The Rice Partnership Named One of America’s Top Financial Advisory Firms of 2026 by Newsweek

FOR IMMEDIATE RELEASE

April 15, 2026

The Rice Partnership Named One of America’s Top Financial Advisory Firms of 2026 by Newsweek

Honolulu, Hawaii — The Rice Partnership, a leading independent financial advisory firm, has been recognized as one of America’s Top Financial Advisory Firms of 2026, a prestigious ranking published by Newsweek in partnership with Plant-A Insights Group. America’s Top Financial Advisory Firms highlights firms across the United States that exemplify excellence in financial advisory services based on rigorous evaluation criteria. Notably The Rice Partnership was the only firm headquartered in Hawaii to be included in the 2026 ranking.

This recognition reflects The Rice Partnership’s commitment to delivering high-quality, objective, and client-centric financial guidance. Firms honored on the list were evaluated on multiple key performance metrics including asset performance, client performance, adviser expertise, breadth of services, and management of conflicts of interest — representing the highest standards of fiduciary professionalism in the industry.

The America’s Top Financial Advisory Firms ranking considers a broad universe of SEC-registered advisory firms and identifies those that demonstrate outstanding performance and client service across a comprehensive set of criteria. The Rice Partnership joins a select group of firms nationwide recognized for their contributions to helping individuals, families, and institutions achieve long-term financial success.

About The Rice Partnership

The Rice Partnership is an independent investment advisory firm with over 30 years of experience serving a diverse client base across Hawaii and California. The firm takes an agile, highly personal approach to wealth management, grounded in deep expertise and collaboration. With offices in Honolulu, Maui, San Luis Obispo, and Paso Robles, The Rice Partnership is committed to helping clients navigate complex financial decisions through tailored strategies that align with their priorities and long-term objectives.

The Rice Partnership is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about The Rice Partnership, including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

Disclosure

The America’s Top Financial Advisory Firms 2026 award is presented by Newsweek in partnership with Plant-A Insights. Advisory firms were considered based on criteria including size, performance, conflicts of interest, services, and expertise. The Rice Partnership did not provide any sort of compensation to be considered for the award or for reprinting.

Ashley Wilken promoted to Partner at The Rice Partnership

Ashley Wilken The Rice PartnershipSenior Wealth Manager Ashley Wilken has been named a partner at The Rice Partnership, a Honolulu-based wealth management firm with offices in Hawaii and California.

Wilken is currently in charge of the firm’s two offices in San Luis Obispo and Paso Robles.

“Ashley not only spearheaded the opening of our first California office in 2018, she has done an outstanding job building strong relationships within the greater Central Coast community, as well as among our Hawaii clientele,” principal Bonnie Rice said.

Wilken worked as a commercial and agricultural lender in San Luis Obispo County after graduating from Cal Poly where she earned an MBA and a degree in Agribusiness.  She is a CERTIFIED FINANCIAL PLANNER™️, Certified Trust and Fiduciary Advisor (CTFA) and NFLPA Registered Player Financial Advisor.

The Rice Partnership LLC is a national financial advisory firm with branches in Honolulu, Maui and California. The firm specializes in customized investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations.

Ashley Wilken attains Certified Trust and Fiduciary Advisor certification

The Rice Partnership is pleased to announce that Senior Wealth Manager Ashley Wilken was recently awarded the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association.

“Earning the CTFA certification validates Ashley’s experience and depth of education in estate planning and wealth management,” said Bonnie Rice, Principal of The Rice Partnership.

The CTFA certification is awarded to individuals who demonstrate excellence in the field of wealth management and trust. To qualify for the CTFA certification, individuals must have certain levels of experience and education in the trust profession, pass an exam, and agree to abide by a code of ethics. The CTFA exam covers many areas including fiduciary and trust activities, financial planning, tax law and planning, investment management and ethics.

A CERTIFIED FINANCIAL PLANNER TM and Cal Poly MBA graduate as well, Wilken opened The Rice Partnership’s first California office in 2018. She currently manages the firm’s San Luis Obispo and Paso Robles locations.

The Rice Partnership receives 2023 SLO Family-Friendly Workplace Award

The Rice Partnership upgrade Blue Diamond (1)

The San Luis Obispo County Family-Friendly Workplace has named The Rice Partnership as one of its 2023 third round award recipients. The wealth management firm achieved the top Blue Diamond “Change Makers” level, the highest family-friendly practices category for employers actively working to better its workplace culture and support employees.

The 2023 SLO Family Friendly Awards recognize public, private and nonprofit Central Coast employers of any size that submit a comprehensive online assessment while continuing to implement a wide range of family-friendly policies in their workplace.

The Rice Partnership named Fastest Growing Firm in Hawaii by Citywire RIA

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For the second year in a row, Honolulu-based The Rice Partnership has been named “Top Grower in Hawaii” in CityWire RIA’s annual 50 Growers Across America report. CityWire RIA looked at the latest data from Registered Investment Advisors (RIAs) across the country to determine which firms met its tough criteria for fastest growers in 2023.

According to CityWire’s evaluation, The Rice Partnership had the highest “growth factor” numbers in Hawaii for all of its three performance categories, earning the firm the distinction of top grower in the state.

The $499m wealth management firm is led by Principal Bonnie Rice. Her partners include Chief Investment Officer Orest Saikevych, Senior Wealth Manager Sarah Bredhoff and most recently in July 2022, Lia Young, Director of Operations & Client
Services. In addition to its Honolulu headquarters, The Rice Partnership has an office in Maui, led by senior wealth manager Sarah Bredhoff, and two in California’s central coast region – Paso Robles and San Luis Obispo. Senior wealth manager Ashley Wilken anchors both California offices.

 

Top Grower in Hawaii” award was given by CityWire RIA based on data from 2023. The Rice Partnership did not provide compensation in exchange for this award.

Ashley Wilken named one of 40 Under 40 Winners for 2022   

San Luis Obispo, CA – Ashley Wilken, Senior Wealth Manager with The RiceAshley Wilkin The Rice Partnership Partnership, has been selected as one of Pacific Coast Business Times 40 Under 40 Honorees, Class of 2022.

According to the publication, nominees must be under 40 years old and have made significant contributions through professional or volunteer work in the Tri-County region.

As the Senior Wealth Manager for The Rice Partnership and head of the firm’s San Luis Obispo and Paso Robles offices, Wilken has been recognized for her achievements in the financial industry since 2011.

She also takes on a highly active role in the community, currently serving on the boards of the Foundation for the Performing Arts Center, the Paso Robles Chamber of Commerce, and the Rotary Club of Paso Robles. She has also previously served on the boards for the SLO County California Women for Agriculture and the California Central Coast Girl Scouts. 

Previously, Wilken worked as a commercial and agricultural lender in San Luis Obispo County since graduating from Cal Poly with an MBA and a degree in Agribusiness.  She is a CERTIFIED FINANCIAL PLANNERTM and NFLPA Registered Player Financial Advisor.

The Rice Partnership LLC is a national financial advisory firm headquartered in Honolulu with branches in Maui and California. The firm specializes in investment management and estate planning, as well as tax and strategic advisory services for individuals, families and charitable organizations throughout Hawaii and the mainland.