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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 | |||||
|---|---|---|---|---|---|---|---|
| XEL CRD 329693 | Ontario, CA | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KB PRIVATE WEALTH MANAGEMENT GROUP CRD 309208 | Sherman Oaks, CA | Advisory firm LLC | $8.5M | 1 advisors | Percentage of AUM | View | |
| MCCANN INVESTMENT MANAGEMENT LLC CRD 315149 | Lodi, CA | Advisory firm LLC | $8.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KELMAR CAPITAL MANAGEMENT, LLC CRD 127350 | Pasadena, CA | Advisory firm LLC | $8.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARADOX INVESTMENT PARTNERS LLC CRD 307439 | Newport Beach, CA | Advisory firm LLC | $8.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ALTERNITY INVESTMENT ADVISORS CRD 159463 | Newport Beach, CA | Advisory firm LLC | $8.1M | 1 advisors | Percentage of AUM | View | |
| JMO FINANCIAL CRD 175086 | Carlsbad, CA | Corporate platform Corporation | $8.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BURKART & STEVENS WEALTH MANAGEMENT CRD 284575 | San Luis Obispo, CA | Advisory firm Sole prop | $8.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DESERT FINANCIAL PLANNING CRD 293185 | Palm Desert, CA | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALE LLC CRD 281237 | Pleasant Hill, CA | Advisory firm LLC | $7.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIAXIOM CAPITAL, LLC CRD 298263 | San Francisco, CA | Advisory firm LLC | $7.8M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| PACIFIC OAK FINANCIAL PLANNING LLC CRD 226649 | Woodland Hills, CA | Advisory firm LLC | $7.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGGINS CAPITAL MANAGEMENT, INC. CRD 39985 | La Jolla, CA | Corporate platform Corporation | $7.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLACIER POINT ADVISORS, LLC CRD 219515 | Tustin, CA | Advisory firm LLC | $7.6M | 1 advisors | Percentage of AUM | View | |
| GREENWOOD WEALTH MANAGEMENT, LLC CRD 311352 | San Francisco, CA | Advisory firm LLC | $7.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AUSTIN CREEK CAPITAL, LLC CRD 313554 | Mill Valley, CA | Advisory firm LLC | $7.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CENTERPOINT FINANCIAL MANAGEMENT LLC CRD 306065 | Irvine, CA | Advisory firm LLC | $7.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FULLGUARDS FINANCIAL CRD 325399 | Santa Cruz, CA | Corporate platform Corporation | $7.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL AUTOTRADING CRD 143231 | CA | Corporate platform Corporation | $7.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HARTMAN FINANCIAL PLANNING CRD 142122 | Santa Clarita, CA | Advisory firm LLC | $7.3M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| LONGHOUSE WEALTH MANAGEMENT CRD 298119 | Encinitas, CA | Advisory firm LLC | $7.3M | 2 advisors | Percentage of AUM | View | |
| CHOICE FINANCIAL & INSURANCE SERVICES, INC. CRD 312049 | Brea, CA | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIVATUS CRD 329121 | Rancho Cucamonga, CA | Advisory firm LLC | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WMS FINANCIAL SERVICES CRD 291291 | Anaheim, CA | Advisory firm LLC | $7.2M | 1 advisors | Percentage of AUM | View |