Top financial advisors in Granite Bay, CA
We’ve curated a list of the best financial advisors in Granite Bay, take a look at it below
Find an advisor in Granite Bay# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $352,431,608 | 6 advisors | ||
2 | $235,552,578 | 3 advisors | ||
3 | $108,785,621 | 8 advisors | ||
4 | $67,145,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Granite Bay, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Granite Bay. 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.
Abound Financial
Abound Financial is a financial advisory firm based in Granite Bay, California. It currently has approximately $352,431,608 of assets under management and employs about 6 people. Abound Financial uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$352,431,608
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-128697
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)
Spectrum Wealth Advisory Group, LLC
Spectrum Wealth Advisory Group, LLC is a financial advisory firm based in Granite Bay, California. It currently has approximately $235,552,578 of assets under management and employs about 3 people. Spectrum Wealth Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$235,552,578
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114024
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)
Pension Consulting Services
Dynamic Wealth Strategies, LLC
Dynamic Wealth Strategies, LLC is a financial advisory firm based in Granite Bay, California. It currently has approximately $108,785,621 of assets under management and employs about 8 people. Dynamic Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$108,785,621
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-126356
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
One Source Health & Wealth Management
One Source Health & Wealth Management is a financial advisory firm based in Granite Bay, California. It currently has approximately $67,145,000 of assets under management and employs about 4 people. One Source Health & Wealth Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$67,145,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-96257
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.