DRC INVESTMENT ADVISORS, LLC
Santa Monica, CA
AUM
$391.0M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
901-598-4763
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$390.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-625-5480
SHRIER WEALTH MANAGEMENT, LLC
Los Angeles, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-201-0200
HAROLD DAVIDSON & ASSOCIATES, INC
Los Angeles, CA
AUM
$390.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-553-5551
HAHN CAPITAL MANAGEMENT, LLC
Walnut Creek, CA
AUM
$390.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-394-6512
PACIFIC POINT ADVISORS, LLC
San Diego, CA
AUM
$389.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
858-356-6600
LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
KETRON FINANCIAL LLC
Novato, CA
AUM
$384.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-892-0928
AUM
$383.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-256-7700
CLARAPHI ADVISORY NETWORK, LLC
Aliso Viejo, CA
AUM
$382.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-215-0025
WWM FINANCIAL
Carslbad, CA
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(760) 692-5190
AUM
$381.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-997-0994
TORREN MANAGEMENT, LLC
San Diego, CA
AUM
$373.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-649-0700
GUGGENHEIM WEALTH SOLUTIONS, LLC
Santa Monica, CA
AUM
$371.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310-576-1270
CATALYST PRIVATE WEALTH, LLC
San Mateo, CA
AUM
$370.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
415-887-1430
YOSEMITE CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-730-3310
AUM
$368.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-833-9999
ODER INVESTMENT MANAGEMENT, LLC
Woodland Hills, CA
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(818) 676-0036
SHARPER & GRANITE LLC
El Segundo, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
310-426-2909
INFLECTION CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-450-6556
KONDO WEALTH ADVISORS, INC
Pasadena, CA
AUM
$365.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-449-7783
AUM
$362.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
916-467-9290
AUM
$362.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
818-681-6833
UNION SQUARE GLOBAL WEALTH MANAGEMENT
San Francisco, CA
AUM
$361.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-392-9228