California · 10 advisers
Financial Advisors in Covina, California
Looking for a financial advisor in Covina, California? Falists indexes 10 SEC-registered and state-registered investment advisers in Covina — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $978.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
10
With website
7
Largest AUM
$978.7M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Covina
Ranked by AUM · Fees, team & specialties at a glance
VILLAGE GLOBAL MANAGEMENT, L.L.C.
Covina, CA
AUM
$978.7M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
303-653-7611
CONTRARIAN LABS INC.
Covina, CA
AUM
$1.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
4158704188
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(818) 850-3870
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Common questions
- How many financial advisors are in Covina, California?
- 10 registered investment advisers are listed in our Covina directory, sourced from public SEC filings.
- What types of advisors are in Covina?
- 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 Covina?
- 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.