Top financial advisors in Clayton, CA
We’ve curated a list of the best financial advisors in Clayton, take a look at it below
Find an advisor in Clayton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $201,509,202 | 3 advisors | ||
| 2 | $186,698,190 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Clayton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clayton. 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.
Pursue Wealth Partners, LLC
Pursue Wealth Partners, LLC is a financial advisory firm based in Clayton, California. It currently has approximately $201,509,202 of assets under management and employs about 3 people. Pursue Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$201,509,202
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127939
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Icapital Wealth LLC
Icapital Wealth LLC is a financial advisory firm based in Clayton, California. It currently has approximately $186,698,190 of assets under management and employs about 3 people. Icapital Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$186,698,190
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-119696
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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