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Ranking Criteria

The Winner's Circle® is an organization independent of the firms involved and does not receive compensation from the over 100 participating firms or its affiliates, financial advisors or the media in exchange for ranking purposes. Each advisor on this year’s Hawaii Winner’s Circle® list was filtered down from a national list from securities firms, banks, independent firms and more. The Winner’s Circle team vetted each Series-7 registered advisor through a host of quantitative and qualitative criteria, including assets managed, revenues, experience levels, acceptable compliance records and U4 forms, discussions with management and more. Because client portfolios vary and are typically unaudited, portfolio performance is not a criteria; instead, The Winner's Circle focuses on customer satisfaction and client retention. The Winner’s Circle is a registered trademark of The Winner's Circle, LLC. For more information about The Winner’s Circle or to nominate an advisor, visit

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