Hawaii's Top Stockbrokers & Financial Planners

·2 min read

A recent ranking of Hawaii's leading stockbrokers and financial planners highlights key players in the state's financial sector, with Morgan Stanley and Ameriprise Financial Services Inc. at the forefront.

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Photo by August de Richelieu

Hawaii's financial sector is a cornerstone of its economy, providing essential services for both residents and businesses. A recent ranking, based on data from early January 2025, highlights the leading stockbrokers and financial planners operating in the state. This information is critical for investors looking to navigate the local market and for entrepreneurs seeking financial guidance for their ventures. The article will delve into the key players, their assets, and their local presence in Hawaii.

At the forefront of the industry is Morgan Stanley, securing the top position with a substantial local presence. According to the Pacific Business News, in early 2025, Morgan Stanley had a significant number of advisors and a long-standing history in Hawaii. Their established presence likely contributes to their strong reputation and high ranking. The firm's Executive Director/Market Manager, Clyde Matsusaka, leads the local operation.

Ameriprise Financial Services Inc. holds the second rank, also demonstrating a significant commitment to the Hawaiian market. The Honolulu financial advisors listed by Expertise.com, and those featured on Unbiased.com and US News & World Report indicate a diverse field of professionals available in Honolulu. The financial advisory landscape in Honolulu includes professionals advising on estate planning and wealth management, like those found at Unbiased.com, contributing to the robustness of the financial advisory ecosystem. The firms' assets under management and years of establishment further highlight their influence and experience in the local market.

The presence of established firms demonstrates the stability and growth potential within Hawaii's investment and financial planning sectors. This information is invaluable for potential investors. Further insights from the AdvisorSearch.org reveal that these firms have been established for a minimum of 10 years with substantial assets under management and a clean track record.

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