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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| 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 | |
| SVOF/MM, LLC CRD 132205 | Santa Monica, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM; FUND ADMINSTRATION | View | |
| YOSEMITE WEALTH CRD 322900 | Oakhurst, CA | Advisory firm LLC | $16.3M | 1 advisors | Percentage of AUM | View | |
| EDEN FINANCIAL CRD 323479 | Aliso Viejo, CA | Advisory firm LLC | $16.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CASHMERE CRD 332280 | CA | Advisory firm LLC | $16.1M | 5 advisors | Percentage of AUM | View | |
| STERLING FINANCIAL GROUP, INC. CRD 300327 | Pasadena, CA | Corporate platform Corporation | $16.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORT ROSS CAPITAL MANAGEMENT, LLC CRD 128064 | Monrovia, CA | Advisory firm LLC | $16.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| STRYKER FINANCIAL CRD 146273 | Emeryville, CA | Advisory firm Sole prop | $16.0M | 1 advisors | Percentage of AUM; INSURANCE ,LIFE, HEALTH,DISABILITY | View | |
| NORTH COAST ASSET MANAGEMENT, INC. CRD 119226 | Windsor, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM | View | |
| PUTMAN CAPITAL MANAGEMENT, INC. CRD 135995 | Torrance, CA | Corporate platform Corporation | $15.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHGATE FINANCIAL PARTNERS CRD 317963 | Westlake Village, CA | Advisory firm LLC | $15.9M | 1 advisors | Percentage of AUM | View | |
| J WARD FINANCIAL CRD 317284 | Morgan Hill, CA | Advisory firm LLC | $15.8M | 1 advisors | Percentage of AUM | View | |
| AXIS CAPITAL MANAGEMENT, LLC CRD 317959 | Hermosa Beach, CA | Advisory firm LLC | $15.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| ATWOOD FINANCIAL PLANNING LLC CRD 288941 | CA | Advisory firm LLC | $15.8M | 6 advisors | Hourly charges; Fixed fees | View | |
| PIERPONT INVESTMENT GROUP, LLC CRD 156614 | Ontario, CA | Advisory firm LLC | $15.7M | 1 advisors | Percentage of AUM | View | |
| LUPU FINANCIAL CRD 311610 | Westlake Village, CA | Advisory firm LLC | $15.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| M3 ASSET MANAGEMENT, INC. CRD 169461 | Pasadena, CA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM | View | |
| NORTHBROOK FINANCIAL GROUP, LLC CRD 130864 | Auburn, CA | Advisory firm LLC | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REDWOOD FINANCIAL ADVISORS, INC CRD 119798 | San Rafael, CA | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FHWV FINANCIAL LLC CRD 146046 | Los Alamitos, CA | Advisory firm LLC | $14.8M | 4 advisors | Percentage of AUM; SOLICITOR TO 3RD-PARTY RIA FOR REFERRAL FEE | View | |
| BURGE FINANCIAL CRD 172552 | Sacramento, CA | Corporate platform Corporation | $14.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSPIRATION FINANCIAL PLANNING CRD 334038 | Carlsbad, CA | Advisory firm LLC | $14.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RADIANT WEALTH PLANNING CRD 310280 | Palo Alto, CA | Advisory firm LLC | $14.7M | 2 advisors | Percentage of AUM; Fixed fees | View |