CHRISTOPHER WEIL & CO INC
San Diego, CA
AUM
$896.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-724-6040
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
STONEBRIDGE FINANCIAL GROUP
San Rafael, CA
AUM
$896.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
4154614961
SWISSPARTNERS ADVISORS
Zurich, CA
AUM
$891.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
41 58 200 0 800
TRAN CAPITAL MANAGEMENT, L.P.
San Rafael, CA
AUM
$890.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-461-3800
WESTSIDE INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$888.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-315-9400
SAGE RHINO CAPITAL LLC
Menlo Park, CA
AUM
$883.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(650) 352-5600
INTELLIGENCE DRIVEN ADVISERS, LLC
Carlsbad, CA
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 401-2083
LEISURE CAPITAL MANAGEMENT, INC.
Costa Mesa, CA
AUM
$874.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(714) 384-4050
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA
AUM
$872.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-932-0344
BRIDGEWEALTH ADVISORY GROUP, LLC
Fresno, CA
AUM
$868.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(559) 432-6100
BG INVESTMENT SERVICES, LLC
Hagatna, CA
AUM
$868.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
671-472-5490
HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA
AUM
$867.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-340-0157
KEYSTONE PRIVATE WEALTH
Palm Desert, CA
AUM
$860.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 818-7020
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA
AUM
$851.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
510-984-0261
CHANNEL WEALTH, LLC
Santa Barbara, CA
AUM
$850.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
805-898-0893
AMERICAN MONEY MANAGEMENT, LLC
Rancho Santa Fe, CA
AUM
$844.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-755-0909
TORREYANA CAPITAL
La Jolla, CA
AUM
$837.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6198377996
FINANCIAL SENSE ADVISORS, INC.
San Diego, CA
AUM
$835.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-487-3939
MASON & ASSOCIATES, INC.
Los Angeles, CA
AUM
$828.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
323-254-3072
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
507-581-6131
LONGTAIL ALPHA, LLC
Newport Beach, CA
AUM
$822.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +4 more
949 706 8092
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
PREMIER FINANCIAL GROUP INC
Eureka, CA
AUM
$819.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
707-443-2741
ELYXIUM WEALTH LLC
Beverly Hills, CA
AUM
$819.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 221-8349*224