Top financial advisors in Bakersfield, CA
We’ve curated a list of the best financial advisors in Bakersfield, take a look at it below
Find an advisor in Bakersfield| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $476,211,594 | 5 advisors | ||
| 2 | $348,412,117 | 11 advisors | ||
| 3 | $175,416,688 | 11 advisors | ||
| 4 | $94,000,000 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Bakersfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bakersfield. 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.
Woodward Diversified Capital, LLC
Woodward Diversified Capital, LLC is a financial advisory firm based in Bakersfield, California. It currently has approximately $476,211,594 of assets under management and employs about 5 people. Woodward Diversified Capital, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$476,211,594
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-117741
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
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
Bolthouse Investment Management Services
Bolthouse Investment Management Services is a financial advisory firm based in Bakersfield, California. It currently has approximately $348,412,117 of assets under management and employs about 11 people. Bolthouse Investment Management Services uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$348,412,117
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-73757
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Consulting Services
Barnes Wealth Management Group
Barnes Wealth Management Group is a financial advisory firm based in Bakersfield, California. It currently has approximately $175,416,688 of assets under management and employs about 11 people. Barnes Wealth Management Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$175,416,688
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118031
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Mestmaker & Petrey Wealth Advisors
Mestmaker & Petrey Wealth Advisors is a financial advisory firm based in Bakersfield, California. It currently has approximately $94,000,000 of assets under management and employs about 3 people. Mestmaker & Petrey Wealth Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$94,000,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-116958
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
Publication Of Periodicals Or Newsletters
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