California · 2 advisers
Financial Advisors in San Gabriel, California
Looking for a financial advisor in San Gabriel, California? Falists indexes 2 SEC-registered and state-registered investment advisers in San Gabriel — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $352.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
0
Largest AUM
$352.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in San Gabriel
Ranked by AUM · Fees, team & specialties at a glance
GRATTAN FINANCIAL STRATEGIES, INC.
San Gabriel, CA
AUM
$352.8M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
626-451-0840
AMERICAN VISION ADVISORS LLC
San Gabriel, CA
AUM
$3.2M
Team
0 total employees
Clients
—
Fees
Percentage of AUM
(626) 765-4999
More cities in California
Common questions
- How many financial advisors are in San Gabriel, California?
- 2 registered investment advisers are listed in our San Gabriel directory, sourced from public SEC filings.
- What types of advisors are in San Gabriel?
- 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 San Gabriel?
- 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.