SCHNIEDERS CAPITAL MANAGEMENT, LLC.
Pasadena, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
626.584.6168
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
5,002 advisers found
BRIO FINANCIAL GROUP
San Francisco, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-623-2450
PRESTON CAPITAL
Aliso Viejo, CA
AUM
$1.05B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-272-2000
MORLING FINANCIAL ADVISORS, LLC
Fremont, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-667-5464
WEAVER CONSULTING GROUP, LLC
Huntington Beach, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(714)536-4065
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405
THREE BRIDGE WEALTH ADVISORS
Los Altos, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-433-3500
RPG INVESTMENT ADVISORY, LLC
Pleasanton, CA
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(925) 384-0071
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
707-633-9063
NEWFRONT RETIREMENT SERVICES, INC.
San Mateo, CA
AUM
$1.04B
Wealth MgmtRetirement
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
415-754-3635
3(38) INVESTMENT FIDUCIARIES
Simi Valley, CA
AUM
$1.04B
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(818) 296-9529
BERYL CAPITAL MANAGEMENT, LLC
Redondo Beach, CA
AUM
$1.03B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 446-1561
GOULD ASSET MANAGEMENT LLC
Claremont, CA
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
909-445-1291
AUM
$1.03B
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
501-551-0128
BANYAN TREE ASSET MANAGEMENT, LLC
Torrance, CA
AUM
$1.03B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT
310-477-0111
LEGALIST
San Francisco, CA
AUM
$1.03B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-570-7878
WEDBUSH FUND ADVISERS, LLC
Pasadena, CA
AUM
$1.02B
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-688-8000
CENTRICUS INVESTMENT ADVISORS (US) LLC
Beverly Hills, CA
AUM
$1.02B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 (0) 20 7139 4500
JOCELYN INVESTMENT MANAGEMENT, LLC
San Rafael, CA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
415-256-1795
VERITA STRATEGIC WEALTH PARTNERS, LLC
San Francisco, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
4155204345
NAVIGATION GROUP LLC
Redwood Shores, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-595-1700
MAIN MANAGEMENT FUND ADVISORS, LLC
San Francisco, CA
AUM
$1.01B
Wealth Mgmt
Team
25 advisors
Clients
—
Fees
Percentage of AUM
415-217-5800
FERMATA ADVISORS
Sonoma, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(707) 938-7414