Top financial advisors in Pleasant Hill, CA
We’ve curated a list of the best financial advisors in Pleasant Hill, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$346,709,069
Number of advisors
7 advisors
| $346,709,069 | 7 advisors | |
| 2 |
Assets under management
$118,281,000
Number of advisors
3 advisors
| $118,281,000 | 3 advisors | |
| 3 |
Assets under management
$105,873,865
Number of advisors
2 advisors
| $105,873,865 | 2 advisors | |
| 4 |
Assets under management
$81,418,747
Number of advisors
3 advisors
| $81,418,747 | 3 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.
Methodology
To generate our top financial advisors list in Pleasant Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasant Hill. 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.
Wagner Loftin Investment Services LLC
Wagner Loftin Investment Services LLC is a financial advisory firm based in Pleasant Hill, CA, established in 1993. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. As a fiduciary, the firm is committed to acting in the best interest of clients, offering tailored investment advice through their VISION2020 Wealth Management Platform – Advisor Managed Portfolios Program. The firm does not impose a minimum account balance requirement for clients to engage in services. For their Advisor Managed Portfolios service, the firm charges a maximum annual fee of 1.25%, billed quarterly in advance. Clients may incur transaction fees for trades executed by the custodian, Pershing LLC. The firm does not offer or sponsor a wrap fee program. Regulatory assets under management total $478,043,100 on a discretionary basis and $480,245 on a non-discretionary basis as of December 31, 2024. The firm utilizes Pershing LLC as a custodian for client assets and to execute trades, considering factors such as timeliness of execution and research services. The firm does not receive soft dollars in excess of what is allowed by regulations. Wagner Loftin Investment Services LLC does not accept proxy authority to vote client securities and does not provide financial information in the brochure.
$346,709,069 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPathwise
Pathwise is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $118,281,000 of assets under management and employs about 3 people. Pathwise uses a fee structure of a percentage of assets under your management and fixed fees.
$118,281,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesAscension Wealth Partners, LLC
Ascension Wealth Partners, LLC is a Pleasant Hill, California-based investment advisory firm founded in 2008. The firm offers investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and various business entities. Ascension is registered with the SEC and provides investment management services on a discretionary basis. Clients undergo a personal interview to determine investment objectives, risk tolerance, and other relevant information. The firm constructs and manages client accounts based on client guidelines and Ascension's investment policies. Ascension primarily invests in registered mutual funds and may include other securities based on client objectives. The firm charges a quarterly advisory fee based on a percentage of assets under management. Clients' assets are held at a qualified custodian, with Schwab being a recommended custodian. Ascension has complete discretion over securities selection and may choose broker-dealers for transactions. The firm does not accept proxy voting authority and does not have any financial commitments impairing its ability to meet obligations. Clients receive quarterly reports detailing account holdings, expenses, and account value. Ascension does not have any disciplinary events to disclose.
$105,873,865 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesBurr Financial Services, LLC
Burr Financial Services, LLC, established in 2022 in Pleasant Hill, CA, offers a range of investment advisory services to individuals, high net worth individuals, trusts, and estates. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include financial planning, asset management, and investment strategies tailored to client needs and goals. The firm primarily uses fundamental, technical, cyclical, and behavioral finance methods of analysis, along with asset allocation strategies. Clients can engage in long-term or short-term investment strategies, with a focus on balancing risk and reward. The firm manages $155,380,627 on a discretionary basis as of December 31, 2024. For asset management services, the annual fee is generally 2.00%, with fees billed quarterly in advance based on account values. Clients may incur transaction fees and other expenses related to investments. The firm recommends the use of Schwab as a custodian/broker, offering a range of investment products and services. Burr Financial Services does not receive soft dollars in excess of what is allowed by regulations and does not provide cash or non-cash compensation for client referrals. Clients have the option to grant investment discretion to the firm, allowing for securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Financial information is not provided in the brochure as the firm does not have financial conditions that impair meeting obligations to clients.
$81,418,747 under management
3 advisors
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.
Methodology
To generate our top financial advisors list in Pleasant Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasant Hill. 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.
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