How many financial advisors are in Arcadia, California?

Falists lists 8 registered investment advisers with a principal office or filing address in Arcadia, California, based on public SEC IAPD data.

How do financial advisors in Arcadia charge fees?

Fee structures vary by firm. In Arcadia, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Arcadia?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 8 advisers

Financial Advisors in Arcadia, California

Looking for a financial advisor in Arcadia, California? Falists indexes 8 SEC-registered and state-registered investment advisers in Arcadia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $135.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$135.1M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning4 Trusts5 Retirement2 Institutional

Top advisors in Arcadia

Ranked by AUM · Fees, team & specialties at a glance

View all 8 →

COLTON WEALTH MANAGEMENT

Arcadia, CA

AUM

$135.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

626-726-4203

Full profile Visit site →

CSI WEALTH MANAGEMENT

Arcadia, CA

AUM

$12.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

626-294-0414

Full profile Visit site →

RF CAPITAL MANAGEMENT

Arcadia, CA

AUM

$816K

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

626-478-0234

Full profile Visit site →

CLARITY FINANCIAL

Arcadia, CA

AUM

$462K

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

3104150765

Full profile Visit site →

BARTLETT, LAWRENCE E

Arcadia, CA

AUM

$700K

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

626-821-1804

Full profileNo website

KATHMANDU CAPITAL, LLC

Arcadia, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

6263921076

Full profileNo website

LIGHT BRIDGE VENTURES MANAGEMENT LLC

Arcadia, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

(626) 539-4382

Full profileNo website

RAYMOND LIAO INVESTMENT ADVISOR

Arcadia, CA

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

626-768-3628

Full profileNo website

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Common questions

How many financial advisors are in Arcadia, California?: 8 registered investment advisers are listed in our Arcadia directory, sourced from public SEC filings.
What types of advisors are in Arcadia?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Arcadia?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.