How many financial advisors are in Palm Desert, California?

Falists lists 13 registered investment advisers with a principal office or filing address in Palm Desert, California, based on public SEC IAPD data.

How do financial advisors in Palm Desert charge fees?

Fee structures vary by firm. In Palm Desert, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Palm Desert?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

California · 13 advisers

Financial Advisors in Palm Desert, California

Looking for a financial advisor in Palm Desert, California? Falists indexes 13 SEC-registered and state-registered investment advisers in Palm Desert — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $1.34B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.34B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth12 Planning9 Trusts11 Retirement6 Institutional5

Top advisors in Palm Desert

Ranked by AUM · Fees, team & specialties at a glance

View all 13 →

CYPRESS WEALTH SERVICES, LLC

Palm Desert, CA

AUM

$1.34B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

14 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(760) 834-7250

Full profile Visit site →

KEYSTONE PRIVATE WEALTH

Palm Desert, CA

AUM

$860.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

11 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(760) 818-7020

Full profile Visit site →

Palm Desert, CA

AUM

$825K

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

415-399-9733

Full profile Visit site →

Palm Desert, CA

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

760-341-4888

Full profileNo website

LOTUSLAND PROPERTIES

Palm Desert, CA

AUM

—

Trusts & Estates

Team

1 advisors

Clients

—

Fees

SOLICITOR FEES

760-777-7377

Full profileNo website

More cities in California

San Francisco (760)Los Angeles (373)San Diego (192)Palo Alto (188)Newport Beach (158)Menlo Park (151)Irvine (102)Santa Monica (96)San Mateo (88)Pasadena (79)Beverly Hills (65)San Jose (59)

Common questions

How many financial advisors are in Palm Desert, California?: 13 registered investment advisers are listed in our Palm Desert directory, sourced from public SEC filings.
What types of advisors are in Palm Desert?: 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 Palm Desert?: 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.