Are you an advisor? Go to Unbiased Pro

Top financial advisors in Point Richmond, CA

We've curated a list of the best financial advisors in Point Richmond, take a look at it below.

# Company
1

Assets under management

$163,791,000

Number of advisors

6 advisors

Just 2 minutes to apply
Free first consultation
No unsolicited calls
Get matched with an advisor

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.

  • Kingsford Capital Management, LLC

    Kingsford Capital Management, LLC is a California limited liability company established in 2001, with Michael I. Wilkins as the principal owner and portfolio manager. The firm specializes in providing discretionary investment advisory services to commingled vehicles structured as private funds, including Kingsford International and Kingsford Alpha Capture Fund. The firm also manages separately managed accounts. Kingsford pursues a fundamental, short-selling investment strategy, sometimes paired with index longs to create a market-neutral strategy. The firm does not tailor services to individual client needs, except for investment restrictions imposed by separate account clients. As of December 31, 2024, Kingsford had approximately $158,208,000 in assets under management, all on a discretionary basis. Fees are negotiable and vary, with management fees and performance allocations being charged. The firm is a fiduciary and maintains a Code of Ethics to ensure compliance with fiduciary obligations. Kingsford has discretion in managing client accounts and decides whether to vote proxies based on the proposal's impact on the investment strategy. The firm has a privacy policy in place to protect clients' non-public personal information.

    $163,791,000 under management

    6 advisors

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    PERFORMANCE BASED ALLOCATIONS FROM INVESTMENT PARTNERSHIPS

    Services offered

    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)

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 advisor

Methodology

To find the top financial advisors in Point Richmond, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Top advisors in California

AlamedaAlamoAliso ViejoAnaheimAuburnBakersfieldBerkeleyBeverly HillsBreaBurbankBurlingameCalabasasCamarilloCampbellCarlsbadCarmelCentury CityChicoClaremontClaytonConcordCoronaCorona Del MarCoronadoCorte MaderaCosta MesaCulver CityCupertinoCypressDaly CityDana PointDanvilleDavisDel MarDiamond BarEast Palo AltoEl Dorado HillsEl SegundoEncinitasEscondidoFairfieldFolsomFoster CityFremontFresnoFullertonGlendaleGoletaGranite BayGrass ValleyHuntington BeachIndian WellsIrvineLafayetteLaguna BeachLaguna HillsLaguna NiguelLake ForestLa MesaLarkspurLivermoreLodiLong BeachLos AltosLos AngelesLos GatosManhattan BeachMarina Del ReyMenlo ParkMill ValleyModestoMontecitoMontereyMoorparkMorgan HillMountain ViewMurrietaNapaNewport BeachNorth HollywoodNovatoOaklandOntarioOrangeOrindaPalm DesertPalo AltoPalos Verdes EstatesPasadenaPetalumaPiedmontPlacentiaPlaya VistaPleasant HillPleasantonPortola ValleyRancho Santa FeReddingRedlandsRedondo BeachRedwood CityRedwood ShoresRiponRiversideRocklinRolling HillsRolling Hills Est.RosevilleSacramentoSam RamonSan BernardinoSan ClementeSan DiegoSan FranciscoSan JoseSan Juan CapistranoSan Luis ObispoSan MarinoSan MateoSan RafaelSan RamonSanta AnaSanta BarbaraSanta ClaraSanta MonicaSanta RosaSaratogaSausalitoSeal BeachSebastopolSherman OaksSimi ValleySolana BeachSonomaSouth Coast MetroSouth PasadenaSouth San FranciscoStocktonStudio CityTemeculaThousand OaksTiburonTorranceTustinWalnut CreekWatsonvilleWest HollywoodWestlake VillageWhittierWoodland HillsYorba Linda

It's quick and easy to find the right financial advisor for you

Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2

Answer a few questions about your needs.

Match with an advisor
3

Connect with your perfectly matched financial advisor.
Your first meeting is free.

Frequently asked questions