Top financial advisors in Ripon, CA
We’ve curated a list of the best financial advisors in Ripon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$173,245,163
Number of advisors
3 advisors
| $173,245,163 | 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 Ripon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ripon. 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.
Sierra Ocean, LLC
Sierra Ocean, LLC is a registered investment advisor established in May 2021 and owned by Jeffrey S. Burrow. The firm offers investment management services tailored to each client's needs, including financial planning and consulting services. Clients may engage Sierra Ocean for financial planning on a project or ongoing basis, with fees ranging from $5,000 to $35,000 per year, negotiable based on various factors. The firm primarily recommends individual equities, fixed income securities, mutual funds, and exchange-traded funds for client portfolios. Sierra Ocean charges an annual investment advisory fee ranging from 0.50% to 1.25% of assets under management or a fixed annual retainer. The firm does not accept performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have the option to have advisory fees deducted from their custodial account. Sierra Ocean does not participate in a wrap fee program and has not been subject to disciplinary actions. The firm does not vote client proxies and does not receive compensation from investment advisors it recommends. Sierra Ocean may aggregate client orders to seek best execution and may receive support services from broker-dealers. The firm does not vote client proxies and does not receive compensation for client referrals. Sierra Ocean maintains investment discretion for client accounts and does not require advance fees exceeding $1,200 per client. The firm has no financial conditions impairing its ability to meet commitments and has not filed for bankruptcy.
$173,245,163 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension 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 Ripon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ripon. 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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