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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 | |||||
|---|---|---|---|---|---|---|---|
| BELTRAMO FINANCIAL SERVICES, INC. CRD 154791 | Irvine, CA | Corporate platform Corporation | $50.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPITAL WEALTH STRATEGIES, LLC CRD 282818 | Santa Barbara, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM | View | |
| BOULEVARD INVESTMENT MANAGEMENT LLC CRD 314665 | Santa Monica, CA | Advisory firm LLC | $49.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STOCK TRADERS CRD 37711 | Huntington Beach, CA | Advisory firm Sole prop | $49.2M | 3 employees | Percentage of AUM · Hourly charges +1 more | View | |
| RJR FINANCIAL SERVICES CRD 133700 | Newport Beach, CA | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTLAKE CAPITAL INC CRD 105473 | Westlake Village, CA | Corporate platform Corporation | $47.4M | 1 advisors | Percentage of AUM | View | |
| SHUYI KONG WEALTH MANAGEMENT, INC. CRD 168953 | Millbrae, CA | Corporate platform Corporation | $47.3M | 1 advisors | Percentage of AUM | View | |
| PACIFIC HAVEN FINANCIAL, LLC CRD 173457 | Torrance, CA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM | View | |
| TL-B CAPITAL MANAGEMENT CRD 332993 | San Francisco, CA | Advisory firm LLC | $45.0M | 1 advisors | Percentage of AUM | View | |
| COMPASS WEALTH ADVISORS CRD 165749 | Petaluma, CA | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM | View | |
| KFICO, LLC REGISTERED INVESTMENT ADVISOR CRD 155673 | Tustin, CA | Advisory firm LLC | $42.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SOUND & SECURE ADVISORS LLC CRD 322514 | CA | Advisory firm LLC | $41.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VERAISON ASSET MANAGEMENT, LLC CRD 149196 | Newport Beach, CA | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GOLD COAST SECURITIES, INC. CRD 110925 | Thousand Oaks, CA | Corporate platform Corporation | $39.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LPR CAPITAL, INC. CRD 111580 | Pasadena, CA | Corporate platform Corporation | $39.3M | 1 advisors | Percentage of AUM | View | |
| NEWHOUSE INTEGRATED FINANCIAL ADVISORS LLC CRD 332939 | Soquel, CA | Advisory firm LLC | $39.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RMC FINANCIAL ADVISORS, LLC CRD 144821 | Davis, CA | Advisory firm LLC | $38.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| RHB CAPITAL, INC. CRD 165625 | Huntington Beach, CA | Corporate platform Corporation | $38.7M | 1 advisors | Percentage of AUM | View | |
| LEE, KIMUN CRD 118512 | San Francisco, CA | Advisory firm Sole prop | $37.8M | 1 advisors | Percentage of AUM | View | |
| BRUIN WEALTH ADVISORS LLC CRD 329169 | Woodland Hills, CA | Advisory firm LLC | $37.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GILMORE FINANCIAL SERVICES, LLC CRD 136249 | San Mateo, CA | Advisory firm LLC | $36.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOHAWK CAPITAL ADVISORS, LLC CRD 172304 | CA | Advisory firm LLC | $35.5M | 1 advisors | Percentage of AUM | View | |
| PORTA INVESTMENT MANAGEMENT CRD 130185 | Vallejo, CA | Advisory firm Sole prop | $35.3M | 1 advisors | Percentage of AUM | View | |
| SHALOM GLOBAL CAPITAL GROUP LLC CRD 309315 | San Jose, CA | Advisory firm LLC | $35.0M | 1 advisors | Percentage of AUM | View |