WOODWARD DIVERSIFIED CAPITAL, LLC
Bakersfield, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
661-498-7500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CALDWELL SUTTER CAPITAL, INC.
Sausalito, CA
AUM
$605.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-962-2526
AGRIGLOBE LAND ADVISORS, LLC
Fresno, CA
AUM
$602.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees
559-439-7490
DUNHILL FINANCIAL
London, CA
AUM
$601.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
+1 561 685 2381
AUM
$599.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-683-1700
AUM
$598.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
831-622-9600
MEASURED RISK PORTFOLIOS
San Diego, CA
AUM
$597.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-935-1125
TREEHOUSE WEALTH ADVISORS
Walnut Creek, CA
AUM
$597.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-887-1416
CASTLE ROCK WEALTH MANAGEMENT, LLC
Walnut Creek, CA
AUM
$587.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
925-478-8800
ARX MANAGEMENT, LLC
El Segundo, CA
AUM
$586.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-546-5279
PATHVIEW WEALTH ADVISORS
San Diego, CA
AUM
$583.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619 295 0200
AVALON CAPITAL MANAGEMENT
Port Of Redwood City, CA
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
650-306-1500
AMERICAN INVESTORS CO
San Ramon, CA
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
925-866-2882
CURTIS ADVISORY GROUP, LLC
Santa Barbara, CA
AUM
$573.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-963-6181
G.W. SHERWOLD ASSOCIATES, INC.
Lake Forest, CA
AUM
$572.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-470-0700
LINEPOINT PARTNERS & CO.
Los Angeles, CA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
323-886-3635
PAINTED PORCH ADVISORS LLC
Santa Barbara, CA
AUM
$571.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
805-567-4288
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
PIER 88 INVESTMENT PARTNERS, LLC
San Francisco, CA
AUM
$568.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-814-8840
FREC
San Francisco, CA
AUM
$567.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
855-900-3732
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
JACKSON SQUARE CAPITAL, LLC
San Francisco, CA
AUM
$564.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-854-5011
TOWERPOINT WEALTH, LLC
Sacramento, CA
AUM
$561.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 405-9140
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685