Top financial advisors in Claremont, CA
We’ve curated a list of the best financial advisors in Claremont, take a look at it below
Find an advisor in Claremont| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $627,712,716 | 14 advisors | ||
| 2 | $274,605,557 | 6 advisors | ||
| 3 | $216,269,448 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Claremont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Claremont. 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.
Gould Asset Management LLC
Gould Asset Management LLC is a financial advisory firm based in Claremont, California. It currently has approximately $627,712,716 of assets under management and employs about 14 people. Gould Asset Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$627,712,716
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-63162
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)
Investment Consulting Services
Financial Designs Corporation
Financial Designs Corporation is a financial advisory firm based in Claremont, California. It currently has approximately $274,605,557 of assets under management and employs about 6 people. Financial Designs Corporation uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$274,605,557
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-49374
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Asset Allocation
Lifesteps Financial
Lifesteps Financial is a financial advisory firm based in Claremont, California. It currently has approximately $216,269,448 of assets under management and employs about 6 people. Lifesteps Financial uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$216,269,448
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-71544
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)
Bill Payment And Reconciliation Service
Your first meeting is free.