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Find Top Financial Advisors in Atascadero, California

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Atascadero, California, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Atascadero, California

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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FINRA/SEC Registered Advisors

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Firm Name
CAPITAL RESEARCH AND MANAGEMENT COMPANYLos Angeles, CA
No. of Advisors1384
AUM$3,315,358,763,219
No. of Clients22262
Fee StructureA percentage of AUM, Other (GROSS INVESTMENT INCOME)
Firm Name
BLACKROCK FUND ADVISORSSan Francisco, CA
No. of Advisors700
AUM$3,047,294,350,591
No. of Clients522
Fee StructureA percentage of AUM
Firm Name
PACIFIC INVESTMENT MANAGEMENT COMPANY LLCNewport Beach, CA
No. of Advisors3194
AUM$2,615,929,249,500
No. of Clients2811
Fee StructureA percentage of AUM, Performance Based
Firm Name
CHARLES SCHWAB INVESTMENT MANAGEMENT, INCSan Francisco, CA
No. of Advisors857
AUM$1,098,805,397,188
No. of Clients304509
Fee StructureA percentage of AUM, Fixed fees, Other (COSTS)
Firm Name
FRANKLIN ADVISERS, INC.San Mateo, CA
No. of Advisors408
AUM$467,015,634,913
No. of Clients18979
Fee StructureA percentage of AUM, Performance Based
Firm Name
DODGE & COXSan Francisco, CA
No. of Advisors306
AUM$362,992,567,571
No. of Clients746
Fee StructureA percentage of AUM
Firm Name
ARES MANAGEMENT LLCLos Angeles, CA
No. of Advisors2919
AUM$314,926,162,888
No. of Clients535
Fee StructureA percentage of AUM, Performance Based
Firm Name
WESTERN ASSET MANAGEMENT COMPANYPasadena, CA
No. of Advisors471
AUM$298,749,800,684
No. of Clients36775
Fee StructureA percentage of AUM, Performance Based
Firm Name
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLCSanta Monica, CA
No. of Advisors562
AUM$208,753,633,756
No. of Clients220
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
KKR CREDIT ADVISORS (US) LLCSan Francisco, CA
No. of Advisors470
AUM$205,116,297,686
No. of Clients187
Fee StructureA percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
Firm Name
SAGEVIEW ADVISORY GROUP, LLCNewport Beach, CA
No. of Advisors262
AUM$202,573,491,630
No. of Clients34543
Fee StructureA percentage of AUM, Hourly charges, Fixed fees
Firm Name
OAKTREE CAPITAL MANAGEMENT, L.P.Los Angeles, CA
No. of Advisors853
AUM$161,477,442,132
No. of Clients637
Fee StructureA percentage of AUM, Performance Based
Firm Name
PAYDEN & RYGELLos Angeles, CA
No. of Advisors183
AUM$142,283,304,330
No. of Clients869
Fee StructureA percentage of AUM, Fixed fees, Performance Based
Firm Name
PRIMECAP MANAGEMENT COPasadena, CA
No. of Advisors40
AUM$134,476,880,987
No. of Clients37
Fee StructureA percentage of AUM
Firm Name
HELLMAN & FRIEDMAN LLCSan Francisco, CA
No. of Advisors120
AUM$105,674,000,000
No. of Clients42
Fee StructureA percentage of AUM, Other (CARRIED INTEREST; PROFITS INTEREST)

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