Top financial advisors in Modesto, CA
We’ve curated a list of the best financial advisors in Modesto, take a look at it below
Find an advisor in Modesto| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $586,806,254 | 8 advisors | ||
| 2 | $122,693,203 | 4 advisors | ||
| 3 | $122,512,872 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Modesto, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Modesto. 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.
Mraz, Amerine & Associates, Inc.
Mraz, Amerine & Associates, Inc. is a financial advisory firm based in Modesto, California. It currently has approximately $586,806,254 of assets under management and employs about 8 people. Mraz, Amerine & Associates, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$586,806,254
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72742
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)
Blom & Howell Financial Planning, Inc.
Blom & Howell Financial Planning, Inc. is a financial advisory firm based in Modesto, California. It currently has approximately $122,693,203 of assets under management and employs about 4 people. Blom & Howell Financial Planning, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$122,693,203
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-123684
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Oliveira Wealth
Oliveira Wealth is a financial advisory firm based in Modesto, California. It currently has approximately $122,512,872 of assets under management and employs about 3 people. Oliveira Wealth uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$122,512,872
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-122522
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.