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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 | |||||
|---|---|---|---|---|---|---|---|
| SAGEWATER WEALTH MANAGEMENT LLC CRD 332662 | Beverly Hills, CA | Advisory firm LLC | $14.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GOODRICH FINANCIAL GROUP, LLC CRD 139958 | Escondido, CA | Advisory firm LLC | $14.1M | 1 advisors | Percentage of AUM | View | |
| QUANTS CAPITAL MANAGEMENT, INC CRD 153124 | El Segundo, CA | Corporate platform Corporation | $14.0M | 2 advisors | Performance-based fees | View | |
| SANTA FE' WEALTH MANAGEMENT CRD 140810 | San Diego, CA | Corporate platform Corporation | $13.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEHAGE FINANCIAL CRD 155519 | Campbell, CA | Advisory firm Sole prop | $13.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOORE MONEY ADVISORY CRD 283542 | Azusa, CA | Advisory firm LLC | $13.6M | 1 advisors | Percentage of AUM | View | |
| AVIDITY CAPITAL CRD 312745 | Hanford, CA | Corporate platform Corporation | $13.6M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PROCESS WEALTH LLC CRD 336802 | Roseville, CA | Advisory firm LLC | $13.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FIDUCIARY ARCHITECTS LLC CRD 322251 | Newport Beach, CA | Advisory firm LLC | $13.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGOS GLOBAL ADVISORS, LLC CRD 287672 | Santa Barbara, CA | Advisory firm LLC | $13.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CM FIRST CAPITAL CORP. CRD 128617 | Huntington Beach, CA | Corporate platform Corporation | $12.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| APP CRD 324537 | San Mateo, CA | Advisory firm LLC | $12.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QUBED CAPITAL, LLC CRD 173854 | Oakland, CA | Advisory firm LLC | $12.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GLOBALINK WEALTH MANAGEMENT, LLC CRD 323294 | Pasadena, CA | Advisory firm LLC | $12.7M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| WILSON FINANCIAL ADVISORS, LLC CRD 289782 | Garden Grove, CA | Advisory firm LLC | $12.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IVY INVEST CORPORATION CRD 328122 | San Francisco, CA | Corporate platform Corporation | $12.6M | 1 advisors | Percentage of AUM | View | |
| THE SIMPLE INVESTOR'S GUIDE, LLC CRD 285860 | Simi Valley, CA | Advisory firm LLC | $12.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PAKHA INVESTMENT ADVISORY CRD 173205 | Redlands, CA | Corporate platform Corporation | $12.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSONANCE WEALTH MANAGEMENT CRD 285027 | Los Gatos, CA | Advisory firm LLC | $12.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ROCKWEALTH FINANCIAL LLC CRD 329798 | Irvine, CA | Advisory firm LLC | $12.4M | 1 advisors | Fixed fees | View | |
| TRIPACIFIC CAPITAL ADVISORS, LLC CRD 142121 | Irvine, CA | Advisory firm LLC | $12.3M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ULIVI WEALTH MANAGEMENT CRD 133666 | Orange, CA | Advisory firm Sole prop | $12.2M | 1 advisors | Percentage of AUM | View | |
| THOMAS INVESTMENT ADVISORS LLC CRD 334544 | Newport Beach, CA | Advisory firm LLC | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CSI WEALTH MANAGEMENT CRD 328963 | Arcadia, CA | Corporate platform Corporation | $12.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |