Osaic Wealth
28yrs
Top advisor by experience in Martinez
Financial advisors in Martinez, CA
Looking for a financial advisor in Martinez, CA? We list 18 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
18Advisors with offices here
18Median years of experience
0%At fee-only firms
14Firms represented
Largest firms here: J.P. Morgan Securities (2), Multipolar Capital (2), Edward Jones (2).
Nearby: Pleasant Hill, Benicia, Lafayette, Hercules, Concord, Walnut Creek, Orinda, Pinole.
Ameriprise Financial Services
28yrs
Top 11% by experience in Martinez
Ameritas Advisory Services
26yrs
Top 17% by experience in Martinez
Edward Jones
24yrs
Top 15% by experience at Edward Jones
Morgan Stanley
21yrs
More experience than 72% of advisors in Martinez
Multipolar Capital
19yrs
More experience than 67% of advisors in Martinez
Strategic Advisers
19yrs
Top 17% by experience at Strategic Advisers
Multipolar Capital
19yrs
More experience than 58% of advisors nationwide
State Farm Investment Management
18yrs
More experience than 63% of advisors at State Farm Investment Management
Strategic Advisers
16yrs
Top 23% by experience at Strategic Advisers
RBC Capital Markets
13yrs
13 years in the industry
Edward Jones
13yrs
More experience than 61% of advisors at Edward Jones
J.P. Morgan Securities
12yrs
More experience than 59% of advisors at J.P. Morgan Securities
Cbiz Investment Advisory Services
12yrs
12 years in the industry
J.P. Morgan Securities
10yrs
More experience than 52% of advisors at J.P. Morgan Securities
MML Investors Services
7yrs
7 years in the industry
Onedigital
2yrs
2 years in the industry
Merrill
2yrs
2 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.