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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 | |||||
|---|---|---|---|---|---|---|---|
| MISSION INVESTMENT ADVISORS LLC CRD 329596 | CA | Advisory firm LLC | $151.3M | 3 advisors | Percentage of AUM | View | |
| DAVENPORT CAPITAL MANAGEMENT, LLC CRD 159785 | Mill Valley, CA | Corporate platform LLC | $145.5M | 1 advisors | Percentage of AUM | View | |
| TAYLOR CAPITAL MANAGEMENT CRD 147445 | CA | Corporate platform LLC | $142.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| APPIAN WAY FINANCIAL CRD 168109 | Pasadena, CA | Advisory firm LLC | $142.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWTHORN CAPITAL MANAGEMENT, LLC CRD 140752 | CA | Corporate platform LLC | $141.1M | 1 advisors | Percentage of AUM | View | |
| BURR FINANCIAL SERVICES, LLC CRD 323114 | CA | Advisory firm LLC | $138.1M | 3 advisors | Percentage of AUM | View | |
| STOCK FARM PARTNERS LLC CRD 300060 | Palo Alto, CA | Advisory firm LLC | $137.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAL COVE CAPITAL LLC CRD 332033 | CA | Advisory firm LLC | $134.9M | 1 advisors | Percentage of AUM | View | |
| BISLETT MANAGEMENT, LLC CRD 162778 | CA | Advisory firm LLC | $133.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WARM SPRINGS ADVISORS INC. CRD 306501 | Larkspur, CA | Corporate platform Corporation | $131.3M | 1 advisors | Percentage of AUM | View | |
| HIDDEN HILLS WEALTH CRD 312877 | CA | Advisory firm LLC | $127.5M | 1 advisors | Percentage of AUM | View | |
| KINGSFORD CAPITAL MANAGEMENT, LLC CRD 161445 | Point Richmond, CA | Corporate platform LLC | $127.0M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| GOLDFARB FINANCIAL MANAGEMENT, LLC CRD 306271 | CA | Advisory firm LLC | $126.4M | 1 advisors | Fixed fees | View | |
| HYPHEN WEALTH MANAGEMENT CRD 338134 | Lafayette, CA | Advisory firm LLC | $125.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BRETTON CAPITAL MANAGEMENT CRD 154344 | San Francisco, CA | Corporate platform LLC | $122.8M | 2 advisors | Percentage of AUM | View | |
| CONTANGO WEALTH MANAGEMENT LLC CRD 337757 | Oakland, CA | Advisory firm LLC | $122.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATRIX PLANNING INC CRD 110812 | Santa Monica, CA | Corporate platform Corporation | $121.4M | 1 advisors | Hourly charges · Fixed fees +1 more | View | |
| LIFE STRATEGIES, INC. CRD 167732 | La Jolla, CA | Corporate platform Corporation | $121.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SCHAUER INVESTMENT MANAGEMENT, INC. CRD 283119 | Northridge, CA | Corporate platform Corporation | $119.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SHEA FINANCIAL ADVISORS CRD 125606 | CA | Advisory firm Sole prop | $118.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCM ADVISERS, LP CRD 110656 | Orinda, CA | Advisory firm LP | $118.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PMB ADVISORS CRD 137495 | Larkspur, CA | Advisory firm Sole prop | $117.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JAFFE ASSET MANAGEMENT LLC CRD 108082 | Beverly Hills, CA | Corporate platform LLC | $116.2M | 1 advisors | Percentage of AUM | View | |
| ALPHA ONE ASSET MANAGEMENT LLC CRD 338725 | Pasadena, CA | Corporate platform LLC | $114.7M | 2 advisors | Percentage of AUM; Performance-based fees | View |