AUM
$615.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
847-347-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
MEANINGFUL PARTNERS LLC
El Segundo, CA
AUM
$615.2M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(214) 435-3877
FINANCIAL ALTERNATIVES, INC.
La Jolla, CA
AUM
$614.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-459-8289
AUM
$610.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
847-834-9473
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888
WOODWARD DIVERSIFIED CAPITAL, LLC
Bakersfield, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
661-498-7500
CALDWELL SUTTER CAPITAL, INC.
Sausalito, CA
AUM
$605.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-962-2526
AGRIGLOBE LAND ADVISORS, LLC
Fresno, CA
AUM
$602.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Fixed fees
559-439-7490
DUNHILL FINANCIAL
London, CA
AUM
$601.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
+1 561 685 2381
AUM
$599.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-683-1700
AUM
$598.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
831-622-9600
MEASURED RISK PORTFOLIOS
San Diego, CA
AUM
$597.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-935-1125
TREEHOUSE WEALTH ADVISORS
Walnut Creek, CA
AUM
$597.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-887-1416
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
Burlingame, CA
AUM
$594.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-243-2204
INCLUSIVE CAPITAL PARTNERS, L.P.
San Francisco, CA
AUM
$591.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
708-302-0775
SECTION PARTNERS MANAGEMENT, LLC
Palo Alto, CA
AUM
$590.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-229-8519
MIG CAPITAL, LLC
Newport Beach, CA
AUM
$589.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-474-5800
AUM
$588.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
415-777-2900
CASTLE ROCK WEALTH MANAGEMENT, LLC
Walnut Creek, CA
AUM
$587.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
925-478-8800
CUADRILLA CAPITAL, LLC
Santa Barbara, CA
AUM
$586.6M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
818-835-0415
ARX MANAGEMENT, LLC
El Segundo, CA
AUM
$586.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
310-546-5279
AUM
$585.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
585-340-6538
RILEY FRIEDMAN ASSET MANAGEMENT
Los Altos, CA
AUM
$584.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
650-988-1088
PATHVIEW WEALTH ADVISORS
San Diego, CA
AUM
$583.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619 295 0200