California · 2 advisers
Financial Advisors in Oakhurst, California
Looking for a financial advisor in Oakhurst, California? Falists indexes 2 SEC-registered and state-registered investment advisers in Oakhurst — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $462.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$462.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oakhurst
Ranked by AUM · Fees, team & specialties at a glance
SIERRA ASSET MANAGEMENT
Oakhurst, CA
AUM
$462.3M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-658-5193
YOSEMITE WEALTH
Oakhurst, CA
AUM
$16.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5593120187
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Common questions
- How many financial advisors are in Oakhurst, California?
- 2 registered investment advisers are listed in our Oakhurst directory, sourced from public SEC filings.
- What types of advisors are in Oakhurst?
- 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 Oakhurst?
- 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.