How many financial advisors are in Redding, California?

Falists lists 8 registered investment advisers with a principal office or filing address in Redding, California, based on public SEC IAPD data.

How do financial advisors in Redding charge fees?

Fee structures vary by firm. In Redding, 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 Redding?

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 · 8 advisers

Financial Advisors in Redding, California

Looking for a financial advisor in Redding, California? Falists indexes 8 SEC-registered and state-registered investment advisers in Redding — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $420.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$420.7M

Financial planning

Filter by specialty

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

All Wealth8 Planning8 Trusts8 Retirement4 Institutional3

Top advisors in Redding

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

View all 8 →

RUBICON ADVISORS

Redding, CA

AUM

$420.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

19 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

530-223-5357

Full profile Visit site →

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Redding, CA

AUM

$103.6M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

(530) 395-0202

Full profile Visit site →

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Common questions

How many financial advisors are in Redding, California?: 8 registered investment advisers are listed in our Redding directory, sourced from public SEC filings.
What types of advisors are in Redding?: 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 Redding?: 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.