Best Financial Advisors in LIVERMORE, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$193M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LIVERMORE
#1
86
BAYBRIDGE CAPITAL GROUP, LLC
LIVERMORE, CA · Since 2018
$193M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
78
ORRELL CAPITAL MANAGEMENT
LIVERMORE, CA · Since 1991
$239M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
77
ALTAMONT WEALTH MANAGEMENT, INC.
LIVERMORE, CA · Since 2017
$183M AUM1 clientsFee: 0%
FiduciaryFee-Only
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 LIVERMORE?
The median advisory fee in LIVERMORE, CA is 0.95% of assets under management per year, based on Form ADV filings from 3 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.