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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 | |||||
|---|---|---|---|---|---|---|---|
| DEL MONTE CAPITAL, INC. CRD 300894 | Monterey, CA | Corporate platform Corporation | $250K | 1 advisors | Percentage of AUM | View | |
| MOST CAPITAL CRD 304451 | Woodland Hills, CA | Advisory firm LLC | $250K | 1 advisors | Percentage of AUM | View | |
| MUNIFI, LLC CRD 331613 | Hermosa Beach, CA | Advisory firm LLC | $198K | 1 advisors | Percentage of AUM | View | |
| EQUITY X INVESTMENTS, LLC CRD 332527 | Sacramento, CA | Advisory firm LLC | $153K | 1 advisors | Percentage of AUM | View | |
| PRUVISE CRD 304365 | Newport Beach, CA | Corporate platform Corporation | $150K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MANZIL INVESTMENT ADVISORS, LLC CRD 308500 | CA | Advisory firm LLC | $147K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| UP&UP CAPITAL, INC. CRD 315567 | Glendale, CA | Corporate platform Corporation | $137K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MY ADVISORS, LLC CRD 135863 | Portola Hills, CA | Advisory firm LLC | $132K | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| PAMELA PLICK WEALTH MANAGEMENT LLC CRD 159126 | Palm Desert, CA | Advisory firm LLC | $131K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARAGON ADVISORS CRD 317462 | Corona, CA | Advisory firm LLC | $111K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOCIALTRADER CRD 326985 | San Diego, CA | Corporate platform Corporation | $73K | 4 employees | Percentage of AUM · Subscription fees +1 more | View | |
| WEALTHPAVER CRD 299615 | Pleasanton, CA | Advisory firm LLC | $67K | 1 advisors | Percentage of AUM | View | |
| UNIFIMONEY RIA, INC. CRD 309001 | CA | Corporate platform Corporation | $62K | 2 advisors | Percentage of AUM | View | |
| ARNIE ADVISORS LLC CRD 307049 | CA | Advisory firm LLC | $52K | 1 advisors | Percentage of AUM | View | |
| ANTIGRAVITY INVESTMENTS CRD 290288 | CA | Corporate platform Corporation | $35K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VICTORWEALTH, LLC CRD 164690 | San Francisco, CA | Advisory firm LLC | $25K | 1 advisors | Percentage of AUM | View | |
| EMERALD WEALTH MANAGEMENT, INC. CRD 171913 | Newport Beach, CA | Corporate platform Corporation | $15K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRECER CRD 335908 | CA | Advisory firm LLC | $4K | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CRENSHAW CAPITAL MANAGEMENT CRD 153427 | Los Angeles, CA | Advisory firm LLC | $3K | 1 advisors | Percentage of AUM | View | |
| DECODE FINANCE LLC CRD 331985 | Palo Alto, CA | Advisory firm LLC | $1K | 1 advisors | Fixed fees | View | |
| ENDOWE ADVISORY LLC CRD 338697 | San Jose, CA | Advisory firm LLC | $300 | 1 advisors | Percentage of AUM | View | |
| XOOMFI ADVISORS CRD 314872 | San Jose, CA | Corporate platform Corporation | $300 | 0 total employees | Percentage of AUM | View | |
| AFT US CAPITAL LLC CRD 335448 | San Francisco, CA | Advisory firm LLC | $214 | 4 employees | Percentage of AUM | View | |
| ACUMAIN CAPITAL, LLC CRD 336530 | Pleasanton, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM; Performance-based fees | View |