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

Corporate platformCorporationWebsite listed

GREYKASELL WEALTH STRATEGIES, INC.

Danville, CA

AUM

$443.2M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LIFESTEPS FINANCIAL

Claremont, CA

AUM

$442.7M

Licensed in AL, CA, TN +2 states
ALCATNMOTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIGURE INVESTMENT ADVISORS, LLC

San Francisco, CA

AUM

$442.2M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLACK DIAMOND FINANCIAL, LLC

CA

AUM

$440.6M

Licensed in CA, GA, IL +7 states
CAGAILMDNVNJ+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AG ASSET ADVISORY, LLC

Los Angeles, CA

AUM

$440.5M

Licensed in CA, NY, TX
CANYTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OSTERWEIS CAPITAL MANAGEMENT

San Francisco, CA

AUM

$439.4M

Licensed in CA, NY, NH
CANYNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

14 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmSole propWebsite listed

SIMPLYRICH

CA

AUM

$438.9M

Licensed in CA, NY, OR, TX
CANYORTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLUEPRINT INVESTING LLC

San Francisco, CA

AUM

$436.3M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

WESTEND CAPITAL MANAGEMENT, LLC.

Sausalito, CA

AUM

$436.2M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARMEL CAPITAL PARTNERS, LLC

San Diego, CA

AUM

$434.3M

Licensed in CA, IL, LA +4 states
CAILLAWATXNH+1
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • MONITORING FEES

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SESTANTE FAMILY OFFICE

Coronado, CA

AUM

$433.9M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BGV VC MANAGEMENT LLC

Menlo Park, CA

AUM

$433.0M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

LIGHTSPEED FACTION

Palo Alto, CA

AUM

$432.6M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ENGAGED CAPITAL

Newport Beach, CA

AUM

$432.3M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TRICORD ADVISORS, INC.

Riverside, CA

AUM

$431.5M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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 firmLPWebsite listed

FOREWORD CAPITAL, LP

San Francisco, CA

AUM

$431.5M

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

CAUSEY PUBLIC FINANCE

CA

AUM

$430.9M

Licensed in CA, CO, LA +5 states
CACOLAMTTNVI+2
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARROWROOT FAMILY OFFICE, LLC

Marina Del Rey, CA

AUM

$430.7M

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

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEGA Z ADVISORY LLC

CA

AUM

$428.4M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ABOUND FINANCIAL

Granite Bay, CA

AUM

$428.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

BELAY INVESTMENT GROUP, LLC

Sherman Oaks, CA

AUM

$427.5M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
PreviousPage 44 of 137Next