How many financial advisors are in Pleasant Hill, California?

Falists lists 7 registered investment advisers with a principal office or filing address in Pleasant Hill, California, based on public SEC IAPD data.

How do financial advisors in Pleasant Hill charge fees?

Fee structures vary by firm. In Pleasant Hill, 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 Pleasant Hill?

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 · 7 advisers

Financial Advisors in Pleasant Hill, California

Looking for a financial advisor in Pleasant Hill, California? Falists indexes 7 SEC-registered and state-registered investment advisers in Pleasant Hill — 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 $396.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$396.4M

Financial planning

Filter by specialty

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

All Wealth5 Planning3 Trusts5 Retirement1 Institutional

Top advisors in Pleasant Hill

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

View all 7 →

WAGNER LOFTIN INVESTMENT SERVICES LLC

Pleasant Hill, CA

AUM

$396.4M

Wealth MgmtTrusts & Estates

Team

7 advisors

Clients

Fees

Percentage of AUM

925-930-7176

Full profile Visit site →

ASCENSION WEALTH PARTNERS, LLC

Pleasant Hill, CA

AUM

$136.9M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

—

Fees

Percentage of AUM

925-798-7200

Full profile Visit site →

OWL AND ORE WEALTH PLANNING

Pleasant Hill, CA

AUM

$57.3M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(925) 719-9297

Full profile Visit site →

ALE LLC

Pleasant Hill, CA

AUM

$7.8M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(650) 315-8695

Full profile Visit site →

500 GLOBAL

Pleasant Hill, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

N/A

Full profile Visit site →

500 KIMCHI MANAGEMENT COMPANY LLC

Pleasant Hill, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

N/A

Full profile Visit site →

WRIGHT FINANCIAL, LLC

Pleasant Hill, CA

AUM

$76.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

925-246-7982

Full profileNo website

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Common questions

How many financial advisors are in Pleasant Hill, California?: 7 registered investment advisers are listed in our Pleasant Hill directory, sourced from public SEC filings.
What types of advisors are in Pleasant Hill?: 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 Pleasant Hill?: 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.