Top financial advisors in Corona, CA
We've curated a list of the best financial advisors in Corona, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $508,842,818 Number of advisors 7 advisors | |||
| 2 | Assets under management $289,792,038 Number of advisors 18 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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Corona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corona. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Pacific Capital
Pacific Capital Wealth Advisors, Inc., operating as Pacific Capital, is a registered investment advisor based in Corona, California, established in 2011 by Chad T. Willardson. The firm specializes in providing financial planning services and ongoing investment supervisory services to clients, focusing on disciplined asset management and portfolio analysis to achieve client goals. Their Financial Life Inspection® service covers comprehensive financial planning aspects and is offered for a flat cost of $9,600. For ERISA plan services, Pacific Capital acts as a limited scope ERISA 3(21) fiduciary, assisting plan sponsors with investment decisions. The firm requires discretionary authority to manage client securities accounts and may recommend unaffiliated investment advisors when necessary. Clients typically include high net worth families, business owners, retirees, and retirement plan accounts, with a minimum investible asset value of $10,000,000 for accounts managed directly. Pacific Capital's investment strategies include long-term purchases, short-term purchases, trading, and options. The firm does not accept performance-based costs and provides investment advice based on clients' individual objectives and risk tolerance. Clients receive quarterly account reviews and statements, and Pacific Capital does not accept authority to vote proxies. The firm's fee structure for financial planning and investment supervisory services is based on account size and is paid quarterly in advance. Additional information about Chad T. Willardson, the President and Chief Compliance Officer, including his educational background and business experience, professional designations, and disciplinary information, is available in the supplementary brochure.
$508,842,818 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC is a registered investment adviser based in Corona, California, providing investment advisory services since February 20, 2008. The firm offers a range of services, including discretionary and non-discretionary portfolio management, access to third-party investment management services, and fee-based financial planning services. Clients typically grant the firm discretionary authority to manage their accounts, allowing Safeguard to determine specific securities to be bought or sold without prior approval. The firm may also use sub-advisers to manage portions of client accounts on a discretionary basis. Clients are required to provide suitability information, including financial situation, investment objectives, and risk tolerance. Financial planning and consulting services are available for a separate fee, with services ranging from broad-based financial planning to consultative or single-subject planning. Safeguard primarily employs fundamental analysis to analyze securities and offers investment strategies such as long-term and short-term trading. The firm charges advisory fees based on a percentage of assets under management, with rates varying depending on the total assets. Clients are encouraged to review account statements and advisory fees assessed. Safeguard does not accept performance-based fees or engage in side-by-side management. The firm does not compensate unaffiliated third parties for client referrals and does not have custody of client funds or securities. Clients are responsible for voting proxies, and the firm does not accept authority to vote on their behalf. Safeguard has implemented safeguards to protect client information and may disclose personal information to service providers and financial institutions as required by law.
$289,792,038 under management
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection 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.
Get matched with an advisorMethodology
To generate our top financial advisors list in Corona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corona. 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.
Top advisors in California
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