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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 | |||||
|---|---|---|---|---|---|---|---|
| ALPHA PRIVATE WEALTH ADVISORS LLC CRD 172724 | San Francisco, CA | Advisory firm LLC | $24.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE INVESTMENT AND PHILANTHROPY CORPORATION CRD 118178 | Sausalito, CA | Corporate platform Corporation | $24.0M | 2 advisors | Percentage of AUM | View | |
| KARL SCHORR WEALTH MANAGEMENT, LLC CRD 166433 | Menifee, CA | Advisory firm LLC | $23.9M | 0 total employees | Percentage of AUM; Hourly charges | View | |
| KOHR INVESTMENTS CRD 305796 | Mission Viejo, CA | Advisory firm LLC | $23.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHLIGHT WEALTH MANAGEMENT CRD 331642 | San Diego, CA | Advisory firm LLC | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ABUNDIT WEALTH CRD 329268 | San Jose, CA | Advisory firm Sole prop | $23.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTHARCH INVESTMENT SERVICES, LLC CRD 170601 | Pasadena, CA | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PROFESSIONAL FINANCIAL ADVISORS INC CRD 105296 | San Juan Capistrano, CA | Corporate platform Corporation | $23.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MICHAEL P LYNCH WEALTH MANAGEMENT, LLC CRD 147450 | Stockton, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PROFLEX FINANCE CRD 334262 | Los Gatos, CA | Advisory firm LLC | $23.4M | 1 advisors | Percentage of AUM | View | |
| WOVEN CAPITAL, LLC CRD 171540 | Redding, CA | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RICHLINE CAPITAL MANAGEMENT INC. CRD 337765 | Markham, Ontario, CA | Corporate platform Corporation | $23.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CREATIVE CAPITALISTS, INC CRD 298898 | Glendale, CA | Corporate platform Corporation | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MONTEREY BAY ASSET MANAGEMENT LLC CRD 142460 | Monterey, CA | Advisory firm LLC | $22.9M | 1 advisors | Percentage of AUM; A PERCENTAGE OF ASSETS UNDER ADVISEMENT | View | |
| ALBERT INVESTMENTS, LLC CRD 298006 | Santa Barbara, CA | Advisory firm LLC | $22.7M | 3 advisors | Fixed fees | View | |
| GL TRUST, INC. CRD 312012 | Whittier, CA | Corporate platform Corporation | $22.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE INVESTMENT MANAGEMENT, LLC CRD 166340 | Newport Beach, CA | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM | View | |
| MARIPOSA CAPITAL MANAGEMENT, LLC CRD 150870 | Pasadena, CA | Advisory firm LLC | $22.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VELMARK CAPITAL MANAGEMENT LLC CRD 311441 | San Francisco, CA | Advisory firm LLC | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRI-QUEST INVESTMENT ADVISORS CRD 135364 | Fresno, CA | Corporate platform Corporation | $22.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK PEAK FINANCIAL CRD 226668 | Menlo Park, CA | Advisory firm Sole prop | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHT WEALTH ADVISORS, LLC CRD 299434 | Mission Viejo, CA | Advisory firm LLC | $21.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DRACO EVOLUTION CRD 329860 | Taipei City, CA | Corporate platform Corporation | $21.8M | 5 advisors | Percentage of AUM · Subscription fees +3 more | View | |
| WEALTH FINANCIAL GROUP WEST, INC. CRD 324051 | Costa Mesa, CA | Corporate platform Corporation | $21.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |