Regency Capital Management Inc., a reputable investment advisory firm headquartered in Honolulu, HI, is dedicated to providing exceptional financial services to its valued clients. With two offices strategically located in the area, they are well-positioned to serve individuals and businesses seeking expert investment guidance. With over 30 individual clients, Regency Capital Management skillfully manages assets totaling more than $246,815,000. Notably, the firm possesses significant experience in managing employer funds, although 401(k) and individual accounts make up less than 30% of their assets under management. Regency Capital Management prides itself on its discretionary management approach, overseeing 100% of the assets under their care. This enables their team of professionals to make informed investment decisions on behalf of their clients, ensuring personalized strategies aligned with their financial goals. The firm predominantly serves high-net-worth individuals, reflecting their expertise in managing substantial assets for affluent clients. Regency Capital Management understands the unique needs of this client segment and delivers tailored solutions to help them preserve and grow their wealth. Regency Capital Management's compensation structure offers clients the flexibility to choose from various options, including a percentage of assets under management. This ensures a fair and transparent arrangement that aligns the firm's success with that of their clients. With a team of five employees, including three dedicated investment advisors, Regency Capital Management combines industry knowledge and personalized service. Their advisors have an average of approximately $82,270,000 in assets under management per advisor, which is in line with the industry average. Olina Cavedoni, Kawika Shoji, and Neil Rose are among the firm's longest tenured advisors. Their expertise and commitment have been instrumental in Regency Capital Management's ability to deliver exceptional financial guidance to their valued clients. As a small investment advisory firm deeply rooted in Honolulu, Regency Capital Management Inc. is committed to helping clients navigate the complexities of the financial markets and achieve their long-term objectives with confidence and peace of mind.

Mission Financial Group, LLC is a small investment advisory firm based in Honolulu, HI, with a strong presence across two offices. With a focus on personalized service, Mission Financial Group serves over 180 individual clients, managing a substantial portfolio of over $130,836,000 in assets. Their expertise extends to serving both employer 401Ks and individual accounts, with half of their assets under management originating from these sources. As a registered representative of a broker-dealer and an insurance broker or agent, Mission Financial Group offers comprehensive financial services to meet their clients' diverse needs. They excel in discretionary management, with 94% of the assets they oversee being handled with careful consideration and informed decision-making. The firm's compensation structure is designed to provide flexibility and align with client preferences, incorporating various options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of three employees, including two dedicated investment advisors, Mission Financial Group brings extensive knowledge and experience to their clients. Their investment advisors have an average of approximately $65,420,000 in assets under management, comparable to the industry average, demonstrating their commitment to delivering value and expertise. Clifton Yasutomi and Nicholas Abbott are two of the firm's longest-tenured registered advisors, contributing their expertise and dedication to Mission Financial Group's success. As a trusted partner in financial management, Mission Financial Group strives to build strong client relationships, provide tailored solutions, and help clients achieve their financial goals in the vibrant community of Honolulu, HI.

The Rice Partnership, LLC, a local investment advisory firm based in Honolulu, HI, specializes in providing comprehensive investment advisory services. With a team of seven dedicated professionals, six of whom are experienced investment advisors, they offer expert guidance in managing and growing clients' assets. Each investment advisor at The Rice Partnership, LLC oversees an average of approximately $33,310,000 in assets under management, ensuring personalized attention and strategic financial planning. Their compensation structure is flexible and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. The firm caters primarily to high net worth individuals, managing over $499,179,000 in assets for more than 140 individual clients. While the majority of assets managed are for high net worth individuals, The Rice Partnership, LLC also possesses the capability to oversee employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. With a strong emphasis on discretion, 93% of the assets they manage are under discretionary management. The Rice Partnership, LLC has four offices, strategically located for convenient access to their clientele. The firm takes pride in its experienced and dedicated team, with several of their longest tenured advisors, including Sarah Bredhoff, Orest Saikevych, and Bonnie Rice, providing valuable insights and expertise to clients. Overall, The Rice Partnership, LLC is committed to delivering personalized investment advisory services, combining in-depth knowledge, comprehensive financial planning, and a client-centric approach to help individuals and businesses achieve their financial goals and build a secure future.

