Top 10 advisors in Clayton
We’ve curated a list of the best financial advisors in Clayton, take a look at it below
Find an advisor in Clayton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,801,689,744 | 21 advisors | ||
| 2 | $2,057,500,770 | 9 advisors | ||
| 3 | $1,314,038,011 | 55 advisors | ||
| 4 | $507,837,532 | 47 advisors | ||
| 5 | $417,806,060 | 6 advisors | ||
| 6 | $370,685,345 | 6 advisors | ||
| 7 | $156,438,981 | 44 advisors | ||
| 8 | $148,476,265 | 4 advisors | ||
| 9 | $107,209,054 | 7 advisors | ||
| 10 | $94,695,821 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Clayton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clayton. 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.
1. Argent Capital Management LLC
Assets under management
$2,801,689,744
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Hm Capital Management, LLC
Assets under management
$2,057,500,770
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
3. Smith Moore & Co.
Assets under management
$1,314,038,011
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
4. Asset Consulting Group, LLC
Assets under management
$507,837,532
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
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
Asset Consulting Group (acg) Provides Comprehensive Investment Consulting Services To Taxable And Tax-exempt Entities.
5. Foundation Wealth Management, LLC
Assets under management
$417,806,060
Fee structure
A percentage of assets under your management
Fixed fees
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
6. Correct Capital Wealth Management, LLC
Assets under management
$370,685,345
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
7. Matter Family Office
Assets under management
$156,438,981
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Educational Seminars/workshops
Create & Administer Llc's To Pool Client Funds To Invest In Separately Managed Investment Vehicles.
8. Vista Finance, LLC
Assets under management
$148,476,265
Fee structure
A percentage of assets under your management
Fixed fees
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
9. Ior
Assets under management
$107,209,054
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Vendor For Outsourced Investment Officer Functions
- Not sure which one to choose?Use our smart matching tool
10. Clarity Financial Planners
Assets under management
$94,695,821
Fee structure
A percentage of assets under your management
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
Your first meeting is free.