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Showing Wealth Management advisors in CA
3,281 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 | |||||
|---|---|---|---|---|---|---|---|
| PORTAGE CAPITAL MANAGEMENT LLC CRD 299015 | Rolling Hills Estates, CA | Advisory firm LLC | $26.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JST INVESTMENT CONSULTING CRD 158687 | Seal Beach, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEN CAPITAL ADVISORY GROUP, INC. CRD 164701 | El Cerrito, CA | Corporate platform Corporation | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKYLARK WEALTH, LLC CRD 283522 | San Francisco, CA | Advisory firm LLC | $26.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCDONALD HARTMAN WEALTH ADVISORS CRD 316031 | Santa Monica, CA | Corporate platform Corporation | $26.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONETARY MANAGEMENT CORPORATION CRD 131584 | San Francisco, CA | Corporate platform Corporation | $26.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NINE PINES VENTURES, LLC CRD 330532 | San Ramon, CA | Advisory firm LLC | $26.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ELEVATE PLANNERS CRD 332251 | CA | Advisory firm LLC | $25.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERGES CAPITAL MANAGEMENT CRD 288600 | San Diego, CA | Advisory firm LLC | $25.9M | 2 advisors | Percentage of AUM | View | |
| 7SUMMIT ADVISORS, LLC CRD 171409 | Los Angeles, CA | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| SIERRA FINANCIAL PLANNING & ASSET MANAGEMENT CRD 125451 | Roseville, CA | Advisory firm Sole prop | $25.6M | 1 advisors | Fixed fees | View | |
| MINISTRY PARTNERS SECURITIES, LLC CRD 154349 | Brea, CA | Advisory firm LLC | $25.4M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BERKELEY INVESTMENT ADVISORS CRD 121223 | San Francisco, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PMA WEALTH MANAGEMENT CRD 323475 | Tustin, CA | Corporate platform Corporation | $25.3M | 1 advisors | Percentage of AUM | View | |
| GOSHO FINANCIAL GROUP CRD 152268 | San Mateo, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDUCIA WEALTH MANAGEMENT CRD 309571 | Pasadena, CA | Corporate platform Corporation | $25.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPINE PEAKS CONSULTING CRD 154366 | Alpine Meadows, CA | Advisory firm Sole prop | $25.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| PREMIER WEALTH ADVISORS, INC. CRD 146676 | Woodland Hills, CA | Corporate platform Corporation | $25.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SOUTHLAND INVESTMENTS CRD 134478 | Huntington Beach, CA | Advisory firm Sole prop | $24.5M | 2 advisors | Percentage of AUM | View | |
| CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC CRD 306593 | San Jose, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC CRD 299885 | San Francisco, CA | Advisory firm LLC | $24.5M | 2 advisors | Percentage of AUM | View | |
| CONTINUUM FINANCIAL PARTNERS, LLC CRD 165694 | El Dorado Hills, CA | Advisory firm LLC | $24.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WELLINGTON CAPITAL ADVISORS, LLC CRD 282696 | San Francisco, CA | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM | View | |
| JC FINANCIAL SERVICES CRD 284702 | Loomis, CA | Corporate platform Corporation | $24.0M | 1 advisors | Percentage of AUM; Fixed fees | View |