Shiraishi Financial Group Advisors, based out of Honolulu, HI, is a highly reputable and local investment advisory firm. With over 510 individual clients and a staggering $132,507,000 in assets under management, they have established themselves as a trusted partner in wealth management. With two offices, the firm serves a diverse range of clients, managing a significant portion of assets for both employer 401K plans and individual investors, accounting for over 80% of their assets under management. Renowned for their expertise in managing 401K plans, Shiraishi Financial Group Advisors offers comprehensive services for both employers and employees, ensuring optimal growth and returns. A notable strength lies in their discretionary management approach, as 95% of the assets they oversee are managed with a high degree of flexibility. With a team of six dedicated professionals, all providing top-notch investment advisory services, Shiraishi Financial Group Advisors maintains an impressive average of approximately $22,080,000 in assets under management per investment advisor. Among the experienced and long-tenured advisors at the firm are Jason Wong, Grant Arita, and Herbert Shiraishi, whose extensive knowledge and expertise further enhance the firm's ability to deliver exceptional financial solutions. Shiraishi Financial Group Advisors offers a flexible compensation structure, which includes various types such as a percentage of assets under management and fixed fees. This ensures that their clients receive tailored financial services that align with their specific needs and goals. Committed to providing personalized attention and sound investment strategies, Shiraishi Financial Group Advisors continues to be a trusted choice for individuals and employers seeking comprehensive and reliable wealth management solutions in Honolulu, HI.

Lee Financial Group Hawaii, Inc., a local investment advisory firm based out of Honolulu, HI, is dedicated to providing comprehensive financial solutions to its clients. With one office in the heart of Honolulu, Lee Financial Group Hawaii, Inc. boasts a team of ten skilled professionals, seven of whom specialize in investment advisory services. Each investment advisor manages an average of $47,810,000 in assets under management, aligning with the industry average. The firm's compensation structure includes various models, such as a percentage of assets under management, fixed fees, and commissions, ensuring flexibility and tailored solutions for their clients. Notably, approximately half of their assets under management stem from employer 401Ks and individuals, demonstrating their extensive experience and expertise in this realm. Moreover, all the assets they oversee are managed on a discretionary basis, showcasing the firm's commitment to making informed decisions in their clients' best interests. In addition to their investment advisory services, Lee Financial Group Hawaii, Inc. also acts as an insurance broker or agent, further expanding their offerings to meet diverse financial needs. With a client base of over 590 individuals, the firm manages a substantial $334,650,000 in assets, demonstrating their trusted reputation and strong market presence. Lee Financial Group Hawaii, Inc. takes pride in its team of experienced professionals. Some of the firm's longest tenured advisors include Nora Foley, Terrence Lee, and Charlotte Meyer, who contribute their wealth of knowledge and expertise to assist clients in achieving their financial goals. With a commitment to excellence and a focus on personalized service, Lee Financial Group Hawaii, Inc. strives to be the go-to partner for individuals and businesses seeking comprehensive financial planning and investment guidance.

Kahala Financial Advisors, LLC, headquartered in Honolulu, HI, is a reputable small investment advisory firm with over 170 individual clients and an impressive $146,705,000 in assets under management. With a proven track record of success, Kahala Financial Advisors specializes in managing employer 401K plans and providing comprehensive investment services to individuals. With their deep expertise in 401K management, Kahala Financial Advisors is well-equipped to guide both employers and employees in optimizing their retirement savings. Boasting a client base where over 80% of assets under management originate from employer 401K plans or individuals, the firm demonstrates its ability to deliver tailored investment solutions. Kahala Financial Advisors operates on a discretionary basis, providing them with the autonomy to make investment decisions on behalf of their clients. Their compensation structure includes various models, including a percentage of assets under management, ensuring a strong alignment of interests with their clients' financial goals. Committed to delivering exceptional service, Kahala Financial Advisors maintains a team of highly qualified professionals. With a total of two employees, all of whom provide investment advisory services, they offer personalized attention and dedicated support to their clients. The firm's investment advisors boast an impressive average of approximately $73,350,000 in assets under management per advisor, highlighting their proficiency in handling substantial portfolios. Greg Miyashiro and Ryan Miyashiro are two of the firm's longest tenured registered advisors, lending their extensive experience and expertise to clients' investment strategies. With their seasoned team and a strong foundation in the industry, Kahala Financial Advisors stands as a trusted partner for individuals and businesses seeking comprehensive financial guidance.

