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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

5,013 advisers found

Advisory firmLLCWebsite listed

ATLAS LEGACY ADVISORS LLC

Los Angeles, CA

AUM

$715.0M

Licensed in CA, NJ, TX, FL
CANJTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

USCF ADVISERS

Walnut Creek, CA

AUM

$714.9M

Based in CA
Wealth Mgmt
  • Portfolio management (investment companies)

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

FRONTIER GLOBAL PARTNERS LLC

La Jolla, CA

AUM

$713.1M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARC ADVISORY LLC

San Francisco, CA

AUM

$708.3M

Licensed in AZ, CA, CO +30 states
AZCACODEDCGA+27
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

RIDGECREST WEALTH PARTNERS, LLC

San Rafael, CA

AUM

$705.1M

Licensed in CA, CO, LA +4 states
CACOLANYWATX+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Corona, CA

AUM

$702.3M

Licensed in AZ, CA, CO +9 states
AZCACOGAIDNV+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

9 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

KTF INVESTMENTS, LLC

Seal Beach, CA

AUM

$700.2M

Licensed in CA, NV, PA, TX
CANVPATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TEMPUS WEALTH PLANNING, LLC

Irvine, CA

AUM

$699.4M

Licensed in AZ, CA, ID +10 states
AZCAIDLANJNC+7
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HAMILTON WEALTH, LLC

Los Angeles, CA

AUM

$697.8M

Licensed in CA, MI, NV +10 states
CAMINVNYOHOR+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

PALO ALTO INVESTORS LP

Palo Alto, CA

AUM

$696.0M

Licensed in CA, VA, WA, TX
CAVAWATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MAYPORT WEALTH MANAGEMENT

CA

AUM

$694.9M

Licensed in CA, LA, MA +5 states
CALAMANJNYTX+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PREMIER WEALTH ADVISORS, LLC

San Diego, CA

AUM

$694.9M

Licensed in AZ, CA, CO +6 states
AZCACONVVAWA+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

COGENUITY PARTNERS, LLC

San Francisco, CA

AUM

$693.8M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

14 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BW & ASSOCIATES, INC.

Orange, CA

AUM

$692.8M

Licensed in AZ, CA, NV +2 states
AZCANVTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

LAZARI CAPITAL MANAGEMENT, INC.

Burbank, CA

AUM

$691.1M

Licensed in AZ, CA, CO +11 states
AZCACOGANVNY+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALLIANCE ADVISORY & SECURITIES, LLC

Westlake Village, CA

AUM

$687.4M

Licensed in AZ, CA, ID +8 states
AZCAIDNVNCOR+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MA PRIVATE WEALTH, LLC

San Carlos, CA

AUM

$686.0M

Licensed in CA, CO, IL +6 states
CACOILLANVOR+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PHOCAS FINANCIAL CORPORATION

Alameda, CA

AUM

$682.7M

Licensed in CA, FL
CAFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

DASH INVESTMENTS

Woodland Hills, CA

AUM

$681.6M

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

HYPOSWISS ADVISORS SA

Geneva, CA

AUM

$678.3M

Licensed in CA, NY, TX +2 states
CANYTXSDFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
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