California · 4 advisers
Financial Advisors in Turlock, California
Looking for a financial advisor in Turlock, California? Falists indexes 4 SEC-registered and state-registered investment advisers in Turlock — 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 $673.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$673.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Turlock
Ranked by AUM · Fees, team & specialties at a glance
INTEGRAL WEALTH MANAGEMENT
Turlock, CA
AUM
$673.9M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
209-633-3101
AFS INVESTMENTS
Turlock, CA
AUM
$56.5M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
916-987-7335
HILLBERG CAPITAL MANAGEMENT, LLC
Turlock, CA
AUM
$103.9M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
209-667-2406
BERGER ASSET MANAGEMENT, INC.
Turlock, CA
AUM
$25.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
209-632-9939
More cities in California
Common questions
- How many financial advisors are in Turlock, California?
- 4 registered investment advisers are listed in our Turlock directory, sourced from public SEC filings.
- What types of advisors are in Turlock?
- 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 Turlock?
- 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.