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 | |||||
|---|---|---|---|---|---|---|---|
| THE FINANCIAL ADVISORS CRD 135634 | Tustin, CA | Corporate platform Corporation | $68.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GEMMER, ROBERT ARDEN CRD 134695 | Healdsburg, CA | Advisory firm Sole prop | $67.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THOMAS SEAMAN COMPANY CRD 135245 | Laguna Beach, CA | Corporate platform Corporation | $66.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MORRIS WEALTH MANAGEMENT CRD 338474 | Anderson, CA | Corporate platform Corporation | $66.2M | 2 advisors | Percentage of AUM | View | |
| FLEMING FINANCIAL ADVISING CRD 134146 | Walnut Creek, CA | Advisory firm Sole prop | $65.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTA PACIFIC WEALTH MANAGEMENT LLC CRD 169190 | Mission Viejo, CA | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| TRES WEALTH MANAGEMENT GROUP, LLC CRD 285908 | Chino, CA | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM | View | |
| MCA CROSS BORDER CAPITAL INC. CRD 327516 | MontréAl, CA | Corporate platform Corporation | $64.6M | 1 advisors | Percentage of AUM | View | |
| LIFETIME FINANCIAL, INC. CRD 161124 | Newport Beach, CA | Corporate platform Corporation | $63.3M | 9 advisors | Percentage of AUM; ACTS AS A SOLICITOR | View | |
| SCOTT & ASSOCIATES INVESTMENT ADVISORY SERVICES CRD 135506 | St.. Helena, CA | Advisory firm Sole prop | $63.2M | 1 advisors | Percentage of AUM | View | |
| VAUGHN INVESTMENT ADVISORS INC CRD 111249 | Tustin, CA | Corporate platform Corporation | $60.0M | 2 advisors | Percentage of AUM; FEES ARE NEGOTIABLE ON RISK FREE ASSETS | View | |
| AXION WEALTH ADVISORS CRD 325396 | San Diego, CA | Corporate platform Corporation | $59.3M | 3 advisors | Percentage of AUM | View | |
| PARADIGM ASSET MANAGEMENT,INC. CRD 134587 | Marina Del Rey, CA | Corporate platform Corporation | $58.5M | 1 advisors | Percentage of AUM | View | |
| SODIUM ADVISORS INC. CRD 300087 | Santa Clara, CA | Corporate platform Corporation | $57.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BSIAS ADVISORS, LLC CRD 128576 | Anaheim, CA | Advisory firm LLC | $56.9M | 2 advisors | Percentage of AUM | View | |
| TEPPER CAPITAL MANAGEMENT CRD 129534 | San Francisco, CA | Advisory firm Sole prop | $56.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MUHR ADVISORY GROUP CRD 127104 | Clayton, CA | Advisory firm Sole prop | $55.1M | 1 advisors | Percentage of AUM | View | |
| PHOENIX INVESTMENT CRD 299731 | San Ramon, CA | Advisory firm LLC | $54.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| DOUBLE SPRINGS CAPITAL LLC CRD 296927 | Santa Barbara, CA | Advisory firm LLC | $53.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGACY ADVISORY GROUP, INC CRD 328470 | Santa Ana, CA | Corporate platform Corporation | $53.2M | 2 advisors | Percentage of AUM | View | |
| FORTUNA ASSET MANAGEMENT LLC CRD 106897 | Irvine, CA | Advisory firm LLC | $53.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SKY VISION WEALTH MANAGEMENT CORP. CRD 317320 | Irvine, CA | Corporate platform Corporation | $52.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC. CRD 159702 | San Jose, CA | Corporate platform Corporation | $50.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FATA FINANCIAL CRD 135765 | Tiburon, CA | Advisory firm Sole prop | $50.5M | 1 advisors | Percentage of AUM; Hourly charges | View |