ANCHOR CAPITAL
Aliso Viejo, CA
AUM
$191.2M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FLAT FEE
(800)-290-8633
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA
1,420 advisers found
M83 INVESTMENT GROUP, LLC
Calabasas, CA
AUM
$191.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
818-222-4727
DRH INVESTMENTS, INC.
Thousand Oaks, CA
AUM
$191.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 826-1740
BRISTLECONE VALUE PARTNERS, LLC
Los Angeles, CA
AUM
$188.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-806-4141
FRANK FINANCIAL ADVISORS
Carlsbad, CA
AUM
$188.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
760-438-3360
ARCA INVESTMENT MANAGEMENT, LLC
Marina Del Rey, CA
AUM
$188.1M
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(424) 400-7444
TOPTURN CAPITAL, LLC
Carmel, CA
AUM
$187.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(831) 324-0481
WARD & ASSOCIATES
San Diego, CA
AUM
$187.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
858-759-5330
BANCREEK CAPITAL ADVISORS, LLC
Santa Monica, CA
AUM
$187.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
424-252-4813
AUM
$186.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
804-288-2482
TOTAL WEALTH SERVICES, LLC
Westlake Village, CA
AUM
$186.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
818-309-3071
DOHENY ASSET MANAGEMENT, L.L.C.
Los Angeles, CA
AUM
$185.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
213-802-7806
GUILD INVESTMENT MANAGEMENT, INC.
Westlake Village, CA
AUM
$185.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Subscription fees
310-826-8600
LONGEVITY CAPITAL MANAGEMENT
Thousand Oaks, CA
AUM
$184.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
805-917-6771
AUTHENTIKOS WEALTH ADVISORY LLC
Morgan Hill, CA
AUM
$184.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
877.457.4567
AUM
$184.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-424-4005 XT. 21
VINCIMUS CAPITAL, LLC
Malibu, CA
AUM
$183.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
904.226.4946
OPEN DOOR INVESTMENT MANAGEMENT LTD.
San Francisco, CA
AUM
$183.4M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF FUND NET INCOME OF PORTFOLIO MANAGERS
(415) 766 5888
AUM
$183.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
317-447-3212
GENTER ADVISORS LLC
Los Angeles, CA
AUM
$182.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00
310-477-6543
GSI CAPITAL ADVISORS LLC
Newport Beach, CA
AUM
$182.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
833-734-8474
TRILINC GLOBAL ADVISORS, LLC
Manhattan Beach, CA
AUM
$181.7M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-997-0580
HALL CAPITAL, LLC
Pasadena, CA
AUM
$180.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-578-5700
KESTREL INVESTMENT MANAGEMENT CORP
San Mateo, CA
AUM
$180.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
650-572-9450