TIDEMARK, LLC
San Diego, CA
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-791-0197
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
SIERRA ASSET MANAGEMENT
Oakhurst, CA
AUM
$462.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-658-5193
BETA WEALTH GROUP, INC
San Diego, CA
AUM
$460.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-207-3377
AUM
$459.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-319-9221
TRUE WAVE WEALTH PLANNERS
Sacramento, CA
AUM
$456.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-921-9220
AUDENT GLOBAL ASSET MANAGEMENT, LLC
West Hollywood, CA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
310-388-3818
RBA WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$452.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
949-945-2104
PRIVATE WEALTH ADVISORS
Fresno, CA
AUM
$451.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
559-451-3463
KINETIC INVESTMENT MANAGEMENT, INC.
Los Angeles, CA
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 711-4818
ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
SPECTRUM WEALTH ADVISORY GROUP, LLC
Granite Bay, CA
AUM
$445.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 772-5970
O'BOYLE WEALTH MANAGEMENT, INC.
Beverly Hills, CA
AUM
$443.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-601-7075
PAVION BLUE CAPITAL, LLC
Newport Beach, CA
AUM
$443.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(213) 805-6698
LIFESTEPS FINANCIAL
Claremont, CA
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
909-267-3770
FIGURE INVESTMENT ADVISORS, LLC
San Francisco, CA
AUM
$442.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
628-236-5851
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
CARMEL CAPITAL PARTNERS, LLC
San Diego, CA
AUM
$434.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
858-457-7544
SESTANTE FAMILY OFFICE
Coronado, CA
AUM
$433.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
619-268-6279
REGENTS PARK FUNDS, LLC
Irvine, CA
AUM
$433.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949-891-0600
TRICORD ADVISORS, INC.
Riverside, CA
AUM
$431.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-684-7011
AUM
$430.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
720-669-3358
ARROWROOT FAMILY OFFICE, LLC
Marina Del Rey, CA
AUM
$430.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
833-224-2249
ABOUND FINANCIAL
Granite Bay, CA
AUM
$428.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-846-7780
BELAY INVESTMENT GROUP, LLC
Sherman Oaks, CA
AUM
$427.5M
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-689-7700