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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 | |||||
|---|---|---|---|---|---|---|---|
| BANKERS INVESTMENT COUNSELING CRD 325872 | Ventura, CA | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| AL LOCY FINANCIAL SERVICES LLC CRD 135869 | Lodi, CA | Advisory firm LLC | $21.5M | 1 advisors | Percentage of AUM | View | |
| CORRIGIT CAPITAL GROUP CRD 292812 | Pasadena, CA | Corporate platform Corporation | $21.5M | 2 advisors | Percentage of AUM | View | |
| VALUETECH PRIVATE ADVISORS CRD 311165 | Diamond Bar, CA | Advisory firm LLC | $21.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EVERGREEN CAPITAL HOLDINGS, LLC CRD 312345 | Newport Beach, CA | Advisory firm LLC | $21.4M | 2 employees | Percentage of AUM | View | |
| PINEDO FINANCIAL SERVICES CRD 149450 | Roseville, CA | Corporate platform Corporation | $21.3M | 1 advisors | Percentage of AUM | View | |
| SOARES FINANCIAL, INC. CRD 120056 | Napa, CA | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDEN WEALTH CAPITAL, LLC CRD 327819 | Sacramento, CA | Advisory firm LLC | $21.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEQUOIA FINANCIAL, LLC CRD 304388 | Visalia, CA | Advisory firm LLC | $20.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PATHFINDER WEALTH ADVISORS, LLC CRD 305910 | Los Angeles, CA | Advisory firm LLC | $20.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AQUILA WEALTH ADVISORS CRD 290083 | San Luis Obispo, CA | Advisory firm LLC | $20.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STACK ASSET MANAGEMENT CRD 151247 | San Diego, CA | Corporate platform Corporation | $20.7M | 2 advisors | Percentage of AUM | View | |
| HOLT INVESTMENT ADVISORS CRD 135659 | Manhattan Beach, CA | Advisory firm Sole prop | $20.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FILIPPINI INVESTMENT ADVISORY CRD 165943 | Santa Barbara, CA | Advisory firm LLC | $20.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FARM GIRL CAPITAL LLC CRD 314384 | Albany, CA | Advisory firm LLC | $20.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TEIXEIRA WEALTH MANAGEMENT LLC CRD 283906 | San Luis Obispo, CA | Advisory firm LLC | $20.3M | 1 advisors | Percentage of AUM | View | |
| LEGACY FINANCIAL GROUP CRD 115901 | Torrance, CA | Advisory firm LLC | $20.1M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TDIRECTION ASSET MANAGEMENT CRD 285730 | San Francisco, CA | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| YARASH GLOBAL SOLUTIONS INC. CRD 335185 | Glendale, CA | Corporate platform Corporation | $20.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COPIA WEALTH MANAGEMENT ADVISORS, INC. CRD 288286 | San Diego, CA | Corporate platform Corporation | $19.7M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PACIFIC SPIRIT INVESTMENTS LP CRD 331583 | La Jolla, CA | Advisory firm LP | $19.5M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTH MANAGEMENT PARTNERS OF LOS ANGELES CRD 306780 | Encino, CA | Corporate platform Corporation | $19.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLALOM WEALTH MANAGEMENT, LLC CRD 292207 | Sacramento, CA | Advisory firm LLC | $19.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BALANCING LIFE FINANCIAL PLANNING CRD 305808 | Orange, CA | Advisory firm Sole prop | $19.3M | 2 advisors | Percentage of AUM | View |