AUM
$267.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-595-1099
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
CERDA MUNOZ ADVISORS, INC
Whittier, CA
AUM
$265.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-222-4525
BERNZOTT CAPITAL ADVISORS
Camarillo, CA
AUM
$265.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
800-856-2646
FULLER INVESTMENT MANAGEMENT COMPANY
Pasadena, CA
AUM
$264.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
626-765-8450
CHOKSHI & QUEEN WEALTH ADVISORS
San Diego, CA
AUM
$263.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-550-0030
TILLER PARTNERS, LLC
Beverly Hills, CA
AUM
$261.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
(657) 215-1684
SAGE STONE WEALTH MANAGEMENT LLC
La Jolla, CA
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
858-412-6404
ALAMAR CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$260.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
805-897-1144
VISTICA WEALTH ADVISORS, LLC
Carlsbad, CA
AUM
$260.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-854-4003
PACIFIC CAPITAL ASSOCIATES
San Diego, CA
AUM
$258.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-560-5244
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415 497-7533
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
San Diego, CA
AUM
$255.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-384-5700
MADRONE INVESTMENT ADVISORY, LLC
San Rafael, CA
AUM
$254.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Fixed fees
415-785-4585
ALPHA ANALYTICS INVESTMENT GROUP LLC
Los Angeles, CA
AUM
$253.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-556-0389
PACIFIC WEALTH STRATEGIES GROUP, INC.
Santa Barbara, CA
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-966-7775
AUM
$252.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
301-450-2617
QCA CAPITAL MANAGEMENT INC
Los Angeles, CA
AUM
$252.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
310-473-4411
FISCHER INVESTMENT STRATEGIES, LLC
Westlake Village, CA
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-418-7686
M PREMIER PARTNERS
Indian Wells, CA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
442-274-5300
SEEK FIRST INC.
Campbell, CA
AUM
$251.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-398-4044
FISHER & WIENS WEALTH MANAGEMENT, LLC
Danville, CA
AUM
$250.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-964-0090
TIDECREST WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$249.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-335-5202
GALLIOTT CAPITAL ADVISORS, LLC
Beverly Hills, CA
AUM
$249.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
310-362-3320
PROPEL BIO MANAGEMENT, LLC
Los Angeles, CA
AUM
$247.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
206 602 9246