Investment Advisor Search is a compilation of SEC registered investment advisors. Powered By Private Equity Info 
 
download Private Equity Firms
Sorted by industry and
acquisition criteria.
View Demo
 
Registered Investment Advisors
           
           
Firm Name City State Country Assets ($M) 
Andrews Advisory Associates, LLC Honolulu HI US 126.7 
Asset Management Group Of Bank Of Hawaii Honolulu HI US 1284.5 
Bankoh Advisors Honolulu HI US 153.8 
Belloadvisers, LLC Kailua HI US 72.3 
Bishop Street Capital Management Honolulu HI USA 256.6 
Blacksand Capital Management I, LLC Honolulu HI USA 92.1 
Box Holdings LLC Honolulu HI US 0.0 
Cadinha & Co LLC Honolulu HI US 997.0 
Ckw Financial Group, LLC Honolulu HI US 954.0 
Diamond Head Financial Advisors LLC Honolulu HI US 7.8 
Family Wealth Management, LLC Honolulu HI US 0.0 
Financial Planning Hawaii, Inc. Honolulu HI US 0.0 
Financial Vision Advisory Service, LLC. Honolulu HI US 6.0 
Ge Ratt? Asset Management LLC Honolulu HI US 161.0 
Humble Capital Management LLC Honolulu HI US 35.9 
Investment Dynamics Consulting Group, LLC Kailua-kona HI US 7.4 
Investment Management Hawaii Honolulu HI USA 139.5 
James F. Haskins D/b/a Haskins Financial Co. Kailua Hi 0.0 
Jcw Partners, LLC Honolulu HI US 44.7 
Jennings Financial Planning, Inc. Honolulu HI US 10.3 
Kahala Financial Advisors, LLC Honolulu HI US 95.6 
Kcg LLC Honolulu HI US 9.0 
Kobo Wealth Conservancy, LLC Honolulu HI US 91.7 
Laulima Family Offices, LLC Honolulu HI US 275.8 
Lee Financial Group Hawaii, Inc. Honolulu HI US 320.8 
Pacificap Investment Management, LLC Honolulu HI US 0.0 
Pacificap Management, Inc. Honolulu HI US 0.0 
Parche Capital Management, LLC Honolulu HI US 20.0 
Prospect Asset Management Inc Honolulu HI USA 141.5 
Robert Priske, LLC Honolulu HI US 92.2 
Roberta Lee-driscoll Honolulu HI US 0.0 
Ronald P. Benjamin Wailuku HI US 0.0 
Seacap Advisors, LLC Honolulu HI US 9.6 
Sema Iv Capital Management, LLC Honolulu HI US 0.0 
Shiraishi Financial Group Advisors Honolulu HI US 108.3 
The Rice Partnership, LLC Honolulu HI US 179.9 
Tucker Wealth Management, Inc. Honolulu HI US 92.3 
Wealthbridge, Inc. Honolulu HI US 31.5 
Yim Investment Management, LLC Honolulu HI US 135.3 
           
 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
DISCLAIMER
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

No warranty or guarantee of any kind, expressed or implied, is given regarding the accuracy, reliability, veracity, or completeness of the information provided here or by following links from this or any other page within this site, and under no circumstances will the author or service provider be held responsible, or liable for errors, or omissions resulting in any loss or damage caused or alleged to be caused by information contained in the material presented on the site, including but not limited to direct, indirect, incidental, special or consequential damages caused by using the information.




Home | Download Data | Links | Contact Us

©2006- PEI Services Ltd. All Rights Reserved. Terms and Conditions