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Operator › Financial Advisor › Honolulu › Daniel Robertson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Daniel Robertson - Private Wealth Advisor, Ameriprise Financial Services, LLC

Unclaimed★ 5.0 · 2 reviews
Daniel Robertson - Private Wealth Advisor, Ameriprise Financial Services, LLC - Financial Advisor in Honolulu
Daniel Robertson - Private Wealth Advisor, Ameriprise Financial Services, LLC photo 2
2reviews
5.0rating
nightlyrefresh
Operator Profile
5.0 rating
2 reviews across platforms
2 reviews
Nightly refresh
Where they stand

Tracked in Honolulu Financial Advisor.

Daniel's perfect 5.0-star rating from Honolulu clients demonstrates consistent excellence in wealth advisory. As an Ameriprise-affiliated advisor, he operates within strict regulatory standards, providing confidence that your financial strategy is in qualified hands.

Gap to #1
  • Rating: 5.0/5 · Response rate: Tracking
  • Trust score: Tracking/100 · Profile score: 55/100
  • Market share: Tracking of Honolulu market
People (talent graph)

Who runs this business.

5 employees estimated.
Email addresses are blurred for anonymous visitors. Sign up free to see contact details.
Marketing intelligence

Where they spend to grow.

Ad channels detected from public campaign data. Spend estimates are directional.
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Estimated monthly ad spend
Not detected
Google Ads
detected
Meta Ads
detected
Yelp Ads
detected
Technology stack

What they run on.

Detected via public website scan, booking flows, and review response tooling.
Profile completeness55/100
Digital presence score0/100
Business profile

How they show up.

moderate

Daniel Robertson is a trusted Private Wealth Advisor with Ameriprise Financial Services, LLC, serving the Honolulu, HI community with comprehensive financial planning and wealth management solutions. With a 5.0-star rating based on client reviews, Daniel brings expertise and dedication to helping individuals and families achieve their financial goals. As a private wealth advisor, Daniel offers personalized financial guidance tailored to your unique circumstances and objectives. Whether you're looking to build wealth, plan for retirement, manage investments, or protect your family's financial future, Daniel provides professional services designed to give you confidence and peace of mind. Serving Honolulu residents and the surrounding areas, Daniel Robertson combines local market knowledge with the resources of Ameriprise Financial Services to deliver quality financial advice. His commitment to client satisfaction is reflected in the outstanding feedback from those he serves. Ready to take control of your financial future? Contact Daniel Robertson today to schedule a consultation and discover how professional wealth advisory services can benefit you and your family.

Specialties

Retirement PlanningInvestment ManagementEstate PlanningTax PlanningInsurance ReviewCollege Savings

Areas served

WaikikiAla MoanaKakaakoDowntownManoaMakikiKaimukiKapahuluHawaii KaiSalt LakeMoiliili
Review analytics

What customers say.

2 reviews.
Sentiment mix
Positive 1%
Neutral 99%

Market position

Loading market rank and neighboring financial advisor in Honolulu.
Browse all Financial Advisor in HonoluluPrevious top businessNext top business
Predicted events, 12 weeks

What happens next.

Forecasts based on review velocity, ad spend trajectory, and competitive positioning.
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Expected to hold #1 position
in ~6 weeks at current velocity
Confidence 72%
Review velocity trend: stable
Monitoring velocity
Confidence 65%
Market competition stable
Based on ad spend and new entrant signals
Confidence 58%
Capitalization events

Funding and financing history.

SBA loans, PPP, debt issuances sourced from SBA, SEC, and court filings.
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DateEventSource
-No capitalization events detectedSBA, SEC, court filings
Market context

Honolulu Financial Advisor market.

Businesses
-
Avg rating
5.0
Data refresh
Nightly
See the full Financial Advisor in Honolulu market report.
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Revenue intelligence

Revenue and operational signals.

Revenue band: under_100k
5
Est. team size
new_business
Growth signal
Distress score0/100 (low)
Succession risk10/100
Recent activity, 30 days

What changed.

NightlyData refreshed from public sourcesLive

Data updated Apr 11, 2026

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Contact
(808) 739-••••
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ameripriseadvisors.com
1585 Kapiolani Blvd Ste 1100, Honolulu, HI 96814, United States
Hours
Mon 9:00 AM - 5:00 PM
Tue 9:00 AM - 5:00 PM
Wed 9:00 AM - 5:00 PM
Thu 9:00 AM - 5:00 PM
Fri 9:00 AM - 5:00 PM
Sat Closed
Sun Closed
Quick stats
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Market position

26 more reviews would move this business to #1 in Honolulu.
Browse all Financial Advisor in Honolulu
#BusinessRatingReviewsResponse
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#8WestPac Wealth Partners (Hawaii)5.06Tracking
#9Smart Assets of Hawaii5.05Tracking
#10SEA Financial Hawaii5.05Tracking
#11Hawaii Financial Advisors, Inc.5.02Tracking
#12Coda Financial Group5.02Tracking