DILIGENT INVESTORS, LLC
Redlands, CA
AUM
$663.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(909) 792-2894
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Westlake Village, CA
AUM
$663.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-719-2772
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
SPECTRUM ASSET MANAGEMENT INC
Newport Beach, CA
AUM
$657.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-717-3400
M37 MANAGEMENT LP
Menlo Park, CA
AUM
$656.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-267-1584
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
ROBINHOOD VENTURES
Menlo Park, CA
AUM
$655.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(650)389-9581
RBO & CO, LLC
St.. Helena, CA
AUM
$654.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-963-1231
ARIXA MANAGEMENT, LLC
Los Angeles, CA
AUM
$647.9M
Wealth MgmtInstitutional
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 905-3050
HERITAGE WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$643.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-613-9191
AUM
$640.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
914 722-1700
MERRITT POINT PARTNERS LLC
Oakland, CA
AUM
$636.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(510) 244-0170
THE SALVETTI GROUP
Sacramento, CA
AUM
$633.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
916-414-8282
FORTEM FINANCIAL GROUP, LLC
Palm Desert, CA
AUM
$631.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
760-206-8500
FINDEC WEALTH SERVICES, INC.
Stockton, CA
AUM
$627.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-957-7413
EPSILON FINANCIAL GROUP, INC.
Fairfield, CA
AUM
$626.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
707-428-5500
PORTFOLIO DESIGN LABS, LLC
Encino, CA
AUM
$624.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-755-0411
AUM
$622.1M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
669-699-6167
SANCUS CAPITAL MANAGEMENT LP
Los Angeles, CA
AUM
$618.9M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-277-8255
REGIS METRO ASSOCIATES, INC.
San Francisco, CA
AUM
$617.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-421-0500
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
STOLPER & CO., INC.
San Diego, CA
AUM
$615.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-231-9102
AUM
$615.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
847-347-3000
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888