Top advisors in Corona Del Mar
We’ve curated a list of the best financial advisors in Corona Del Mar, take a look at it below
Find an advisor in Corona Del Mar| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $35,247,839 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Corona Del Mar, 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 Del Mar. 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. Alphapoint, Inc.
Assets under management
$35,247,839
Fee structure
Fixed fees
Services offered
Financial Planning Services
Pension Consulting Services
Your first meeting is free.