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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 | |||||
|---|---|---|---|---|---|---|---|
| PEACHER, INC. CRD 295662 | Laguna Beach, CA | Corporate platform Corporation | $15.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ANTONIO ANDRADE, CFP CRD 136312 | Ukiah, CA | Advisory firm Sole prop | $15.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRATED CAPITAL MANAGEMENT, INC CRD 288940 | Carson, CA | Corporate platform Corporation | $13.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMES FINANCIAL SERVICES CRD 137261 | Lakewood, CA | Corporate platform Corporation | $12.9M | 1 advisors | Percentage of AUM | View | |
| SHUCHA WEALTH MANAGEMENT LLC CRD 315690 | Sherman Oaks, CA | Advisory firm LLC | $12.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MATHEMATICA CAPITAL MANAGEMENT, LLC CRD 120651 | Sausalito, CA | Advisory firm LLC | $12.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NOVICE CAPITAL LLC CRD 330179 | San Mateo, CA | Advisory firm LLC | $12.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| VALUE TREND CAPITAL MANAGEMENT LP CRD 108716 | El Cajon, CA | Advisory firm LP | $11.9M | 1 advisors | Percentage of AUM | View | |
| GRIFFINEST ASIA ASSET MANAGEMENT, LLC CRD 306355 | Pasadena, CA | Advisory firm LLC | $11.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FINANCIAL EQUATIONS ADVISORS, INC. CRD 305295 | Corona, CA | Corporate platform Corporation | $11.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AEGIS ASSET MANAGEMENT, INC. CRD 305008 | Anaheim, CA | Corporate platform Corporation | $11.5M | 2 advisors | Percentage of AUM | View | |
| BANCREEK CAPITAL STRATEGIES, LLC CRD 341539 | Santa Monica, CA | Advisory firm LLC | $11.2M | 2 advisors | Percentage of AUM | View | |
| BROMAN & GREIG ASSET MANAGEMENT, LLC CRD 130494 | Westlake Village, CA | Advisory firm LLC | $11.1M | 1 advisors | Percentage of AUM | View | |
| C FINANCIAL AND TAX ASSOCIATES CRD 170453 | Riverside, CA | Corporate platform Corporation | $10.9M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HIGHLAND MB WEALTH LLC CRD 299209 | Torrance, CA | Advisory firm LLC | $10.7M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RUSSELL DOE FINANCIAL SERVICES CRD 134840 | Burbank, CA | Advisory firm Sole prop | $10.0M | 1 employees | Percentage of AUM | View | |
| MCDONNELL FINANCIAL SERVICES CRD 282462 | Pasadena, CA | Corporate platform Corporation | $9.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| DAVENPORT ADVISORS 14 LLC CRD 147675 | Newport Beach, CA | Advisory firm LLC | $9.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERFUNDS CRD 136177 | Emeryville, CA | Corporate platform Corporation | $9.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CAPO CREEK FINANCIAL SOLUTIONS CRD 311923 | San Clemente, CA | Advisory firm Sole prop | $9.0M | 0 total employees | Percentage of AUM | View | |
| PEACEFUL ADVISORS LLC CRD 290238 | Tustin, CA | Advisory firm LLC | $8.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KIM KNOTTS, RIA CRD 289830 | Folsom, CA | Advisory firm LLC | $8.3M | 1 advisors | Percentage of AUM | View | |
| BIRD ROCK MANAGEMENT, LLC CRD 174293 | Laguna Beach, CA | Advisory firm LLC | $8.1M | 2 advisors | UPON APPROVAL BY MEMBERS HOLDING MAJORITY INTEREST IN THE FUND | View | |
| AGEWISE FINANCIAL INC. CRD 328162 | Palm Desert, CA | Corporate platform Corporation | $7.8M | 1 advisors | Percentage of AUM; Fixed fees | View |