Top financial advisors in Corona, CA
We’ve curated a list of the best financial advisors in Corona, take a look at it below
Find an advisor in Corona| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $508,842,818 | 7 advisors | ||
| 2 | $289,792,038 | 18 advisors |
How we came up with this list
To generate our top financial advisors list in Corona, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corona. 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.
Pacific Capital
Pacific Capital is a financial advisory firm based in Corona, California. It currently has approximately $508,842,818 of assets under management and employs about 7 people. Pacific Capital uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$508,842,818
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-80494
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC is a financial advisory firm based in Corona, California. It currently has approximately $289,792,038 of assets under management and employs about 18 people. Safeguard Investment Advisory Group, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$289,792,038
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-110651
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.