Best Financial Advisors in GRANITE BAY, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$428M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in GRANITE BAY
#1
100
PARKSHORE WEALTH MANAGEMENT
GRANITE BAY, CA · Since 2013
$518M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100
SPECTRUM WEALTH ADVISORY GROUP, LLC
GRANITE BAY, CA · Since 2018
$445M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
DYNAMIC WEALTH STRATEGIES, LLC
GRANITE BAY, CA · Since 2022
$191M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
ONESOURCE WEALTH MANAGEMENT
GRANITE BAY, CA · Since 2024
$150M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
ABOUND FINANCIAL
GRANITE BAY, CA · Since 2023
$428M AUM2 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 GRANITE BAY?
The median advisory fee in GRANITE BAY, 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.