JDL ADVISERS
Newport Beach, CA
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-752-9096
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
WIL, LLC
Palo Alto, CA
AUM
$2.27B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-329-0300
CALIFORNIA FINANCIAL ADVISORS
San Ramon, CA
AUM
$2.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
925.275.1000
LOGOS GLOBAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.25B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-801-4660
PACIFIC INCOME ADVISERS INC
El Segundo, CA
AUM
$2.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
310-393-1424
AUM
$2.24B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
022-69925500
BROWNING WEST LP
Los Angeles, CA
AUM
$2.24B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-984-7600
OAKMONT CORPORATION
Los Angeles, CA
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
213-891-6300
THE FORUM FINANCE GROUP SA
Geneva, CA
AUM
$2.21B
Wealth MgmtTrusts & Estates
Team
19 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +3 more
+41 22 552 83 00
THE INVESTMENT HOUSE LLC
Redondo Beach, CA
AUM
$2.20B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-873-3021
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
CAI MANAGER LP
Mill Valley, CA
AUM
$2.18B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 640-5422
AUM
$2.17B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-285-4270
ANFIELD CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$2.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-891-0600
HMI CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.15B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-391-9500
EVOLVE PRIVATE WEALTH, LLC
Los Angeles, CA
AUM
$2.15B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(424) 500-4601
FINANCIAL MANAGEMENT NETWORK INC
Mission Viejo, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
949-455-0300
VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(916) 608-4284
COASTEDGE PARTNERS, LLC
San Diego, CA
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-997-2777
INTERMEDE GLOBAL PARTNERS INC
San Francisco, CA
AUM
$2.14B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
COST PLUS FEE
1 (415)9693370
FERNBRIDGE CAPITAL MANAGEMENT LP
Los Angeles, CA
AUM
$2.13B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-427-4850
CARRICK CAPITAL PARTNERS
San Francisco, CA
AUM
$2.08B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-432-4100
ZANBATO ADVISORS LLC
Mountain View, CA
AUM
$2.08B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
866-926-2286
TRUE WIND CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$2.08B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-780-9975