Top advisors in Cupertino
We’ve curated a list of the best financial advisors in Cupertino, take a look at it below
Find an advisor in Cupertino| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $899,000,000 | 2 advisors | ||
| 2 | $726,846,350 | 3 advisors | ||
| 3 | $143,762,279 | 2 advisors | ||
| 4 | $137,575,430 | 2 advisors | ||
| 5 | $46,618,171 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Cupertino, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cupertino. 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.
1. Sp Asset Management LLC
Assets under management
$899,000,000
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
2. Sp Asset Management LLC
Assets under management
$726,846,350
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
3. Everest Management Corp.
Assets under management
$143,762,279
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Vienna Asset Management LLC
Assets under management
$137,575,430
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Infinity 8 Investments, LLC
Assets under management
$46,618,171
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
Your first meeting is free.