Falists

California · 22 advisers

Financial Advisors in Pleasanton, California

Looking for a financial advisor in Pleasanton, California? Falists indexes 22 SEC-registered and state-registered investment advisers in Pleasanton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 18 firms list a website you can visit directly. Firms in this directory manage up to $1.04B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

22

With website

18

Largest AUM

$1.04B

Financial planning

10

Filter by specialty

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

AllWealth15Planning10Trusts11Retirement10Institutional5

Top advisors in Pleasanton

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

View all 22 →

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

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