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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 | |||||
|---|---|---|---|---|---|---|---|
| PALOS MANAGEMENT INC. CRD 304309 | Montreal, Quebec, CA | Corporate platform Corporation | $12.1M | 3 advisors | Percentage of AUM | View | |
| ARBOR CAPITAL MANAGEMENT, LLC CRD 135450 | San Mateo, CA | Advisory firm LLC | $12.0M | 2 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| INGEN STRATEGIES, LLC CRD 314588 | Irvine, CA | Advisory firm LLC | $11.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILDFLOWER FINANCIAL LLC CRD 289288 | Santa Cruz, CA | Advisory firm LLC | $11.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| BALANCE CASH MANAGEMENT INC. CRD 333867 | San Francisco, CA | Corporate platform Corporation | $11.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LBG ADVISOR CRD 164065 | Irvine, CA | Advisory firm LLC | $11.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ATLAS CAPITAL MANAGEMENT CRD 110018 | Thousand Oaks, CA | Corporate platform Corporation | $11.4M | 1 advisors | Percentage of AUM | View | |
| FLIGHTPATH FINANCIAL PLANNING CRD 318701 | Del Mar, CA | Advisory firm LLC | $11.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDERE CRD 152013 | San Francisco, CA | Corporate platform Corporation | $11.0M | 1 advisors | Percentage of AUM | View | |
| PICO ASSOCIATES CRD 136611 | Oakland, CA | Advisory firm Sole prop | $11.0M | 1 advisors | Percentage of AUM | View | |
| ALPHA BLUE CAPITAL CRD 328350 | CA | Advisory firm LP | $10.9M | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| THE INDEPENDENT FINANCIAL GROUP CRD 122910 | Simi Valley, CA | Advisory firm Sole prop | $10.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLETCHER FINANCIAL, LLC CRD 133270 | Carlsbad, CA | Advisory firm LLC | $10.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COFFEEHOUSE CAPITAL CRD 317317 | Fresno, CA | Advisory firm LLC | $10.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHLINE ASSET MANAGEMENT, LLC CRD 332483 | Sherman Oaks, CA | Advisory firm LLC | $10.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BROOKS WEALTH MANAGEMENT CRD 332237 | Westlake Village, CA | Advisory firm LLC | $10.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOURNEY EQUITY WEALTH MANAGEMENT LLC CRD 335931 | Downey, CA | Advisory firm LLC | $10.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVINCI WEALTH MANAGEMENT, INC. CRD 327780 | Valencia, CA | Corporate platform Corporation | $10.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BBN MANAGEMENT, LLC CRD 147954 | San Francisco, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VOLT EQUITY LLC CRD 310402 | San Francisco, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM | View | |
| N/A CRD 294031 | Los Angeles, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| JSB CAPITAL MANAGEMENT, LLC CRD 161174 | Del Mar, CA | Advisory firm LLC | $10.3M | 1 advisors | Percentage of AUM | View | |
| OAKTREE WEALTH GROUP INC. CRD 167388 | Brea, CA | Advisory firm Other (specify) | $10.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIBSON MONROE WEALTH ADVISORS CRD 324146 | Oakland, CA | Advisory firm LLC | $10.2M | 1 advisors | Percentage of AUM; Fixed fees | View |