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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 | |||||
|---|---|---|---|---|---|---|---|
| LAMBERT CAPITAL MANAGEMENT CRD 127822 | Santa Barbara, CA | Advisory firm Sole prop | $4.2M | 1 advisors | Percentage of AUM | View | |
| SERVICE ONE FINANCIAL CRD 149137 | San Juan Capistrano, CA | Corporate platform Corporation | $4.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVALON FINANCIAL ADVISORS CRD 147097 | Laguna Hills, CA | Advisory firm Sole prop | $4.1M | 1 advisors | Hourly charges; Fixed fees | View | |
| FINVEST CRD 329172 | San Francisco, CA | Corporate platform Corporation | $4.1M | 1 advisors | Percentage of AUM | View | |
| GC ASSET MANAGEMENT CRD 159324 | Temecula, CA | Advisory firm LLC | $4.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ALLIED VALUE, LLC CRD 153965 | San Francisco, CA | Advisory firm LLC | $4.0M | 1 advisors | Performance-based fees | View | |
| OWLSENSE WEALTH & LEGACY ADVISORS LLC CRD 330627 | Stevenson Ranch, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| API CAPITAL, LLC CRD 334427 | Concord, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANGAR INVESTMENT MANAGEMENT CRD 323433 | CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM | View | |
| SUSTAINABLE WEALTH ADVISORY GROUP CRD 336574 | Los Angeles, CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEE R. ROBINSON & ASSOCIATES CRD 136458 | Stockton, CA | Advisory firm Sole prop | $3.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| IMAGINE MATH CRD 325433 | Moorpark, CA | Advisory firm LLC | $3.7M | 1 advisors | Percentage of AUM | View | |
| G. P. GRECO & CO., INC. CRD 318087 | Palo Alto, CA | Corporate platform Corporation | $3.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FIRMO INVESTMENT CONSULTING SERVICES CRD 153185 | Pasadena, CA | Advisory firm Sole prop | $3.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BAYNES FINANCIAL LLC CRD 307768 | Rancho Cucamonga, CA | Advisory firm LLC | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HALL FINANCIAL WELLNESS CRD 334520 | Newport Beach, CA | Advisory firm LLC | $3.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ALVARADO MANAGEMENT COMPANY CRD 136227 | San Francisco, CA | Corporate platform Corporation | $3.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NI ADVISORS CRD 134502 | Milpitas, CA | Corporate platform Corporation | $3.6M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADUNA CAPITAL CRD 311270 | Norwalk, CA | Advisory firm LLC | $3.5M | 1 advisors | Percentage of AUM | View | |
| SANTA CRUZ WEALTH MANAGEMENT INC. CRD 325737 | Westlake Village, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| XANTOS LABS, LLC CRD 302005 | CA | Advisory firm LLC | $3.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| A.E.I. FINANCIAL GROUP CRD 307099 | Santa Rosa, CA | Corporate platform Corporation | $3.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| OSAGE PACIFIC ADVISORS, INC. CRD 284257 | Laguna Hills, CA | Corporate platform Corporation | $3.2M | 1 advisors | Percentage of AUM | View | |
| FM CAPITAL GROUP CRD 170285 | Oakland, CA | Advisory firm LLC | $3.1M | 0 total employees | Fixed fees; Performance-based fees | View |