Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| NECTARINE CRD 327155 | San Diego, CA | Corporate platform Corporation | — | 29 advisors | Fixed fees; REFERRAL FEES | View | |
| ONWARD ADVISORS LLC CRD 316214 | Pasadena, CA | Advisory firm LLC | — | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPTIMO CAPITAL CRD 288421 | San Francisco, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORNATE INVESTMENT MANAGERS LLC CRD 329791 | Irvine, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANTHEON WEALTH PLANNING CRD 166825 | San Jose, CA | Corporate platform Corporation | — | 2 advisors | Hourly charges; Fixed fees | View | |
| PLATINUM WEALTH MANAGEMENT, LLC CRD 299438 | Fresno, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM | View | |
| PORTFOLIO MANAGEMENT TECHNOLOGY CRD 106135 | San Francisco, CA | Corporate platform Corporation | — | 1 advisors | Hourly charges; Fixed fees | View | |
| PROSPERITY PLANNING AND ADVISORY, LLC CRD 336302 | Los Angeles, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRUDENT PROSPERA PLANNING, INC. CRD 175416 | Pleasanton, CA | Corporate platform Corporation | — | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| QUID CAPITAL CRD 307242 | Los Angeles, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM | View | |
| R. L. RIGARD & ASSOCIATES LTD. CRD 277173 | Los Angeles, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| R.I.T. WEALTH ADVISORS CRD 339934 | San Luis Obispo, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| RAVEN WEALTH ADVISORS CRD 339849 | Pasadena, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REMEDIOS FINANCIAL PLANNING CRD 269824 | San Francisco, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| RUBRIC ADVISORS LLC CRD 336764 | San Francisco, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RUN FREE CAPITAL LLC CRD 335076 | San Ramon, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM | View | |
| RUSHMORE CAPITAL PARTNERS CRD 332491 | Beverly Hills, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SAGE INVESTMENT GROUP CRD 322823 | Pasadena, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE WEALTH SOLUTIONS, LLC CRD 335416 | Palmdale, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAN FRANCISCO ASSET SOLUTIONS CRD 336457 | Sacramento, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SANTA CRUZ FINANCIAL CRD 334207 | Rancho Cucamonga, CA | Corporate platform Corporation | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SCHOLARDOG CRD 341107 | Irvine, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM | View | |
| SCOUT WEALTH ADVISORS LLC CRD 338629 | Pasadena, CA | Advisory firm LLC | — | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEMAPHORE INVESTMENTS CRD 124965 | Irvine, CA | Corporate platform Corporation | — | 0 total employees | Hourly charges · Fixed fees +1 more | View |