ATLAS LEGACY ADVISORS LLC
Los Angeles, CA
AUM
$715.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-707-1275
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
USCF ADVISERS
Walnut Creek, CA
AUM
$714.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
510-522-9600
FRONTIER GLOBAL PARTNERS LLC
La Jolla, CA
AUM
$713.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-456-1440
ARC ADVISORY LLC
San Francisco, CA
AUM
$708.3M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(510) 213-8085
RIDGECREST WEALTH PARTNERS, LLC
San Rafael, CA
AUM
$705.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-227-2881
PROPEL VENTURE PARTNERS MANAGEMENT CO.
San Carlos, CA
AUM
$703.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-500-4630
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
Corona, CA
AUM
$702.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-213-7233
KTF INVESTMENTS, LLC
Seal Beach, CA
AUM
$700.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-618-4498
TIDEMARK MANAGEMENT COMPANY LP
Menlo Park, CA
AUM
$699.6M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-260-4887
TEMPUS WEALTH PLANNING, LLC
Irvine, CA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-393-2525
HAMILTON WEALTH, LLC
Los Angeles, CA
AUM
$697.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
747-208-4300
PALO ALTO INVESTORS LP
Palo Alto, CA
AUM
$696.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-325-0772
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
617-545-5700
PREMIER WEALTH ADVISORS, LLC
San Diego, CA
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(858) 668-0776
COGENUITY PARTNERS, LLC
San Francisco, CA
AUM
$693.8M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
628-204-6610
BW & ASSOCIATES, INC.
Orange, CA
AUM
$692.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
714-998-2077
LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
MA PRIVATE WEALTH, LLC
San Carlos, CA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(650) 232-2021
SER CAPITAL PARTNERS MANAGEMENT, LP
Redwood City, CA
AUM
$685.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-873-1011
PHOCAS FINANCIAL CORPORATION
Alameda, CA
AUM
$682.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
510-523-5800
DASH INVESTMENTS
Woodland Hills, CA
AUM
$681.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
800-549-3227
HYPOSWISS ADVISORS SA
Geneva, CA
AUM
$678.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
+41 22 310 7640
YIHENG CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$675.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-582-6360