How many financial advisors are in Bakersfield, California?

Falists lists 12 registered investment advisers with a principal office or filing address in Bakersfield, California, based on public SEC IAPD data.

How do financial advisors in Bakersfield charge fees?

Fee structures vary by firm. In Bakersfield, 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 Bakersfield?

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 · 12 advisers

Financial Advisors in Bakersfield, California

Looking for a financial advisor in Bakersfield, California? Falists indexes 12 SEC-registered and state-registered investment advisers in Bakersfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $631.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$631.2M

Financial planning

Filter by specialty

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

All Wealth10 Planning10 Trusts10 Retirement7 Institutional6

Top advisors in Bakersfield

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

View all 12 →

Bakersfield, CA

AUM

$46.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

818-726-1842

Full profile Visit site →

HOWARD FINANCIAL

Bakersfield, CA

AUM

$27.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

661-322-5192

Full profile Visit site →

CLERA

Bakersfield, CA

AUM

—

Financial PlanningWealth Mgmt

Team

2 advisors

Clients

Fees

Subscription fees

+1 (661) 889-7456

Full profile Visit site →

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Bakersfield, CA

AUM

$631.2M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

5 advisors

Clients

Fees

Percentage of AUM; Hourly charges

661-326-6357

Full profileNo website

GOMEZ FINANCIAL PLANNING

Bakersfield, CA

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

6195199257

Full profileNo website

SIERRA CAPITAL MANAGEMENT

Bakersfield, CA

AUM

—

Financial Planning

Team

1 advisors

Clients

1-10

Fees

PERCENTAGE BASED ON NET WORTH FINANCIAL PLANNING

661-327-2222

Full profileNo website

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Common questions

How many financial advisors are in Bakersfield, California?: 12 registered investment advisers are listed in our Bakersfield directory, sourced from public SEC filings.
What types of advisors are in Bakersfield?: 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 Bakersfield?: 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.