WEAVER CONSULTING GROUP, LLC
Huntington Beach, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(714)536-4065
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, HUNTINGTON BEACH
14 advisers found
LEONID CAPITAL PARTNERS, LLC
Huntington Beach, CA
AUM
$363.0M
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
562-737-6935
CLAY NORTHAM WEALTH MANAGEMENT
Huntington Beach, CA
AUM
$354.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
562-431-9988
SEAGULL LANE ASSET MANAGEMENT LLC
Huntington Beach, CA
AUM
$207.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; THIRD-PARTY ADVISORY FEES
714-960-2316
STEWARDSHIP WEALTH MANAGEMENT SOLUTIONS
Huntington Beach, CA
AUM
$153.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
714-455-2955
CAPITAL RESOURCES AND INSURANCE, INC
Huntington Beach, CA
AUM
$54.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-903-2400
SPAHR FINANCIAL GROUP, LLC
Huntington Beach, CA
AUM
$27.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-963-5000
SOUTHLAND INVESTMENTS
Huntington Beach, CA
AUM
$24.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
714-841-5804
CM FIRST CAPITAL CORP.
Huntington Beach, CA
AUM
$12.9M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
714-465-2207
GREYSTONE WEALTH MANAGEMENT LLC
Huntington Beach, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
714-843-3332
VANMAY WEALTH MANAGEMENT
Huntington Beach, CA
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-465-9237
STOCK TRADERS
Huntington Beach, CA
AUM
$49.2M
Wealth MgmtFee-Only/Hourly
Team
3 employees
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-375-1788
Full profileNo website
RHB CAPITAL, INC.
Huntington Beach, CA
AUM
$38.7M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
562-888-1367
Full profileNo website
GREGORY ADVISORS INC.
Huntington Beach, CA
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-372-2299
Full profileNo website