Top financial advisors in Whittier, CA
We've curated a list of the best financial advisors in Whittier, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $144,203,297 Number of advisors 6 advisors | |||
| 2 | Assets under management $52,492,637 Number of advisors 7 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 generate our top financial advisors list in Whittier, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Whittier. 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.
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.
Quantum Econometrics, LLC
Quantum Econometrics, LLC, a registered investment adviser based in Whittier, CA, offers a wide range of investment advisory services to individuals and various clients. Established in 2005 and restructured in 2012, the firm is dedicated to providing personalized investment advice, including wrap portfolio management services. Clients must maintain a minimum account balance of $250,000 for the Wrap Portfolio Management service, with discretion over their investments. The firm primarily uses fundamental, macro, technical, and sentiment analysis for investment recommendations, focusing on asset allocation strategies to balance risk and reward. Quantum Econometrics does not charge performance fees and acts as a fiduciary, committed to acting in the best interests of clients. Representatives may earn financial benefits for referrals to Cetera Advisor Networks, LLC, creating a potential conflict of interest that the firm mitigates by prioritizing client interests. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to its financial stability and commitment to meeting client obligations. For more details, clients are encouraged to review the full brochure and associated supplements for comprehensive information.
$144,203,297 under management
6 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Cerda Munoz Advisors, Inc
Cerda Munoz Advisors, Inc. is a Registered Investment Adviser founded on December 24, 2013, with its principal place of business in Downey, California. The firm offers investment management services on a discretionary and non-discretionary basis, utilizing various asset classes such as Mutual Funds, ETFs, Stocks, Bonds, REITs, and Cash instruments. They also provide financial planning services covering areas like tax planning, retirement planning, and estate planning. The firm has $91,318,055.00 in non-discretionary assets and $117,864,931.00 in discretionary assets under management as of December 2024. Clients must have a minimum account size of $250,000 to work with the firm. The fee schedule ranges from 0.60% to 1.50% of assets under management, charged quarterly. Cerda Munoz Advisors, Inc. acts as a fiduciary and does not participate in wrap-fee programs. Clients grant the firm investment discretion, allowing them to make investment decisions based on the client's goals and risk tolerance. The firm does not have any disciplinary actions on record. The firm's investment strategies are based on Modern Portfolio Theory, aiming to create efficient portfolios tailored to individual investors' needs and risk profiles. Clients' assets are held by a third-party custodian, Charles Schwab, ensuring transparency and security. The firm's executives, Hilberto Cerda and Aaron Munoz, are Certified Financial Planners with extensive experience in the financial industry. They provide additional services such as tax preparation and insurance planning, ensuring comprehensive financial guidance for clients.
$52,492,637 under management
7 advisors
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
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 generate our top financial advisors list in Whittier, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Whittier. 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.
Top advisors in California
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