Free match service | No obligation to hire
Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
Simplicity: Our matching system is free and easy to use and takes less than 5 minutes to complete your request.
Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| Not Disclosed | $0 | Not Specified | Not Specified | |
| Not Disclosed | Not Specified | Not Specified | Not Specified |
Qualifications
Firm CRD# 153184
Compensation/Fee Based on Assets
Office Location
12348 High Bluff Drive,
Suite 200,
San Diego,
CA
92130
Phone Number
844-249-6534
Stratos Private Wealth is a boutique wealth management group that offers a unique combination of financial planning, life coaching, and investment management. Our team of professionals is dedicated to helping clients transform their financial plans from uncertain, disorganized, and passive to a journey with an ever-present guide. We proactively provide innovative ideas and watch for blind spots, enabling you to make the most of your finances and shift your focus back to the things you love most. At Stratos Private Wealth, we specialize in working with busy professionals with equity compensation, business owners, and individuals seeking to delegate financial planning and investment management to advisors with expertise and training in the unique challenges of affluent families.
Advisory Services Provided:
Financial Planning, Portfolio Management, Financial Planning for Individuals, Financial Planning for Businesses
Qualifications
CRD# 6379220
Firm CRD# 8733
Series 6, 7, 63, 65
Office Location
2888 Loker Avenue East, Suite 322,
Carlsbad,
CA
92010
Phone Number
760-930-7629
Entrepreneur, yogi, ... always learning, always growing. No two people are the same. Your goals, risk tolerance, priorities and approach to life are important to me. Working with business owners, retirees and families in planning how they can achieve their financial goals is energizing and why I love my job. Book a call and let's talk! I'm Most Proud Of: The freedom and peace my services bring to my clients' lives. Click HERE To Learn More About Serena Kim
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity. We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 42 | 1109 | $28,640,972,420 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 697 | 27435 | $5,978,096,039 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
|
|
| 20 | 36 | $4,606,782,284 | A Percentage of AUM
|
|
| 123 | 14757 | $4,600,614,925 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 387 | 10 | $4,498,549,375 | A Percentage of AUM, Performance Based
|
|
| 803 | 25992 | $4,082,797,608 | A Percentage of AUM, Hourly charges, Fixed Fees
|
|
| 26 | 31 | $3,759,435,170 | A Percentage of AUM, Performance Based, Other (RESEARCH REIMBURSEMENT FEES)
|
|
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121 |
5 | 10 | $3,226,308,228 | A Percentage of AUM
|
| 62 | 5169 | $3,085,852,836 | A Percentage of AUM, Fixed Fees
|
|
| 22 | 32 | $3,047,949,000 | A Percentage of AUM, Performance Based
|
|
| 33 | 9143 | $2,901,635,752 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 34 | 1224 | $2,744,586,245 | A Percentage of AUM, Fixed Fees, Commission Based, Performance Based, Other (FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT)
|
|
| 8 | 21 | $2,088,666,253 | A Percentage of AUM
|
|
| 20 | 1084 | $2,013,856,436 | A Percentage of AUM, Fixed Fees, Other (REFERRAL FEE)
|
|
| 27 | 303 | $1,802,790,332 | A Percentage of AUM, Performance Based
|
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
