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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 | |||||
|---|---|---|---|---|---|---|---|
| RICHARD G. SLATER CRD 112239 | CA | Advisory firm Sole prop | $114.1M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTHFRONT STRATEGIES LLC CRD 289148 | Palo Alto, CA | Advisory firm LLC | $111.6M | 18 advisors | Percentage of AUM | View | |
| POPLAR POINT CAPITAL MANAGEMENT LLC CRD 165411 | Burlingame, CA | Corporate platform LLC | $110.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRINITY ASSET MANAGEMENT CO. CRD 128702 | Los Angeles, CA | Corporate platform Corporation | $109.0M | 1 advisors | Percentage of AUM | View | |
| BEACH CITIES WEALTH MANAGEMENT, LLC CRD 158373 | Newport Beach, CA | Advisory firm LLC | $108.9M | 2 employees | Percentage of AUM | View | |
| S&F INVESTMENT ADVISORS CRD 129367 | Encino, CA | Advisory firm Sole prop | $106.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CHANGING PARAMETERS, LLC CRD 132551 | Los Altos, CA | Advisory firm LLC | $105.4M | 2 advisors | Percentage of AUM | View | |
| HILLBERG CAPITAL MANAGEMENT, LLC CRD 130291 | Turlock, CA | Corporate platform LLC | $103.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| AUXI ASSET MANAGEMENT, LLC CRD 135421 | Danville, CA | Advisory firm LLC | $97.3M | 2 advisors | Percentage of AUM | View | |
| LAGUNA FINANCIAL ADVISORY CRD 149757 | Laguna Hills, CA | Corporate platform Corporation | $93.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAKER STREET ASSET MANAGEMENT, LLC CRD 299027 | Sausalito, CA | Advisory firm LLC | $91.6M | 2 advisors | Percentage of AUM | View | |
| MAPLETON CAPITAL MANAGEMENT, LLC CRD 122230 | Los Angeles, CA | Advisory firm LLC | $87.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| D & T FINANCIAL ADVISORS, INC. CRD 136297 | Concord, CA | Corporate platform Corporation | $87.4M | 3 advisors | Percentage of AUM; PERCENTAGE OF PLAN ASSETS | View | |
| AKRAM M. OMARI, CPA CRD 135499 | San Francisco, CA | Advisory firm Sole prop | $87.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL VISION LLC CRD 123659 | Goleta, CA | Advisory firm LLC | $82.0M | 2 advisors | Fixed fees | View | |
| WALSTAD INVESTMENT COUNSEL, INC. CRD 107112 | Santa Barbara, CA | Corporate platform Corporation | $79.8M | 1 advisors | Percentage of AUM | View | |
| WRIGHT FINANCIAL, LLC CRD 114076 | Pleasant Hill, CA | Advisory firm LLC | $76.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AARON GEOFFREY TURNER CRD 133240 | Sacramento, CA | Advisory firm Sole prop | $76.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| INTEGRATED FINANCIAL STRATEGIES, INC. CRD 133948 | San Mateo, CA | Corporate platform Corporation | $75.0M | 1 advisors | Percentage of AUM | View | |
| FARRELL FINANCIAL, INC. CRD 134388 | Thousand Oaks, CA | Corporate platform Corporation | $73.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SKORHEIM WEALTH MANAGEMENT, LLC CRD 328995 | Laguna Hills, CA | Advisory firm LLC | $70.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WESTERLY INVESTMENTS, INC. CRD 118383 | Newport Beach, CA | Corporate platform Corporation | $70.6M | 1 advisors | Percentage of AUM | View | |
| ASPIRE ADVISORY SERVICES CRD 129828 | Lodi, CA | Advisory firm Sole prop | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RITTER WEALTH COUNSEL CRD 107474 | San Rafael, CA | Advisory firm Sole prop | $68.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |