Best Financial Advisors in BAKERSFIELD, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BAKERSFIELD
MESTMAKER & PETREY WEALTH ADVISORS
BAKERSFIELD, CA · Since 2019
ANCHOR POINT FINANCIAL
BAKERSFIELD, CA · Since 2025
CLERA
BAKERSFIELD, CA · Since 2025
BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA · Since 2020
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BAKERSFIELD, CA · Since 2012
ENTRUITY WEALTH, LLC
BAKERSFIELD, CA · Since 2021
WOODWARD DIVERSIFIED CAPITAL, LLC
BAKERSFIELD, CA · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BAKERSFIELD?
The median advisory fee in BAKERSFIELD, CA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.