Top financial advisors in Saratoga, CA
We've curated a list of the best financial advisors in Saratoga, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $90,310,526 Number of advisors 10 advisors | |||
| 2 | Assets under management $237,971,170 Number of advisors 6 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.
Get matched with an advisorMethodology
To find the top financial advisors in Saratoga, 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.
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.
Aria Wealth Management
ARIA Wealth Management, Inc. is an independent, fee-based registered investment advisory firm established in February 2017 and registered with the SEC since May 2017. The firm manages over $122 million in assets for various clients, including individuals, families, trusts, corporations, and charitable organizations. Services offered include investment supervisory services tailored to individual client needs, third-party investment advisory services, and sub-advisory services. The firm employs fundamental and technical analysis methods to guide investment strategies, focusing on asset allocation and modern portfolio theory principles. Fees are based on a percentage of assets under management, with planning fees ranging from $1500-$2500 per plan. ARIA Wealth Management, Inc. acts as a fiduciary, disclosing all material conflicts of interest and providing transparent compensation structures. Clients have the option for discretionary or non-discretionary account management, with the firm typically having discretion over client accounts. The firm does not engage in performance-based fees or side-by-side management and has no disciplinary events on record. Clients retain voting rights for their securities, and the firm does not vote proxies on their behalf. ARIA Wealth Management, Inc. does not have custody of client assets and requires a qualified custodian for client assets.
$90,310,526 under management
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
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
Selection Of Other Advisers
Scion Asset Management, LLC
Scion Asset Management, LLC is a financial advisory firm based in Saratoga, California. It currently has approximately $237,971,170 of assets under management and employs about 6 people. Scion Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$237,971,170 under management
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 advisorMethodology
To find the top financial advisors in Saratoga, 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.
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