5T WEALTH, LLC
Napa, CA
AUM
$331.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(707) 224-1340
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CHARLES FISH INVESTMENTS, INC.
Irvine, CA
AUM
$331.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-296-3970
WELTON INVESTMENT PARTNERS LLC
Carmel, CA
AUM
$330.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
831-626-5190
PARAGON FINANCIAL PARTNERS
Woodland Hills, CA
AUM
$329.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-557-1515
NWM ADVISORS, LLC
San Luis Obispo, CA
AUM
$329.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
805-781-2773
AUM
$327.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
775-241-8140
SHUM FINANCIAL GROUP, INC.
Alameda, CA
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-748-7462
AUM
$321.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
503-467-7832
SECURA FINANCIAL
Orange, CA
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
714-704-6616
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Novato, CA
AUM
$319.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-506-4569
OPTIVEST, INC.
San Juan Capistrano, CA
AUM
$319.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-363-8686
PHILLIP B. WHITE CO., INC
San Luis Obispo, CA
AUM
$318.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-736-2108
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
414-253-4096
DKM WEALTH MANAGEMENT, INC.
Stockton, CA
AUM
$316.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
209-800-5855
WEALTH ANALYTICS PARTNERS, LLC
San Diego, CA
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-2100
GARRISON POINT CAPITAL, LLC
San Francisco, CA
AUM
$315.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-887-1410
ACCELERATE RETIREMENT
Aliso Viejo, CA
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-439-7071
AUM
$315.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
917-868-9104
MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED
Mumbai, Maharashtra, CA
AUM
$315.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
0806-9199-400
NINEPOINTTWO CAPITAL LLC
Los Angeles, CA
AUM
$314.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
323-486-3600
VISTA ADVISOR GROUP, LLC
Walnut Creek, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
925-476-4646
GRANITE CAPITAL
Oakland, CA
AUM
$314.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
510-336-9120
AUM
$313.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
202-599-0915
TOPEL & DISTASI WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$312.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
510-898-1270