CAPITAL MANAGEMENT ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$234.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-935-8200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
56 advisers found
ECHO45 ADVISORS LLC
Walnut Creek, CA
AUM
$227.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-432-4645
INTEGRITY WEALTH PARTNERS, LLC
Walnut Creek, CA
AUM
$193.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-300-3222
PRIME MERIDIAN CAPITAL MANAGEMENT, LLC
Walnut Creek, CA
AUM
$176.7M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
925-587-5075
CAVU WEALTH ADVISORS, LLC
Walnut Creek, CA
AUM
$171.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
925.289.9902
ARBOR WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$130.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
925-947-0900 EXT. 111
TERRAFIRMA WEALTH PARTNERS
Walnut Creek, CA
AUM
$118.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
925-587-8882
PACIFIC EXCEL WEALTH ADVISORS, INC.
Walnut Creek, CA
AUM
$110.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(925) 464-7445
ALAMO CAPITAL
Walnut Creek, CA
AUM
$103.6M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-472-5700
ORDERLY FINANCE
Walnut Creek, CA
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
415-432-9876
MONVIA FINANCIAL L.P.
Walnut Creek, CA
AUM
$90.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(925) 255-0004
KLESIS ADVISORS, LLC
Walnut Creek, CA
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-430-4956
SARANAP WEALTH ADVISORS
Walnut Creek, CA
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(925) 482-6590
WEALTH & TAX PLANNERS LLC
Walnut Creek, CA
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
925-938-4300
GINSBERG FINANCIAL STRATEGIES
Walnut Creek, CA
AUM
$74.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-287-8400
HAWLEY ADVISORS
Walnut Creek, CA
AUM
$74.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
925-906-9800
GLOBE & ANCHOR WEALTH MANAGEMENT & FINANCIAL PLANNING, LLC
Walnut Creek, CA
AUM
$57.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-239-0116
DAWSON INVESTMENT MANAGEMENT
Walnut Creek, CA
AUM
$40.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
925-673-1300
BABYLON WEALTH MANAGEMENT LLC
Walnut Creek, CA
AUM
$35.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-448-9880
361 FINANCIAL PLANNING, INC.
Walnut Creek, CA
AUM
$5.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(925) 315-7526
ACCLARO WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-954-4604
GOLDEN GATE ADVISORS, INC
Walnut Creek, CA
AUM
—
Financial Planning
Team
2 advisors
Clients
1-10
Fees
RETAINER
925-930-3912