Top 10 financial advisors in San Ramon, CA
We’ve curated a list of the best financial advisors in San Ramon, take a look at it below
Find an advisor in San Ramon| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,262,477,557 | 11 advisors | ||
| 2 | $1,155,920,270 | 4 advisors | ||
| 3 | $769,948,994 | 14 advisors | ||
| 4 | $742,900,971 | 6 advisors | ||
| 5 | $704,034,988 | 4 advisors | ||
| 6 | $220,601,269 | 3 advisors | ||
| 7 | $217,168,317 | 50 advisors | ||
| 8 | $213,169,347 | 8 advisors | ||
| 9 | $210,400,000 | 7 advisors | ||
| 10 | $210,000,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in San Ramon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case San Ramon. 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.
California Financial Advisors
California Financial Advisors is a financial advisory firm based in San Ramon, California. It currently has approximately $1,262,477,557 of assets under management and employs about 11 people. California Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,262,477,557
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-55273
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Consulting
Intersect Capital LLC
Intersect Capital LLC is a financial advisory firm based in San Ramon, California. It currently has approximately $1,155,920,270 of assets under management and employs about 4 people. Intersect Capital LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,155,920,270
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-61821
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Family Office
Insight Wealth Strategies, LLC
Insight Wealth Strategies, LLC is a financial advisory firm based in San Ramon, California. It currently has approximately $769,948,994 of assets under management and employs about 14 people. Insight Wealth Strategies, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$769,948,994
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112986
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)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Goldstein Munger + Associates
Goldstein Munger + Associates is a financial advisory firm based in San Ramon, California. It currently has approximately $742,900,971 of assets under management and employs about 6 people. Goldstein Munger + Associates uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$742,900,971
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56711
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
The Pacific Center For Financial Services
The Pacific Center For Financial Services is a financial advisory firm based in San Ramon, California. It currently has approximately $704,034,988 of assets under management and employs about 4 people. The Pacific Center For Financial Services uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$704,034,988
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-55119
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Insight Capital Management
Insight Capital Management is a financial advisory firm based in San Ramon, California. It currently has approximately $220,601,269 of assets under management and employs about 3 people. Insight Capital Management uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$220,601,269
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-121420
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Prosperity Wealth Management, Inc.
Prosperity Wealth Management, Inc. is a financial advisory firm based in San Ramon, California. It currently has approximately $217,168,317 of assets under management and employs about 50 people. Prosperity Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$217,168,317
Headcount
50 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-101485
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Prosperity Financial Group, Inc.
Prosperity Financial Group, Inc. is a financial advisory firm based in San Ramon, California. It currently has approximately $213,169,347 of assets under management and employs about 8 people. Prosperity Financial Group, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$213,169,347
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-100511
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Lfs Wealth Advisors
Lfs Wealth Advisors is a financial advisory firm based in San Ramon, California. It currently has approximately $210,400,000 of assets under management and employs about 7 people. Lfs Wealth Advisors uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
Assets under management
$210,400,000
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
SEC number
801-113091
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Auspicious Financial Planning, LLC
Auspicious Financial Planning, LLC is a financial advisory firm based in San Ramon, California. It currently has approximately $210,000,000 of assets under management and employs about 2 people. Auspicious Financial Planning, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$210,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
SEC number
801-113980
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)
Pension Consulting Services
Your first meeting is free.