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5,013 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| OGBORNE CAPITAL MANAGEMENT, LLC. CRD 165833 | San Francisco, CA | Corporate platform LLC | $410.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| BOYD WEALTH MANAGEMENT, LLC CRD 293990 | Sacramento, CA | Advisory firm LLC | $409.8M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| NAVIGOE, LLC CRD 168716 | Redondo Beach, CA | Advisory firm LLC | $407.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WOMACK WEALTH MANAGEMENT, INC. CRD 146126 | Manhattan Beach, CA | Corporate platform Corporation | $406.9M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. CRD 158511 | San Francisco, CA | Corporate platform LP | $405.4M | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPITAL TRUST ADVISORS CRD 134174 | San Rafael, CA | Advisory firm LLC | $402.6M | 3 advisors | Percentage of AUM | View | |
| RATIONAL INVESTMENT MANAGEMENT, LLC CRD 163057 | CA | Corporate platform LLC | $402.6M | 2 advisors | Percentage of AUM | View | |
| O'NEIL GLOBAL ADVISORS, INC. CRD 308150 | Los Angeles, CA | Corporate platform Corporation | $401.9M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| GENERATION PARTNERS MANAGEMENT, LLC CRD 160589 | CA | Advisory firm LLC | $401.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PRACTICECFO INVESTMENTS CRD 167771 | San Diego, CA | Advisory firm LLC | $401.6M | 12 advisors | Percentage of AUM; Fixed fees | View | |
| ESSENTIAL PARTNERS LLC CRD 315959 | Rancho Santa Fe,, CA | Advisory firm LLC | $401.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TICINO WEALTH CRD 335808 | Mission Viejo, CA | Advisory firm LLC | $400.2M | 2 advisors | Percentage of AUM | View | |
| SJBENEN ADVISORY, LLC CRD 283153 | CA | Advisory firm LLC | $399.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| REVITATE FUND ADVISOR LLC CRD 326939 | Newport Beach, CA | Advisory firm LLC | $398.6M | 6 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| ALPHA SOLUTIONS INVESTMENT ADVISORS CRD 156541 | South San Francisco, CA | Advisory firm LLC | $397.1M | 4 advisors | Percentage of AUM | View | |
| MIRAMONTES CAPITAL, LLC CRD 264786 | Newport Beach, CA | Advisory firm LLC | $396.9M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW INSIGHT WEALTH ADVISORS CRD 318083 | San Ramon, CA | Corporate platform Corporation | $396.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WAGNER LOFTIN INVESTMENT SERVICES LLC CRD 109770 | Pleasant Hill, CA | Advisory firm LLC | $396.4M | 7 advisors | Percentage of AUM | View | |
| KNUFF & COMPANY LLC CRD 298203 | Foster City, CA | Advisory firm LLC | $393.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| "TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT" CRD 160657 | Rancho Santa Fe, CA | Corporate platform LLC | $393.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE WEALTH PARTNERS LLC CRD 322365 | Santa Rosa, CA | Advisory firm LLC | $393.2M | 5 advisors | Percentage of AUM | View | |
| CARMEL CAPITAL MANAGEMENT L.L.C. CRD 120675 | Carmel, CA | Corporate platform LLC | $392.0M | 6 advisors | Percentage of AUM; CONSULTING FEES | View | |
| DRC INVESTMENT ADVISORS, LLC CRD 332680 | Santa Monica, CA | Advisory firm LLC | $391.0M | 4 advisors | Percentage of AUM | View | |
| PASKIN & BERLER CAPITAL ADVISORS, LLC CRD 160004 | CA | Advisory firm LLC | $390.9M | 2 advisors | Percentage of AUM | View |