D'ARCY CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-461-4391
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$225.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(303) 351-5353
SUN GROUP WEALTH PARTNERS LLC
Irvine, CA
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-625-6800
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
Los Angeles, CA
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
(310) 795-0622
MAINSTREAM CAPITAL MANAGEMENT
Los Angeles, CA
AUM
$224.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
213-365-6773
NOBLE WEALTH MANAGEMENT, INC.
Newport Beach, CA
AUM
$223.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-272-2008
TORTUGA WEALTH MANAGEMENT
Torrance, CA
AUM
$222.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-935-0275
RING MOUNTAIN CAPITAL, LLC
Tiburon, CA
AUM
$222.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-350-1355
AUM
$222.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(212) 203-7376
OPTIMIZE FINANCIAL INC.
Laguna Hills, CA
AUM
$221.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
949-471-0000
PACIFIC PARK FINANCIAL, INC.
Laguna Hills, CA
AUM
$221.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
949-600-6294
DWR WEALTH MANAGEMENT, LLC
San Jose, CA
AUM
$221.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(408) 260-9600
RHS FINANCIAL, LLC
San Francisco, CA
AUM
$219.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-495-2900
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 776-6549
HOFER & ASSOCIATES WEALTH MANAGEMENT
Thousand Oaks, CA
AUM
$216.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-557-8054
DISHMI CAPITAL, LLC
Pasadena, CA
AUM
$215.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(323) 835-5560
AUM
$214.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
1-866-798-0354
ARGYLE CAPITAL PARTNERS, LLC
Los Angeles, CA
AUM
$213.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(310) 750-9557
AUM
$212.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
916-520-6420
SACKETT WEALTH ADVISORS, INC.
Brea, CA
AUM
$212.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(714) 671-9330
FAIRBANKS CAPITAL MANAGEMENT, INC.
Rancho Santa Fe, CA
AUM
$210.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(858) 759-0617
CAVU WEALTH MANAGEMENT
Lakeside, CA
AUM
$208.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-360-7800
MADSON WEALTH ADVISORS INC.
Santa Rosa, CA
AUM
$208.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
707-578-6850
VOYAGER MANAGEMENT, LLC
Los Angeles, CA
AUM
$208.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-652-7070