Company lists · Data refreshed September 2026
Top 16 Wealth management advisors based in Honolulu, United States
RevenueBase identified 28 wealth management advisors headquartered in Honolulu, United States as of September 2026 and tracks 153 professional contacts across them, including 53 with verified work emails. New York is the largest hub.
This list covers wealth management advisors 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 19, 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.
The 16 largest wealth management advisors based in Honolulu, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 21 contacts → | ||||
Partial evidence “At Wealth Strategy Partners we take pride of delivering cutting edge strategies.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 12 contacts → | ||||
Partial 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 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 10 contacts → | ||||
Strong evidence “At Milestone Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Indirect evidence “We understand that individuals face unique challenges as they prepare for retirement.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Strong 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 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Partial evidence “Andrews Advisory Associates, LLC is a Registered Investment Adviser firm located in Honolulu, Hawaii.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 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 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 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 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “Founded by Michelle H.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Partial evidence “Roger Higa Financial Services LLC is a full-service insurance and financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Our client’s goals, objectives and dreams, and concerns come first.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Our mission and purpose is to touch the lives of our clients by giving them hope, helping them to define their true purpose in life and working together to realize their dreams!” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 contacts → | ||||
Partial evidence “We are a boutique investment management firm in Honolulu.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “Masuda Lehrman Wealth LLC is a registered investment advisor (RIA) that facilitates responsible wealth management between inheritance leavers and receivers through comprehensive…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: wealth management advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names wealth management advisors.
- Partial evidence
- Its own public description names part of wealth management advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name wealth management advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 28 wealth management advisors based in Honolulu, United States
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Wealth management advisors based in Honolulu, United States at a glance
As of Sep 19, 2026Companies by employee count
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 28 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 wealth management advisors, 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 “wealth management advisors”. 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 wealth management advisors), 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 wealth management advisors, 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, 53 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 19, 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.
Wealth management advisors by metro in the United States
- Wealth management advisors in New York482
- Wealth management advisors in Atlanta257
- Wealth management advisors in Houston244
- Wealth management advisors in Dallas241
- Wealth management advisors in Chicago211
- Wealth management advisors in San Diego203
- Wealth management advisors in Austin177
- Wealth management advisors in Scottsdale172
- Wealth management advisors in San Francisco166
- Wealth management advisors in Charlotte160
- Wealth management advisors in Miami151
- Wealth management advisors in Boston150
- Wealth management advisors in Denver150
- Wealth management advisors in Los Angeles135
- Wealth management advisors in Tampa134
- Wealth management advisors in Cincinnati113
- Wealth management advisors in Portland107
- Wealth management advisors in Columbus100
- Wealth management advisors in Irvine97
- Wealth management advisors in Overland Park97
- Wealth management advisors in Phoenix96
- Wealth management advisors in Newport Beach95
- Wealth management advisors in Seattle92
- Wealth management advisors in Indianapolis91
- Wealth management advisors in Raleigh88
- Wealth management advisors in Minneapolis87
- Wealth management advisors in San Antonio83
- Wealth management advisors in Bellevue82
- Wealth management advisors in Omaha82
- Wealth management advisors in Boca Raton81
- Wealth management advisors in Pittsburgh80
- Wealth management advisors in Birmingham78
- Wealth management advisors in Columbia78
- Wealth management advisors in Grand Rapids74
- Wealth management advisors in Greenville71
- Wealth management advisors in Louisville68
- Wealth management advisors in Richmond68
- Wealth management advisors in Rochester68
- Wealth management advisors in Fort Worth67
- Wealth management advisors in Las Vegas65
- Wealth management advisors in Nashville65
