Top financial advisors in Fremont, CA
We’ve curated a list of the best financial advisors in Fremont, take a look at it below
Find an advisor in Fremont| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $485,623,893 | 16 advisors | ||
| 2 | $24,000,000 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Fremont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fremont. 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.
Morling Financial Advisors, LLC
Morling Financial Advisors, LLC is a financial advisory firm based in Fremont, California. It currently has approximately $485,623,893 of assets under management and employs about 16 people. Morling Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$485,623,893
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-100390
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Parah Capital Management, LLC
Parah Capital Management, LLC is a financial advisory firm based in Fremont, California. It currently has approximately $24,000,000 of assets under management and employs about 1 people. Parah Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$24,000,000
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-69589
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.