FINANCIAL DESIGNS CORPORATION
Claremont, CA
AUM
$507.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
909-626-1642
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$507.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-215-3855
WEINBERGER ASSET MANAGEMENT, INC
Los Angeles, CA
AUM
$503.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
310-442-8472
PROSPERITY FINANCIAL GROUP, INC.
San Ramon, CA
AUM
$503.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-314-8500
BOLTWOOD CAPITAL MANAGEMENT
Walnut Creek, CA
AUM
$502.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-433-1550
BITWISE INVESTMENT MANAGER, LLC
San Francisco, CA
AUM
$500.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-707-3663
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
POWERLAW FUND ADVISER, LLC
San Francisco, CA
AUM
$496.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITY
707-653-6892
INFANGER INVESTMENT TECHNOLOGY, LLC
Mountain View, CA
AUM
$494.9M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-961-5176
THE O'DONNELL GROUP
Chico, CA
AUM
$492.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
530-564-0960
AUM
$486.3M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
424-835-2744
NWK GROUP
San Francisco, CA
AUM
$485.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-248-2700
VAN STRUM & TOWNE INC
San Francisco, CA
AUM
$483.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-981-3455
ADAMS ASHBY FINANCIAL ADVISORS
Sacramento, CA
AUM
$479.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-333-5989
ELMWOOD WEALTH MANAGEMENT
Berkeley, CA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-858-2722
BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA
AUM
$477.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
661-322-9799
WIMMER ASSOCIATES LLC
Pasadena, CA
AUM
$475.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-683-3150
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-572-8900
AUM
$466.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-299-5114
CLELLAND & COMPANY INC
San Diego, CA
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-587-8700
VERT ASSET MANAGEMENT LLC
Sausalito, CA
AUM
$464.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-650-7179
MKT ADVISORS LLC
Carlsbad, CA
AUM
$463.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(760) 658-8780
MONARCH WEALTH STRATEGIES
Santa Barbara, CA
AUM
$463.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(805) 564-0800
AUM
$462.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
504-517-5107