Top advisors in Aliso Viejo
We’ve curated a list of the best financial advisors in Aliso Viejo, take a look at it below
Find an advisor in Aliso Viejo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,908,679,869 | 205 advisors | ||
| 2 | $760,093,795 | 8 advisors | ||
| 3 | $656,540,517 | 5 advisors | ||
| 4 | $382,500,156 | 8 advisors | ||
| 5 | $100 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Aliso Viejo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Aliso Viejo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Nfp Retirement Inc.
Assets under management
$12,908,679,869
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Research Reports On 401(k) Plans
2. Select Money Management, Inc.
Assets under management
$760,093,795
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
3. Anchor Capital
Assets under management
$656,540,517
Fee structure
A percentage of assets under your management
FLAT FEE
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Claraphi Advisory Network, LLC
Assets under management
$382,500,156
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
5. Preston Capital
Assets under management
$100
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.