Best Financial Advisors in BAKERSFIELD, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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
BOLTHOUSE INVESTMENT MANAGEMENT SERVICES
BAKERSFIELD, CA · Since 2012
WOODWARD DIVERSIFIED CAPITAL, LLC
BAKERSFIELD, CA · Since 2019
ENTRUITY WEALTH, LLC
BAKERSFIELD, CA · Since 2021
BARNES WEALTH MANAGEMENT GROUP
BAKERSFIELD, CA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.