Top advisors in Dana Point
We’ve curated a list of the best financial advisors in Dana Point, take a look at it below
Find an advisor in Dana Point| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $166,829,728 | 5 advisors | ||
| 2 | $157,441,321 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Dana Point, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Dana Point. 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. The Clark Group Asset Management
Assets under management
$166,829,728
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based 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)
Financial Analysis, Newsletters And Seminars For Existing And Potential Clients
2. Optivest, Inc.
Assets under management
$157,441,321
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
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
Family Office Services And Consultative And Concierge Services
Your first meeting is free.