California · 4 advisers
Financial Advisors in Chino Hills, California
Looking for a financial advisor in Chino Hills, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Chino Hills — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $9.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$9.6M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Chino Hills
Ranked by AUM · Fees, team & specialties at a glance
BRIGHT LEGACY LLC
Chino Hills, CA
AUM
$9.6M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(213) 376-2255
THE FINANCIAL ARCHITECTS WEALTH MANAGEMENT LLC
Chino Hills, CA
AUM
$928K
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; REFERRAL FEES
888-350-5396
SHAH WEALTH ADVISORS
Chino Hills, CA
AUM
$0
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
909-262-1430
QURIUM CAPITAL LLC
Chino Hills, CA
AUM
$3.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
626-430-0407
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Common questions
- How many financial advisors are in Chino Hills, California?
- 4 registered investment advisers are listed in our Chino Hills directory, sourced from public SEC filings.
- What types of advisors are in Chino Hills?
- 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 Chino Hills?
- 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.