SIERRA INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
310-452-1887
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CLEARWAVE CAPITAL
Upland, CA
AUM
$359.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
909-949-9446
HARRINGTON INVESTMENTS, INC.
Napa, CA
AUM
$355.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
707-252-6166
SEPULVEDA MANAGEMENT LLC
Los Angeles, CA
AUM
$355.1M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
VALIDEX GLOBAL INVESTING
Irvine, CA
AUM
$352.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-410-1410
AUM
$352.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 479-4122
SITRIN CAPITAL MANAGEMENT, LLC
Century City, CA
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(424) 777-4400
AUM
$350.4M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-370-5155
SONOMA ALLOCATIONS
Santa Rosa, CA
AUM
$350.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
707-490-8842
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
San Diego, CA
AUM
$349.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-546-1046
CARBON COLLECTIVE INVESTING, LLC
Oakland, CA
AUM
$348.4M
Wealth MgmtRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
925-268-8041
AUM
$348.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
206-841-9944
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
GUINNESS ATKINSON ASSET MANAGEMENT, INC.
Pasadena, CA
AUM
$344.4M
Wealth Mgmt
Team
24 advisors
Clients
0
Fees
Percentage of AUM
626 628-2787
THE CLARK GROUP ASSET MANAGEMENT
Dana Point, CA
AUM
$343.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-558-3898
M GROUP
CA
AUM
$343.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-708-1922
PARK, MILLER, LLC
Walnut Creek, CA
AUM
$339.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
925-974-3324
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
Campbell, CA
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
408-377-7414
AUM
$335.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
404-226-2728
ABRA CAPITAL MANAGEMENT, LP
San Francisco, CA
AUM
$334.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
707-340-3722
OCEANIQ CAPITAL, LLC
Palo Alto, CA
AUM
$334.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(415) 432-7580
AUM
$333.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(425) 577-7710
CONGRUENCE CAPITAL, LLC
Los Angeles, CA
AUM
$333.5M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-757-8205
AMERICAN FUNDSTARS
Irvine, CA
AUM
$332.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-877-8838