Top advisors in Pleasant Hill
We’ve curated a list of the best financial advisors in Pleasant Hill, take a look at it below
Find an advisor in Pleasant Hill| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $346,709,069 | 7 advisors | ||
| 2 | $118,281,000 | 3 advisors | ||
| 3 | $105,873,865 | 2 advisors | ||
| 4 | $81,418,747 | 3 advisors |
How we came up with this list
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. 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. Wagner Loftin Investment Services LLC
Assets under management
$346,709,069
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
2. Pathwise
Assets under management
$118,281,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. Ascension Wealth Partners, LLC
Assets under management
$105,873,865
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
4. Burr Financial Services, LLC
Assets under management
$81,418,747
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.