Find a Financial Advisor in Alameda, CA

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Alameda, CA.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Alameda Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Alameda, CA


  • Financial Advisor Close to Alameda, CA

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Alameda, CA


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Alameda, CA

We evaluated over 13,000 RIA firms to bring you the best of the best Alameda financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Alameda, CA?

  • Population: 78,522
  • % of Population 62 Years and Over: 19.6%
  • Average Home Value: $875,900
  • Average Monthly Housing Cost: $2,019
  • Average Household Income: $131,519
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)



The Top Financial Advisor Firms in Alameda, CA

 

PHOCAS FINANCIAL CORPORATION

Website

(510) 523-5800

980 Atlantic Avenue
Suite 106
Alameda, CA 94501

SEC#: 801-64317
Years in Business: 16 years

SHUM FINANCIAL GROUP, INC.

Website

(510) 748-7462

1402 Park Street, Suite E

Alameda, CA 94501

SEC#: 801-110554
Years in Business: 4 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(510) 227-5354

550 Park Street
Suite 105
Alameda, CA 94501

SEC#: 801-107913
Years in Business: 5 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(310) 547-8485

62 Vista Road

Alameda, CA 94502

SEC#: 801-74519
Years in Business: 9 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(310) 547-8485

62 Vista Road

Alameda, CA 94502

SEC#: 801-74519
Years in Business: 9 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(510) 227-5354

550 Park Street
Suite 105
Alameda, CA 94501

SEC#: 801-107913
Years in Business: 5 years

CONCORDE ASSET MANAGEMENT, LLC

Website

(310) 547-8485

62 Vista Road

Alameda, CA 94502

SEC#: 801-74519
Years in Business: 9 years

CROWN CAPITAL SECURITIES, L.P.

Website

(925) 735-1490

3215 Encinal Ave
Ste L
Alameda, CA 94501

SEC#: 801-57663
Years in Business: 21 years

STRATEGIC WEALTH ADVISORS GROUP, LLC

Website

(510) 227-5354

550 Park Street
Suite 105
Alameda, CA 94501

SEC#: 801-107913
Years in Business: 5 years

 


Alameda, CA Financial Advisor FAQs

The job of a financial advisor includes suggesting various investment strategies or specific financial products. At the core of his work, he will be assessing an individual's goals and risk tolerance to provide solutions that will meet those goals while staying within their risk tolerance.
The best way to find a financial advisor is to ask your parents, grandparents, and employer for recommendations. If you know someone who has had a good experience with a financial advisor in the past, they may be able to help you as well. Once you have gathered a list of names, call each advisor and schedule an appointment for a consultation so you can meet face-to-face and talk about needs and wants.
For many people, yes. He or she can lead you in making decisions about how to invest your savings to meet your goals, whether that goal is saving for college tuition, taking a dream vacation, or retiring comfortably at 65.
Financial advisors get paid by one of two methods: a fee for service, or as a commission.