Top financial advisors in Pleasant Hill, CA
We’ve curated a list of the best financial advisors in Pleasant Hill, take a look at it below
Find an advisor in Pleasant Hill| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $346,709,069 | 7 advisors | ||
| 2 | $118,281,000 | 3 advisors | ||
| 3 | $105,873,865 | 2 advisors | ||
| 4 | $81,418,747 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Pleasant Hill, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Pleasant Hill. 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.
Wagner Loftin Investment Services LLC
Wagner Loftin Investment Services LLC is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $346,709,069 of assets under management and employs about 7 people. Wagner Loftin Investment Services LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$346,709,069
Headcount
7 advisors
Fee structure
A percentage of assets under your management
SEC number
801-63145
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pathwise
Pathwise is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $118,281,000 of assets under management and employs about 3 people. Pathwise uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$118,281,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-121506
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Ascension Wealth Partners, LLC
Ascension Wealth Partners, LLC is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $105,873,865 of assets under management and employs about 2 people. Ascension Wealth Partners, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$105,873,865
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-120716
Services offered
Portfolio Management For Individuals And/or Small Businesses
Burr Financial Services, LLC
Burr Financial Services, LLC is a financial advisory firm based in Pleasant Hill, California. It currently has approximately $81,418,747 of assets under management and employs about 3 people. Burr Financial Services, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$81,418,747
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-126646
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.