Top financial advisors in Aliso Viejo, CA
We’ve curated a list of the best financial advisors in Aliso Viejo, take a look at it below
Find an advisor in Aliso Viejo| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $12,908,679,869 | 205 advisors | ||
| 2 | $760,093,795 | 8 advisors | ||
| 3 | $656,540,517 | 5 advisors | ||
| 4 | $382,500,156 | 8 advisors | ||
| 5 | $100 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Aliso Viejo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Aliso Viejo. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Nfp Retirement Inc.
Nfp Retirement Inc. is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $12,908,679,869 of assets under management and employs about 205 people. Nfp Retirement Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$12,908,679,869
Headcount
205 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-66107
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Research Reports On 401(k) Plans
Select Money Management, Inc.
Select Money Management, Inc. is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $760,093,795 of assets under management and employs about 8 people. Select Money Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$760,093,795
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-71212
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Anchor Capital
Anchor Capital is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $656,540,517 of assets under management and employs about 5 people. Anchor Capital uses a fee structure of a percentage of assets under your management and flat fee.
Assets under management
$656,540,517
Headcount
5 advisors
Fee structure
A percentage of assets under your management
FLAT FEE
SEC number
801-61643
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Claraphi Advisory Network, LLC
Claraphi Advisory Network, LLC is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $382,500,156 of assets under management and employs about 8 people. Claraphi Advisory Network, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$382,500,156
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-80575
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Preston Capital
Preston Capital is a financial advisory firm based in Aliso Viejo, California. It currently has approximately $100 of assets under management and employs about 5 people. Preston Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$100
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-128923
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.