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CNBC Financial Advisor 100 List 2024

4th Oct 2024 | News | The Cadinha Team

Hawai’i firm, Cadinha & Co., LLC named to 2024 CNBC Financial Advisor 100 list for fifth appearance in six years.

Local Registered Investment Adviser (RIA) Cadinha & Co., LLC was ranked 98th in a distinguished national ranking.

[HONOLULU, HAWAI’I, October 2, 2024—] Cadinha & Co., LLC is pleased to announce it has been named to the CNBC Financial Advisor 100 list for 2024. This marks the sixth annual CNBC FA 100 list and the fifth time the Cadinha team has been recognized on the top Financial Advisor list by CNBC. In 2024, Cadinha & Co., LLC returned to the distinguished list with a ranking of 98th.

“Over the past six years, we have witnessed some of the most uncertain and volatile markets in financial market history. To be consistently acknowledged by CNBC as being among the top investment advisory firms during this time is truly humbling,” replied Chairman and Chief Strategist, Harlan J. Cadinha.

The CNBC FA 100 recognizes those advisory firms who best help clients navigate their financial lives. The FA 100 ranking is based on a proprietary methodology developed by CNBC in partnership with data provider, AccuPoint Solutions. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of Registered Investment Advisors (RIAs). Through a process, the list of 40,896 firms was cut to 903 RIAs who met CNBC’s proprietary criteria. CNBC surveyed the remaining 903 RIAs and verified the data from the survey with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

“Being recognized on such a notable list that includes some of the most talented investment firms remains both an honor and blessing. But doing so consistently, while navigating through particularly volatile markets, is a testament to our loyal clients who have entrusted us to be a steady guide for them over the past 45 years. This also recognizes the grit and determination of our talented and dedicated team,” noted CEO, President & CIO, Kalei Cadinha‐Pua’a. “It’s with great pride that we not only bring this recognition home to Hawai’i, but also that we are able to represent the State of Hawai’i on a global platform. We are humbled by the kuleana (responsibility) that such a distinguished award brings and hope to inspire other local companies to aim high while also maintaining a firm foundation here in Hawai’i,” added Cadinha‐Pua’a.

More about Cadinha: Cadinha & Co., LLC is a minority and women-owned Registered Investment Advisory firm. Since the company’s founding in 1979, it has served as a fiduciary to its clients. By operating under the highest ethical standard of responsibility and acting in their clients’ best interests while providing full transparency, Cadinha stands committed to these principles since its first day over 45 years ago.

More about CNBC FA 100: Unlike many “pay to play” awards, CNBC receives no compensation from placing advisory firms on the CNBC FA 100 list. Additionally, an advisor’s appearance on the CNBC FA 100 list does not constitute an individual endorsement by CNBC.

For more information, please call the Cadinha Team at (808) 523‐9488 or visit www.cadinha.com.

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