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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 | |||||
|---|---|---|---|---|---|---|---|
| MCWILLIAMS ASSET MANAGEMENT INC. CRD 331404 | San Marcos, CA | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM | View | |
| Q4 STRATEGIC EQUITY ADVISORS INC. CRD 146071 | Roseville, CA | Corporate platform Corporation | $2.4M | 1 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| SILA VALUE ADVISORS, LLC CRD 150760 | Manhattan Beach, CA | Advisory firm LLC | $2.2M | 1 advisors | Percentage of AUM | View | |
| SHIFTING THE CULTURE WEALTH PARTNERS LLC CRD 309408 | Los Angeles, CA | Advisory firm LLC | $2.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JOSEPH M. SEBO, CFP INC. CRD 323589 | Oceanside, CA | Corporate platform Corporation | $2.0M | 1 advisors | Percentage of AUM | View | |
| JSW GLOBAL CAPITAL GROUP CRD 136295 | Fresno, CA | Advisory firm Sole prop | $1.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANDREY, DOUGLAS CRD 312183 | San Jose, CA | Advisory firm Sole prop | $1.6M | 1 advisors | Fixed fees | View | |
| COBB PLANNING GROUP CRD 150880 | Santa Ana, CA | Advisory firm Sole prop | $1.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RR FINANCIAL MANAGEMENT LLC CRD 310395 | Fresno, CA | Advisory firm LLC | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIHARA WEALTH MANAGEMENT LLC CRD 332749 | Torrance, CA | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GREGORY ADVISORS INC. CRD 112537 | Huntington Beach, CA | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OBEL FINANCIAL ADVISORS CRD 155640 | San Mateo, CA | Advisory firm Sole prop | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ASYMMETRIC ADVISORS CRD 325460 | Aliso Viejo, CA | Advisory firm LLC | $940K | 1 advisors | Percentage of AUM | View | |
| THE TILTED FUNDS GROUP, LLC CRD 141537 | Cupertino, CA | Advisory firm LLC | $811K | 1 advisors | Percentage of AUM | View | |
| BARTLETT, LAWRENCE E CRD 136282 | Arcadia, CA | Advisory firm Sole prop | $700K | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CME STRATEGIC WEALTH MANAGEMENT CRD 282471 | Temecula, CA | Advisory firm Sole prop | $644K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KAUZER CAPITAL MANAGEMENT, LLC CRD 335715 | Walnut Creek, CA | Advisory firm LLC | $515K | 1 advisors | Percentage of AUM | View | |
| COUILLARD CAPITAL LLC CRD 333709 | Los Angeles, CA | Advisory firm LLC | $500K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GLOBAL INVESTMENT CAPITAL LLC CRD 316134 | West Hills, CA | Advisory firm LLC | $441K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGNOLIA CAPITAL ASSET MANAGEMENT LLC CRD 323624 | Irvine, CA | Advisory firm LLC | $400K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| HYPO FINANCIAL SERVICES AND INVESTMENT ADVISER CRD 165439 | Yorba Linda, CA | Corporate platform Corporation | $294K | 1 advisors | Percentage of AUM | View | |
| RETIREMENT PLANNERS CRD 134656 | El Segundo, CA | Advisory firm Sole prop | $290K | 1 advisors | Hourly charges | View | |
| PACIFIC EQUITY ADVISORS LLC CRD 328540 | La Jolla, CA | Advisory firm LLC | $268K | 1 advisors | Percentage of AUM | View | |
| CALIFORNIA BENEFITS AND RETIREMENT GROUP, LLC CRD 305719 | Newport Beach, CA | Advisory firm LLC | $247K | 1 advisors | Percentage of AUM · Hourly charges +2 more | View |