Top financial advisors in Diamond Bar, CA
We’ve curated a list of the best financial advisors in Diamond Bar, take a look at it below
Find an advisor in Diamond Bar| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $261,530,651 | 5 advisors | ||
| 2 | $105,756,083 | 12 advisors | ||
| 3 | $21,630,168 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Diamond Bar, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Diamond Bar. 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.
The Advisory Group
The Advisory Group is a financial advisory firm based in Diamond Bar, California. It currently has approximately $261,530,651 of assets under management and employs about 5 people. The Advisory Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$261,530,651
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-57715
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Consulting
Syndicated Capital, Inc.
Syndicated Capital, Inc. is a financial advisory firm based in Diamond Bar, California. It currently has approximately $105,756,083 of assets under management and employs about 12 people. Syndicated Capital, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and 12b1; ntf mutal fund service fees.
Assets under management
$105,756,083
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Fixed fees
12B1; NTF MUTAL FUND SERVICE FEES
SEC number
801-129421
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
The Financial Group
The Financial Group is a financial advisory firm based in Diamond Bar, California. It currently has approximately $21,630,168 of assets under management and employs about 2 people. The Financial Group uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$21,630,168
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-79132
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.