Company lists · Data refreshed September 2026

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

RevenueBase identified 33 asset management consulting firms headquartered in Honolulu, United States as of September 2026 and tracks 168 professional contacts across them, including 55 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Honolulu, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in Honolulu, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202651-20021 contacts →

Indirect evidence

“At Wealth Strategy Partners we take pride of delivering cutting edge strategies.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202611-5012 contacts →

Indirect evidence

“INPAC Wealth helps individuals, families, business owners, and real estate investors navigate life's most significant financial transitions through holistic financial planning.”

Source: RevenueBase Database · checked Sep 14, 2026
3Partial evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202611-5010 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-1010 contacts →

Partial evidence

“At Milestone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202611-508 contacts →

Indirect evidence

“We understand that individuals face unique challenges as they prepare for retirement.”

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-108 contacts →

Partial evidence

“CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“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….”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-105 contacts →

Strong evidence

“Regency Capital is a private asset management and wealth advisory firm serving high net worth individuals, families, and select institutions.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“Wealth Managing Partners, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 202611-504 contacts →

Indirect evidence

“Our Mission Our primary responsibility is to assist you navigating safely through the different phases of your financial journey.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Investor Group HI is an independent financial advisory firm focused on getting individuals, families and businesses on the path to financial well-being.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Founded by Michelle H.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“We provide honest and personalized life and financial guidance, as independent fiduciary advisors and coaches, to help you achieve your most abundant life.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Our client’s goals, objectives and dreams, and concerns come first.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Diamond Head Financial Advisors LLC is a Hawaii-based investment advisory founded by Steven Connell, a former partner at the Capital Group Companies.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
17Partial evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“We are a boutique investment management firm in Honolulu.”

Source: RevenueBase Database · checked Sep 14, 2026
18Strong evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

“Providing Strategic Management Solutions and Consulting Project + Asset Management Due Diligence Management Transitions”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceHonolulu, HI, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026

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

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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)
1612.1%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
9
51-200
1

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Honolulu, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Honolulu are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 55 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 33 asset management consulting firms headquartered in Honolulu, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Wealth Strategy Partners, LLC, headquartered in Honolulu, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 55 verified decision-maker contacts tracked across these 33 companies.

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 Smart Search, 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.