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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).
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 | |||||
|---|---|---|---|---|---|---|---|
| SYZYGY FINANCIAL LLC CRD 154896 | Irvine, CA | Advisory firm LLC | $776K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| REGAN FINANCIAL GROUP, LLC CRD 284756 | Danville, CA | Advisory firm LLC | $739K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AJAY AGRAWAL CRD 334610 | Fremont, CA | Advisory firm Sole prop | $737K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ATWIMA WEALTH MANAGEMENT LLC CRD 333085 | Sacramento, CA | Advisory firm LLC | $712K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| OPTURA ADVISORS, INC. CRD 175424 | Burlingame, CA | Corporate platform Corporation | $671K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOODOO CRD 291372 | Oakland, CA | Corporate platform Corporation | $650K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KUBENCE CRD 336461 | CA | Advisory firm LLC | $570K | 2 advisors | Percentage of AUM | View | |
| WORLD CAPITAL MANAGEMENT CRD 333303 | Sebastopol, CA | Advisory firm Sole prop | $558K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SELECT INVESTMENT SERVICES CRD 331739 | Santa Barbara, CA | Advisory firm Sole prop | $539K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIAN DENNIS, CFP® CRD 325735 | Calabasas, CA | Advisory firm Sole prop | $529K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREW ARROYO INVESTMENTS, LLC CRD 152691 | San Diego, CA | Advisory firm LLC | $500K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HARBOR ROAD CAPITAL MANAGEMENT LLC CRD 161364 | Santa Monica, CA | Advisory firm LLC | $500K | 2 employees | Percentage of AUM | View | |
| MFA GLOBAL CONSULTING GROUP LLC CRD 171944 | Beverly Hills, CA | Advisory firm LLC | $500K | 1 advisors | Percentage of AUM | View | |
| XWEALTH CRD 335260 | Newport Beach, CA | Advisory firm LLC | $480K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CLARITY FINANCIAL CRD 307264 | Arcadia, CA | Advisory firm Sole prop | $462K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LLOYD TEVIS INVESTMENTS, LLC CRD 323061 | Lafayette, CA | Advisory firm LLC | $435K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREENERBUCKS CRD 324622 | Sacramento, CA | Corporate platform Corporation | $396K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIGOFI CRD 315922 | Emeryville, CA | Advisory firm LLC | $395K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GAYLORD WEALTH MANAGEMENT, LLC CRD 168702 | Rocklin, CA | Advisory firm LLC | $395K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| APIIS WEALTH MANAGEMENT CORP. CRD 335241 | Buena Park, CA | Corporate platform Corporation | $393K | 2 advisors | Percentage of AUM; Hourly charges | View | |
| SKYSPHERE LLC CRD 162967 | San Jose, CA | Advisory firm LLC | $320K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BARDI CO. LLC CRD 166134 | Los Angeles, CA | Advisory firm LLC | $275K | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ABACUS WEALTH INTERNATIONAL (AWI) CRD 308998 | Santa Ana, CA | Advisory firm Sole prop | $274K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MOSTT INC. CRD 332063 | Sherman Oaks, CA | Corporate platform Corporation | $254K | 1 advisors | Fixed fees | View |