California · 5 advisers
Financial Advisors in Lodi, California
Looking for a financial advisor in Lodi, California? Falists indexes 5 SEC-registered and state-registered investment advisers in Lodi — 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 $1.45B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
3
Largest AUM
$1.45B
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lodi
Ranked by AUM · Fees, team & specialties at a glance
VALLEY WEALTH STRATEGIES, LLC
Lodi, CA
AUM
$1.45B
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(209) 366-1264
AL LOCY FINANCIAL SERVICES LLC
Lodi, CA
AUM
$21.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
209-334-3999
MCCANN INVESTMENT MANAGEMENT LLC
Lodi, CA
AUM
$8.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
209-339-1825
ASPIRE ADVISORY SERVICES
Lodi, CA
AUM
$69.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-339-8971
AUM
—
Team
1 advisors
Clients
1-10
Fees
Fixed fees
(209) 333-9990
More cities in California
Common questions
- How many financial advisors are in Lodi, California?
- 5 registered investment advisers are listed in our Lodi directory, sourced from public SEC filings.
- What types of advisors are in Lodi?
- 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 Lodi?
- 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.