AUM
$390.6M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
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
AUM
$390.6M
Licensed in CA, IL, MD +5 states
CAILMDMANJNY+2
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$390.5M
Licensed in AZ, CA, LA +4 states
AZCALANVNYTX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$390.3M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$390.0M
Licensed in CA, IL, MI +8 states
CAILMIMNNENY+5
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
5 advisors
Clients
0
Fees
Percentage of AUM
AUM
$389.6M
Licensed in AZ, CA, ID, TX
AZCAIDTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$388.5M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$388.5M
Licensed in CA, OR
CAOR
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Publication of periodicals
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
AUM
$388.1M
Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$387.3M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$387.1M
Licensed in AZ, CA, NJ +4 states
AZCANJPAVATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
AUM
$387.0M
Licensed in CA, NY, TX, FL
CANYTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$386.5M
Licensed in CA, LA, NE +3 states
CALANEORTXNH
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$386.4M
Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
AUM
$385.9M
Licensed in CA, IL, MA +5 states
CAILMANYNCTX+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$385.8M
Licensed in CA, TX, NH
CATXNH
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
AUM
$384.7M
Licensed in CA, CO, DE
CACODE
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$384.0M
Licensed in CA, LA, NV +3 states
CALANVORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
AUM
$383.9M
Licensed in CA, NE, NJ +5 states
CANENJNYVATX+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
AUM
$383.9M
Based in CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$383.6M
Licensed in CA, LA, TX
CALATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Publication of periodicals
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$382.5M
Licensed in CO
CO
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$382.0M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$381.8M
Licensed in AZ, CA, IL +9 states
AZCAILINLANV+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more