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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 | |||||
|---|---|---|---|---|---|---|---|
| AI FINANCIAL, INC. CRD 128781 | Simi Valley, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| ALTA FINANCIAL GROUP CRD 145001 | Campbell, CA | Advisory firm LLC | $6.0M | 1 advisors | Percentage of AUM | View | |
| 361 FINANCIAL PLANNING, INC. CRD 283581 | Walnut Creek, CA | Corporate platform Corporation | $5.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KALO CAPITAL MANAGEMENT, LLC CRD 157232 | San Diego, CA | Advisory firm LLC | $5.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DESERT CAPITAL MANAGEMENT GROUP, INC CRD 322100 | Hermosa Beach, CA | Corporate platform Corporation | $5.7M | 2 advisors | Percentage of AUM; Commissions | View | |
| WISMAR FINANCIAL CRD 337662 | Carlsbad, CA | Advisory firm LLC | $5.5M | 2 advisors | Percentage of AUM | View | |
| ETZLER FINANCIAL ADVISORS, LLC CRD 134022 | Red Bluff, CA | Advisory firm LLC | $5.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| GT INVESTMENT MANAGEMENT, LLC CRD 325619 | Los Angeles, CA | Advisory firm LLC | $5.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ONPOINT FINANCIAL MANAGEMENT LLC CRD 317214 | Beverly Hills, CA | Advisory firm LLC | $5.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COULOMBE AND SONS WEALTH MANAGEMENT CRD 328371 | Woodland Hills, CA | Corporate platform Corporation | $5.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INDEPENDENT WEALTH SOLUTIONS CRD 281216 | Encinitas, CA | Advisory firm LP | $5.3M | 1 advisors | Percentage of AUM; AUM BASED REFERRAL FEE | View | |
| ALPHAAI CAPITAL MANAGEMENT CRD 316128 | CA | Advisory firm LLC | $5.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ATHENA WEALTH MANAGEMENT CRD 304017 | Murrieta, CA | Advisory firm LLC | $5.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURAPA INVESTMENTS CRD 168510 | Agoura Hills, CA | Corporate platform Corporation | $5.0M | 1 advisors | Percentage of AUM | View | |
| OPES CAPITAL GROUP, LLC CRD 166106 | Los Angeles, CA | Advisory firm LLC | $5.0M | 2 advisors | Percentage of AUM | View | |
| JLE WEALTH MANAGEMENT, LLC CRD 167171 | San Diego, CA | Advisory firm LLC | $4.9M | 1 advisors | Percentage of AUM | View | |
| VERA WEALTH LLC CRD 333522 | Pasadena, CA | Advisory firm LLC | $4.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YIELD GROWTH ADVISORS CRD 328437 | San Diego, CA | Advisory firm LLC | $4.8M | 1 advisors | Percentage of AUM | View | |
| PRIME OPPORTUNITIES INVESTMENT GROUP LLC CRD 146944 | Los Angeles, CA | Advisory firm LLC | $4.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PRESIDIO FINANCIAL ADVISORS LLC CRD 313150 | Santa Barbara, CA | Advisory firm LLC | $4.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ACCLARO WEALTH MANAGEMENT CRD 183518 | Walnut Creek, CA | Advisory firm LLC | $4.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 245 INVESTMENTS LLC CRD 330299 | Sacramento, CA | Advisory firm LLC | $4.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| FADE IN FINANCIAL CRD 311994 | Burbank, CA | Advisory firm LLC | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERILIUM CRD 327058 | Lake Forest, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View |