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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 | |||||
|---|---|---|---|---|---|---|---|
| AFZALI INVESTMENTS, LLC CRD 305104 | Rolling Hills Estates, CA | Advisory firm LLC | $7.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LIBERTY SOLUTIONS ADVISORS CRD 304043 | San Diego, CA | Corporate platform Corporation | $7.5M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| MT RYAN, INC. CRD 168392 | San Clemente, CA | Corporate platform Corporation | $7.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC ROCK CAPITAL, LLC CRD 148154 | Cardiff By The Sea, CA | Advisory firm LLC | $7.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DEJARNATT, PAUL E CRD 138820 | Pleasanton, CA | Advisory firm Sole prop | $7.1M | 1 advisors | Percentage of AUM | View | |
| PHILADELPHUS CAPITAL CRD 336140 | Mission Viejo, CA | Advisory firm LLC | $7.1M | 1 advisors | Percentage of AUM | View | |
| VALUE ROTATION STRATEGIES LLC CRD 306500 | Los Angeles, CA | Advisory firm LLC | $6.9M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ENRIQUE VILLALOBOS & ASSOCIATES CRD 285049 | West Covina, CA | Advisory firm Sole prop | $6.6M | 1 advisors | Percentage of AUM | View | |
| ALPHA INITIATIVE CRD 299242 | Palo Cedro, CA | Corporate platform Corporation | $6.2M | 1 advisors | Percentage of AUM | View | |
| KINGSGROVE MANAGEMENT, LLC CRD 285918 | Camarillo, CA | Advisory firm LLC | $6.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE GARRETT GROUP CRD 145451 | Encinitas, CA | Corporate platform Corporation | $6.0M | 1 advisors | Percentage of AUM | View | |
| NORTHERN STAR GENERATIONAL WEALTH CRD 335323 | Mountain View, CA | Advisory firm LLC | $5.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CRAWFORD CAPITAL, LLC CRD 297020 | Los Angeles, CA | Advisory firm LLC | $5.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THINK WEALTH, LLC CRD 293236 | Valencia, CA | Advisory firm LLC | $4.8M | 3 advisors | Percentage of AUM | View | |
| JAMES A. JIMENEZ CRD 136200 | San Jose, CA | Advisory firm Sole prop | $4.8M | 1 advisors | Percentage of AUM | View | |
| DEAN BENNETT ADVISORY SERVICES INC. CRD 322889 | Roseville, CA | Corporate platform Corporation | $4.5M | 1 advisors | Percentage of AUM | View | |
| OLMA ADVISORS CRD 306220 | Los Gatos, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| STAFFORD CAPITAL MANAGEMENT LLC CRD 108134 | Sausalito, CA | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM | View | |
| INVANTAGE CAPITAL LLC CRD 337627 | Lafayette, CA | Advisory firm LLC | $4.2M | 1 advisors | Percentage of AUM | View | |
| MC INVESTMENTS & ADVISORY LLC CRD 333853 | Burlingame, CA | Advisory firm LLC | $4.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IFMGROUP CRD 143632 | Monrovia, CA | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK TREE SECURITIES, INC. CRD 18126 | Livermore, CA | Corporate platform Corporation | $3.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| QURIUM CAPITAL LLC CRD 131379 | Chino Hills, CA | Advisory firm LLC | $3.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN VISION ADVISORS LLC CRD 290457 | San Gabriel, CA | Advisory firm LLC | $3.2M | 0 total employees | Percentage of AUM | View |