Hawaii RIA Landscape — 2025

A data-driven overview of SEC-registered wealth advisory firms headquartered in Hawaii, including growth trends, succession risk analysis, and M&A opportunity signals.

Source: SEC Form ADV · Updated Q4 2024

Total Firms

31

Total AUM?

$7.6B

Median AUM

$158M

13F Filers

1

AUM Tier Distribution

Under $100M6

$100M–$500M22

$500M–$1B2

$1B–$5B1

$5B+0

State Snapshot

Total Firms31

Total AUM$7.6B

Median AUM$158M

13F Filers1

High Succession Risk7

Elevated Succession Risk1

Succession Risk Breakdown

High

7 firms (23%)

Elevated

1 firms (3%)

Moderate

7 firms (23%)

Lower

16 firms (52%)

Growth Leaders — Wealth Advisory Firms

Firm	City	AUM	3Y CAGR	Succession
TRINITY FUND ADVISORS LLC	HONOLULU	$723M	+30.1%	Lower
THE RICE PARTNERSHIP, LLC	HONOLULU	$786M	+12.1%	High
ROBERT PRISKE, LLC	HONOLULU	$159M	+7.6%	High
KAHALA FINANCIAL ADVISORS, LLC	HONOLULU	$175M	+5.5%	High

M&A Opportunity Signals

🎯

8Acquisition candidates

Firms with elevated/high succession risk and AUM $100M–$5B

📈

6Growing but vulnerable

Positive 3Y CAGR with high succession risk — attractive for acquirers

📉

1Mid-market shrinking

AUM $100M–$1B with negative 3Y CAGR and elevated+ succession risk

🔒 Top 25 Acquisition Targets — Ranked by Composite Score

Rank	Firm	AUM	Score
1	THE RICE PARTNERSHIP, LLC	$786M	41.5
2	KAHALA FINANCIAL ADVISORS, LLC	$175M	41.1
3	ROBERT PRISKE, LLC	$159M	34.7
4	ANDREWS ADVISORY ASSOCIATES, LLC	$236M	29.3
5	KOBO WEALTH CONSERVANCY, LLC	$155M	26.8
6	YIM INVESTMENT MANAGEMENT, LLC	$248M	23.5

🔒

Acquisition Target Rankings

Full ranked list of 25 acquisition targets with composite scores based on succession risk, growth trajectory, and peer benchmarking.

Methodology. This report covers SEC-registered investment advisers classified as wealth advisory firms (filter: is_wealth_advisory = true) headquartered in Hawaii. AUM figures are drawn from the most recent Form ADV filing. Succession risk tiers are computed using a proprietary 5-pillar model incorporating founder tenure, ownership concentration, AUM dependency, team depth, and filing recency. Growth CAGR is calculated from the three most recent annual filings where available. Acquisition scores blend succession risk (40%), AUM growth trajectory (35%), and national peer rank (25%). Data sourced from SEC EDGAR. This page is for informational purposes only and does not constitute investment advice.