been working in the financial services industry for more than 40 years, and Ryan Miyashiro has been doing so for over 15 years.

The firm offers investment advisory services, including investment analyses, asset allocation, quarterly performance reports, ongoing monitoring and rebalancing services. The firm also offers financial planning services, covering credit, budgets, retirement and college-funding analyses, insurance, wills and trusts, income tax-reduction strategies and investments.

Kahala Financial Advisors Investment Philosophy

Typically, the firm will invest client assets in a range of equities, corporate and municipal bonds, mutual funds, certificates of deposit (CDs), variable life insurance and annuities and real estate investment trusts (REITs).

Kahala Financial Advisors applies a long-term, “buy and hold” approach to its portfolios rather than making any attempts to time the market. The firm will use a range of asset allocation models to balance risk and create diversified portfolios, taking into account each client’s risk tolerance and time horizon when choosing the specific model. Clients can alter their asset allocation at any time depending on their individual circumstances.

Shiraishi Financial Group Advisors

Shiraishi Financial Group Advisors, LLC

Shiraishi Financial Group Advisors, LLC is a fee-based firm based in Honolulu. In addition to fees, advisors at the firm may earn commissions from selling customers various financial products. This is a potential conflict of interest, but the firm is bound by fiduciary duty to act in the client’s best interest.

Shiraishi does not have a set account minimum. The firm mainly caters to individual investors but it does have some high-net-worth individual clients. It also advises a small number of pension plans and businesses. 

Shiraishi Financial Group Advisors Background

Shiraishi Financial Group Advisors was founded in 2013. It is solely owned by Herbert Shiraishi, who is also the firm’s president and CEO. Shiraishi has worked in financial services since 1988.

In addition to wealth management, the firm offers retirement planning services and help with life insurance, long-term care insurance and disability insurance. The firm also has a special division dedicated to advising teachers who take part in the National Education Association’s retirement program.

Shiraishi Financial Group Advisors Strategy

Shiraishi Financial Group Advisors offers numerous portfolio models. The firm’s active model consists of high-yield bond funds, government bond funds and money market funds. The rotation model invests in two top-performing funds each month. The seasonal model adds large-cap equity funds to the active model. The star model adjust equities exposure based on market trends, while the sector model uses both equities and bonds.

The firm’s team works with clients to find the model that best fits their needs and then helps to create a diverse portfolio.

Robert Priske

Robert Priske, LLC

Robert Priske, LLC is a fee-only firm that has been offering advisory services in Honolulu since 1987. The account minimum is a bit high at $500,000, but the firm may waive this minimum under certain circumstances.

The firm works with non-high-net-worth individuals, high-net-worth individuals and pension plans. Clients are typically business and healthcare professionals. Robert Priske has a small team of advisors, one of them being Robert Priske himself. Priske was a CPA for many years but no longer holds that certification.

Robert Priske Background

Robert Priske was founded in 1987 by Robert Priske, who is still the sole owner of the firm. Chris Chu also directs brokerage account service teams, prepares performance reports and manages portfolio data. 

The firm provides investment supervisory services as well as financial planning advice that covers saving, investment, estate planning, taxes, and other matters specific to individual clients.

Robert Priske Investment Philosophy

When analyzing investments, Robert Priske uses a mix of fundamental, technical and cyclical analysis and charting. The firm tailors its investment strategy to the client. It considers the client’s risk tolerance, time horizon and investment objectives in determining the right balance of long-term purchasing, short-term purchasing, trading and margin transactions.

Investments in client portfolios include exchange-traded funds (ETFs), equities, securities traded over-the-counter, foreign issues, warrants, debt securities, certificates of deposit, municipal securities, mutual funds, government securities and options contracts. Equities and funds typically are weighted most heavily.

Wealthjar Investment Advisory

Wealthjar Investment Advisory, LLC

Rounding out our list of Hawaii's top financial advisory firms is Wealthjar Investment Advisory, LLC. This tiny firm actually shares an office with The Rice Partnership, the second firm on our list. This firm only works with non-high-net-worth individuals, and 19 of them to be exact. It has a minimum account size requirement of $5,000.

As a fee-only firm, Wealthjar's advisors do not receive commissions from third-party sales. The firm only receives advisory fees from clients and is therefore not subject to a potential conflict of interest.

Wealthjar Investment Advisory Background

Wealthjar was founded in 2017 and is a subsidiary of The Rice Partnership, our list's second firm. The two firms share an office space, back-office support staff and some of Wealthjar's advisors may be advisors at The Rice Partnership. The firm is owned by Bonnie F. Rice, certified trust and financial advisor (CTFA) and chartered financial consultant (ChFC) and Orest V. Saikevych. Rice serves as director of private client services and Saikevych serves as chief investment officer (CIO).

Wealthjar provides clients with both portfolio management services and financial planning services. Its small pool of assets are managed entirely on a discretionary basis.

Wealthjar Investment Advisory Services

Wealthjar Investment Advisory uses what they call Institutional Intelligent Portfolios. This platform is an automated, online investment management system that is designed to help clients grow their assets. The tool can change based on the specific needs and objectives of the client, but it isn't the same as working with an individual advisor. 

The firm also provides financial planning, which can entail developing an investment strategy with an advisor. When it comes to this servie, the firm tailors investment advice on the financial objectives and situation of its clients.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research