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Top Financial Advisors

Hawaii's Top 20 Financial Advisors logo
The Winner's Circle┬«    
Copyright 2007 by R.J. Shook. All rights reserved. The Winner's Circle is a registered trademark of The Winner's Circle, LLC.   

**This is published in the February 2008 issue of Hawaii Business Magazine with permission by R.J. Shook and The Winner's Circle, LLC, owners of the copyright, with the understanding that the Winner's Circle registered trademark and copyrighted material and rights are protected. This may not be published outside Hawaii Business Magazine without written consent from R.J. Shook.    
    1. Investable assets, excluding primary residence; "x" indicates 10% or more of advisor's business.
    2.  Total team assets include custodied and non-custodied assets that advisor and team advise. Advisor is ranked on individual assets, or percentage of contribution to  team; some individuals on list are not part of teams and assets reflect only their share. Different weightings are assigned to different types of assets.
    3.  Ranking algorithm includes revenues produced, but is not published.
    4.  Account size and net worth refer to individual business, not institutional; net worth includes primary residence.
    5. * < ** represents partners.
See for more information or to nominate an advisor for next year's list. Read about the ranking criteria by clicking here.


RankSort Descending NameSort Descending FirmSort Descending
6Alan KodamaAmeriprise Financial
9Alvin NarimatsuSmith Barney
8Carl ChoyMorgan Stanley
5Charlene Van der Pyl-CheeMorgan Stanley
11Christopher Hochuli**Merrill Lynch and Co.
17David DeutschLPL Financial Services
20Diane KimuraMerrill Lynch and Co.
16Eric FujimotoAmeriprise Financial
19Gregory Boxold<UBS Financial Services
10Jeff WhiteLPL Financial Services
1Jonathan McRoberts*Morgan Stanley
14Laurence BalterWailea Capital Group
13Marienne McClureSmith Barney
12Michael HigaMerrill Lynch and Co.
18Michael Miller<UBS Financial Services
2Mike Strada*Morgan Stanley
7Peter BackusSmith Barney
3Robert Saracco**Merrill Lynch and Co.
15Sharon KayaUBS Financial Services
4Sita PeacockMerrill Lynch and Co.