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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

BOYD WEALTH MANAGEMENT, LLC

Sacramento, CA

AUM

$409.8M

Licensed in CA, FL
CAFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

NAVIGOE, LLC

Redondo Beach, CA

AUM

$407.8M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

WOMACK WEALTH MANAGEMENT, INC.

Manhattan Beach, CA

AUM

$406.9M

Licensed in AZ, CA, CO +5 states
AZCACOLANMNY+2
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CAPITAL TRUST ADVISORS

San Rafael, CA

AUM

$402.6M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

O'NEIL GLOBAL ADVISORS, INC.

Los Angeles, CA

AUM

$401.9M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PRACTICECFO INVESTMENTS

San Diego, CA

AUM

$401.6M

Licensed in AK, CA, NV +7 states
AKCANVNYNCOR+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

12 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ESSENTIAL PARTNERS LLC

Rancho Santa Fe,, CA

AUM

$401.1M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TICINO WEALTH

Mission Viejo, CA

AUM

$400.2M

Licensed in AZ, CA, ID +7 states
AZCAIDIALANC+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SJBENEN ADVISORY, LLC

CA

AUM

$399.9M

Licensed in CA, MA, NE +6 states
CAMANENJNYNC+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

REVITATE FUND ADVISOR LLC

Newport Beach, CA

AUM

$398.6M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPHA SOLUTIONS INVESTMENT ADVISORS

South San Francisco, CA

AUM

$397.1M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MIRAMONTES CAPITAL, LLC

Newport Beach, CA

AUM

$396.9M

Licensed in AZ, CA, ID +5 states
AZCAIDNVNYWA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NEW INSIGHT WEALTH ADVISORS

San Ramon, CA

AUM

$396.9M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KNUFF & COMPANY LLC

Foster City, CA

AUM

$393.9M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

Rancho Santa Fe, CA

AUM

$393.4M

Licensed in CA, NY, UT +2 states
CANYUTTXHI
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CORE WEALTH PARTNERS LLC

Santa Rosa, CA

AUM

$393.2M

Licensed in AK, AZ, CA +7 states
AKAZCACOIDLA+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

CARMEL CAPITAL MANAGEMENT L.L.C.

Carmel, CA

AUM

$392.0M

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

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM; CONSULTING FEES

View detailsVisit website
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