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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 | |||||
|---|---|---|---|---|---|---|---|
| ROUTE ONE INVESTMENT COMPANY, L.P. CRD 156398 | San Francisco, CA | Advisory firm Partnership | $4.68B | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| IPG INVESTMENT ADVISORS, LLC CRD 152990 | San Diego, CA | Advisory firm LLC | $4.14B | 38 advisors | Percentage of AUM · Fixed fees +3 more | View | |
| FARTHER ASSET MANAGEMENT, LLC CRD 325807 | San Francisco, CA | Corporate platform LLC | $2.91B | 5 advisors | Percentage of AUM | View | |
| FORGE GLOBAL ADVISORS LLC CRD 284722 | San Francisco, CA | Advisory firm LLC | $2.46B | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GRANT TANI BARASH & ALTMAN, LLC CRD 319128 | Beverly Hills, CA | Advisory firm LLC | $2.28B | 7 advisors | BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES | View | |
| APC ASSET DEVELOPMENT I, LP CRD 328513 | Newport Beach, CA | Advisory firm LP | $2.25B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| APC ASSET DEVELOPMENT II, LP CRD 328587 | Newport Beach, CA | Advisory firm LP | $2.06B | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| MCDONALD CAPITAL INVESTORS INC CRD 105562 | Orinda, CA | Corporate platform Corporation | $1.86B | 2 advisors | Percentage of AUM | View | |
| OT RESEARCH CRD 299086 | CA | Advisory firm LLC | $1.55B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CAMELOT CAPITAL PARTNERS LLC CRD 281843 | Laguna Beach, CA | Advisory firm LLC | $1.54B | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| METZLER-PAYDEN, LLC CRD 108870 | Los Angeles, CA | Advisory firm LLC | $1.26B | 112 advisors | Percentage of AUM | View | |
| KEARNS AND ASSOCIATES, LLC CRD 157449 | CA | Advisory firm LLC | $1.18B | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ETZ ADVISORY LLC CRD 334861 | CA | Advisory firm LLC | $1.14B | 2 advisors | Percentage of AUM | View | |
| NEW CENTURY PARTNERS CRD 110350 | CA | Corporate platform Corporation | $1.12B | 1 advisors | Percentage of AUM; Hourly charges | View | |
| REMY INVESTORS & CONSULTANTS, LLC CRD 326958 | Los Angeles, CA | Advisory firm LLC | $887.6M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HH CAPITAL MANAGEMENT, INC. CRD 310147 | Hermosa Beach, CA | Corporate platform Corporation | $851.4M | 1 advisors | Fixed fees | View | |
| ONE FIN CAPITAL MANAGEMENT LP CRD 283490 | San Francisco, CA | Corporate platform LP | $830.6M | 4 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| DIVISAR CAPITAL MANAGEMENT, LLC CRD 149091 | San Francisco, CA | Corporate platform LLC | $812.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INCEPTIONR LLC CRD 310565 | CA | Advisory firm LLC | $786.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GENERATE CAPITAL ADVISORS, PB LLC CRD 318680 | San Francisco, CA | Advisory firm LLC | $737.2M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| PHILADELPHIA FINANCIAL CRD 131413 | San Francisco, CA | Advisory firm LLC | $730.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MERIDIAN INVESTMENT COUNSEL, INC. CRD 131655 | CA | Corporate platform Corporation | $723.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEENAN CAPITAL, LLC CRD 167390 | Burlingame, CA | Advisory firm LLC | $687.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BMB ADVISERS LLC CRD 118410 | Los Angeles, CA | Advisory firm LLC | $655.8M | 3 advisors | Percentage of AUM; Fixed fees | View |