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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 | |||||
|---|---|---|---|---|---|---|---|
| REIK & CO., LLC CRD 142414 | CA | Advisory firm LLC | $322.1M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| HW CAPITAL LLC CRD 298731 | Santa Monica, CA | Advisory firm LLC | $321.0M | 2 advisors | Fixed fees; ANNUAL BONUSES IN THE CLIENT'S DISCRETION | View | |
| TWIN LAKES CAPITAL CRD 137522 | Redwood Shores, CA | Advisory firm LLC | $314.7M | 2 advisors | Percentage of AUM | View | |
| PROSPECT CAPITAL ADVISORS, LLC CRD 119531 | Sausalito, CA | Advisory firm LLC | $309.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VILLAFRANCO WEALTH MANAGEMENT CRD 110371 | CA | Corporate platform Corporation | $299.1M | 1 advisors | Percentage of AUM | View | |
| DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. CRD 307581 | Palo Alto, CA | Corporate platform Corporation | $292.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| HESMER WEALTH MANAGEMENT LLC CRD 340213 | CA | Advisory firm LLC | $288.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SOUTHWEST MONEY MANAGEMENT INC CRD 109668 | CA | Corporate platform Corporation | $287.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| GRAND CENTRAL MUSIC CRD 329208 | CA | Advisory firm LP | $287.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HOERTKORN RICHARD CHARLES CRD 104649 | Kentfield, CA | Advisory firm Sole prop | $282.5M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WWM ADVISORY INC. CRD 133611 | Culver City, CA | Corporate platform Corporation | $280.1M | 2 advisors | NO SEPARATE FEE CHARGED. | View | |
| ERVIN INVESTMENT MANAGEMENT CRD 299739 | CA | Corporate platform LLC | $269.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| THE EVERGREEN ADVANTAGE MANAGEMENT, INC. CRD 165547 | Santa Monica, CA | Corporate platform Corporation | $267.3M | 4 advisors | Percentage of AUM · ORIGINATION, EXTENSION, AND LATE FEES +1 more | View | |
| PROSSER CREEK ASSET MANAGEMENT LLC CRD 318883 | Corte Madera, CA | Corporate platform LLC | $266.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVATE FINANCIAL COUNSELING CRD 110648 | Los Angeles, CA | Corporate platform Corporation | $262.5M | 3 advisors | Percentage of AUM | View | |
| KALINOWSKY ASSET MANAGEMENT CRD 137393 | CA | Corporate platform Corporation | $253.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ROSENWALD CAPITAL MANAGEMENT, INC. CRD 290118 | Redondo Beach, CA | Corporate platform Corporation | $248.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXXUS HOLDINGS ADVISORS LLC CRD 166884 | Santa Barbara, CA | Corporate platform LLC | $246.2M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PURSUE WEALTH PARTNERS, LLC CRD 326348 | CA | Advisory firm LLC | $243.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| LINDA A. BARLOW, CFP CRD 111643 | Santa Ana, CA | Advisory firm Sole prop | $239.6M | 1 employees | Percentage of AUM · Hourly charges +1 more | View | |
| HEIGHTS LLC CRD 315969 | Los Angeles, CA | Advisory firm LLC | $239.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| AMPERSAND CAPITAL GROUP, L.P. CRD 329612 | Burlingame, CA | Corporate platform LP | $235.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CONWAY CAPITAL MANAGEMENT, INC. CRD 133260 | Burbank, CA | Corporate platform Corporation | $231.9M | 1 advisors | Percentage of AUM | View | |
| GIDEON CAPITAL, LLC CRD 337919 | Los Angeles, CA | Advisory firm LLC | $229.0M | 1 employees | Fixed fees; Performance-based fees | View |