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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 | |||||
|---|---|---|---|---|---|---|---|
| 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 | |
| DISTRIBUTION COGNIZANT, LLC CRD 322048 | Palo Alto, CA | Advisory firm LLC | $5.3M | 1 advisors | Percentage of AUM | 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 | |
| MAGNUM RESEARCH GLOBAL LIMITED CRD 291667 | Hong Kong, CA | Advisory firm LLC | $5.0M | 2 advisors | Percentage of AUM; Subscription fees | 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 | |
| TRADINGVALLEY INC. CRD 298542 | Taipei, CA | Corporate platform Corporation | $4.4M | 1 advisors | Percentage of AUM | View | |
| SUNPATH FINANCIAL CRD 312343 | Newport Beach, CA | Corporate platform Corporation | $4.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WRIGHT FINANCIAL & BUSINESS ADVISORS CRD 133346 | Fresno, CA | Advisory firm Sole prop | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LODESTONE CAPITAL SOLUTIONS LLC CRD 156520 | Stanton, CA | Advisory firm LLC | $4.2M | 1 advisors | Percentage of AUM; Hourly charges | View |