AUM
$558.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-869-6653
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-963-0500
SF EQUITY PARTNERS MANAGEMENT, LLC
San Francisco, CA
AUM
$556.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-738-1200
SARASIN ASSET MANAGEMENT LIMITED
London, CA
AUM
$555.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+(44)(20)7038 7000
ION PACIFIC, INC.
Venice, CA
AUM
$554.9M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1-714-408-4618
AVALON GLOBAL ASSET MANAGEMENT LLC
San Francisco, CA
AUM
$553.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-615-5200
ASSET PLANNING, INC
Los Alamitos, CA
AUM
$553.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
714-827-5794
CREEKSIDE PARTNERS
Petaluma, CA
AUM
$553.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
OMEGA FINANCIAL GROUP, LLC
Santa Barbara, CA
AUM
$552.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-617-4363
DEDORA CAPITAL, INC.
Napa, CA
AUM
$550.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-253-0681
CABLE CAR CAPITAL, LP
San Francisco, CA
AUM
$548.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-857-1965
CRUX WEALTH ADVISORS
Long Beach, CA
AUM
$547.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
562.735.3875
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SELBY WEALTH MANAGEMENT
Emeryville, CA
AUM
$544.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-857-9670
SIERRA OCEAN, LLC
Ripon, CA
AUM
$544.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
209-232-7100
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Danville, CA
AUM
$543.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-837-8355
APHIAS CAPITAL, L.P.
San Francisco, CA
AUM
$542.1M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-320-1644
AHOY CAPITAL
Palo Alto, CA
AUM
$540.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-384-9434
LK&A INVESTMENT COUNSEL
Pasadena, CA
AUM
$540.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
626/449-9500
K FUND CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$539.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 663-9090
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
TRIAGEN WEALTH MANAGEMENT LLC
Calabasas, CA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
818-732-8553
PASSPORT CAPITAL, LLC
San Francisco, CA
AUM
$532.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-321-4600
DST WEALTH MANAGEMENT LLC
Indian Wells, CA
AUM
$532.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760-340-1448