Top financial advisors in Saratoga, CA
We’ve curated a list of the best financial advisors in Saratoga, take a look at it below
Find an advisor in Saratoga| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $237,971,170 | 6 advisors | ||
| 2 | $90,310,526 | 10 advisors |
How we came up with this list
To generate our top financial advisors list in Saratoga, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saratoga. 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.
Scion Asset Management, LLC
Scion Asset Management, LLC is a financial advisory firm based in Saratoga, California. It currently has approximately $237,971,170 of assets under management and employs about 6 people. Scion Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$237,971,170
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-113529
Services offered
Portfolio Management For Pooled Investment Vehicles
Aria Wealth Management
Aria Wealth Management is a financial advisory firm based in Saratoga, California. It currently has approximately $90,310,526 of assets under management and employs about 10 people. Aria Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$90,310,526
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-110703
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
Selection Of Other Advisers
Your first meeting is free.