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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

TCFG INVESTMENT ADVISORS, LLC

Laguna Niguel, CA

AUM

$639.4M

Licensed in AL, AK, AZ +41 states
ALAKAZCACODE+38
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

25 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

MERRITT POINT PARTNERS LLC

Oakland, CA

AUM

$636.1M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE ROXBOROUGH GROUP

San Francisco, CA

AUM

$636.0M

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

FIRE CAPITAL MANAGEMENT, LLC

CA

AUM

$635.5M

Licensed in CA, TX, FL
CATXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • FINANCIAL CONSULTING

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE SALVETTI GROUP

Sacramento, CA

AUM

$633.7M

Licensed in AZ, CA, LA +4 states
AZCALANCORWA+1
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

FORTEM FINANCIAL GROUP, LLC

Palm Desert, CA

AUM

$631.9M

Licensed in AZ, CA, CO +13 states
AZCACOIDILKS+10
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

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Corporate platformLLCWebsite listed

NEUMANN CAPITAL MANAGEMENT

Foster City, CA

AUM

$630.3M

Licensed in CA, IL, OR, TX
CAILORTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FINDEC WEALTH SERVICES, INC.

Stockton, CA

AUM

$627.9M

Licensed in AZ, CA, CO +9 states
AZCACOIDILLA+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ARIADNE WEALTH MANAGEMENT, LP

Santa Barbara, CA

AUM

$627.3M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

6 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

EPSILON FINANCIAL GROUP, INC.

Fairfield, CA

AUM

$626.1M

Licensed in AZ, CA, ID +5 states
AZCAIDNVORWA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CLIMBER CAPITAL SA

Nyon, Vaud, CA

AUM

$625.4M

Licensed in CA, NY, TX, FL
CANYTXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PORTFOLIO DESIGN LABS, LLC

Encino, CA

AUM

$624.9M

Licensed in AZ, CA, CO +16 states
AZCACODEGAIL+13
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AVALAN, LLC

Santa Barbara, CA

AUM

$621.8M

Licensed in CA, IL, MI +4 states
CAILMIUTWATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

11 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PARALLAXES CAPITAL

Los Angeles, CA

AUM

$620.8M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MERITAS WEALTH MANAGEMENT, LLC

San Rafael, CA

AUM

$618.9M

Licensed in CA, DC, LA +3 states
CADCLASCWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLPWebsite listed

SANCUS CAPITAL MANAGEMENT LP

Los Angeles, CA

AUM

$618.9M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

REGIS METRO ASSOCIATES, INC.

San Francisco, CA

AUM

$617.8M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

WEST WEALTH GROUP, LLC

Irvine, CA

AUM

$616.7M

Licensed in AZ, CA, CO +14 states
AZCACOIDLAMT+11
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

13 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STOLPER & CO., INC.

San Diego, CA

AUM

$615.7M

Licensed in CA, LA, TX
CALATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FMB WEALTH MANAGEMENT

Westlake Village, CA

AUM

$615.7M

Licensed in AZ, CA, MT +3 states
AZCAMTORTXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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