Top financial advisors in Chico, CA
We’ve curated a list of the best financial advisors in Chico, take a look at it below
Find an advisor in Chico| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $568,032,343 | 4 advisors | ||
| 2 | $422,906,562 | 4 advisors | ||
| 3 | $408,282,476 | 4 advisors | ||
| 4 | $106,628,368 | 3 advisors | ||
| 5 | $70,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Chico, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Chico. 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.
Kornerstone, Inc.
Kornerstone, Inc. is a financial advisory firm based in Chico, California. It currently has approximately $568,032,343 of assets under management and employs about 4 people. Kornerstone, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$568,032,343
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-112845
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Sweeney & Michel, LLC
Sweeney & Michel, LLC is a financial advisory firm based in Chico, California. It currently has approximately $422,906,562 of assets under management and employs about 4 people. Sweeney & Michel, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$422,906,562
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113350
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
The O'donnell Group
The O'donnell Group is a financial advisory firm based in Chico, California. It currently has approximately $408,282,476 of assets under management and employs about 4 people. The O'donnell Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$408,282,476
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-107763
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Murray Financial Services, Inc
Murray Financial Services, Inc is a financial advisory firm based in Chico, California. It currently has approximately $106,628,368 of assets under management and employs about 3 people. Murray Financial Services, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$106,628,368
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-126157
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Spelts Wealth Management, Inc
Spelts Wealth Management, Inc is a financial advisory firm based in Chico, California. It currently has approximately $70,000,000 of assets under management and employs about 2 people. Spelts Wealth Management, Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$70,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-96318
Services offered
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
Your first meeting is free.