CERRO PACIFIC WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$531.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
805-457-3300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
WILLOW CREEK FINANCIAL
San Diego, CA
AUM
$528.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 634-3232
ARISTON SERVICES GROUP, LLC
San Diego, CA
AUM
$527.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
619-241-2326
RETIREMENT WELLNESS GROUP
Pasadena, CA
AUM
$526.6M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-757-1799
AUM
$526.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-735-9685
DLK INVESTMENT MANAGEMENT
Solana Beach, CA
AUM
$524.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858.433.3200
VERSO PARTNERS
San Francisco, CA
AUM
$521.6M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-214-3917
REFLOW SERVICES, LLC
San Francisco, CA
AUM
$521.4M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(888) 648-0668
PAUL CAPITAL
San Francisco, CA
AUM
$520.9M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-283-4300
GROUNDED CAPITAL, LLC
Mill Valley, CA
AUM
$520.0M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-692-5760
PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$517.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-797-3007
SELDON CAPITAL LP
San Francisco, CA
AUM
$517.8M
Financial PlanningWealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
209-683-3109 #804
NESTYIELD ETFS
Downey, CA
AUM
$517.3M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
866-475-5050
CHELSEA MANAGEMENT COMPANY
Woodland Hills, CA
AUM
$517.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
213-362-9200
GIFFORD FONG ASSOCIATES
Lafayette, CA
AUM
$517.0M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
925-299-7800
PRUDENT INVESTORS
Lake Forest, CA
AUM
$515.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
760-597-9255
PRISM ADVISORS, INC.
Studio City, CA
AUM
$515.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-760-3333
GAVILAN INVESTMENT PARTNERS LLC
Burlingame, CA
AUM
$514.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-334-4990
DEW POINT CAPITAL
Los Angeles, CA
AUM
$513.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-258-2174
CYPRESS POINT INVESTMENT MANAGEMENT LP
Mill Valley, CA
AUM
$512.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-598-1040
AUM
$510.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-397-9072
IBN ASSET MANAGEMENT, LLC
Thousand Oaks, CA
AUM
$508.2M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
805-277-4738
SOLACE CAPITAL PARTNERS, L.P.
El Segundo, CA
AUM
$508.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(310) 919-5401
FINANCIAL DESIGNS CORPORATION
Claremont, CA
AUM
$507.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
909-626-1642