Top 6 advisors in Novato
We’ve curated a list of the best financial advisors in Novato, take a look at it below
Find an advisor in Novato| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,071,521,476 | 17 advisors | ||
| 2 | $982,978,832 | 14 advisors | ||
| 3 | $245,180,000 | 5 advisors | ||
| 4 | $237,745,000 | 8 advisors | ||
| 5 | $76,876,433 | 6 advisors | ||
| 6 | $44,582,718 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Novato, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Novato. 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. Hennessy Advisors, Inc.
Assets under management
$3,071,521,476
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
2. Equius Partners, Inc.
Assets under management
$982,978,832
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Winans Investments
Assets under management
$245,180,000
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Advisory Consulting And Research Services
4. Alpha Wealth Management And Planning LLC
Assets under management
$237,745,000
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
5. Mcm Wealth
Assets under management
$76,876,433
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Educational Seminars/workshops
6. Baughman Financial Group
Assets under management
$44,582,718
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
Educational Seminars/workshops
Consultations
Your first meeting is free.