Ways to browse advisors serving Hawaii

Pick a specialty or descriptor to browse more advisors serving Hawaii.

By how they work

Type	Advisors
Large-firm	1,691
Flat-fee	1,209
Seasoned	961
Independent	599
CFP®-certified	351

By who they serve

Type	Advisors
High-net-worth	300
Baby Boomer	47
Millennial	6

Browse by city

Find advisors near a specific metro area in Hawaii.

City	Advisors
Urban Honolulu, HI	1,040
Kahului, HI	72
Wailuku, HI	72
Hilo, HI	39
Kailua, HI	31
Kapaa, HI	27

Browse by specialty

Find advisors serving Hawaii who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,407
Retired	830
Wealth management	752
Executive	738
Tax-loss harvesting	559
Retirement income strategy	555
Retirement plans for business owners (SEP, solo 401k)	477
General retirement planning	398
Private / alternative investments	370
Approaching retirement	346
Income planning	310
College savings (529s, UTMA, etc.)	300
ESG / Sustainable investing	250
Active portfolio management	245
Charitable giving & philanthropy	241
Social Security optimization	237
General estate planning guidance	221
Business exit / sale strategy	208
Cash flow / budgeting	192
HENRY (High Earners, Not Rich Yet)	189
Passive / index investing	180
Annuities	175
Mid-Career Professionals	161
Equity compensation tax strategy	157
Options & derivatives strategies	152
Retirement withdrawal strategies	149
Concentrated stock management	146
Business succession planning	83
Multi-generational wealth transfer	61
Real estate investing	61
Self-Employed	48
Business ownership considerations	47
General tax planning	36
Divorce financial planning	28
Established Professionals	23
Women Professionals	22
Tax strategies for small businesses	20
Doctor or Medical Professional	16
Financial Professional	15
Attorney	13
Debt management	12
Medicare planning	12
Values-based investing	12
Business sale tax planning	11
Military & Veterans	10
Retired	9
Educators, Teachers, and Academics	8
Women's Finance	8
Planning for children with special needs	7
Charitable giving tax strategies	6
Equity Recipients (RS/RSU, SOP, ESPP)	6
LGBTQIA	6
Life insurance needs analysis	6
Business Financial Management	5
Roth conversion strategy	5
Young Professionals	5
Family Business	4
Long-term care insurance	4

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support