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 | |||||
|---|---|---|---|---|---|---|---|
| H&H INTERNATIONAL INVESTMENT, LLC CRD 292451 | Palo Alto, CA | Advisory firm LLC | $25.50B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PNMAC CAPITAL MANAGEMENT, LLC CRD 147101 | Westlake Village, CA | Corporate platform LLC | $21.35B | 37 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPREHENSIVE FINANCIAL MANAGEMENT LLC CRD 159641 | Los Gatos, CA | Advisory firm LLC | $18.52B | 15 advisors | Hourly charges · Fixed fees +1 more | View | |
| CI GLOBAL INVESTMENTS INC. CRD 156752 | Oakland, CA | Corporate platform Corporation | $14.74B | 2 advisors | APPROXIMATELY 110% OF THE ADVISOR'S EXPENSES | View | |
| PACIFIC PRIVATE FUND ADVISORS LLC CRD 168830 | Newport Beach, CA | Advisory firm LLC | $12.24B | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| RPA FINANCIAL, LLC CRD 294105 | San Rafael, CA | Advisory firm LLC | $10.88B | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC HEIGHTS ASSET MANAGEMENT, LLC CRD 124365 | San Francisco, CA | Corporate platform LLC | $7.27B | 2 advisors | Percentage of AUM | View | |
| AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC CRD 131660 | San Diego, CA | Corporate platform LLC | $5.87B | 2 advisors | Percentage of AUM | View | |
| ALPHAPOINT, INC. CRD 130115 | Corona Del Mar, CA | Corporate platform Corporation | $5.56B | 1 advisors | Hourly charges; Fixed fees | View | |
| SHAH WEALTH ADVISORS CRD 340644 | Chino Hills, CA | Advisory firm LLC | $0 | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SILVER BIRCH FINANCIAL LLC CRD 341785 | CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SOBORA CAPITAL CRD 288237 | Pleasanton, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPENDVEST CRD 339469 | CA | Corporate platform Corporation | $0 | 1 advisors | Fixed fees | View | |
| STEP ADVISERS, LLC CRD 322349 | Palo Alto, CA | Advisory firm LLC | — | 1 advisors | NONE | View | |
| SUTTER CAPITAL PARTNERS, LLC CRD 312689 | Irvine, CA | Advisory firm LLC | $0 | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TAMARIND FINANCIAL PLANNING CRD 155651 | San Mateo, CA | Advisory firm LLC | — | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE LYND GROUP ADVISORS, LLC CRD 169664 | Ventura, CA | Advisory firm LLC | $0 | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| TORREY PINES INVESTMENT MANAGEMENT CRD 330216 | Del Mar, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM | View | |
| UPRISE ADVISERS LLC CRD 322959 | San Francisco, CA | Advisory firm LLC | — | 5 advisors | Hourly charges; Fixed fees | View | |
| VANMAY WEALTH MANAGEMENT CRD 341172 | Huntington Beach, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM | View | |
| VECTIS CAPITAL CRD 342378 | CA | Advisory firm LLC | $0 | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VIRIDIAN WAY LLC CRD 335138 | Santa Clara, CA | Advisory firm LLC | — | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH ADVISORY LAB LLC CRD 323472 | Newport Beach, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH MANAGERS, INC. CRD 306710 | Pasadena, CA | Corporate platform Corporation | — | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |