FELICITAS GLOBAL PARTNERS, LLC
Pasadena, CA
AUM
$804.4M
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310.461.8990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
SOLSTEIN CAPITAL, LLC
Menlo Park, CA
AUM
$801.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-3000
FINANCIAL FOCUS LLC
Carlsbad, CA
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-431-3040
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$799.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-925-4000
FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$793.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-815-7042
MONARCH PLAN ADVISORS
Simi Valley, CA
AUM
$792.6M
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(818) 444-0376
CALMWATER CAPITAL
El Segundo, CA
AUM
$792.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-806-9770
THE WEALTH COLLABORATIVE, INC.
Corona Del Mar, CA
AUM
$791.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-577-1180
GLOBAL IMC LLC
Solana Beach, CA
AUM
$790.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
760-479-5080
WESTHILL FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$789.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-456-2292
BELL INVESTMENT ADVISORS INC
Orinda, CA
AUM
$787.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-433-1066
SHORENSTEIN INVESTMENT ADVISERS LLC
San Francisco, CA
AUM
$787.5M
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-772-7000
ENCORE CONSUMER CAPITAL, LP
San Francisco, CA
AUM
$786.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-296-9850
COASTLANDS CAPITAL LP
San Francisco, CA
AUM
$785.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-249-1282
WHELAN FINANCIAL
Fresno, CA
AUM
$781.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
559-228-8002
AUM
$780.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
847-652-5070
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
San Diego, CA
AUM
$780.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-298-3993
LEGACY PARTNERS, LLC
Los Angeles, CA
AUM
$777.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-777-0776
T VENTURES MANAGEMENT CO, LTD.
Sydney Nsw, CA
AUM
$773.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
61 416 493 313
AUM
$771.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(212) 681-0460
BLUE ZONE WEALTH ADVISORS, LLC
Los Angeles, CA
AUM
$770.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(310) 310-2789
WILSEY ASSET MANAGEMENT INCORPORATED
San Diego, CA
AUM
$768.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
858-224-0004
AUM
$767.6M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-734-8057
ACME
San Francisco, CA
AUM
$767.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-415-805-8500