SILVER OAK WEALTH ADVISORS SERVICES, LLC
Los Angeles, CA
AUM
$300.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-207-4800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
373 advisers found
PACIFIC SUN FINANCIAL CORP
Los Angeles, CA
AUM
$290.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-716-8646
LIQUID CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$287.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-968-5015
SANDBRIDGE INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$281.6M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-208-8488
AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC
Los Angeles, CA
AUM
$279.3M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-481-8700
CORRIDOR CAPITAL, LLC
Los Angeles, CA
AUM
$276.0M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-442-7000
STONEBRIDGE CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$268.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-277-1450
ISHARA INVESTMENTS LP
Los Angeles, CA
AUM
$259.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(818) 983-4448
ALPHA ANALYTICS INVESTMENT GROUP LLC
Los Angeles, CA
AUM
$253.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-556-0389
QCA CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$252.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
310-473-4411
PROPEL BIO MANAGEMENT, LLC
Los Angeles, CA
AUM
$247.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206 602 9246
BLACK IMPACT GROUP, LLC
Los Angeles, CA
AUM
$232.1M
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
323-306-4648
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
Los Angeles, CA
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
(310) 795-0622
MAINSTREAM CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$224.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
213-365-6773
ALLSTREET CAPITAL LLC
Los Angeles, CA
AUM
$218.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-443-6791
ARGYLE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$213.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 750-9557
EXCOLERE EQUITY PARTNERS, LLC
Los Angeles, CA
AUM
$212.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-424-4700
ELI CIRCLE CAPITAL, LP
Los Angeles, CA
AUM
$209.0M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-571-5914
VOYAGER MANAGEMENT, LLC
Los Angeles, CA
AUM
$208.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-652-7070
LEGION PARTNERS ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$200.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
424-253-1774
BRISTLECONE VALUE PARTNERS, LLC
Los Angeles, CA
AUM
$188.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-806-4141
DOHENY ASSET MANAGEMENT, L.L.C.
Los Angeles, CA
AUM
$185.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-802-7806
KITTYHAWK VENTURES, LLC
Los Angeles, CA
AUM
$184.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 244-5641
GENTER ADVISORS LLC
Los Angeles, CA
AUM
$182.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00
310-477-6543