Top financial advisors in Davis, CA
We’ve curated a list of the best financial advisors in Davis, take a look at it below
Find an advisor in Davis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $186,163,265 | 7 advisors | ||
| 2 | $148,156,733 | 5 advisors | ||
| 3 | $116,599,737 | 2 advisors | ||
| 4 | $95,335,300 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Davis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Davis. 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.
Symphony Financial Planning LLC
Symphony Financial Planning LLC is a financial advisory firm based in Davis, California. It currently has approximately $186,163,265 of assets under management and employs about 7 people. Symphony Financial Planning LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$186,163,265
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113617
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Carbahal Olsen Financial Services Group LLC
Carbahal Olsen Financial Services Group LLC is a financial advisory firm based in Davis, California. It currently has approximately $148,156,733 of assets under management and employs about 5 people. Carbahal Olsen Financial Services Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$148,156,733
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-118793
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Young Wealth Management
Young Wealth Management is a financial advisory firm based in Davis, California. It currently has approximately $116,599,737 of assets under management and employs about 2 people. Young Wealth Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$116,599,737
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-121721
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Archer Pointe Wealth Management, LLC
Archer Pointe Wealth Management, LLC is a financial advisory firm based in Davis, California. It currently has approximately $95,335,300 of assets under management and employs about 2 people. Archer Pointe Wealth Management, LLC uses a fee structure of hourly charges, fixed fees and retainer fees.
Assets under management
$95,335,300
Headcount
2 advisors
Fee structure
Hourly charges
Fixed fees
RETAINER FEES
SEC number
801-118935
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.