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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Island Wealth Management financial advisors in Honolulu, HI

Every SEC-registered investment adviser representative at a Island Wealth Management office in Honolulu, A to Z.

The short answer

4 registered advisors work at Island Wealth Management in Honolulu, out of 4 at the firm nationwide; it ranks number 32 in the city by advisors. 3 list the CFP designation and 4 are also registered broker representatives.

Island Wealth Management advisors in Honolulu, A to Z

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Other firms in Honolulu

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Ameriprise Financial Services, LLC 88Morgan Stanley 80LPL Financial LLC 77Cetera Investment Advisers LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Osaic Wealth, Inc. 45Wells Fargo Clearing Services, LLC 32Raymond James Financial Services Advisors, Inc. 31Equitable Advisors, LLC 25Edward Jones 24Park Avenue Securities LLC 23UBS Financial Services Inc. 22

Questions

How many financial advisors does Island Wealth Management have in Honolulu?

4 investment adviser representatives are registered at Island Wealth Management offices in Honolulu, Hawaii, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 3 list the CFP designation and 4 are also registered as broker representatives.

Is Island Wealth Management one of the largest advisor employers in Honolulu?

Island Wealth Management ranks number 32 in Honolulu by registered advisors; Ameriprise Financial Services, LLC has the most, with 88.

How do I check a Island Wealth Management advisor in Honolulu?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Island Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.