FIRST LIGHT RETIREMENT, LLC
Del Mar, CA
AUM
$843.7M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
858-692-1283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
AUM
$842.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-249-6431
AUM
$842.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(203) 431-5862
AKKADIAN VENTURES, INC.
San Francisco, CA
AUM
$841.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(707) 653-6892
TORREYANA CAPITAL
La Jolla, CA
AUM
$837.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6198377996
REDWOOD WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$837.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888-552-1905
FINANCIAL SENSE ADVISORS, INC.
San Diego, CA
AUM
$835.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-487-3939
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$829.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-528-5820
MASON & ASSOCIATES, INC.
Los Angeles, CA
AUM
$828.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
323-254-3072
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
507-581-6131
HACK VC MANAGEMENT, LLC
Palo Alto, CA
AUM
$822.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
408-345-5807
LONGTAIL ALPHA, LLC
Newport Beach, CA
AUM
$822.4M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +4 more
949 706 8092
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
FLC CAPITAL ADVISORS
Palm Desert, CA
AUM
$822.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
760-779-8110
ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, CA
AUM
$820.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-373-8861
PREMIER FINANCIAL GROUP INC
Eureka, CA
AUM
$819.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
707-443-2741
ELYXIUM WEALTH LLC
Beverly Hills, CA
AUM
$819.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 221-8349*224
SSA WEALTH ADVISORS
Zurich, CA
AUM
$817.5M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+41 44 206 60 40
LORNE STEINBERG WEALTH MANAGEMENT INC.
Montreal, Quebec, CA
AUM
$814.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
514-876-9888
PROSPERITAS FINANCIAL, LLC
Valencia, CA
AUM
$812.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-255-9555
INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
San Francisco, CA
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
415-977-1200
ROOF EIDAM MAYCOCK PERALTA LLC
San Francisco, CA
AUM
$804.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-788-4600