Top financial advisors in Fremont, CA
We've curated a list of the best financial advisors in Fremont, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $485,623,893 Number of advisors 16 advisors | |||
| 2 | Assets under management $24,000,000 Number of advisors 1 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 Fremont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fremont. 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.
Morling Financial Advisors, LLC
Morling Financial Advisors, LLC is an independent registered investment advisor founded in 1999 in California. The firm offers financial planning and investment management services to individuals, families, businesses, retirement plans, and non-profit organizations. Clients can engage Morling Financial Advisors for discretionary investment management services, where assets are allocated across various securities and investment vehicles. The firm also provides financial planning and consulting services covering a wide range of financial topics. Morling Financial Advisors manages over $755 million in client assets as of December 31, 2024. Regarding fees, the firm charges annualized investment management fees based on a tiered fee schedule, with a minimum annual fee of $15,000. Financial planning and consulting services are billed on a flat fee or hourly basis. The firm does not charge performance-based fees or side-by-side management fees. Morling Financial Advisors acts as a fiduciary and does not accept compensation for the sale of investment products. Clients have the option to direct brokerage and may impose reasonable restrictions on the management of their assets. The firm does not have any disciplinary history and has no financial commitments impairing its ability to meet client obligations.
$485,623,893 under management
16 advisors
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
Parah Capital Management, LLC
Parah Capital Management, LLC is a registered investment adviser based in Fremont, California, established in 2008. The firm specializes in providing fee-only financial planning and investment management services. Led by Chief Compliance Officer and Managing Partner Howard Chen, the firm follows strict fiduciary standards, always prioritizing clients' interests and avoiding conflicts of interest. Parah offers a comprehensive range of financial planning services, including investment planning, retirement planning, estate planning, and risk management. For investment management, Parah employs a "Core++" investment approach, focusing on long-term growth potential of equities and utilizing a value strategy to identify investment opportunities. The firm manages $46,000,000.00 of client assets on a discretionary basis as of January 29th, 2025. Parah's fee structure is based on a percentage of assets under management, with fees ranging from 1.25% for assets under $500,000 to negotiable rates for assets over $5 million. Fees are deducted directly from client custodial accounts and are payable quarterly in advance. Clients grant Parah investment discretion to execute recommendations in accordance with the client's objectives, with reviews conducted annually. The firm does not charge performance-based fees and provides investment advice to individuals, businesses, pension and profit-sharing plans, trusts, and estates. Parah does not participate in wrap-fee programs and does not receive compensation for the sale of securities or investment products. The firm has no disciplinary history and maintains a high standard of business conduct outlined in its Code of Ethics.
$24,000,000 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
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 Fremont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fremont. 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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