AdvisorGrade

Financial advisers in Chico, CA

4 registered investment adviser firms in Chico managing $1.5B in assets, based on public SEC Form ADV filings.

Sweeney & Michel, LLC

Chico, CA · Est. 2018

Local
Fee-based
AUM
$753M
Per adviser
$251M
Advisers
3

No reported disclosures

The O'Donnell Group

Chico, CA · Est. 2016

Local
Fee-based
AUM
$492M
Per adviser
$246M
Advisers
2

No reported disclosures

Altum Wealth Advisors

Chico, CA · Est. 2025

Local
Fee-based
AUM
$135M
Per adviser
$68M
Advisers
2

No reported disclosures

Murray Financial Services, INC

Chico, CA · Est. 2022

Local
Fee-based
AUM
$134M
Per adviser
$67M
Advisers
2

No reported disclosures