ECLECTIC ASSOCIATES, INC.
Fullerton, CA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
714-738-0220
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
SERENUS WEALTH ADVISORS, LLC
Santa Monica, CA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
917-539-2411
NICHOLAS INVESTMENT PARTNERS, L.P.
San Diego, CA
AUM
$1.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-759-4545
VALLEY WEALTH STRATEGIES, LLC
Lodi, CA
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(209) 366-1264
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
DENALI ADVISORS, LLC
San Diego, CA
AUM
$1.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-558-3600
AUM
$1.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
929-333-3405
NEUMEIER POMA INVESTMENT COUNSEL LLC
Carmel, CA
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
831-625-6355
KERA CAPITAL PARTNERS
San Jose, CA
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-668-2201
CORNERSTONE CAPITAL, INC.
Palo Alto, CA
AUM
$1.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-566-9650
STRATEGY CAPITAL LLC
Los Altos, CA
AUM
$1.34B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-917-8700
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
925-838-1234
CYPRESS WEALTH SERVICES, LLC
Palm Desert, CA
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 834-7250
AUM
$1.34B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-400-8600
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
CAPITAL ADVANTAGE, INC.
Walnut Creek, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
925-299-1500
NORTH PIER FIDUCIARY MANAGEMENT, LLC
Marina Del Rey, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-403-7065
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
5083507150
LEGATO CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$1.26B
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-821-8585
AUM
$1.26B
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
303-670-9761
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
KWB WEALTH
Redlands, CA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
909-307-8220