Top financial advisors in Corte Madera, CA
We’ve curated a list of the best financial advisors in Corte Madera, take a look at it below
Find an advisor in Corte Madera| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $678,220,057 | 5 advisors | ||
| 2 | $384,831,866 | 7 advisors | ||
| 3 | $23,559,712 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Corte Madera, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Corte Madera. 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.
Cohen Capital Management Inc
Cohen Capital Management Inc is a financial advisory firm based in Corte Madera, California. It currently has approximately $678,220,057 of assets under management and employs about 5 people. Cohen Capital Management Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$678,220,057
Headcount
5 advisors
Fee structure
A percentage of assets under your management
SEC number
801-49266
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)
Financial Connections Group, Inc.
Financial Connections Group, Inc. is a financial advisory firm based in Corte Madera, California. It currently has approximately $384,831,866 of assets under management and employs about 7 people. Financial Connections Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$384,831,866
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-57202
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax Preparation
Alphatrai Funds Inc.
Alphatrai Funds Inc. is a financial advisory firm based in Corte Madera, California. It currently has approximately $23,559,712 of assets under management and employs about 6 people. Alphatrai Funds Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$23,559,712
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-123633
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.