WEALTH ARCHITECTS, LLC
Mountain View, CA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-325-9044
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
SENTRY ADVISORS, LLC
San Francisco, CA
AUM
$2.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
415-229-9070
CHECK CAPITAL MANAGEMENT INC
Costa Mesa, CA
AUM
$2.37B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
714-641-3579
GEMMER ASSET MANAGEMENT LLC
Walnut Creek, CA
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-933-3786
CLARET ASSET MANAGEMENT CORP
Montreal Quebec, CA
AUM
$2.36B
Wealth MgmtTrusts & Estates
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
514-842-6110
IFC ADVISORS LLC
Los Angeles, CA
AUM
$2.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-596-1250
WILLOW CREEK WEALTH MANAGEMENT, INC.
Sebastopol, CA
AUM
$2.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
707-829-1146
CLOCKTOWER GROUP, L.P.
Santa Monica, CA
AUM
$2.28B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
(310) 458-2003
AUM
$2.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
888-585-1755
JDL ADVISERS
Newport Beach, CA
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-752-9096
CALIFORNIA FINANCIAL ADVISORS
San Ramon, CA
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
925.275.1000
PACIFIC INCOME ADVISERS INC
El Segundo, CA
AUM
$2.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
310-393-1424
AUM
$2.24B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
022-69925500
OAKMONT CORPORATION
Los Angeles, CA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
213-891-6300
THE INVESTMENT HOUSE LLC
Redondo Beach, CA
AUM
$2.20B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-873-3021
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
ANFIELD CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$2.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-891-0600
FINANCIAL MANAGEMENT NETWORK INC
Mission Viejo, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
949-455-0300
VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(916) 608-4284
COASTEDGE PARTNERS, LLC
San Diego, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-997-2777
BRISTOL GROUP INC
San Francisco, CA
AUM
$2.04B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
415-398-1022
FAIRVIEW CAPITAL
Greenbrae, CA
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-464-4640
NIPUN CAPITAL, L.P.
Foster City, CA
AUM
$2.03B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-265-4666
MADISON AVENUE SECURITIES, LLC
San Diego, CA
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
81 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-627-7323