GRADIENT CAPITAL ADVISORS, LLC
San Diego, CA
AUM
$742.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-0700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
MISSION CREEK CAPITAL PARTNERS, INC.
San Francisco, CA
AUM
$741.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-363-0400
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
SKBA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$732.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS
415-989-7852
NAVALIGN, LLC
Encino, CA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-728-4500
TRAVEKA WEALTH, LLC
Los Altos, CA
AUM
$730.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(650) 397-2225
HUBER CAPITAL MANAGEMENT LLC
El Segundo, CA
AUM
$729.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310-207-8400
AUM
$725.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-326-0387
MEDINA VALUE PARTNERS, LLC
Los Angeles, CA
AUM
$717.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 979-6900
ATLAS LEGACY ADVISORS LLC
Los Angeles, CA
AUM
$715.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-707-1275
USCF ADVISERS
Walnut Creek, CA
AUM
$714.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
510-522-9600
FRONTIER GLOBAL PARTNERS LLC
La Jolla, CA
AUM
$713.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-456-1440
ARC ADVISORY LLC
San Francisco, CA
AUM
$708.3M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(510) 213-8085
RIDGECREST WEALTH PARTNERS, LLC
San Rafael, CA
AUM
$705.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-227-2881
PROPEL VENTURE PARTNERS MANAGEMENT CO.
San Carlos, CA
AUM
$703.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-500-4630
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
Corona, CA
AUM
$702.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-213-7233
TEMPUS WEALTH PLANNING, LLC
Irvine, CA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-393-2525
HAMILTON WEALTH, LLC
Los Angeles, CA
AUM
$697.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
747-208-4300
LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
MA PRIVATE WEALTH, LLC
San Carlos, CA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(650) 232-2021
PHOCAS FINANCIAL CORPORATION
Alameda, CA
AUM
$682.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
510-523-5800
HYPOSWISS ADVISORS SA
Geneva, CA
AUM
$678.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
+41 22 310 7640
INTEGRAL WEALTH MANAGEMENT
Turlock, CA
AUM
$673.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
209-633-3101