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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 | |||||
|---|---|---|---|---|---|---|---|
| BOLTHOUSE INVESTMENT MANAGEMENT SERVICES CRD 148531 | Bakersfield, CA | Corporate platform LLC | $631.2M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| AR ASSET MANAGEMENT, INC. CRD 110342 | West Hollywood, CA | Corporate platform Corporation | $602.6M | 4 advisors | Percentage of AUM | View | |
| LUCASHILL, LLC CRD 321069 | Palo Alto, CA | Advisory firm LLC | $575.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TORTUGA ADVISERS LLC CRD 137514 | Simi Valley, CA | Advisory firm LLC | $563.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| LIFE LINE WEALTH MANAGEMENT LLC CRD 171051 | Beverly Hills, CA | Advisory firm LLC | $557.6M | 5 advisors | Percentage of AUM | View | |
| SST BENEFITS CONSULTING CRD 288129 | Aliso Viejo, CA | Advisory firm LLC | $524.1M | 3 advisors | Hourly charges; Fixed fees | View | |
| DELTA WEALTH MANAGEMENT CRD 111368 | CA | Corporate platform Corporation | $522.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIRST TAILORED SOLUTIONS, INC. CRD 158381 | CA | Corporate platform Corporation | $515.3M | 1 advisors | Fixed fees | View | |
| LOCUS INVESTMENT GROUP, LTD. CRD 297940 | Port Louis, CA | Corporate platform Corporation | $483.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SDS REAL ESTATE ADVISORS CRD 309932 | Los Angeles, CA | Advisory firm LLC | $473.8M | 11 advisors | Fixed fees | View | |
| BALCH HILL CAPITAL CRD 113209 | CA | Advisory firm LLC | $402.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HOWARD WEALTH MANAGEMENT, LLC CRD 299052 | CA | Advisory firm LLC | $397.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVISEN ADVISORS, LLC CRD 113791 | Sacramento, CA | Advisory firm LLC | $389.0M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORSO PARTNERS, LP CRD 304196 | South San Francisco, CA | Advisory firm LP | $387.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TRITON PACIFIC HEALTHCARE PARTNERS, LLC CRD 329737 | San Juan Capistrano, CA | Advisory firm LLC | $379.6M | 5 advisors | Fixed fees; Performance-based fees | View | |
| MARIN BAY WEALTH ADVISORS, LLC CRD 289184 | San Anselmo, CA | Advisory firm LLC | $375.6M | 2 advisors | Percentage of AUM | View | |
| GRIFFIN GLOBAL ASSET MANAGEMENT CRD 336578 | Los Angeles, CA | Corporate platform LLC | $363.5M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYHUNT CAPITAL LLC CRD 333514 | Mill Valley, CA | Advisory firm LLC | $362.1M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GRATTAN FINANCIAL STRATEGIES, INC. CRD 108449 | San Gabriel, CA | Corporate platform Corporation | $352.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WITTLIN ADVISORY CRD 292577 | CA | Advisory firm LLC | $348.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ATHENA INVESTMENT MANAGEMENT CRD 106542 | CA | Corporate platform Corporation | $342.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLIVEIRA WEALTH CRD 315326 | Modesto, CA | Advisory firm LLC | $332.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| INSIGHT CAPITAL MANAGEMENT CRD 314558 | Concord, CA | Corporate platform LLC | $330.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| KENNICOTT CAPITAL MANAGEMENT LLC CRD 128947 | CA | Corporate platform LLC | $323.9M | 1 advisors | Percentage of AUM | View |