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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| PLATT WEALTH MANAGEMENT CRD 297487 | San Diego, CA | Advisory firm LLC | $390.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHRIER WEALTH MANAGEMENT, LLC CRD 332673 | Los Angeles, CA | Advisory firm LLC | $390.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAROLD DAVIDSON & ASSOCIATES, INC CRD 110994 | Los Angeles, CA | Corporate platform Corporation | $390.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARLIGHT PARTNERS MANAGEMENT, LLC CRD 157610 | Newport Beach, CA | Advisory firm LLC | $390.3M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| HAHN CAPITAL MANAGEMENT, LLC CRD 108911 | Walnut Creek, CA | Corporate platform LLC | $390.0M | 5 advisors | Percentage of AUM | View | |
| PACIFIC POINT ADVISORS, LLC CRD 310731 | San Diego, CA | Advisory firm LLC | $389.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SOCOTRA MANAGEMENT, INC. CRD 328954 | Sacramento, CA | Corporate platform Corporation | $388.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PATHWAYS ADVISORY GROUP, INC. CRD 143817 | Fresno, CA | Corporate platform Corporation | $388.5M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| BRIAN D. LOWDER, INC. CRD 105972 | San Diego, CA | Corporate platform Corporation | $388.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRAESWOOD CARBON MANAGEMENT, LLC CRD 311686 | San Francisco, CA | Advisory firm LLC | $387.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LEWIS ASSET MANAGEMENT CRD 143409 | Lafayette, CA | Corporate platform LLC | $387.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ARCHVEST WEALTH ADVISORS, INC. CRD 172087 | Concord, CA | Corporate platform Corporation | $387.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CANTER WEALTH CRD 167828 | La Jolla, CA | Advisory firm LLC | $386.5M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OSTROFE FINANCIAL CONSULTANTS INC CRD 110064 | Grass Valley, CA | Corporate platform Corporation | $386.4M | 3 advisors | Percentage of AUM | View | |
| UPSTART WEALTH MANAGEMENT, LLC CRD 173728 | CA | Advisory firm LLC | $385.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOWERY THOMAS, LLC CRD 110058 | CA | Advisory firm LLC | $385.8M | 3 advisors | Percentage of AUM | View | |
| LASALLE DEBT INVESTORS, INC. CRD 158422 | Los Angeles, CA | Corporate platform Corporation | $384.7M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| KETRON FINANCIAL LLC CRD 330807 | Novato, CA | Advisory firm LLC | $384.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| LONGVIEW FINANCIAL ADVISORS, LLC CRD 291192 | CA | Advisory firm LLC | $383.9M | 2 advisors | Percentage of AUM | View | |
| ARCHITECT EQUITY CRD 328703 | El Segundo, CA | Advisory firm LLC | $383.9M | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| ATS WEALTH MANAGEMENT CRD 137705 | San Diego, CA | Advisory firm LLC | $383.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARAPHI ADVISORY NETWORK, LLC CRD 165868 | Aliso Viejo, CA | Advisory firm LLC | $382.5M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SONOMA BRANDS CAPITAL CRD 296285 | Sonoma, CA | Advisory firm LLC | $382.0M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| WWM FINANCIAL CRD 157620 | Carslbad, CA | Advisory firm LLC | $381.8M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View |