Best Financial Advisors in PLEASANTON, California
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
Top-Ranked Advisors in PLEASANTON
RPG INVESTMENT ADVISORY, LLC
PLEASANTON, CA · Since 2014
TVV ADVISERS, LLC
PLEASANTON, CA · Since 2022
GRANT PRIVATE WEALTH MANAGEMENT
PLEASANTON, CA · Since 2024
MIRADOR CAPITAL PARTNERS
PLEASANTON, CA · Since 2014
KAIZEN FINANCIAL STRATEGIES, LLC
PLEASANTON, CA · Since 2018
SIERRA PACIFIC PRIVATE WEALTH, LLC
PLEASANTON, CA · Since 2022
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 PLEASANTON?
The median advisory fee in PLEASANTON, CA is 0.95% of assets under management per year, based on Form ADV filings from 6 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.