KAIZEN FINANCIAL STRATEGIES, LLC
Pleasanton, CA
AUM
$287.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(408) 819-9010
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$287.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
937-552-9765
AUM
$286.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
216-591-1309
THE FOUNDATION INVESTMENT GROUP
Lafayette, CA
AUM
$286.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
925-298-5840
INTEGRITY WEALTH ADVISORS, LLC
Ventura, CA
AUM
$285.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-339-0760
BENNINGFIELD FINANCIAL ADVISORS, LLC
San Francisco, CA
AUM
$284.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-561-6688
HESEN & HASLAM
Woodland Hills, CA
AUM
$283.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-200-1107
AUM
$283.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(408) 526-0707
FAMILY FINANCIAL
Manhattan Beach, CA
AUM
$280.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(310) 598-8481
VICTUS CAPITAL WEALTH
Santa Monica, CA
AUM
$280.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-622-1280
FATHOM POINT CAPITAL LLC
San Francisco, CA
AUM
$280.0M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Performance-based fees; EXCLUSIVITY FEES
415-636-5500
CONQUIS FINANCIAL LLC
Millbrae, CA
AUM
$280.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
650-651-3609
KURV INVESTMENT MANAGEMENT LLC
San Francisco, CA
AUM
$279.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
888-393-5878
AUM
$278.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(206) 207-8426
FORONJY FINANCIAL
Santa Barbara, CA
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-543-1033
AUSPICIOUS FINANCIAL PLANNING, LLC
San Ramon, CA
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
925-355-1200
SANDSTONE ASSET MANAGEMENT INC.
Calgary, CA
AUM
$277.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
403-218-6125
CHALLENGER WEALTH MANAGEMENT
Aliso Viejo, CA
AUM
$275.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(949) 754-0464
GRACEADA PARTNERS
Modesto, CA
AUM
$273.5M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
209-526-2240
PALISADES INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$271.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-656-6300
WALLACE ADVISORY GROUP, LLC
Lafayette, CA
AUM
$269.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-6880
PROSPERITY WEALTH PLANNING LLC
Irvine, CA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-878-7860
STONEBRIDGE CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$268.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-277-1450
BPM WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$268.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
415-421-5757