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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 | |||||
|---|---|---|---|---|---|---|---|
| OLMA ADVISORS CRD 306220 | Los Gatos, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STAFFORD CAPITAL MANAGEMENT LLC CRD 108134 | Sausalito, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM | View | |
| INVANTAGE CAPITAL LLC CRD 337627 | Lafayette, CA | Advisory firm LLC | $4.2M | 1 advisors | Percentage of AUM | View | |
| MC INVESTMENTS & ADVISORY LLC CRD 333853 | Burlingame, CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFMGROUP CRD 143632 | Monrovia, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK TREE SECURITIES, INC. CRD 18126 | Livermore, CA | Corporate platform Corporation | $3.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AMERICAN VISION ADVISORS LLC CRD 290457 | San Gabriel, CA | Advisory firm LLC | $3.2M | 0 total employees | Percentage of AUM | View | |
| MCWILLIAMS ASSET MANAGEMENT INC. CRD 331404 | San Marcos, CA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| Q4 STRATEGIC EQUITY ADVISORS INC. CRD 146071 | Roseville, CA | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| SILA VALUE ADVISORS, LLC CRD 150760 | Manhattan Beach, CA | Advisory firm LLC | $2.2M | 1 advisors | Percentage of AUM | View | |
| SHIFTING THE CULTURE WEALTH PARTNERS LLC CRD 309408 | Los Angeles, CA | Advisory firm LLC | $2.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOSEPH M. SEBO, CFP INC. CRD 323589 | Oceanside, CA | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| JSW GLOBAL CAPITAL GROUP CRD 136295 | Fresno, CA | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREY, DOUGLAS CRD 312183 | San Jose, CA | Advisory firm Sole prop | $1.6M | 1 advisors | Fixed fees | View | |
| COBB PLANNING GROUP CRD 150880 | Santa Ana, CA | Advisory firm Sole prop | $1.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RR FINANCIAL MANAGEMENT LLC CRD 310395 | Fresno, CA | Advisory firm LLC | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIHARA WEALTH MANAGEMENT LLC CRD 332749 | Torrance, CA | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREGORY ADVISORS INC. CRD 112537 | Huntington Beach, CA | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBEL FINANCIAL ADVISORS CRD 155640 | San Mateo, CA | Advisory firm Sole prop | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASYMMETRIC ADVISORS CRD 325460 | Aliso Viejo, CA | Advisory firm LLC | $940K | 1 advisors | Percentage of AUM | View | |
| THE TILTED FUNDS GROUP, LLC CRD 141537 | Cupertino, CA | Advisory firm LLC | $811K | 1 advisors | Percentage of AUM | View | |
| BARTLETT, LAWRENCE E CRD 136282 | Arcadia, CA | Advisory firm Sole prop | $700K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CME STRATEGIC WEALTH MANAGEMENT CRD 282471 | Temecula, CA | Advisory firm Sole prop | $644K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAUZER CAPITAL MANAGEMENT, LLC CRD 335715 | Walnut Creek, CA | Advisory firm LLC | $515K | 1 advisors | Percentage of AUM | View |