WFA OF SAN DIEGO
San Diego, CA
AUM
$206.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(619) 491-0225
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
AUM
$206.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-397-7539
AUM
$206.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(925) 457-5258
HARDWORKING CAPITAL ADVISORS, LLC
Palm Desert, CA
AUM
$206.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 340-3277
BLUE MARBLE INVESTMENTS
Santa Barbara, CA
AUM
$205.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
805-595-1820
AUM
$204.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
775-832-9222
RAYLIANT INVESTMENT RESEARCH
Newport Beach, CA
AUM
$203.5M
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM
626-407-4581
AUM
$203.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
805-376-2779
JOHNSON LYMAN WEALTH ADVISORS
Los Altos, CA
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
650-494-2733
AUM
$202.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
818-292-1474
AUM
$201.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
917-768-3390
LEGION PARTNERS ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$200.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
424-253-1774
EMERALD BAY WEALTH MANAGEMENT LLC
Tahoe City, CA
AUM
$200.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-482-0117
AUM
$200.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(312) 278 1003
AUM
$200.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-497-3885
ATTENTIVE INVESTMENTS, LLC
Stockton, CA
AUM
$197.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
209-636-4931
APS INVESTMENT MANAGEMENT GROUP
Jackson, CA
AUM
$197.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(209) 223-0460
CERTIFIED PLANNERS, INC.
San Ramon, CA
AUM
$196.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
925-553-7200
PLAN FINANCIAL
Fresno, CA
AUM
$195.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-433-1110
D. M. BRENNER, INC.
Solana Beach, CA
AUM
$193.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-345-1001
AUM
$193.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(508) 993-0336
JANUARY CAPITAL ADVISORS LLC
San Francisco, CA
AUM
$193.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-494-2790
WILLNER & HELLER LLC
Encino, CA
AUM
$193.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
818-501-7590
BAYBRIDGE CAPITAL GROUP, LLC
Livermore, CA
AUM
$192.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(888) 440-2224