California · 3 advisers
Financial Advisors in Fair Oaks, California
Looking for a financial advisor in Fair Oaks, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Fair Oaks — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $210.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
1
Largest AUM
$210.3M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fair Oaks
Ranked by AUM · Fees, team & specialties at a glance
BELLWETHER CAPITAL MANAGEMENT LLC
Fair Oaks, CA
AUM
$36.4M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-338-0777
MARK GILLAM ENTERPRISES
Fair Oaks, CA
AUM
$210.3M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
916-961-2200
ECKEL FINANCIAL ADVISORS
Fair Oaks, CA
AUM
$27.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-502-9164
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Common questions
- How many financial advisors are in Fair Oaks, California?
- 3 registered investment advisers are listed in our Fair Oaks directory, sourced from public SEC filings.
- What types of advisors are in Fair Oaks?
- 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 Fair Oaks?
- 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.