How many financial advisors are in Claremont, California?

Falists lists 5 registered investment advisers with a principal office or filing address in Claremont, California, based on public SEC IAPD data.

How do financial advisors in Claremont charge fees?

Fee structures vary by firm. In Claremont, 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 Claremont?

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 · 5 advisers

Financial Advisors in Claremont, California

Looking for a financial advisor in Claremont, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Claremont — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $1.03B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.03B

Financial planning

Filter by specialty

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

All Wealth5 Planning5 Trusts5 Retirement1 Institutional3

Top advisors in Claremont

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

View all 5 →

GOULD ASSET MANAGEMENT LLC

Claremont, CA

AUM

$1.03B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

9 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

909-445-1291

Full profile Visit site →

FINANCIAL DESIGNS CORPORATION

Claremont, CA

AUM

$507.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

909-626-1642

Full profile Visit site →

LIFESTEPS FINANCIAL

Claremont, CA

AUM

$442.7M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

909-267-3770

Full profile Visit site →

EVERMONT WEALTH

Claremont, CA

AUM

$333.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

909-296-7977

Full profile Visit site →

CLAREMONT FINANCIAL GROUP,INC.

Claremont, CA

AUM

$140.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

909-624-9200

Full profile Visit site →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Claremont, California?: 5 registered investment advisers are listed in our Claremont directory, sourced from public SEC filings.
What types of advisors are in Claremont?: 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 Claremont?: 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.