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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 | |||||
|---|---|---|---|---|---|---|---|
| BULLBEAR INVESTMENT MANAGEMENT, LLC CRD 141513 | Los Angeles, CA | Advisory firm LLC | $3.1M | 1 advisors | Percentage of AUM | View | |
| SALT CAPITAL WEALTH MANAGEMENT, LLC CRD 309267 | Ladera Ranch, CA | Advisory firm LLC | $3.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AFC WEALTH MANAGEMENT CRD 297461 | Encino, CA | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINTENT CRD 331452 | Monrovia, CA | Corporate platform Corporation | $3.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDGEBROOK INVESTMENTS, LLC CRD 133418 | Ceres, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DUNHILL & COMPANY, LLC CRD 289213 | San Francisco, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINITE MANAGEMENT, LLC CRD 314875 | Santa Monica, CA | Advisory firm LLC | $3.0M | 2 advisors | Percentage of AUM | View | |
| NEYA CAPITAL CRD 325185 | Palmdale, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YAYATI ASSET MANAGEMENT, LLC CRD 324099 | Newport Beach, CA | Advisory firm LLC | $3.0M | 4 advisors | Percentage of AUM | View | |
| PROSPERENT CAPITAL, LLC CRD 325603 | Ukiah, CA | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JC&COMPANY CRD 300724 | Irvine, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM | View | |
| FUSION FINANCIAL CRD 166026 | Laguna Hills, CA | Advisory firm Sole prop | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE CANYON WEALTH CRD 292525 | South Pasadena, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| JACKSON PEAK CAPITAL LLC CRD 324352 | Lafayette, CA | Advisory firm LLC | $2.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THRIVE PORTFOLIOS CRD 314414 | San Diego, CA | Corporate platform Corporation | $2.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIRIGO INVESTMENT ADVISORS, LLC CRD 285497 | Santa Monica, CA | Advisory firm LLC | $2.8M | 1 advisors | Percentage of AUM | View | |
| PROPEL PRIVATE WEALTH LLC CRD 340734 | CA | Advisory firm LLC | $2.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY FINANCIAL PLANNING CRD 305590 | Los Banos, CA | Advisory firm LLC | $2.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHITE STORK ASSET MANAGEMENT LLC CRD 289149 | Irvine, CA | Advisory firm LLC | $2.7M | 2 advisors | Percentage of AUM | View | |
| MB BLUE GP LLC CRD 300176 | Santa Monica, CA | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM | View | |
| SDMI INSURANCE AND FINANCIAL SERVICES CRD 171312 | El Dorado Hills, CA | Advisory firm Sole prop | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| HOLLAND STRATEGIC WEALTH ADVISORS LLC CRD 334665 | La Jolla, CA | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AIONIOS CAPITAL PARTNERS, LLC CRD 313190 | Newport Beach, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM | View | |
| EDMD FINANCIAL STRATEGIES, LLC CRD 153242 | San Ramon, CA | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |