ANCHOR BAY CAPITAL, INC.
Carlsbad, CA
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
760-602-3470
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
LEDERER & ASSOCIATES INVESTMENT COUNSEL
Long Beach, CA
AUM
$244.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
562-434-5305
PRATTES WEALTH PARTNERS
Newport Beach, CA
AUM
$243.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-271-6333
TABR CAPITAL MANAGEMENT, LLC
Orange, CA
AUM
$241.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
714-704-9180
AUM
$240.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(212) 606-2326
MAREST CAPITAL, LLC
Encino, CA
AUM
$239.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
818-216-4900
TRIVANT CUSTOM PORTFOLIO GROUP LLC
San Diego, CA
AUM
$239.4M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
619-286-3930
SEA CLIFF PARTNERS MANAGEMENT, LP
San Francisco, CA
AUM
$239.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-535-6563
SALIENT WEALTH PLANNING
Encinitas, CA
AUM
$239.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-768-0096
ORRELL CAPITAL MANAGEMENT
Livermore, CA
AUM
$238.9M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-455-0802
AUM
$238.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
512-593-6367
STRATEGIC WEALTH CAPITAL
San Francisco, CA
AUM
$238.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-780-7022
CASTLE WEALTH PLANNING
Santa Barbara, CA
AUM
$236.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-962-5630
BAMBOO WEALTH STRATEGIES
San Diego, CA
AUM
$235.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(619) 289-9670
AUM
$235.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
510-244-4685
CAMELOTTA ADVISORS
San Francisco, CA
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-806-3641
AUM
$233.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
317-207-0175
WALKER FINANCIAL ADVISORS INC
Mission Viejo, CA
AUM
$233.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-367-1961
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Irvine, CA
AUM
$232.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
800-557-5461
REDWOOD INVESTMENT GROUP, INC
Fort Bragg, CA
AUM
$230.3M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-964-9700
AUM
$230.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
757-222-3710
AUM
$228.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
617-584-4042
PILOTAGE PRIVATE WEALTH AG
Zurich, CA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
41-43-5081717
CAPITAL CS GROUP, LLC
Irvine, CA
AUM
$227.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-447-5405