AUM
$507.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-730-9345
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,271 advisers found
AUM
$507.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-215-3855
HELVETIA INVESTMENT ADVISORS
Lugano, CA
AUM
$506.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41919100583
DUCERE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$503.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
714-393-0959
WEINBERGER ASSET MANAGEMENT, INC
Los Angeles, CA
AUM
$503.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
310-442-8472
PROSPERITY FINANCIAL GROUP, INC.
San Ramon, CA
AUM
$503.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-314-8500
PRESERVATION EQUITY FUND ADVISORS, LLC
Irvine, CA
AUM
$502.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
714-662-5565
BOLTWOOD CAPITAL MANAGEMENT
Walnut Creek, CA
AUM
$502.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-433-1550
BITWISE INVESTMENT MANAGER, LLC
San Francisco, CA
AUM
$500.8M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
415-707-3663
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
GREENSTONE PARTNERS, LLC
Larkspur, CA
AUM
$499.3M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-298-6493
PRESIDIO CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
858-461-4959
POWERLAW FUND ADVISER, LLC
San Francisco, CA
AUM
$496.3M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITY
707-653-6892
STRUCTURAL CAPITAL MANAGEMENT COMPANY II, LP
Menlo Park, CA
AUM
$495.8M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-437-2771
INFANGER INVESTMENT TECHNOLOGY, LLC
Mountain View, CA
AUM
$494.9M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-961-5176
JDH WEALTH MANAGEMENT, LLC
Santa Rosa, CA
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(707) 542-1110
THE O'DONNELL GROUP
Chico, CA
AUM
$492.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
530-564-0960
ATWATER CAPITAL, LLC
Los Angeles, CA
AUM
$491.5M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-384-2259
ONE DEGREE ADVISORS, INC.
San Diego, CA
AUM
$489.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
619-282-3288
WESTERLY CAPITAL MANAGEMENT LLC
San Francisco, CA
AUM
$488.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-547-9000
GORDIAN WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-467-3426
FINANCIAL AVENGERS, INC.
Oakland, CA
AUM
$488.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 773-2174
BELL & BROWN WEALTH ADVISORS, LLC
Newport Beach, CA
AUM
$486.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-396-1088
ROSENBLUM SILVERMAN SUTTON SF INC
San Francisco, CA
AUM
$486.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-771-4500