Falists

Search advisors

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

Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

BELL & BROWN WEALTH ADVISORS, LLC

Newport Beach, CA

AUM

$486.8M

Licensed in AZ, AR, CA +8 states
AZARCACOLANE+5
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

ROSENBLUM SILVERMAN SUTTON SF INC

San Francisco, CA

AUM

$486.6M

Licensed in CA, NY, OR, TX
CANYORTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

INTERLOCK EQUITY LP

Los Angeles, CA

AUM

$486.4M

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BALLINA CAPITAL, LLC

CA

AUM

$486.3M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

NWK GROUP

San Francisco, CA

AUM

$485.3M

Licensed in CA, NY, OR +2 states
CANYORTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VAN STRUM & TOWNE INC

San Francisco, CA

AUM

$483.0M

Licensed in CA, OR, WA, TX
CAORWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CONTRARY LLC

CA

AUM

$480.5M

Licensed in CA, NY, OR +2 states
CANYORPAUT
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ADAMS ASHBY FINANCIAL ADVISORS

Sacramento, CA

AUM

$479.8M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

ELMWOOD WEALTH MANAGEMENT

Berkeley, CA

AUM

$477.9M

Licensed in CA, WA, TX, NH
CAWATXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BARNES WEALTH MANAGEMENT GROUP

Bakersfield, CA

AUM

$477.2M

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

Team

7 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ANDRA CAPITAL LLC

San Francisco, CA

AUM

$476.5M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WIMMER ASSOCIATES LLC

Pasadena, CA

AUM

$475.9M

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

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LIGHTHOUSE FINANCIAL SERVICES INC

Brea, CA

AUM

$472.5M

Licensed in AK, AZ, AR +19 states
AKAZARCACODE+16
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE STERLING GROUP

Pasadena, CA

AUM

$471.3M

Licensed in CA, GA, OR +3 states
CAGAORTNVAWA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ILLUMINATION WEALTH MANAGEMENT

San Diego, CA

AUM

$471.1M

Licensed in AZ, CA, CO +11 states
AZCACOIDILIN+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

9 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHVALUES, LLC

Redwood City, CA

AUM

$466.5M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CONSILIUM WEALTH ADVISORY, LLC

CA

AUM

$466.0M

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

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CLELLAND & COMPANY INC

San Diego, CA

AUM

$465.7M

Licensed in CA, CO, OR
CACOOR
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

VERT ASSET MANAGEMENT LLC

Sausalito, CA

AUM

$464.4M

Based in CA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Educational seminars

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MKT ADVISORS LLC

Carlsbad, CA

AUM

$463.7M

Licensed in AZ, CA, CO +9 states
AZCACOIDMANE+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

MONARCH WEALTH STRATEGIES

Santa Barbara, CA

AUM

$463.5M

Licensed in AZ, CA, CO +9 states
AZCACOLANVNY+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

PLUM STREET ADVISORS, LLC

CA

AUM

$462.8M

Licensed in CA, GA, LA +7 states
CAGALAMANJNY+4
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
PreviousPage 42 of 137Next