Search advisors
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 | |||||
|---|---|---|---|---|---|---|---|
| CASH FLOW TECHNOLOGIES CRD 331403 | Lancaster, CA | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CAVALRY MANAGEMENT GROUP CRD 167937 | San Francisco, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CAVALRY MANAGEMENT GROUP 2, LLC CRD 336850 | San Francisco, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CBP ADVISORY, LLC CRD 319580 | Santa Monica, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CELTIC HOUSE ASIA PARTNERS HEALTH, LLC CRD 322299 | Fremont, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CENTRAL COAST TAX & FINANCIAL SERVICES CRD 289814 | Lompoc, CA | Advisory firm Sole prop | $0 | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CETERA ADVISORY SERVICES LLC CRD 285648 | El Segundo, CA | Advisory firm LLC | — | 14 advisors | Percentage of AUM | View | |
| CHAN, ARDEN CRD 304599 | San Diego, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; PROJECT FEES | View | |
| CHARTWELL FAMILY OFFICE, LLC CRD 337312 | Palm Desert, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CHELSEA INTERNATIONAL ADVISORS LLC CRD 313568 | Laguna Beach, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CHETAN LLC CRD 337289 | Westlake Village, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CHOU CAPITAL MANAGEMENT, LLC CRD 335110 | Lafayette, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CLARA PARTNERS MANAGEMENT LLC CRD 339412 | Beverly Hills, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CLOVER CAPITAL ADVISORS LLC CRD 340395 | Redwood City, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CLUAIN-ERAIRD EQUITY INVESTORS, LLC CRD 136234 | Portola Valley, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| COGITAS CAPITAL MANAGEMENT LLC CRD 336021 | Larkspur, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| COLE, THOMAS C. CRD 307142 | Palo Alto, CA | Advisory firm Sole prop | — | — | Fees not disclosed | View | |
| CONDUIT CP INVESTMENT I LLC CRD 339847 | Alamo, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CORNERSTONE GROUP VENTURES, LLC CRD 334111 | Beverly Hills, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| COSMIC MANAGEMENT, LLC CRD 308528 | West Hollywood, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| COVIAN CAPITAL GROUP LLC CRD 335208 | La Jolla, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CRAIG V. CASTANOS CPA CRD 136533 | La Mesa, CA | Advisory firm Sole prop | — | 1 advisors | Hourly charges; Fixed fees | View | |
| CREDITEASE URBANITE CAPITAL, LLC CRD 292006 | San Francisco, CA | Advisory firm LLC | — | — | Fees not disclosed | View | |
| CREST WEALTH MANAGEMENT LLC CRD 338818 | San Francisco, CA | Advisory firm LLC | $0 | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |