How many financial advisors are in Monrovia, California?

Falists lists 6 registered investment advisers with a principal office or filing address in Monrovia, California, based on public SEC IAPD data.

How do financial advisors in Monrovia charge fees?

Fee structures vary by firm. In Monrovia, 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 Monrovia?

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 · 6 advisers

Financial Advisors in Monrovia, California

Looking for a financial advisor in Monrovia, California? Falists indexes 6 SEC-registered and state-registered investment advisers in Monrovia — 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 $179.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$179.1M

Financial planning

Filter by specialty

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

All Wealth6 Planning5 Trusts5 Retirement1 Institutional3

Top advisors in Monrovia

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

View all 6 →

O'CONNOR WEALTH MANAGEMENT, INC.

Monrovia, CA

AUM

$179.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION

626-386-5116

Full profile Visit site →

VERITAS FINANCIAL CONSULTING LLC

Monrovia, CA

AUM

$86.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(626) 263-4232

Full profile Visit site →

TRANSGLOBAL ADVISORY, LLC

Monrovia, CA

AUM

$58.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

27 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

626-447-7888

Full profile Visit site →

FORT ROSS CAPITAL MANAGEMENT, LLC

Monrovia, CA

AUM

$16.0M

Wealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

310-600-1504

Full profile Visit site →

FINTENT

Monrovia, CA

AUM

$3.1M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

703-869-2828

Full profile Visit site →

IFMGROUP

Monrovia, CA

AUM

$4.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

6265529688

Full profileNo website

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Common questions

How many financial advisors are in Monrovia, California?: 6 registered investment advisers are listed in our Monrovia directory, sourced from public SEC filings.
What types of advisors are in Monrovia?: 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 Monrovia?: 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.