Top financial advisors in Monterey, CA
We've curated a list of the best financial advisors in Monterey, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $851,565,371 Number of advisors 12 advisors | |||
| 2 | Assets under management $470,228,834 Number of advisors 15 advisors | |||
| 3 | Assets under management $118,050,000 Number of advisors 4 advisors | |||
| 4 | Assets under management $2,029,330 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 Monterey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Monterey. 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.
Monterey Private Wealth, Inc.
Monterey Private Wealth, Inc. is a registered investment adviser established in 2001, offering investment advisory services, financial planning, and retirement plan consulting. Clients can engage in discretionary or non-discretionary services based on a fee structure that ranges from negotiable to 1.125% of assets under management. Additional financial planning and consulting services are available on a separate fee basis. The firm may recommend allocating assets among various securities, mutual funds, ETFs, and government securities based on client objectives. MPW does not participate in wrap fee programs and does not accept performance-based fees. The firm conducts ongoing account reviews and provides clients with regular statements. MPW recommends Schwab or Ascensus as custodians and does not compensate for client referrals. Clients maintain exclusive responsibility for voting securities. The firm does not vote client proxies. MPW does not foresee any financial conditions impairing its ability to meet commitments. For any inquiries, clients can contact Steven Merrell, Chief Compliance Officer.
$851,565,371 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
Integris Wealth Management, LLC
Integris Wealth Management, LLC is an SEC Registered Investment Adviser founded in 1997 and based in Monterey, CA. The firm is independent, fee-only, and team-based, acting as a fiduciary for clients. They offer investment management and comprehensive financial planning services to individuals, families, trusts, pension and profit-sharing plans, for-profit corporations, and not-for-profit corporations. Integris' services include investment management, financial sustainability analysis, legacy and incapacity planning, risk management, and other financial planning. The firm's investment strategy focuses on understanding clients' goals, determining appropriate asset allocation, and utilizing passive mutual funds and exchange-traded funds for diversification. Integris charges an annual fee based on a percentage of assets under management, with a minimum fee structure. Clients have investment discretion within agreed-upon guidelines, and the firm does not charge performance-based fees. Integris does not have a minimum account size requirement but suggests services are best suited for those with around $1 million or more in investable assets. The firm does not participate in wrap fee programs and primarily uses Schwab Institutional for brokerage services. Integris has not been involved in any disciplinary actions and maintains a client-focused approach with transparent fee structures and no compensation from third parties.
$470,228,834 under management
15 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
Topturn Capital, LLC
Topturn Capital, LLC, located in Monterey, California, is a registered investment adviser specializing in investment management, wealth management, financial planning, and consulting services. Established on September 15, 2009, the firm is owned by Dan Darchuck and Greg Stewart. With $178,358,890 in regulatory assets under management as of December 31, 2024, Topturn offers discretionary and non-discretionary management of investment portfolios, tailored to individual client needs. The firm primarily allocates assets among independent investment managers, ETFs, and individual securities, with a focus on comprehensive financial planning and risk management. Topturn charges fees based on a percentage of assets under management, with a minimum account size of $1,500,000, although smaller portfolios may be accepted based on specific criteria. The firm does not charge performance-based fees and acts with investment discretion, allowing it to make decisions on behalf of clients without prior consent. Topturn's investment strategies include fundamental, technical, and cyclical analysis, aiming to achieve superior risk-adjusted returns for clients. The firm also discloses its brokerage practices, custody arrangements, and voting policies to ensure transparency and client protection.
$118,050,000 under management
4 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
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Distribution Cognizant, LLC
Distribution Cognizant, LLC is a financial advisory firm based in Monterey, California. It currently has approximately $2,029,330 of assets under management and employs about 1 people. Distribution Cognizant, LLC uses a fee structure of and a percentage of assets under your management.
$2,029,330 under management
1 advisor
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
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 Monterey, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Monterey. 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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