Top financial advisors in Redding, CA
We’ve curated a list of the best financial advisors in Redding, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$287,237,394
Number of advisors
18 advisors
| $287,237,394 | 18 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 Redding, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redding. 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.
Rubicon Advisors
Rubicon Advisors, GP, operating as Rubicon Advisors, is a registered investment adviser based in Redding, CA. Established in an unspecified year, the firm specializes in managing assets for various clients to help achieve financial goals while considering risk tolerance and time horizons. Acting as a fiduciary, the firm always prioritizes clients' best interests by maintaining open communication and understanding clients' investment objectives. The firm offers a wrap fee program where clients pay a single fee for investment advisory services and related custodial transaction costs. The maximum annual fee charged does not exceed 1.90%, billed quarterly in advance based on account value. The firm's investment philosophy involves creating tailored portfolios consisting of individual stocks, bonds, ETFs, and other securities to meet specific client needs and goals. Investment strategies include closed-end funds, ETFs, mutual funds, non-traded BDCs, structured products, and more. The firm's representatives are licensed insurance agents and CPAs, providing tax preparation services separately. Rubicon Advisors maintains a Code of Ethics to ensure fair and ethical practices, with a focus on client interests. The firm reviews client accounts annually and does not provide cash or non-cash compensation for client referrals. Additionally, the firm does not have financial conditions impairing its ability to meet obligations to clients.
$287,237,394 under management
18 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 Redding, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redding. 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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