California · 4 advisers
Financial Advisors in Eureka, California
Looking for a financial advisor in Eureka, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Eureka — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $819.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$819.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Eureka
Ranked by AUM · Fees, team & specialties at a glance
PREMIER FINANCIAL GROUP INC
Eureka, CA
AUM
$819.9M
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
707-443-2741
REDWOOD COAST FINANCIAL PARTNERS
Eureka, CA
AUM
$151.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
707-444-9212
EBERT CAPITAL MANAGEMENT INC.
Eureka, CA
AUM
$116.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
707-407-3813
REPROP FINANCIAL MORTGAGE INVESTORS, LLC
Eureka, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
707-444-7741
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Common questions
- How many financial advisors are in Eureka, California?
- 4 registered investment advisers are listed in our Eureka directory, sourced from public SEC filings.
- What types of advisors are in Eureka?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Eureka?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.