TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$425.0M
Wealth Mgmt
Team
24 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
RUBICON ADVISORS
Redding, CA
AUM
$420.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
530-223-5357
SEABIRD INVESTMENT PARTNERS
San Diego, CA
AUM
$419.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-457-7707
EAGLE WEALTH MANAGEMENT GROUP INC.
Valencia, CA
AUM
$417.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
661-257-9800
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
Sherman Oaks, CA
AUM
$415.5M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(310) 928-8192
FIRST WILSHIRE SECURITIES MANAGEMENT, INC.
Pasadena, CA
AUM
$415.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
626-796-6622
FLYWHEEL PRIVATE WEALTH LLC
Los Altos, CA
AUM
$415.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-229-8782
OAK ASSET MANAGEMENT, LLC
Westlake Village, CA
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(805) 778-0818
PETIX & BOTTE FINANCIAL
La Mesa, CA
AUM
$411.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
619-698-6500
BOYD WEALTH MANAGEMENT, LLC
Sacramento, CA
AUM
$409.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(916) 367-0532
WOMACK WEALTH MANAGEMENT, INC.
Manhattan Beach, CA
AUM
$406.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-684-3868
CAPITAL TRUST ADVISORS
San Rafael, CA
AUM
$402.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 399-9100
O'NEIL GLOBAL ADVISORS, INC.
Los Angeles, CA
AUM
$401.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-448-6800
PRACTICECFO INVESTMENTS
San Diego, CA
AUM
$401.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
800-675-2712
ESSENTIAL PARTNERS LLC
Rancho Santa Fe,, CA
AUM
$401.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-878-0074
AUM
$399.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(919) 251-9270
REVITATE FUND ADVISOR LLC
Newport Beach, CA
AUM
$398.6M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-522-5604
ALPHA SOLUTIONS INVESTMENT ADVISORS
South San Francisco, CA
AUM
$397.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
415-882-7088
NEW INSIGHT WEALTH ADVISORS
San Ramon, CA
AUM
$396.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-236-2525
KNUFF & COMPANY LLC
Foster City, CA
AUM
$393.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
650-832-9010
CORE WEALTH PARTNERS LLC
Santa Rosa, CA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(707) 568-2400
CARMEL CAPITAL MANAGEMENT L.L.C.
Carmel, CA
AUM
$392.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES
831-625-1375