Top financial advisors in Redlands, CA
We’ve curated a list of the best financial advisors in Redlands, take a look at it below
Find an advisor in Redlands| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $505,754,127 | 4 advisors | ||
| 2 | $78,973,859 | 3 advisors | ||
| 3 | $67,800,000 | 3 advisors | ||
| 4 | $885,922 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Redlands, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redlands. 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.
Diligent Investors, LLC
Diligent Investors, LLC is a financial advisory firm based in Redlands, California. It currently has approximately $505,754,127 of assets under management and employs about 4 people. Diligent Investors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$505,754,127
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72643
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
Investment Counselors Of Redlands LLC
Investment Counselors Of Redlands LLC is a financial advisory firm based in Redlands, California. It currently has approximately $78,973,859 of assets under management and employs about 3 people. Investment Counselors Of Redlands LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$78,973,859
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-65513
Services offered
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)
Retirement Projections
Smart Investments Advisory Incorporated
Smart Investments Advisory Incorporated is a financial advisory firm based in Redlands, California. It currently has approximately $67,800,000 of assets under management and employs about 3 people. Smart Investments Advisory Incorporated uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$67,800,000
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-63265
Services offered
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)
Selection Of Other Advisers
Painter, Smith And Amberg Inc.
Painter, Smith And Amberg Inc. is a financial advisory firm based in Redlands, California. It currently has approximately $885,922 of assets under management and employs about 4 people. Painter, Smith And Amberg Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$885,922
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-112748
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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