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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

5,013 advisers found

Corporate platformCorporationWebsite listed

FINANCIAL DESIGNS CORPORATION

Claremont, CA

AUM

$507.9M

Licensed in AZ, CA, CO +9 states
AZCACOIDLANE+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • ASSET ALLOCATION

Team

3 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE LAM GROUP, INC.

CA

AUM

$507.4M

Licensed in CA, NJ, OR +2 states
CANJORWATX
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MALTIN WEALTH MANAGEMENT, INC.

CA

AUM

$507.2M

Licensed in CA, NJ, NY +4 states
CANJNYPATXNH+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HELVETIA INVESTMENT ADVISORS

Lugano, CA

AUM

$506.8M

Licensed in CA, DC, IL +6 states
CADCILMANJNY+3
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)
  • GLOBAL REPORTING & RISK ANALYSIS OF CLIENT PORTFOLIO INCLUDING ASSETS NOT UNDER MANAGEMENT

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +2 more

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Advisory firmLLCWebsite listed

DUCERE WEALTH MANAGEMENT

Newport Beach, CA

AUM

$503.8M

Licensed in CA, NV
CANV
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WEINBERGER ASSET MANAGEMENT, INC

Los Angeles, CA

AUM

$503.6M

Licensed in CA, CO, TX, NH
CACOTXNH
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; PERCENTAGE OF PLAN ASSETS

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Corporate platformCorporationWebsite listed

PROSPERITY FINANCIAL GROUP, INC.

San Ramon, CA

AUM

$503.0M

Licensed in AZ, CA, CO +17 states
AZCACOIDLAMA+14
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

BOLTWOOD CAPITAL MANAGEMENT

Walnut Creek, CA

AUM

$502.5M

Licensed in CA, MT, TX
CAMTTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BITWISE INVESTMENT MANAGER, LLC

San Francisco, CA

AUM

$500.8M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PRIVATE WEALTH SOLUTIONS, LLC

Calabasas, CA

AUM

$500.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PRESIDIO CAPITAL MANAGEMENT, LLC

San Diego, CA

AUM

$498.9M

Licensed in AZ, CA, NV +2 states
AZCANVTXFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

9 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

POWERLAW FUND ADVISER, LLC

San Francisco, CA

AUM

$496.3M

Based in CA
Wealth Mgmt
  • Portfolio management (investment companies)

Team

7 advisors

Clients

—

Fees

Percentage of AUM; MEMBERS OF MANAGEMENT TEAM WERE ISSUED EQUITY

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Advisory firmLLCWebsite listed

INFANGER INVESTMENT TECHNOLOGY, LLC

Mountain View, CA

AUM

$494.9M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO MANAGEMENT FOR OFF-SHORE INVESTMENT COMPANIES

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

JDH WEALTH MANAGEMENT, LLC

Santa Rosa, CA

AUM

$494.9M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE O'DONNELL GROUP

Chico, CA

AUM

$492.0M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ATWATER CAPITAL, LLC

Los Angeles, CA

AUM

$491.5M

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

ONE DEGREE ADVISORS, INC.

San Diego, CA

AUM

$489.0M

Licensed in AZ, CA, CO +3 states
AZCACOTNTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GORDIAN WEALTH ADVISORS, LLC

Mill Valley, CA

AUM

$488.7M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

FINANCIAL AVENGERS, INC.

Oakland, CA

AUM

$488.4M

Licensed in CA, MA, NY +3 states
CAMANYORWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
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