- Wealth management advisors in Wilmington65
- Wealth management advisors in Madison64
- Wealth management advisors in Jacksonville63
- Wealth management advisors in Salt Lake City63
- Wealth management advisors in Greenwood Village62
- Wealth management advisors in Colorado Springs61
- Wealth management advisors in Sarasota61
- Wealth management advisors in Lexington60
- Wealth management advisors in Troy57
- Wealth management advisors in Tulsa57
- Wealth management advisors in Springfield56
- Wealth management advisors in Washington56
- Wealth management advisors in Cleveland55
- Wealth management advisors in Fort Lauderdale55
- Wealth management advisors in Plano55
- Wealth management advisors in Walnut Creek55
- Wealth management advisors in Orlando54
- Wealth management advisors in Pasadena53
- Wealth management advisors in Naples52
- Wealth management advisors in Memphis50
- Wealth management advisors in Alpharetta49
- Wealth management advisors in Franklin49
- Wealth management advisors in Philadelphia49
- Wealth management advisors in San Jose47
- Wealth management advisors in Melville46
- Wealth management advisors in Lake Oswego45
- Wealth management advisors in Knoxville44
- Wealth management advisors in Tucson44
- Wealth management advisors in Coral Gables43
- Wealth management advisors in Oklahoma City43
- Wealth management advisors in Baton Rouge42
- Wealth management advisors in The Woodlands42
- Wealth management advisors in Greensboro41
- Wealth management advisors in St Louis41
- Wealth management advisors in Bethesda40
- Wealth management advisors in Virginia Beach40
- Wealth management advisors in Westlake Village40
- Wealth management advisors in Bloomington39
- Wealth management advisors in Fort Collins39
- Wealth management advisors in Plymouth39
- Wealth management advisors in West Des Moines39
- Wealth management advisors in Charleston38
- Wealth management advisors in Kansas City38
- Wealth management advisors in Lafayette38
- Wealth management advisors in Brentwood37
- Wealth management advisors in Frisco37
- Wealth management advisors in Roseville36
- Wealth management advisors in Westport36
- Wealth management advisors in Beverly Hills35
- Wealth management advisors in Boulder35
- Wealth management advisors in Buffalo35
- Wealth management advisors in Mclean35
- Wealth management advisors in Englewood34
- Wealth management advisors in Lincoln34
- Wealth management advisors in Minnetonka34
- Wealth management advisors in St. Louis34
- Wealth management advisors in Chattanooga33
- Wealth management advisors in Little Rock33
- Wealth management advisors in Red Bank33
- Wealth management advisors in Woodbury33
- Wealth management advisors in Alexandria32
- Wealth management advisors in Ann Arbor32
- Wealth management advisors in Chesterfield32
- Wealth management advisors in Jackson32
- Wealth management advisors in Reno32
- Wealth management advisors in Reston32
- Wealth management advisors in West Chester32
- Wealth management advisors in Wichita32
- Wealth management advisors in Fort Wayne31
- Wealth management advisors in Princeton31
- Wealth management advisors in Santa Barbara31
- Wealth management advisors in Baltimore30
- Wealth management advisors in Lancaster30
- Wealth management advisors in Pittsford30
- Wealth management advisors in Rockville30
- Wealth management advisors in Sacramento30
- Wealth management advisors in Southfield30
- Wealth management advisors in Stamford30
- Wealth management advisors in Wayne30
- Wealth management advisors in Marietta29
- Wealth management advisors in Tempe29
- Wealth management advisors in Albany28
- Wealth management advisors in Annapolis28
- Wealth management advisors in Bloomfield Hills28
- Wealth management advisors in Carlsbad28
- Wealth management advisors in Honolulu28
- Wealth management advisors in Naperville28
- Wealth management advisors in Salem28
- Wealth management advisors in Arlington27
- Wealth management advisors in Bend27
- Wealth management advisors in Dublin27
- Wealth management advisors in Edina27
- Wealth management advisors in Lakewood27
- Wealth management advisors in Littleton27
- Wealth management advisors in Morristown27
- Wealth management advisors in Northbrook27
- Wealth management advisors in Providence27
- Wealth management advisors in Southlake27
- Wealth management advisors in Towson27
- Wealth management advisors in Vienna27
- Wealth management advisors in Winter Park27
- Wealth management advisors in Albuquerque26
- Wealth management advisors in Boise26
- Wealth management advisors in Carmel26
- Wealth management advisors in San Ramon26
- Wealth management advisors in Westlake26
- Wealth management advisors in Clearwater25
- Wealth management advisors in Concord25
- Wealth management advisors in Oak Brook25
- Wealth management advisors in Spokane25
- Wealth management advisors in West Hartford25
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 wealth management advisors, 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 wealth management advisors are there based in Honolulu, United States?
RevenueBase identified 28 wealth management advisors 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 wealth management advisors?
New York leads with 482 headquartered companies, followed by Atlanta (257) and Houston (244).
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 53 verified decision-maker contacts tracked across these 28 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 19, 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.
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