Top financial advisors in Lodi, CA
We've curated a list of the best financial advisors in Lodi, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $150,000,000 Number of advisors 31 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 find the top financial advisors in Lodi, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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.
Valley Wealth Strategies, LLC
Valley Wealth Strategies, LLC, operating as Zuk Financial and Drummond & Associates, is a registered investment advisor founded in January 2016. The firm offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, small businesses, charitable organizations, and retirement plans. As a fiduciary, the firm upholds a duty of loyalty, fairness, and good faith towards clients. Investment management services include customized solutions through discretionary and/or non-discretionary management using mutual funds, ETFs, individual stocks, and fixed income securities. VWS may recommend redistributing investments, increasing sector weightings, and employing cash positions as hedges. The firm primarily focuses on long-term investments but may make short-term adjustments based on client objectives or market conditions. VWS does not charge performance-based fees and manages approximately $1.2 billion in client assets. Fees for advisory services are up to 1.25% annually, based on a tiered schedule. VWS does not participate in soft dollar programs and does not receive compensation for securities transactions. The firm does not have custody of client funds except for fee deduction purposes and money movement authorization. Clients have the right to limit sharing of personal information, and VWS does not sell client data. The firm's Privacy Policy ensures the protection and confidentiality of client information.
$150,000,000 under management
31 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
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 find the top financial advisors in Lodi, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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