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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

O'DONNELL FINANCIAL SERVICES, LLC

San Rafael, CA

AUM

$427.1M

Licensed in AZ, CA, ID +3 states
AZCAIDNVORTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SYRIOS WEALTH MANAGEMENT GROUP

La Jolla, CA

AUM

$424.6M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CASTLE COAST WEALTH, LLC

La Jolla, CA

AUM

$423.7M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

San Luis Obispo, CA

AUM

$423.0M

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

Team

7 advisors

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

MCCARTHY ASSET MANAGEMENT, INC.

Redwood Shores, CA

AUM

$422.4M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmPartnershipWebsite listed

RUBICON ADVISORS

Redding, CA

AUM

$420.7M

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

Team

19 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GENCAP PORTFOLIO MANAGEMENT

Tiburon, CA

AUM

$420.4M

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

Team

8 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SEABIRD INVESTMENT PARTNERS

San Diego, CA

AUM

$419.1M

Licensed in CA, MD, TX
CAMDTX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HONTE ADVISORS LLC

Berkeley, CA

AUM

$417.7M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FLATROCK WEALTH PARTNERS LLC

Newport Beach, CA

AUM

$417.6M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

EAGLE WEALTH MANAGEMENT GROUP INC.

Valencia, CA

AUM

$417.5M

Licensed in AZ, CA, GA +5 states
AZCAGANVNCPA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CEDAR WEALTH MANAGEMENT

CA

AUM

$417.2M

Licensed in CA, KY, SC +3 states
CAKYSCTNWATX
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
Corporate platformCorporationWebsite listed

FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

Pasadena, CA

AUM

$415.5M

Licensed in AZ, CA, CO +24 states
AZCACODEDCGA+21
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FLYWHEEL PRIVATE WEALTH LLC

Los Altos, CA

AUM

$415.0M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

OAK ASSET MANAGEMENT, LLC

Westlake Village, CA

AUM

$413.8M

Licensed in AZ, CA, ID +4 states
AZCAIDNVUTWA+1
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

TED BUCHAN & COMPANY

San Diego, CA

AUM

$413.2M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PETIX & BOTTE FINANCIAL

La Mesa, CA

AUM

$411.9M

Licensed in AZ, CA, CO +6 states
AZCACOIDLATN+3
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

EVEREST PRIVATE WEALTH

Cupertino, CA

AUM

$410.8M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

LAVELLE CAPITAL

San Francisco, CA

AUM

$410.1M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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