Browse all advisors in Hawaii

Every advisor below is licensed to work with clients in Hawaii. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
1,403
Tax-loss harvesting
882
Retired
829
Wealth management
749
Executive
736
Retirement income strategy
554
Retirement plans for business owners (SEP, solo 401k)
477
General retirement planning
404
Approaching retirement
347
Income planning
311
College savings (529s, UTMA, etc.)
300
Charitable giving & philanthropy
243
Active portfolio management
238
Social Security optimization
237
ESG / Sustainable investing
235
General estate planning guidance
219
Business exit / sale strategy
209
Cash flow / budgeting
192
HENRY (High Earners, Not Rich Yet)
190
Self-Employed
187
Passive / index investing
179
Annuities
174
Private / alternative investments
169
Mid-Career Professionals
161
Equity compensation tax strategy
157
Options & derivatives strategies
148
Retirement withdrawal strategies
148
Concentrated stock management
145
Business succession planning
84
Real estate investing
62
Multi-generational wealth transfer
61
Business ownership considerations
47
General tax planning
37
Divorce financial planning
28
Established Professionals
23
Women Professionals
22
Tax strategies for small businesses
19
Doctor or Medical Professional
15
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
Family Business
4
Long-term care insurance
4
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