Andrews Advisory Associates, LLC is a reputable investment advisory firm located in Honolulu, HI. With over 180 individual clients and an impressive $156,290,000 in assets under management, they have established themselves as a trusted partner for wealth management. Boasting a strong presence in the industry, Andrews Advisory Associates excels in managing employer 401Ks and individual portfolios, with these categories accounting for approximately half of their assets under management. The firm's expertise in this space has earned them a well-deserved reputation among their clients. Dedicated to providing exceptional service, Andrews Advisory Associates employs a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With a focus on personalized and comprehensive investment advisory services, the firm's two employees are committed to delivering tailored strategies that align with their clients' financial goals. Andrews Advisory Associates achieves an average of $78,140,000 in assets under management per investment advisor, which falls within the industry average. This demonstrates their ability to handle substantial portfolios while maintaining a high level of client satisfaction. Notably, Christina Cotten and Travis Tsukayama, two of the longest-tenured registered advisors with the firm, bring their extensive experience and expertise to the table, further solidifying Andrews Advisory Associates' position as a trusted partner in the financial advisory industry.

YIM Investment Management, LLC is a small investment advisory firm based out of Honolulu, Hawaii. With over 520 individual clients and more than $182,289,000 in assets under management, YIM Investment Management provides personalized financial solutions to meet their clients' unique needs. Their expertise lies in managing employer 401Ks and individual portfolios, making them well-versed in the intricacies of retirement planning and investment strategies. YIM Investment Management takes a discretionary approach to asset management, allowing them the flexibility to make informed investment decisions on behalf of their clients. As registered representatives of a broker-dealer, insurance broker, and real estate broker, YIM Investment Management offers a comprehensive range of services. They possess in-depth knowledge of the financial markets and have access to a wide array of investment opportunities to maximize returns and minimize risks. YIM Investment Management's compensation structure is diverse, including a percentage of assets under management and commissions. Their three highly skilled employees deliver top-notch investment advisory services, with each advisor overseeing an average of approximately $182,290,000 in assets under management—significantly surpassing the industry average. With their commitment to providing exceptional client service and their track record of achieving favorable investment outcomes, YIM Investment Management has established a reputation as a trusted partner in helping individuals and businesses achieve their financial goals.

Wealthjar Investment Advisory, LLC is a prominent local investment advisory firm based out of Honolulu, HI, with four offices strategically located to serve their diverse clientele. With a team of seven dedicated professionals, six of whom specialize in providing comprehensive investment advisory services, Wealthjar offers expert guidance and personalized solutions to individuals and employer-sponsored 401K plans. As trusted advisors, Wealthjar Investment Advisory, LLC prides itself on managing a substantial amount of assets under their expert care, averaging approximately $540,000 per investment advisor. Their compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With an impressive track record, over 80% of the assets under their management stem from employer 401K plans and individual portfolios. Wealthjar Investment Advisory, LLC's extensive experience and qualifications make them well-suited for managing these crucial retirement accounts, providing valuable insights and helping employers and employees make informed investment decisions. Furthermore, Wealthjar's commitment to excellence is exemplified by their discretionary management approach, where they have full authority to make investment decisions on behalf of their clients. This empowers Wealthjar to swiftly adapt to market changes and seize investment opportunities, driving optimal returns for their clients. In addition to managing employer-sponsored plans, Wealthjar Investment Advisory, LLC boasts a robust clientele of over 60 individuals, with a combined $3,260,000 in assets under management. These individuals benefit from Wealthjar's comprehensive advisory services, receiving tailored investment strategies designed to meet their unique financial goals. Through their expertise, personalized approach, and impressive track record, Wealthjar Investment Advisory, LLC has established itself as a trusted partner for clients seeking professional investment guidance and comprehensive wealth management solutions.