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

5,013 advisers found

Corporate platformCorporationWebsite listed

INTEGRAL WEALTH MANAGEMENT

Turlock, CA

AUM

$673.9M

Licensed in CA, LA, NV +3 states
CALANVNCORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DIVERSIFI CAPITAL INC

Los Altos, CA

AUM

$671.4M

Licensed in CA, CO, DC +6 states
CACODCNYORVA+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

9 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PLANNED SOLUTIONS, INC.

Folsom, CA

AUM

$671.0M

Licensed in AZ, CA, CO +9 states
AZCACOIDLAMT+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

ELEVATION WEALTH PARTNERS, LLC

Walnut Creek, CA

AUM

$670.7M

Licensed in AZ, CA, NY +2 states
AZCANYORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC CAPITAL

Corona, CA

AUM

$668.6M

Licensed in AZ, CA, UT, TX
AZCAUTTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

DILIGENT INVESTORS, LLC

Redlands, CA

AUM

$663.1M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformLLCWebsite listed

CRUDEN BAY INVESTMENT MANAGEMENT, LLC

Westlake Village, CA

AUM

$663.1M

Licensed in CA, MI, NY, PA
CAMINYPA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • ADVISORY CONSULTING

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

THREE ARCH WEALTH MANAGEMENT LLC

Irvine, CA

AUM

$662.4M

Licensed in CA, IL, MA +7 states
CAILMANENYOR+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WESTSHORE WEALTH

Newport Beach, CA

AUM

$662.4M

Licensed in AZ, CA, ID +4 states
AZCAIDLATXNH+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BETTERWEALTH LLC

San Jose, CA

AUM

$659.9M

Licensed in CA, OR, UT, TX
CAORUTTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PURUS WEALTH MANAGEMENT, LLC

Newport Beach, CA

AUM

$658.1M

Licensed in AZ, CA, LA +7 states
AZCALANENVNY+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SPECTRUM ASSET MANAGEMENT INC

Newport Beach, CA

AUM

$657.3M

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

Team

11 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

M37 MANAGEMENT LP

Menlo Park, CA

AUM

$656.4M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WARREN STREET WEALTH ADVISORS, LLC

Irvine, CA

AUM

$656.1M

Licensed in AZ, CA, NE +4 states
AZCANENVNYWA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ROBINHOOD VENTURES

Menlo Park, CA

AUM

$655.3M

Licensed in CA, DE
CADE
Wealth Mgmt
  • Portfolio management (investment companies)

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

RBO & CO, LLC

St.. Helena, CA

AUM

$654.8M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ARIXA MANAGEMENT, LLC

Los Angeles, CA

AUM

$647.9M

Licensed in AZ, CA
AZCA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

42 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PEAKVIEW CAPITAL

Menlo Park, CA

AUM

$646.4M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HERITAGE WEALTH MANAGEMENT, INC.

San Diego, CA

AUM

$643.4M

Licensed in CA, NE, UT, TX
CANEUTTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

RIVERSTONE ADVISORS, LLC

CA

AUM

$640.9M

Licensed in CA, GA, LA +3 states
CAGALANYTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

LIBRA WEALTH LLC

Los Gatos, CA

AUM

$639.8M

Licensed in CA, CO, ID +2 states
CACOIDTXFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

View detailsVisit website
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