Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Honolulu, United States

Name: Asset management consulting firms based in Honolulu, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 33 companies tracked

RevenueBase identified 33 company matches for asset management consulting firms associated with Honolulu, United States as of September 2026 and tracks 168 professional contacts across them, including 55 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Honolulu has 33.

This list covers company matches for asset management consulting firms associated with Honolulu, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

33Companies

168Contacts tracked

55Verified emails

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The 19 largest asset management consulting firms based in Honolulu, United States

Ranked by team size

Top 19 of 33 company matches for asset management consulting firms based in Honolulu, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Wealth Strategy Partners, LLC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	51-200	21 contacts →
	Exact match “At Wealth Strategy Partners we take pride of delivering cutting edge strategies.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Inpac Wealth	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	11-50	12 contacts →
	Exact match “INPAC Wealth helps individuals, families, business owners, and real estate investors navigate life's most significant financial transitions through holistic financial planning.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	The Rice Partnership	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	11-50	10 contacts →
	Exact match “For over 30 years, Bonnie Rice and her management team have been trusted wealth advisors for individuals and families, as well as for foundations and endowments throughout Hawaii…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Milestone Wealth	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	10 contacts →
	Exact match “At Milestone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Hawaii Financial Advisors, INC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	11-50	8 contacts →
	Exact match “We understand that individuals face unique challenges as they prepare for retirement.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	CKW Financial Group	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	CMR Financial Advisors	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) get an education, build a legacy….” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Regency Capital Management INC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	Wealth Managing Partners	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “Wealth Managing Partners, Inc.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Latitude Wealth Management - HI	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	11-50	4 contacts →
	Exact match “Our Mission Our primary responsibility is to assist you navigating safely through the different phases of your financial journey.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Investor Group HI	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Investor Group HI is an independent financial advisory firm focused on getting individuals, families and businesses on the path to financial well-being.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Hawaii Partners 3d Wealth Advisors	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Founded by Michelle H.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	HUI Malama Advisors LLC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “We provide honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Innovative Financial Group INC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Our client’s goals, objectives and dreams, and concerns come first.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Diamond Head Financial Advisors	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory founded by Steven Connell, a former partner at the Capital Group Companies.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	Tribler Wealth Advisory	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	CRL Advisors	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “We are a boutique investment management firm in Honolulu.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	Simplify Management Solutions	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Providing Strategic Management Solutions and Consulting Project + Asset Management Due Diligence Management Transitions” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Hawaii Financial Store INC	Exact match	Honolulu, HI, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 33 asset management consulting firms based in Honolulu, United States

See the full list, filter by size, metro and specialty, and access 55 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Honolulu, United States at a glance

As of Sep 14, 2026

32.7%Verified-email coverage

5.1Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Honolulu, so it is reported there. Company counts and contact totals on this page are exact for Honolulu, over 33 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Honolulu, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 55 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Honolulu, United States?

RevenueBase identified 33 company matches for asset management consulting firms associated with Honolulu, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Wealth Strategy Partners, LLC tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Honolulu has 33.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 55 professional contacts with verified work emails tracked across these 33 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.