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 | |||||
|---|---|---|---|---|---|---|---|
| BRANSON FRANK A INC CRD 110451 | Palo Alto, CA | Corporate platform Corporation | $223.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LYLE & FORSYTH INVESTMENT MANAGERS CRD 10603 | San Rafael, CA | Advisory firm Sole prop | $221.2M | 1 advisors | Percentage of AUM | View | |
| TRIAVERA CAPITAL LLC CRD 329548 | Larkspur, CA | Advisory firm LLC | $220.6M | 1 advisors | Percentage of AUM; PERFORMANCE ALLOCATION TO AFFILIATE | View | |
| ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT CRD 111081 | CA | Advisory firm Sole prop | $218.9M | 1 advisors | Percentage of AUM | View | |
| DOBSON ASSET MANAGEMENT CRD 112079 | Petaluma, CA | Corporate platform Partnership | $217.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JCSD CAPITAL, LLC CRD 163084 | Walnut Creek, CA | Advisory firm LLC | $214.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MARK GILLAM ENTERPRISES CRD 108632 | Fair Oaks, CA | Corporate platform Corporation | $210.3M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CROWN ADVISORS MANAGEMENT, INC. CRD 109720 | Larkspur, CA | Corporate platform Corporation | $197.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BENGAL ASSET MANAGEMENT, LLC CRD 168688 | Santa Monica, CA | Corporate platform LLC | $197.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEFER PENSION CONSULTING, INC. CRD 150657 | El Segundo, CA | Corporate platform Corporation | $197.0M | 1 advisors | Percentage of AUM | View | |
| TOGWOTEE CIO CRD 311981 | CA | Advisory firm LLC | $191.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL HORIZONS, INC. CRD 110741 | CA | Corporate platform Corporation | $190.0M | 1 advisors | Percentage of AUM | View | |
| ASL FINANCIAL, LLC CRD 115479 | Los Gatos, CA | Advisory firm LLC | $186.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRATIA CAPITAL, LLC CRD 163876 | Los Angeles, CA | Advisory firm LLC | $185.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ANGELES FAMILY OFFICE CRD 338266 | Santa Monica, CA | Advisory firm LLC | $182.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MRD, INC. CRD 111227 | CA | Corporate platform Corporation | $181.7M | 1 advisors | Percentage of AUM | View | |
| WEDGEWOOD ASSET MANAGEMENT, LLC CRD 312054 | Redondo Beach, CA | Corporate platform LLC | $174.5M | 1 advisors | EXPENSE REIMBURSEMENT | View | |
| RMR CAPITAL MANAGEMENT LLC CRD 285334 | Tustin, CA | Corporate platform LLC | $170.8M | 1 advisors | Percentage of AUM | View | |
| FAMILY CFO, LLC CRD 108891 | CA | Advisory firm LLC | $169.7M | 1 advisors | Percentage of AUM | View | |
| MAY CAPITAL MANAGEMENT CRD 135127 | CA | Corporate platform Sole prop | $167.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| OLIVE STREET CAPITAL PARTNERS LLC CRD 300115 | Los Angeles, CA | Advisory firm LLC | $165.3M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FELL CAPITAL MANAGEMENT CRD 104986 | Newport Beach, CA | Corporate platform Corporation | $161.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DALE Q. RICE INVESTMENT MANAGEMENT CRD 310614 | CA | Corporate platform Corporation | $156.6M | 1 advisors | Percentage of AUM | View | |
| STW ASSOCIATES CRD 106196 | CA | Corporate platform Corporation | $152.8M | 1 advisors | Fixed fees | View |