Top financial advisors in Stockton, CA
We’ve curated a list of the best financial advisors in Stockton, take a look at it below
Find an advisor in Stockton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $765,567,458 | 4 advisors | ||
| 2 | $186,453,799 | 2 advisors | ||
| 3 | $117,546,936 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Stockton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Stockton. 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.
Findec Wealth Services, Inc.
Findec Wealth Services, Inc. is a financial advisory firm based in Stockton, California. It currently has approximately $765,567,458 of assets under management and employs about 4 people. Findec Wealth Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$765,567,458
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-120139
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
Dkm Wealth Management, Inc.
Dkm Wealth Management, Inc. is a financial advisory firm based in Stockton, California. It currently has approximately $186,453,799 of assets under management and employs about 2 people. Dkm Wealth Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$186,453,799
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127619
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Attentive Investments, LLC
Attentive Investments, LLC is a financial advisory firm based in Stockton, California. It currently has approximately $117,546,936 of assets under management and employs about 2 people. Attentive Investments, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$117,546,936
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-121822
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)
Your first meeting is free.