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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

TIDEMARK, LLC

San Diego, CA

AUM

$462.5M

Licensed in AZ, CA, CO +8 states
AZCACOGAIDNV+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SIERRA ASSET MANAGEMENT

Oakhurst, CA

AUM

$462.3M

Licensed in AZ, CA, ID +4 states
AZCAIDLAORWA+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

REYL OVERSEAS LTD.

ZüRich, CA

AUM

$461.6M

Licensed in CA, DE, MA +3 states
CADEMANYTXFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

8 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

AOF MANAGEMENT LLC

Los Angeles, CA

AUM

$461.5M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BETA WEALTH GROUP, INC

San Diego, CA

AUM

$460.3M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SEASIDE WEALTH MANAGEMENT, INC.

Carlsbad, CA

AUM

$459.3M

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

Team

11 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NIA IMPACT CAPITAL

CA

AUM

$459.0M

Licensed in CA, CO, LA +8 states
CACOLAMAMINE+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TRUE WAVE WEALTH PLANNERS

Sacramento, CA

AUM

$456.5M

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

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FIVE OCEANS ADVISORS

CA

AUM

$456.2M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CONFIDENCE WEALTH MANAGEMENT, INC.

Los Angeles, CA

AUM

$454.1M

Licensed in AL, AK, AZ +11 states
ALAKAZCACOMI+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

8 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

AUDENT GLOBAL ASSET MANAGEMENT, LLC

West Hollywood, CA

AUM

$452.3M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RBA WEALTH MANAGEMENT, LLC

Newport Beach, CA

AUM

$452.1M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PRIVATE WEALTH ADVISORS

Fresno, CA

AUM

$451.2M

Licensed in AZ, CA, ID, TX
AZCAIDTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

KINETIC INVESTMENT MANAGEMENT, INC.

Los Angeles, CA

AUM

$450.9M

Licensed in AL, AZ, AR +27 states
ALAZARCACOGA+24
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

29 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NOLAN MANAGEMENT LLC

Hermosa Beach, CA

AUM

$450.4M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

STEPHENSON AND COMPANY, INC.

San Clemente, CA

AUM

$447.0M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ROBERTS WEALTH ADVISORS, LLC

Menlo Park, CA

AUM

$446.0M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SPECTRUM WEALTH ADVISORY GROUP, LLC

Granite Bay, CA

AUM

$445.4M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

O'BOYLE WEALTH MANAGEMENT, INC.

Beverly Hills, CA

AUM

$443.9M

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

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PAVION BLUE CAPITAL, LLC

Newport Beach, CA

AUM

$443.7M

Licensed in CA, WA, TX, NH
CAWATXNH
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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