California · 3 advisers
Financial Advisors in Moraga, California
Looking for a financial advisor in Moraga, California? Falists indexes 3 SEC-registered and state-registered investment advisers in Moraga — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $142.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$142.4M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Moraga
Ranked by AUM · Fees, team & specialties at a glance
RITTMANN CAPITAL MANAGEMENT CO
Moraga, CA
AUM
$142.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-388-0533
GASKIN WEALTH MANAGEMENT
Moraga, CA
AUM
$99.3M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
925-376-7335
GENERATIVE FAMILY OFFICE LLC
Moraga, CA
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
415-484-3668
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Common questions
- How many financial advisors are in Moraga, California?
- 3 registered investment advisers are listed in our Moraga directory, sourced from public SEC filings.
- What types of advisors are in Moraga?
- 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 Moraga?
- 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.