CRESCENT COVE ADVISORS, LP
San Francisco, CA
AUM
$1.11B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-800-2289
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
CRESCENT CAP NT ADVISORS, LLC
Los Angeles, CA
AUM
$1.11B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
FINANCIAL ADVISORS NETWORK, INC.
Tustin, CA
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-597-6510
OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC
Palo Alto, CA
AUM
$1.10B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-303-6964
NEXA EQUITY LLC
San Francisco, CA
AUM
$1.10B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-295-4636
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-837-3580
CS CAPITAL MANAGEMENT INC
El Segundo, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-988-7300
LFA
Lugano - Ticino, CA
AUM
$1.09B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41919212533
MESON QUANTITATIVE MANAGEMENT LLC
San Francisco, CA
AUM
$1.09B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM
415-322-0486
WESCAP GROUP
Glendale, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
818-563-5170
RIOT VENTURES MANAGEMENT, LLC
Venice, CA
AUM
$1.09B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 243-6433
CW INVESTMENT ADVISERS, LLC
Los Angeles, CA
AUM
$1.08B
Wealth MgmtInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
626-788-2305
5AM VENTURES
San Francisco, CA
AUM
$1.08B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-993-8570
BASELINE WEALTH MANAGEMENT LTD.
Geneva, CA
AUM
$1.08B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+41 58 105 76 20
CORVUS WEALTH ADVISORS LLC
Templeton, CA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-434-2608
CIM CAPITAL IC MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.08B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
323-860-4900
GREENLAKE ASSET MANAGEMENT LLC
South Pasadena, CA
AUM
$1.08B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-529-1080
FORT BAKER CAPITAL MANAGEMENT LP
Larkspur, CA
AUM
$1.07B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-306-5508
SPINNAKER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(949) 396-6700
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
TRINITY ALPS CAPITAL
San Francisco, CA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-740-5841
ALMITAS CAPITAL LLC
Santa Monica, CA
AUM
$1.07B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-573-4343
CALTIUS CAPITAL MANAGEMENT, LP
Los Angeles, CA
AUM
$1.06B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 996-9585
INSIGHT WEALTH STRATEGIES, LLC
San Ramon, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-659-8020