Hawaii · 3 advisers
Financial Advisors in Kailua-Kona, Hawaii
Looking for a financial advisor in Kailua-Kona, Hawaii? Falists indexes 3 SEC-registered and state-registered investment advisers in Kailua-Kona — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $131.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$131.9M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Kailua-Kona
Ranked by AUM · Fees, team & specialties at a glance
ACP INVESTMENT MANAGEMENT
Kailua-Kona, HI
AUM
$131.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
808-657-6511
HATCH ACCELERATOR FUND MANAGEMENT LLC
Kailua-Kona, HI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
49 170-551-7422
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
Kailua-Kona, HI
AUM
$10.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
808-329-0911
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Common questions
- How many financial advisors are in Kailua-Kona, Hawaii?
- 3 registered investment advisers are listed in our Kailua-Kona directory, sourced from public SEC filings.
- What types of advisors are in Kailua-Kona?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Kailua-Kona?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.