California · 7 advisers
Financial Advisors in Davis, California
Looking for a financial advisor in Davis, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Davis — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $257.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
7
With website
6
Largest AUM
$257.6M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Davis
Ranked by AUM · Fees, team & specialties at a glance
AUM
$257.6M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
530-758-4921
ARCHER POINTE WEALTH MANAGEMENT, LLC
Davis, CA
AUM
$185.6M
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
530-280-7340
FLYWAY ADVISORS
Davis, CA
AUM
—
Team
1 advisors
Clients
0
Fees
Percentage of AUM
858-232-1910
RMC FINANCIAL ADVISORS, LLC
Davis, CA
AUM
$38.8M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
530-756-4722
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Common questions
- How many financial advisors are in Davis, California?
- 7 registered investment advisers are listed in our Davis directory, sourced from public SEC filings.
- What types of advisors are in Davis?
- 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 Davis?
- 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.