JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
FIRST FINANCIAL CONSULTING
Pasadena, CA
AUM
$762.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
626-844-4630
AUM
$761.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-234-7803
SAN LUIS WEALTH ADVISORS
San Luis Obispo, CA
AUM
$760.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-810-0002
SWEENEY & MICHEL, LLC
Chico, CA
AUM
$752.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(530) 487-1777
BANYAN ALPHA INVESTMENT L.P.
South San Francisco, CA
AUM
$751.9M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Performance-based fees; ANNUALLY NEGOTIATED MANAGEMENT FEE
650-254-6608
SBJ CAPITAL
Walnut Creek, CA
AUM
$749.4M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-848-1990
SFE INVESTMENT COUNSEL INC.
Los Angeles, CA
AUM
$748.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-612-0220
AUM
$747.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-337-5521
CRCM L.P.
San Francisco, CA
AUM
$746.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; INCENTIVE ALLOCATIONS
4155785700
RUNNING POINT CAPITAL ADVISORS LLC
El Segundo, CA
AUM
$745.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
424-502-3501
CUREWELL CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$744.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-361-1510
GRADIENT CAPITAL ADVISORS, LLC
San Diego, CA
AUM
$742.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-0700
MISSION CREEK CAPITAL PARTNERS, INC.
San Francisco, CA
AUM
$741.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-363-0400
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
SKBA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$732.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS
415-989-7852
NAVALIGN, LLC
Encino, CA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-728-4500
TRAVEKA WEALTH, LLC
Los Altos, CA
AUM
$730.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(650) 397-2225
HUBER CAPITAL MANAGEMENT LLC
El Segundo, CA
AUM
$729.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310-207-8400
AUM
$725.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-326-0387
THE CYPRESS FUNDS LLC
Los Angeles, CA
AUM
$723.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-891-6375
RS CRUM INC.
Newport Beach, CA
AUM
$720.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
949-428-9696
MEDINA VALUE PARTNERS, LLC
Los Angeles, CA
AUM
$717.2M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 979-6900
AUM
$716.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
833-989-2869