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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 | |||||
|---|---|---|---|---|---|---|---|
| HAWK ADVISORY LLC CRD 332571 | San Francisco, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HOLT INVESTMENT PARTNERS LLC CRD 339917 | Newport Beach, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM | View | |
| HUSAMI & ASSOCIATES CRD 134240 | Fullerton, CA | Advisory firm Sole prop | — | 3 advisors | Percentage of AUM; Hourly charges | View | |
| HUTCHISON ROAD PARTNERS, LLC CRD 149028 | Newport Coast, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRAL FINANCIAL LLC CRD 120343 | Cupertino, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNET SECURITIES CRD 102800 | Oakland, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| J. OLIVER MAXWELL, LLC CRD 338783 | Lakeport, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEVIN KENNEDY, LLC CRD 133193 | Alameda, CA | Advisory firm LLC | — | 4 advisors | Percentage of AUM; Hourly charges | View | |
| KOALA FINANCIAL CRD 340891 | Bonita, CA | Corporate platform Corporation | $0 | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOLB WEALTH MANAGEMENT, LLC CRD 339325 | Rocklin, CA | Advisory firm LLC | $0 | 2 advisors | Percentage of AUM; REFERRAL FEES | View | |
| LANE FLORENCE, LLC CRD 144916 | Cameron Park, CA | Advisory firm LLC | — | 4 advisors | Hourly charges; Fixed fees | View | |
| LI ENTERPRISES CRD 322864 | San Francisco, CA | Advisory firm Sole prop | — | 0 total employees | SUBSCRIPTION FEE | View | |
| LILAC WEALTH, LLC CRD 338463 | Venice, CA | Advisory firm LLC | — | 1 advisors | Fixed fees | View | |
| LINDSEY FINANCIAL, INC. CRD 291971 | Redlands, CA | Corporate platform Corporation | — | 2 advisors | Fixed fees; SELECTION OF OTHER ADVISERS FEES | View | |
| LYON WEALTH ADVISORY LLC CRD 335837 | Fresno, CA | Advisory firm LLC | $0 | 1 advisors | Hourly charges; Fixed fees | View | |
| MACRO QUANT PRIVATE WEALTH, LLC CRD 341042 | Torrance, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARTIN & COMPANY CRD 342180 | Valencia, CA | Advisory firm LLC | $0 | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MERUS ADVISORS, LLC CRD 284725 | Santa Barbara, CA | Advisory firm LLC | — | 5 advisors | Percentage of AUM; Fixed fees | View | |
| MEZZI CRD 337818 | Menlo Park, CA | Corporate platform Corporation | — | 1 advisors | Fixed fees | View | |
| MILESTONE FINANCIAL ADVISORS CRD 142453 | Sebastopol, CA | Advisory firm Sole prop | — | 1 advisors | Percentage of AUM | View | |
| MISSION CAPITAL ADVISORS INC. CRD 331522 | Sunnyvale, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| MONT CRD 340142 | San Francisco, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM | View | |
| MOSHER FINANCIAL ADVISORS LLC CRD 291088 | Lafayette, CA | Advisory firm LLC | — | 3 advisors | Hourly charges; Fixed fees | View | |
| NATIONAL RETIREMENT INSTITUTE CRD 339474 | Temecula, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |