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Find Top Financial Advisors in Monterey, California

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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.

Finding the Top Financial Advisor in Monterey, California
Last Updated - 23-Mar-2023

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

Information on Qualified Financial Advisors in Monterey

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

About Allworth Financial

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

About Personal Capital

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:

  1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
  2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
  3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

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

    List of Additional Advisors in Monterey, California*

    * 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
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?