ADELANTE CAPITAL MANAGEMENT LLC
Alameda, CA
AUM
$1.49B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
510-986-2100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
APRIEM ADVISORS
Irvine, CA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(949) 253-8888
QUANTUM FINANCIAL ADVISORS, LLC
Santa Monica, CA
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(424) 447-8268
H. BARTON ASSET MANAGEMENT, LLC
San Francisco, CA
AUM
$1.48B
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-5172
ECLECTIC ASSOCIATES, INC.
Fullerton, CA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
714-738-0220
SERENUS WEALTH ADVISORS, LLC
Santa Monica, CA
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
917-539-2411
COMMUNITY INVESTMENT MANAGEMENT LLC
San Francisco, CA
AUM
$1.47B
Wealth Mgmt
Team
31 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-857-3233
AMIP MANAGEMENT
Seal Beach, CA
AUM
$1.46B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Commissions +2 more
562-735-6555
NICHOLAS INVESTMENT PARTNERS, L.P.
San Diego, CA
AUM
$1.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-759-4545
VALLEY WEALTH STRATEGIES, LLC
Lodi, CA
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(209) 366-1264
SLW MANAGEMENT COMPANY
San Francisco, CA
AUM
$1.43B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-851-9870
AUM
$1.43B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(213) 441-2688
SHORECLIFF ASSET MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$1.41B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(949) 806-3980
THOROFARE, LLC
El Segundo, CA
AUM
$1.40B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
617-880-7494
SILICON VALLEY RETIREMENT SERVICES, LLC
San Jose, CA
AUM
$1.40B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
408-572-5572
WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
(408) 217-2000
DENALI ADVISORS, LLC
San Diego, CA
AUM
$1.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-558-3600
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-344-4038
CASCADE FINANCIAL PARTNERS, LLC
San Diego, CA
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
858-379-6701
AUM
$1.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
929-333-3405
ENHANCED HEALTHCARE MANAGEMENT COMPANY
Santa Monica, CA
AUM
$1.38B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(929) 242-5196
NEUMEIER POMA INVESTMENT COUNSEL LLC
Carmel, CA
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
831-625-6355
BRASA CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$1.37B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-620-2889
SEASIDE EQUITY PARTNERS
San Diego, CA
AUM
$1.37B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(858) 947-1350