Top 9 advisors in Pleasanton
We’ve curated a list of the best financial advisors in Pleasanton, take a look at it below
Find an advisor in Pleasanton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,211,051,691 | 53 advisors | ||
| 2 | $705,314,756 | 9 advisors | ||
| 3 | $620,626,658 | 12 advisors | ||
| 4 | $191,704,523 | 5 advisors | ||
| 5 | $134,448,121 | 7 advisors | ||
| 6 | $123,100,000 | 4 advisors | ||
| 7 | $59,251,111 | 4 advisors | ||
| 8 | $34,500,000 | 2 advisors | ||
| 9 | $539,417 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Pleasanton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasanton. 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. Adero Partners, LLC
Assets under management
$3,211,051,691
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
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
2. Rpg Investment Advisory, LLC
Assets under management
$705,314,756
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
3. Mirador Capital Partners
Assets under management
$620,626,658
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
4. Maxwell Wealth
Assets under management
$191,704,523
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Baybridge Capital Group, LLC
Assets under management
$134,448,121
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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
6. Sierra Pacific Financial Advisors
Assets under management
$123,100,000
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
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Media Wealth
Assets under management
$59,251,111
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Tvv Advisers, LLC
Assets under management
$34,500,000
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
9. 99rises Inc.
Assets under management
$539,417
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.