Mosaic Pacific Investment Advisors, LLC, now part of Creative Planning

Honolulu, Hawaii

Independent RIA

Latitude Wealth Management is an independent wealth management firm in Honolulu offering financial planning and investment management services to individuals and small businesses. The firm operates without proprietary product affiliations and focuses on strategies addressing wealth creation, protection, and legacy planning. Their stated approach emphasizes a structured planning process with attention to current needs and tax efficiency, supported by personalized advisory service.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Honolulu, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Honolulu, Hawaii

Ashton Thomas Private Wealth provides investment management and wealth planning services to affluent individuals in Honolulu, Hawaii. The firm offers asset management, wealth planning, estate and trust solutions, and tax services, with specialized teams in wealth planning and asset management led by principals including Aaron Brodt, Drinan Gorney, and Kevin Kading. Trust, family office, and banking solutions are provided through affiliated third-party entities, while tax services operate through Ashton Thomas Tax Advisory and insurance products through Ashton Thomas Insurance Agency.

Hilo, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hilo, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.