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5,013 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| 10 STAR ASSET MANAGEMENT CRD 145873 | Carlsbad, CA | Advisory firm LLC | $32.4M | 1 advisors | Percentage of AUM | View | |
| FIGTREE FINANCIAL ADVISORS, LLC CRD 301517 | Santa Clara, CA | Advisory firm LLC | $32.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PLAN B INVESTMENTS, INC. CRD 136162 | Carmel Valley, CA | Corporate platform Corporation | $32.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| RELIANCE INVESTING, INC. CRD 148481 | Sacramento, CA | Corporate platform Corporation | $32.0M | 3 advisors | Percentage of AUM | View | |
| ALPHA RETIREMENT WEALTH, LLC CRD 281786 | Gold River, CA | Advisory firm LLC | $32.0M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISOR FEES | View | |
| BALOPOLE INVESTMENT MANAGEMENT CORPORATION CRD 135621 | San Mateo, CA | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| TVV ADVISERS, LLC CRD 322542 | Pleasanton, CA | Advisory firm LLC | $31.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CORLETT FINANCIAL, INC. CRD 289019 | San Diego, CA | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARIM WEALTH PLANNING CRD 325684 | San Mateo, CA | Advisory firm LLC | $31.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTOS FINANCIAL MANAGEMENT, LLC CRD 107602 | San Jose, CA | Advisory firm LLC | $31.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ZERO DAY CAPITAL ENTERPRISES LLC CRD 331228 | CA | Advisory firm LLC | $30.7M | 16 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXECUTIVE SERVICES, LLC CRD 283898 | Newport Beach, CA | Advisory firm LLC | $30.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCTAVEWEALTH CRD 170975 | San Francisco, CA | Corporate platform Corporation | $30.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| RIC KOMAREK, CFP CRD 152947 | Redding, CA | Advisory firm Sole prop | $30.0M | 1 advisors | Percentage of AUM | View | |
| SENECA PRIVATE WEALTH, LLC CRD 334161 | Los Angeles, CA | Advisory firm LLC | $29.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| METIS CAPITAL MANAGEMENT LLC CRD 133198 | CA | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View | |
| VALLEY INVESTMENT MANAGEMENT, LLC CRD 166546 | San Francisco, CA | Advisory firm LLC | $29.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCUMULATION STRATEGIES CRD 112502 | Woodland Hills, CA | Advisory firm Sole prop | $29.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ELEVATE WEALTH ADVISORS, LLC CRD 323825 | Newport Beach, CA | Advisory firm LLC | $29.4M | 4 advisors | Percentage of AUM | View | |
| STEVEN ROBERT JAKOWCHIK CRD 136550 | Los Angeles, CA | Advisory firm Sole prop | $29.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SIERRA MADRE PARTNERS LLC CRD 171754 | Cerritos, CA | Advisory firm LLC | $29.3M | 1 advisors | Percentage of AUM | View | |
| BUNKER CRD 319690 | San Francisco, CA | Advisory firm LLC | $29.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INCEPTION FINANCIAL SERVICES CRD 318694 | Costa Mesa, CA | Corporate platform Corporation | $29.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGNED ADVISORS CRD 173796 | Oceanside, CA | Corporate platform Corporation | $29.0M | 2 advisors | Percentage of AUM; FLAT FEE FOR THE COLLECTION AND ORGANIZATION OF FINANCIAL INFO | View |