AVALON CAPITAL MANAGEMENT
Port Of Redwood City, CA
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
650-306-1500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
STEWART WEALTH MANAGEMENT, INC.
San Rafael, CA
AUM
$581.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-499-1544
BOXER CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$578.2M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858.400.3115
AMERICAN INVESTORS CO
San Ramon, CA
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
925-866-2882
ANGELENO GROUP, LLC
Beverly Hills, CA
AUM
$576.5M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-552-2790
WESTERN STANDARD, LLC
Los Angeles, CA
AUM
$574.9M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-929-4300
AUM
$574.2M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-444-5874
CURTIS ADVISORY GROUP, LLC
Santa Barbara, CA
AUM
$573.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-963-6181
G.W. SHERWOLD ASSOCIATES, INC.
Lake Forest, CA
AUM
$572.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-470-0700
LINEPOINT PARTNERS & CO.
Los Angeles, CA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
323-886-3635
PAINTED PORCH ADVISORS LLC
Santa Barbara, CA
AUM
$571.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
805-567-4288
TTP INVESTMENTS, INC.
San Jose, CA
AUM
$570.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT
408-879-0399
BAY HILLS CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$569.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-391-4240
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
PIER 88 INVESTMENT PARTNERS, LLC
San Francisco, CA
AUM
$568.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-814-8840
HILLCREST FINANCIAL GROUP
Thousand Oaks, CA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(805) 373-8686
FREC
San Francisco, CA
AUM
$567.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
855-900-3732
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
JACKSON SQUARE CAPITAL, LLC
San Francisco, CA
AUM
$564.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-854-5011
TOWERPOINT WEALTH, LLC
Sacramento, CA
AUM
$561.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 405-9140
CORAL TREE MANAGEMENT, LP
Los Angeles, CA
AUM
$560.1M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
424-268-9990
AECOM CAPITAL REAL ESTATE, LLC
Los Angeles, CA
AUM
$559.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-593-8100
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685
IMPACT INVESTMENT ADVISER LLC
San Francisco, CA
AUM
$558.5M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-981-1074