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Personalized advice for
Portfolio Size of 100K and above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Monterey
has
3
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
27
non-vetted advisors in your local area. These financial advisors in
Monterey, California
have an average of
11
years of experience.
NOTE: The list of financial
advisors in
Monterey, California
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Monterey, California.
| Qualified Financial Advisors in Monterey, California | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Allworth Financial
ALLWORTH FINANCIAL 644 North Santa Cruz Ave Suite 4, Los Gatos, CA 95030 1550 The Alameda, Suite 125, San Jose, CA 95126 |
Not Disclosed | $10,000,000,000 | Not Specified | Fee-Based |
| Personal Capital
PERSONAL CAPITAL 3 Lagoon Drive, Suite 200, Redwood City, CA 94065 |
11 | $22,400,000,000 | $100,000 | Fee-Based |
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
644 North Santa Cruz Ave Suite 4,
Los Gatos,
CA
95030
Phone Number
888-242-6766
Office Location
1550 The Alameda, Suite 125,
San Jose,CA 95126
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 155172
Compensation/Fee Fee-Based
Office Location
3 Lagoon Drive,
Suite 200,
Redwood City,
CA
94065
Phone Number
650-556-1310
Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.
The holistic financial plan recommendation is yours to keep, no strings attached.
There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.
WHY USE PERSONAL CAPITAL
Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.
Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.
Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:
Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.
Advisory Services Provided:Portfolio Management, Wealth Management
Top Financial Advisor Firms in Monterey, California (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| MONTEREY PRIVATE WEALTH, INC.
2340 Garden Road , Suite 202, Monterey, CA 93940 |
$858,305,772 | 1809 |
A percentage of AUM Hourly charges Fixed fees Other (PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT) |
| INTEGRIS WEALTH MANAGEMENT, LLC
435 Washington Street , Suite A, Monterey, CA 93940 |
$511,322,528 | 758 |
A percentage of AUM Hourly charges Fixed fees |
| TOPTURN CAPITAL, LLC
40 Ragsdale Drive , Suite 100, Monterey, CA 93940 |
$163,243,000 | 301 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Ashley Burrell Inquire with Ashley |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6137 |
| Herminia Ojeda Inquire with Herminia |
40 Ragsdale Dr, Ste 160, Monterey, CA 93940 | 408-796-7415 |
| Chris Stapleton Inquire with Chris |
40 Ragsdale Dr, Ste 160, Monterey, CA 93940 | 408-796-7415 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-373-1861 |
| Central Coast Financial Management Inquire with Central |
659 Abrego Street, Suite #7, Monterey, CA 93940 | 831-275-2608 |
| The Cortright Group Inquire with Cortright |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6134 |
| William J Belanger Inquire with William |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6133 |
| Philip Vy Inquire with Philip |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6121 |
| Gary Pirtle Inquire with Gary |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6152 |
| Susan Yedlicka Inquire with Susan |
401 Fremont Street, Suite 200, Monterey, CA 93940 | 831-646-6111 |
Grow your AUM with pre-qualified leads!
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