INTEGRAL WEALTH MANAGEMENT
Turlock, CA
AUM
$673.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
209-633-3101
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
DIVERSIFI CAPITAL INC
Los Altos, CA
AUM
$671.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
650-632-5667
PLANNED SOLUTIONS, INC.
Folsom, CA
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
916-361-0100
ELEVATION WEALTH PARTNERS, LLC
Walnut Creek, CA
AUM
$670.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
925-962-5600
PACIFIC CAPITAL
Corona, CA
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
844-777-8777
DILIGENT INVESTORS, LLC
Redlands, CA
AUM
$663.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(909) 792-2894
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Westlake Village, CA
AUM
$663.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-719-2772
THREE ARCH WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 400-7107
WESTSHORE WEALTH
Newport Beach, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 825-7505
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
ARCHER CAPITAL GROUP MANAGEMENT, LLC
Los Angeles, CA
AUM
$659.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-916-9599
PURUS WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$658.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-356-6330
SPECTRUM ASSET MANAGEMENT INC
Newport Beach, CA
AUM
$657.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-717-3400
M37 MANAGEMENT LP
Menlo Park, CA
AUM
$656.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-267-1584
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
ROBINHOOD VENTURES
Menlo Park, CA
AUM
$655.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(650)389-9581
RBO & CO, LLC
St.. Helena, CA
AUM
$654.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-963-1231
ARIXA MANAGEMENT, LLC
Los Angeles, CA
AUM
$647.9M
Wealth MgmtInstitutional
Team
42 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 905-3050
AUM
$647.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
831-226-2915
PEAKVIEW CAPITAL
Menlo Park, CA
AUM
$646.4M
Wealth Mgmt
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
1 650-321-6600
DAFNA CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$645.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-954-3200
HERITAGE WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$643.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-613-9191
AUM
$640.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
914 722-1700
LIBRA WEALTH LLC
Los Gatos, CA
AUM
$639.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(408) 721-1633