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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| OSBORNE CAPITAL MANAGEMENT CRD 144394 | San Diego, CA | Advisory firm Sole prop | $27.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SURYA CAPITAL, LLC CRD 161105 | Irvine, CA | Advisory firm LLC | $27.4M | 0 total employees | Percentage of AUM | View | |
| ILUKA ADVISORS CRD 330468 | Healdsburg, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| HAMMER ASSET MANAGEMENT, LLC CRD 106121 | Auburn, CA | Advisory firm LLC | $27.3M | 1 advisors | Percentage of AUM | View | |
| BERGER ASSET MANAGEMENT, INC. CRD 132945 | Turlock, CA | Corporate platform Corporation | $25.8M | 1 advisors | Percentage of AUM | View | |
| CENTRIPLAN, LLC CRD 165583 | Newport Beach, CA | Advisory firm LLC | $24.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ELEVATED WEALTH STRATEGIES LLC CRD 336633 | Westlake Village, CA | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| COMPASS ROSE ADVISORS, INC. CRD 135954 | San Francisco, CA | Corporate platform Corporation | $23.3M | 1 advisors | Percentage of AUM | View | |
| BENE WEALTH MANAGEMENT COMPANY CRD 326301 | Burbank, CA | Corporate platform Corporation | $22.5M | 1 advisors | Percentage of AUM | View | |
| CROSSMARKET CAPITAL, LLC CRD 168947 | Newport Beach, CA | Advisory firm LLC | $22.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FINANCIAL TELESIS COMPANY CRD 112804 | Solvang, CA | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| GRAHAM & CO. ADVISORY, INC. CRD 123539 | Orange, CA | Corporate platform Corporation | $21.4M | 1 advisors | Percentage of AUM | View | |
| ALPHA RUSH, LLC CRD 156068 | San Mateo, CA | Advisory firm LLC | $20.7M | 1 advisors | Percentage of AUM | View | |
| OLYMPIA WEALTH MANAGEMENT CRD 300261 | Lafayette, CA | Corporate platform Corporation | $20.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| COMPASS TECHNOLOGY GROUP, INC. CRD 157388 | Menlo Park, CA | Corporate platform Corporation | $20.3M | 2 advisors | BASED ON EXPENSE REQUIREMENTS | View | |
| JS ALAN, LLC CRD 148163 | Beverly Hills, CA | Advisory firm LLC | $19.6M | 2 advisors | Percentage of AUM | View | |
| LONE PEAK ASSET MANAGEMENT, INC. CRD 117241 | Westlake Village, CA | Corporate platform Corporation | $19.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANTONE ASSET MANAGEMENT, INC CRD 141468 | Carlsbad, CA | Corporate platform Corporation | $18.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RUTHERFORD CAPITAL, INC. CRD 319416 | Granite Bay, CA | Corporate platform Corporation | $17.1M | 1 advisors | Percentage of AUM | View | |
| CRIMSON INVESTMENT MANAGERS, LLC CRD 282498 | Westminster, CA | Advisory firm LLC | $17.0M | 1 advisors | Percentage of AUM | View | |
| HONEST WEALTH LLC CRD 284735 | Irvine, CA | Advisory firm LLC | $16.4M | 1 advisors | Percentage of AUM | View | |
| REHOBOTH FINANCIAL PLANNING, INC. CRD 333840 | Rancho Cordova, CA | Corporate platform Corporation | $15.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KILZER WEALTH MANAGEMENT CRD 134100 | Carmel, CA | Advisory firm Sole prop | $15.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLBI INVESTMENTS INC CRD 105703 | Walnut Creek, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM | View |