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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

20 firms manage $9.0 billionHawaii

Open in the Atlas screener

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  1. 3151
    CKW Financial Group, LLCHonolulu, HI · 651 clientsAsset manager
    First Hawaiian Bank 53%Fidelity 47%
    $2.5B
  2. 4735
    Asset Management Group of Bank of HawaiiHonolulu, HI · 6 clientsAsset manager
    Trust Services 100%
    $1.3B
  3. 5031
    Cadinha & Co LLCHonolulu, HI · 639 clientsWealth manager
    Schwab 100%
    $1.1B
  4. 5429
    The Rice Partnership, LLCHonolulu, HI · 442 clientsWealth manager
    Schwab 100%
    $985M
  5. 7780
    Blacksand Capital, LLCHonolulu, HI · 13 clientsPrivate fund adviser
    No custodian reported
    $506M
  6. 9011
    Financial Planning Hawaii, Inc.Honolulu, HI · 241 clientsWealth manager
    Schwab 100%
    $382M
  7. 9241
    Regency Capital Management Inc.Honolulu, HI · 127 clientsWealth manager
    Schwab 100%
    $364M
  8. 10027
    YIM Investment Management, LLCHonolulu, HI · 523 clientsWealth managerHybrid
    No custodian reported
    $308M
  9. 10733
    Andrews Advisory Associates, LLCHonolulu, HI · 263 clientsWealth manager
    Schwab 88%
    $269M
  10. 11772
    Robert Priske, LLCHonolulu, HI · 161 clientsWealth manager
    No custodian reported
    $220M
  11. 12155
    Kahala Financial Advisors, LLCHonolulu, HI · 163 clientsWealth manager
    Schwab 100%
    $203M
  12. 12350
    Fort Street Asset Management LLCHonolulu, HI · 30 clientsPrivate fund adviser
    Interactive Brokers 70%Schwab 30%
    $195M
  13. 13186
    Bishop Street Capital ManagementHonolulu, HI · 1 clientsAsset managerHybrid
    No custodian reported
    $166M
  14. 13837
    Humble Capital Management LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 84%
    $146M
  15. 14298
    ACP Investment ManagementKailua-Kona, HI · 173 clientsWealth managerHybrid
    Schwab 100%
    $132M
  16. 15105
    Shiraishi Financial Group AdvisorsHonolulu, HI · 458 clientsWealth managerHybrid
    Nationwide Investment Services 52%Security Distributors 25%Axos 23%
    $110M
  17. 15119
    Sonic GP LLCHonolulu, HI · 1 clientsPrivate fund adviser
    No custodian reported
    $110M
  18. 16176
    Blacksand Capital Management I, LLCHonolulu, HI · 2 clientsPrivate fund adviser
    No custodian reported
    $25M
  19. 16347
    Wealthjar Investment Advisory, LLCHonolulu, HI · 46 clientsWealth manager
    Schwab 100%
    $6M
  20. 16806
    Wealth Alignment Partners, LLCHonolulu, HIAsset manager
    No custodian reported
    $0

RIAs by state