SYNTHETICFI LLC
San Francisco, CA
AUM
$992.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(628) 800-0898
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
AUM
$985.8M
Financial PlanningWealth MgmtRetirementInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
951-412-6283
NEW FORESTS INC.
San Francisco, CA
AUM
$981.9M
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-321-3300
BROADSHORE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$981.6M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
800-261-4481
AUM
$977.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
214-234-9900
TDA INVESTMENT GROUP
San Mateo, CA
AUM
$969.3M
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
650-343-6333
CACHE ADVISORS LLC
San Francisco, CA
AUM
$962.1M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
2137881501
FOCUS INVESTMENT ADVISORS, INC
Solana Beach, CA
AUM
$956.2M
Financial PlanningWealth MgmtRetirementInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
760-230-1880
TARBOX FAMILY OFFICE, INC.
Newport Beach, CA
AUM
$953.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-721-2330
SLOW CAPITAL, INC.
Greenbrae, CA
AUM
$953.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-727-7569
BRICKLEY WEALTH MANAGEMENT
San Mateo, CA
AUM
$950.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
(650) 638-0111
HCM WEALTH
San Rafael, CA
AUM
$941.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-464-5650
RUDNEY ASSOCIATES
Alamo, CA
AUM
$940.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
925-838-0696
BLANKINSHIP & FOSTER, LLC
Solana Beach, CA
AUM
$939.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-755-5166
CRANE & ASSOCIATES WEALTH MANAGEMENT
Fullerton, CA
AUM
$934.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-525-4445
AUM
$931.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE PROGRAM
+41583176400
STRATEGY ASSET MANAGERS L.L.C.
Pasadena, CA
AUM
$930.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
626-657-0559
AUM
$918.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
508-471-4431
MRAZ AND ASSOCIATES
Modesto, CA
AUM
$917.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(209) 593-5870
OLD WEST INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$915.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(213) 943-1740
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, CA
AUM
$912.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-388-3800
GUARDIAN FINANCIAL PARTNERS, LLC
Orange, CA
AUM
$911.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-771-2969
FIRST TURN MANAGEMENT, LLC
Solana Beach, CA
AUM
$900.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-902-0958