Top financial advisors in Clayton, CA
We’ve curated a list of the best financial advisors in Clayton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$201,509,202
Number of advisors
3 advisors
| $201,509,202 | 3 advisors | |
| 2 |
Assets under management
$186,698,190
Number of advisors
3 advisors
| $186,698,190 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clayton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clayton. 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.
Pursue Wealth Partners, LLC
Pursue Wealth Partners, LLC is a registered investment advisor founded in March 2023 by Managing Directors Jarrett A. Brady and Gregory G. Kern. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. Pursue Wealth Partners acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client. The firm provides customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning, and consulting services. As of December 31, 2024, Pursue Wealth Partners manages over $221 million in client assets, with fees ranging from 0.70% to 2.50% based on various factors. The firm primarily uses fundamental and technical analysis methods in developing investment strategies, focusing on long-term investments but may make short-term adjustments based on client objectives and market conditions. Clients are required to enter into advisory agreements with the firm, which detail the terms, conditions, authority, and responsibilities of both parties. Pursue Wealth Partners does not accept or maintain custody of client funds, except for limited circumstances related to fee deductions and money movement authorization. The firm's Chief Compliance Officer, Yarenis R. Rodriguez, ensures compliance with regulatory requirements and oversees the protection of client information. Pursue Wealth Partners is committed to safeguarding client data and maintaining transparency in its operations. Clients can request a copy of the Privacy Policy and contact the firm with any questions or concerns.
$201,509,202 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersIcapital Wealth LLC
iCapital Wealth LLC is a registered investment advisor established in November 2020, located in Clayton, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, iCapital Wealth upholds a duty of loyalty, fairness, and good faith towards each client. The firm offers customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning, and consulting services. Investment strategies may include mutual funds, ETFs, individual equities, bonds, options contracts, and alternative investment vehicles. The minimum account or relationship size is not imposed by iCapital Wealth. The firm manages over $296 million in client assets as of December 31, 2022, with fees ranging from 0.70% to 2.50% based on various factors. iCapital Wealth does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion, allowing the firm to select and manage securities without prior client approval within agreed-upon guidelines. The firm's Chief Compliance Officer, Yarenis R. Rodriguez, ensures the security and confidentiality of clients' personal information. iCapital Wealth has a Privacy Policy in place to protect and limit the sharing of clients' personal information with non-affiliated third parties, except as necessary for servicing accounts. Clients have the right to limit some of this sharing as per federal and state laws. The firm maintains physical, procedural, and electronic security measures to safeguard clients' personal information.
$186,698,190 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clayton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clayton. 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.
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