CW INVESTMENT ADVISERS, LLC
Los Angeles, CA
AUM
$1.08B
Wealth MgmtInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
626-788-2305
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CORVUS WEALTH ADVISORS LLC
Templeton, CA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-434-2608
CIM CAPITAL IC MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.08B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
323-860-4900
FORT BAKER CAPITAL MANAGEMENT LP
Larkspur, CA
AUM
$1.07B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-306-5508
SPINNAKER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(949) 396-6700
TRINITY ALPS CAPITAL
San Francisco, CA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-740-5841
INSIGHT WEALTH STRATEGIES, LLC
San Ramon, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-659-8020
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
Pasadena, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
626.584.6168
BRIO FINANCIAL GROUP
San Francisco, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-623-2450
MORLING FINANCIAL ADVISORS, LLC
Fremont, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-667-5464
WEAVER CONSULTING GROUP, LLC
Huntington Beach, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(714)536-4065
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405
THREE BRIDGE WEALTH ADVISORS
Los Altos, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-433-3500
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
GOULD ASSET MANAGEMENT LLC
Claremont, CA
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
909-445-1291
AUM
$1.03B
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
501-551-0128
WEDBUSH FUND ADVISERS, LLC
Pasadena, CA
AUM
$1.02B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-688-8000
JOCELYN INVESTMENT MANAGEMENT, LLC
San Rafael, CA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
415-256-1795
NAVIGATION GROUP LLC
Redwood Shores, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-595-1700
MAIN MANAGEMENT FUND ADVISORS, LLC
San Francisco, CA
AUM
$1.01B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM
415-217-5800
FERMATA ADVISORS
Sonoma, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(707) 938-7414
MIRADOR CAPITAL PARTNERS
Pleasanton, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
925-621-1000
AIRE ADVISORS, LLC
Beverly Hills, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
310-277-2473
COHEN CAPITAL MANAGEMENT INC
Corte Madera, CA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; PROFIT INTEREST
(415) 927-8011