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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 | |||||
|---|---|---|---|---|---|---|---|
| RAINWATER EQUITY LLC CRD 333696 | CA | Advisory firm LLC | $19.1M | 1 advisors | Percentage of AUM | View | |
| ALLMERITS ASSET, LLC CRD 309523 | Buena Park, CA | Advisory firm LLC | $18.9M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| X AND Y ADVISORS, INC. CRD 287715 | El Segundo, CA | Corporate platform Corporation | $18.8M | 1 advisors | Fixed fees | View | |
| LIGHTCAP FINANCIAL GROUP, LLC CRD 334873 | San Diego, CA | Advisory firm LLC | $18.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL FLUENCY CRD 306267 | Irvine, CA | Advisory firm LLC | $18.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OAKGROWTH WEALTH MANAGEMENT LLC CRD 311604 | Pasadena, CA | Advisory firm LLC | $18.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PK WEALTH ADVISORS CRD 335676 | Sacramento, CA | Advisory firm LLC | $18.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RANDOLPH ELDER, CFP CRD 128903 | Loomis, CA | Advisory firm Sole prop | $18.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GARDENA FINANCIAL RETIREMENT ADVISORS CRD 160412 | Gardena, CA | Advisory firm LLC | $17.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BLOOM INVESTMENT ADVISORS, LLC CRD 317405 | San Francisco, CA | Advisory firm LLC | $17.7M | 1 advisors | Subscription fees | View | |
| FIRESIDE FINANCIAL PLANNING, INC. CRD 121784 | San Jose, CA | Corporate platform Corporation | $17.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SENTIENT FINANCIAL, LLC CRD 292766 | Laguna Niguel, CA | Advisory firm LLC | $17.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VIOS ASSET MANAGEMENT LLC CRD 120782 | San Francisco, CA | Advisory firm LLC | $17.4M | 1 advisors | Percentage of AUM | View | |
| MESA WEALTH MANAGEMENT CRD 285861 | Camarillo, CA | Corporate platform Corporation | $17.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ARCHWAY PRIVATE WEALTH LLC CRD 288578 | Manchester, CA | Advisory firm LLC | $17.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CONVERGENCE WEALTH PARTNERS LLC CRD 329438 | Redding, CA | Advisory firm LLC | $17.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IRVING ADVISORY GROUP, LLC CRD 160169 | San Marcos, CA | Advisory firm LLC | $17.1M | 1 advisors | SELECTION OF OTHER ADVISERS FEES | View | |
| PLUTUS WEALTH MANAGEMENT CRD 329764 | Burlington, CA | Advisory firm LLC | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FAMILY WEALTH CONSULTANTS, INC. CRD 128494 | San Jose, CA | Corporate platform Corporation | $16.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GLOBAL INVESTMENT COMPANY CRD 281316 | Oakland, CA | Corporate platform Corporation | $16.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| EDWARD HARO FINANCIAL, LLC CRD 328012 | Tustin, CA | Advisory firm LLC | $16.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| URSA FINANCIAL, LLC CRD 306491 | CA | Advisory firm LLC | $16.6M | 1 advisors | Percentage of AUM | View | |
| ETF PORTFOLIO MANAGEMENT LLC CRD 145698 | Westlake Village, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM | View | |
| WEALTHETIC LLC CRD 334809 | San Diego, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |