Top advisors in Diamond Bar
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.
1. The Advisory Group
Assets under management
$261,530,651
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
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Consulting
2. Syndicated Capital, Inc.
Assets under management
$105,756,083
Fee structure
A percentage of assets under your management
Fixed fees
12B1; NTF MUTAL FUND SERVICE FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
3. The Financial Group
Assets under management
$21,630,168
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.