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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

DST WEALTH MANAGEMENT LLC

Indian Wells, CA

AUM

$532.1M

Licensed in AZ, CA, ME +6 states
AZCAMEMNNVNY+3
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CERRO PACIFIC WEALTH ADVISORS, LLC

San Luis Obispo, CA

AUM

$531.6M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WILLOW CREEK FINANCIAL

San Diego, CA

AUM

$528.8M

Licensed in CA, LA, NE +4 states
CALANENCTXNH+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

ARISTON SERVICES GROUP, LLC

San Diego, CA

AUM

$527.0M

Licensed in CA, LA, TX
CALATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

RETIREMENT WELLNESS GROUP

Pasadena, CA

AUM

$526.6M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALAETHES WEALTH, LLC

CA

AUM

$526.4M

Licensed in CA, LA, NV +2 states
CALANVTXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

DLK INVESTMENT MANAGEMENT

Solana Beach, CA

AUM

$524.0M

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

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

VERSO PARTNERS

San Francisco, CA

AUM

$521.6M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

REFLOW SERVICES, LLC

San Francisco, CA

AUM

$521.4M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BENIN MANAGEMENT CORP

CA

AUM

$521.0M

Licensed in CA, LA, MD +12 states
CALAMDMANJNY+9
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PAUL CAPITAL

San Francisco, CA

AUM

$520.9M

Licensed in CA, NY
CANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GROUNDED CAPITAL, LLC

Mill Valley, CA

AUM

$520.0M

Based in CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PARKSHORE WEALTH MANAGEMENT

Granite Bay, CA

AUM

$517.9M

Licensed in AZ, CA, CO +7 states
AZCACOIDNVOR+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

SELDON CAPITAL LP

San Francisco, CA

AUM

$517.8M

Licensed in CA
CA
Financial PlanningWealth MgmtInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NESTYIELD ETFS

Downey, CA

AUM

$517.3M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Commissions

View detailsVisit website
Corporate platformCorporationWebsite listed

CHELSEA MANAGEMENT COMPANY

Woodland Hills, CA

AUM

$517.0M

Licensed in AZ, CA, WA
AZCAWA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PRUDENT INVESTORS

Lake Forest, CA

AUM

$515.8M

Licensed in AZ, CA, CO +6 states
AZCACOIDLAMI+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

PRISM ADVISORS, INC.

Studio City, CA

AUM

$515.1M

Licensed in CA, DE, IL +8 states
CADEILLAMDMA+5
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GAVILAN INVESTMENT PARTNERS LLC

Burlingame, CA

AUM

$514.7M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DEW POINT CAPITAL

Los Angeles, CA

AUM

$513.2M

Licensed in CA, MD, NY +7 states
CAMDNYORPATN+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

IBN ASSET MANAGEMENT, LLC

Thousand Oaks, CA

AUM

$508.2M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (institutions)
  • CONSULTING

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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