Top Financial Advisors in Granite Bay, California
Finding the right financial advisor in Granite Bay is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Granite Bay, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Granite Bay, CA.
Find the Best Financial Advisor Firms in Granite Bay:
DELTA WEALTH MANAGEMENT
CRD#: 111368
Address: Granite Bay, CA
AUM: $ 522M
PARKSHORE WEALTH MANAGEMENT
CRD#: 148052
Address: 5940 Granite Lake Drive, Granite Bay, CA 95746
Clients: 396
Average Clients per Advisor: 99
AUM: $ 455M
SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD#: 298632
Address: 5925 Granite Lake Drive Suite 130, Granite Bay, CA 95746
Clients: 420
Average Clients per Advisor: 105
AUM: $ 445M
ABOUND FINANCIAL
CRD#: 327724
Address: 4180 Douglas Blvd Suite 200, Granite Bay, CA 95746
Clients: 136
Average Clients per Advisor: 68
AUM: $ 436M
DYNAMIC WEALTH STRATEGIES, LLC
CRD#: 167594
Address: 9700 Village Center Drive Suite 50-a, Granite Bay, CA 95746
Clients: 102
Average Clients per Advisor: 25
AUM: $ 145M
ONESOURCE WEALTH MANAGEMENT
CRD#: 319078
Address: 4080 Cavitt Stallman Road Suite 200, Granite Bay, CA 95746
Clients: 133
Average Clients per Advisor: 66
AUM: $ 140M
How We Chose the Top Financial Advisors in Granite Bay, California
To create this list of top financial advisor firms in Granite Bay, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Granite Bay has to offer.
Search Financial Advisors in Granite Bay, California
Jesus Martinez Zepeda
Registered Affiliation(s):PFS INVESTMENTS INC.
Steven Edward Zeller
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Michael Edward Hardy
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Francis Marion Cockrell
Registered Affiliation(s):OSAIC WEALTH, INC.
Frank Geremia III
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Gail Liebergot Good
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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