MALAGA COVE CAPITAL, LLC
Palos Verdes Estates, CA
AUM
$310.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 421-2141
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
GUARDIAN INVESTMENT MANAGEMENT
Tiburon, CA
AUM
$310.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
0 total employees
Clients
0
Fees
Percentage of AUM; Fixed fees
415-765-6860
KENSINGTON INVESTMENT COUNSEL
Long Beach, CA
AUM
$310.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
562-983-6677
NRI WEALTH MANAGEMENT, LLC
Santa Clara, CA
AUM
$309.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
408-373-5570
WESTERN FINANCIAL CORPORATION
San Diego, CA
AUM
$309.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
619-544-0260
RETIREMENT CAPITAL STRATEGIES, INC.
San Jose, CA
AUM
$305.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
408-551-6100
KACHKOVSKY & FISHER, INC.
San Diego, CA
AUM
$305.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858.450.9711
LOGICA CAPITAL ADVISERS, LLC
Los Angeles, CA
AUM
$304.6M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-652-9500
NAUTILUS ADVISORS LLC
La Jolla, CA
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-573-4590
THRYVE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$304.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
805-451-2909
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
Newport Beach, CA
AUM
$303.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 261-7726
AUM
$303.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
713-364 6770
CORE FINANCIAL
El Segundo, CA
AUM
$301.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-450-6004
TREND TRADE PRO, LLC
Pasadena, CA
AUM
$298.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(626) 234-8999
AUM
$297.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(720) 864-4348
KRANE FINANCIAL SOLUTIONS
Calabasas, CA
AUM
$295.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-989-0934
SHERWOOD FINANCIAL PARTNERS, LLC
Westlake Village, CA
AUM
$293.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
805.870.5591
PRIVATE PORTFOLIOS, INC.
San Mateo, CA
AUM
$293.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
650-548-9800
TATE PRIVATE WEALTH ADVISERS
Sacramento, CA
AUM
$293.4M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(916) 929-1006
MCNAUGHTON WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$291.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 693-2310
ACCRETIVE WEALTH MANAGEMENT, LLC
San Ramon, CA
AUM
$290.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
925-365-1533
PACIFIC SUN FINANCIAL CORP
Los Angeles, CA
AUM
$290.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
949-716-8646
KANANI ADVISORY GROUP INC.
Irvine, CA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 502-7001
RICE FINANCIAL CONSULTING, INC.
Los Gatos, CA
AUM
$287.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(408) 354-3400