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.
5,002 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