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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

PATHVIEW WEALTH ADVISORS

San Diego, CA

AUM

$583.0M

Licensed in AZ, CA, CO +5 states
AZCACONYORTN+2
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

AVALON CAPITAL MANAGEMENT

Port Of Redwood City, CA

AUM

$582.2M

Licensed in CA, NV, TX
CANVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

STEWART WEALTH MANAGEMENT, INC.

San Rafael, CA

AUM

$581.5M

Licensed in AZ, CA, VA +3 states
AZCAVAWATXNH
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AMERICAN INVESTORS CO

San Ramon, CA

AUM

$578.1M

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

Team

30 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

ANGELENO GROUP, LLC

Beverly Hills, CA

AUM

$576.5M

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

WESTERN STANDARD, LLC

Los Angeles, CA

AUM

$574.9M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

CURTIS ADVISORY GROUP, LLC

Santa Barbara, CA

AUM

$573.7M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

G.W. SHERWOLD ASSOCIATES, INC.

Lake Forest, CA

AUM

$572.4M

Licensed in CA, CO, TX
CACOTX
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LINEPOINT PARTNERS & CO.

Los Angeles, CA

AUM

$572.1M

Licensed in CA, DE, NV +2 states
CADENVPAWV
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PAINTED PORCH ADVISORS LLC

Santa Barbara, CA

AUM

$571.9M

Licensed in CA, CO, DC +8 states
CACODCILMANE+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

13 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TTP INVESTMENTS, INC.

San Jose, CA

AUM

$570.6M

Licensed in AZ, CA, IL +2 states
AZCAILTXNH
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT

View detailsVisit website
Corporate platformLLCWebsite listed

BAY HILLS CAPITAL MANAGEMENT, LLC

San Francisco, CA

AUM

$569.8M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • PRIVATE EQUITY FUND OF FUNDS

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

POTENTIA WEALTH

San Jose, CA

AUM

$569.1M

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

Team

7 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PIER 88 INVESTMENT PARTNERS, LLC

San Francisco, CA

AUM

$568.0M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HILLCREST FINANCIAL GROUP

Thousand Oaks, CA

AUM

$567.8M

Licensed in AZ, CA, CO +3 states
AZCACOIDNVTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FREC

San Francisco, CA

AUM

$567.2M

Licensed in AZ, AR, CA +33 states
AZARCACODCGA+30
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ALTERI WEALTH

Westlake Village, CA

AUM

$566.1M

Licensed in AZ, CA, CO +6 states
AZCACODENVWA+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

JACKSON SQUARE CAPITAL, LLC

San Francisco, CA

AUM

$564.3M

Licensed in CA, MA, TX
CAMATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

TOWERPOINT WEALTH, LLC

Sacramento, CA

AUM

$561.3M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

OCEAN PATH ADVISORS, LLC

Manhattan Beach, CA

AUM

$559.5M

Licensed in AZ, CA, CO +9 states
AZCACOMDNMNY+6
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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