Best Financial Advisors in CLAREMONT, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$443M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in CLAREMONT
#1
100
EVERMONT WEALTH
CLAREMONT, CA · Since 2020
$334M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
95
FINANCIAL DESIGNS CORPORATION
CLAREMONT, CA · Since 1995
$508M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
CLAREMONT FINANCIAL GROUP,INC.
CLAREMONT, CA · Since 2000
$140M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
GOULD ASSET MANAGEMENT LLC
CLAREMONT, CA · Since 2004
$1.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
95
LIFESTEPS FINANCIAL
CLAREMONT, CA · Since 2010
$443M AUM3 clientsFee: 0%
FiduciaryFee-Only
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 CLAREMONT?
The median advisory fee in CLAREMONT, CA is 0.95% of assets under management per year, based on Form ADV filings from 5 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.