SLOW CAPITAL, INC.
Greenbrae, CA
AUM
$953.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-727-7569
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
BRICKLEY WEALTH MANAGEMENT
San Mateo, CA
AUM
$950.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
(650) 638-0111
HCM WEALTH
San Rafael, CA
AUM
$941.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-464-5650
RUDNEY ASSOCIATES
Alamo, CA
AUM
$940.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
925-838-0696
BLANKINSHIP & FOSTER, LLC
Solana Beach, CA
AUM
$939.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-755-5166
STRATTAM CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$938.7M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-852-3330
CRANE & ASSOCIATES WEALTH MANAGEMENT
Fullerton, CA
AUM
$934.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-525-4445
TELESCOPE PARTNERS LLC
San Francisco, CA
AUM
$934.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-550-0885
3L CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$932.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 208 - 3379
AUM
$931.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE PROGRAM
+41583176400
STRATEGY ASSET MANAGERS L.L.C.
Pasadena, CA
AUM
$930.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
626-657-0559
STATHEROS FINANCIAL SOLUTIONS, INC.
El Dorado Hills, CA
AUM
$926.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM
916-932-1219
AUM
$920.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
805-395-9767
AUM
$918.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
508-471-4431
MRAZ AND ASSOCIATES
Modesto, CA
AUM
$917.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(209) 593-5870
OLD WEST INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$915.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(213) 943-1740
EXTRACT ADVISORS
Calabasas, CA
AUM
$914.4M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 255 0972
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, CA
AUM
$912.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-388-3800
GUARDIAN FINANCIAL PARTNERS, LLC
Orange, CA
AUM
$911.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-771-2969
TRIMER CAPITAL MANAGEMENT LP
San Francisco, CA
AUM
$901.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-294-1259
FIRST TURN MANAGEMENT, LLC
Solana Beach, CA
AUM
$900.1M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-902-0958
KAIROS
Irvine, CA
AUM
$897.2M
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
949-709-8888
CHRISTOPHER WEIL & CO INC
San Diego, CA
AUM
$896.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-724-6040
STONEBRIDGE FINANCIAL GROUP
San Rafael, CA
AUM
$896.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
4154614961