TCFG INVESTMENT ADVISORS, LLC
Laguna Niguel, CA
AUM
$639.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949-365-5830
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
KARMEL CAPITAL MANAGEMENT LLC
Solana Beach, CA
AUM
$636.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-208-3636
MERRITT POINT PARTNERS LLC
Oakland, CA
AUM
$636.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(510) 244-0170
THE ROXBOROUGH GROUP
San Francisco, CA
AUM
$636.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-728-0792
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-828-0129
THE SALVETTI GROUP
Sacramento, CA
AUM
$633.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
916-414-8282
FORTEM FINANCIAL GROUP, LLC
Palm Desert, CA
AUM
$631.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
760-206-8500
NEUMANN CAPITAL MANAGEMENT
Foster City, CA
AUM
$630.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
650-548-9200
FINDEC WEALTH SERVICES, INC.
Stockton, CA
AUM
$627.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-957-7413
ARIADNE WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$627.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
805-456-4920
EPSILON FINANCIAL GROUP, INC.
Fairfield, CA
AUM
$626.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
707-428-5500
CLIMBER CAPITAL SA
Nyon, Vaud, CA
AUM
$625.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 22 361 66 11
PORTFOLIO DESIGN LABS, LLC
Encino, CA
AUM
$624.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-755-0411
L2 POINT MANAGEMENT LLC
San Francisco, CA
AUM
$622.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(919) 452-0172
AUM
$622.1M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
669-699-6167
AVALAN, LLC
Santa Barbara, CA
AUM
$621.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-962-7725
PARALLAXES CAPITAL
Los Angeles, CA
AUM
$620.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
217-255-3906
TRI-AD CAPITAL MANAGEMENT I, LLC
Escondido, CA
AUM
$619.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
760-743-7555
MERITAS WEALTH MANAGEMENT, LLC
San Rafael, CA
AUM
$618.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-300-4560
SANCUS CAPITAL MANAGEMENT LP
Los Angeles, CA
AUM
$618.9M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-277-8255
REGIS METRO ASSOCIATES, INC.
San Francisco, CA
AUM
$617.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-421-0500
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
STOLPER & CO., INC.
San Diego, CA
AUM
$615.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-231-9102
FMB WEALTH MANAGEMENT
Westlake Village, CA
AUM
$615.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
805-446-4494