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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

TREVIAN WEALTH MANAGEMENT, LLC

CA

AUM

$615.5M

Licensed in CA, MA, NY +4 states
CAMANYTNTXNH+1
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FINANCIAL ALTERNATIVES, INC.

La Jolla, CA

AUM

$614.8M

Licensed in AZ, CA, CO +3 states
AZCACONYWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WISE PLANNING, INC.

CA

AUM

$610.3M

Licensed in CA, CO, IL +2 states
CACOILWIWA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

101-250

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

STONEMARK WEALTH MANAGEMENT

Pasadena, CA

AUM

$609.8M

Licensed in AZ, CA, CO +4 states
AZCACOLANVTX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WOODWARD DIVERSIFIED CAPITAL, LLC

Bakersfield, CA

AUM

$609.8M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CALDWELL SUTTER CAPITAL, INC.

Sausalito, CA

AUM

$605.7M

Licensed in AZ, CA, ID +8 states
AZCAIDILNVNY+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

DUNHILL FINANCIAL

London, CA

AUM

$601.7M

Licensed in CA, GA, LA +5 states
CAGALANYWATX+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

11 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STEGINSKY CAPITAL LLC

CA

AUM

$599.0M

Licensed in CA, NY, OH +4 states
CANYOHPATXNH+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MEASURED RISK PORTFOLIOS

San Diego, CA

AUM

$597.2M

Licensed in AZ, CA, CO +19 states
AZCACOGAIDIL+16
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TREEHOUSE WEALTH ADVISORS

Walnut Creek, CA

AUM

$597.1M

Licensed in CA, MD, NM +5 states
CAMDNMNYORWA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MIG CAPITAL, LLC

Newport Beach, CA

AUM

$589.5M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WP ADVISORS, LLC

CA

AUM

$588.9M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CASTLE ROCK WEALTH MANAGEMENT, LLC

Walnut Creek, CA

AUM

$587.1M

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

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CUADRILLA CAPITAL, LLC

Santa Barbara, CA

AUM

$586.6M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARX MANAGEMENT, LLC

El Segundo, CA

AUM

$586.5M

Based in CA
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • IRC 1.468B QUALIFIED SETTLEMENT FUNDS

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

O'KEEFE STEVENS ADVISORY, INC.

CA

AUM

$585.6M

Licensed in CA, DC, GA +4 states
CADCGANYPATX+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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