Top advisors in Chico
We’ve curated a list of the best financial advisors in Chico, take a look at it below
Find an advisor in Chico| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $568,032,343 | 4 advisors | ||
| 2 | $422,906,562 | 4 advisors | ||
| 3 | $408,282,476 | 4 advisors | ||
| 4 | $106,628,368 | 3 advisors | ||
| 5 | $70,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Chico, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chico. 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. Kornerstone, Inc.
Assets under management
$568,032,343
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
2. Sweeney & Michel, LLC
Assets under management
$422,906,562
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
3. The O'donnell Group
Assets under management
$408,282,476
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
4. Murray Financial Services, Inc
Assets under management
$106,628,368
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
5. Spelts Wealth Management, Inc
Assets under management
$70,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Your first meeting is free.