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5,013 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| HEIGHTS LLC CRD 315969 | Los Angeles, CA | Advisory firm LLC | $239.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| AMPERSAND CAPITAL GROUP, L.P. CRD 329612 | Burlingame, CA | Corporate platform LP | $235.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CONWAY CAPITAL MANAGEMENT, INC. CRD 133260 | Burbank, CA | Corporate platform Corporation | $231.9M | 1 advisors | Percentage of AUM | View | |
| GIDEON CAPITAL, LLC CRD 337919 | Los Angeles, CA | Advisory firm LLC | $229.0M | 1 employees | Fixed fees; Performance-based fees | View | |
| BRANSON FRANK A INC CRD 110451 | Palo Alto, CA | Corporate platform Corporation | $223.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LYLE & FORSYTH INVESTMENT MANAGERS CRD 10603 | San Rafael, CA | Advisory firm Sole prop | $221.2M | 1 advisors | Percentage of AUM | View | |
| TRIAVERA CAPITAL LLC CRD 329548 | Larkspur, CA | Advisory firm LLC | $220.6M | 1 advisors | Percentage of AUM; PERFORMANCE ALLOCATION TO AFFILIATE | View | |
| ROMAIN WALSH CLEROU PROFESSIONAL INVESTMENT MGMT CRD 111081 | CA | Advisory firm Sole prop | $218.9M | 1 advisors | Percentage of AUM | View | |
| DOBSON ASSET MANAGEMENT CRD 112079 | Petaluma, CA | Corporate platform Partnership | $217.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JCSD CAPITAL, LLC CRD 163084 | Walnut Creek, CA | Advisory firm LLC | $214.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MARK GILLAM ENTERPRISES CRD 108632 | Fair Oaks, CA | Corporate platform Corporation | $210.3M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| CROWN ADVISORS MANAGEMENT, INC. CRD 109720 | Larkspur, CA | Corporate platform Corporation | $197.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BENGAL ASSET MANAGEMENT, LLC CRD 168688 | Santa Monica, CA | Corporate platform LLC | $197.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| KEEFER PENSION CONSULTING, INC. CRD 150657 | El Segundo, CA | Corporate platform Corporation | $197.0M | 1 advisors | Percentage of AUM | View | |
| TOGWOTEE CIO CRD 311981 | CA | Advisory firm LLC | $191.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FINANCIAL HORIZONS, INC. CRD 110741 | CA | Corporate platform Corporation | $190.0M | 1 advisors | Percentage of AUM | View | |
| ASL FINANCIAL, LLC CRD 115479 | Los Gatos, CA | Advisory firm LLC | $186.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRATIA CAPITAL, LLC CRD 163876 | Los Angeles, CA | Advisory firm LLC | $185.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ANGELES FAMILY OFFICE CRD 338266 | Santa Monica, CA | Advisory firm LLC | $182.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MRD, INC. CRD 111227 | CA | Corporate platform Corporation | $181.7M | 1 advisors | Percentage of AUM | View | |
| WEDGEWOOD ASSET MANAGEMENT, LLC CRD 312054 | Redondo Beach, CA | Corporate platform LLC | $174.5M | 1 advisors | EXPENSE REIMBURSEMENT | View | |
| RMR CAPITAL MANAGEMENT LLC CRD 285334 | Tustin, CA | Corporate platform LLC | $170.8M | 1 advisors | Percentage of AUM | View | |
| FAMILY CFO, LLC CRD 108891 | CA | Advisory firm LLC | $169.7M | 1 advisors | Percentage of AUM | View | |
| MAY CAPITAL MANAGEMENT CRD 135127 | CA | Corporate platform Sole prop | $167.0M | 1 advisors | Percentage of AUM; Hourly charges | View |