DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
WESPAC ADVISORS, LLC
Orinda, CA
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-287-5255
CENTURA WEALTH ADVISORY
San Diego, CA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-771-9500
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(330) 239-1776
THEPARTNERS WEALTH MANAGEMENT
Carmel By The Sea, CA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-324-3010
MANHATTAN WEST ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
310-341-4585
L & S ADVISORS, INC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
310-893-6060
AMELIORA WEALTH MANAGEMENT LTD.
Zurich, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+41 43 336 10 90
ELDRIDGE ACRE PARTNERS, LP
Los Angeles, CA
AUM
$1.16B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-814-6533
AFFINITY INVESTMENT ADVISORS, LLC
Newport Beach, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-660-6373
ATLAS CAPITAL ADVISORS INC.
San Francisco, CA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
415-354-2400
IGNITE PLANNERS LLC
San Clemente, CA
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
619-504-1907
SONEN CAPITAL LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-534-4444
YOSEMITE MANAGEMENT, LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-370-5830
CASTLE CREEK CAPITAL
San Diego, CA
AUM
$1.14B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-756-8300
CLG LLC
Long Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(310) 329-5150
VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-638-9600
FIDUCIARY FINANCIAL GROUP, LLC
San Rafael, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
415-352-1100
MAR VISTA INVESTMENT PARTNERS, LLC
Los Angeles, CA
AUM
$1.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
310-917-2800
KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
949-644-4444
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-837-3580
CS CAPITAL MANAGEMENT INC
El Segundo, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-988-7300
MESON QUANTITATIVE MANAGEMENT LLC
San Francisco, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
415-322-0486