AUM
$381.0M
Licensed in CA, NV, OR, WA
CANVORWA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
0
Fees
Percentage of AUM
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
$373.5M
Licensed in CA, CO
CACO
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$372.2M
Licensed in CA, MD, PA +4 states
CAMDPAVATXNH+1
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
3 advisors
Clients
0
Fees
Percentage of AUM
AUM
$371.9M
Licensed in AK, CA, CO +2 states
AKCACOWAFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$371.3M
Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
- Selection of other advisers
Team
6 advisors
Clients
—
Fees
Percentage of AUM
AUM
$370.9M
Licensed in CA, VA, TX, NH
CAVATXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$370.8M
Licensed in CA, CO, GA +6 states
CACOGAIDINNJ+3
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
AUM
$370.7M
Licensed in AZ, CA, NC, FL
AZCANCFL
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
AUM
$370.4M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
AUM
$370.2M
Licensed in AZ, CA, CO +6 states
AZCACOIDLANV+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$369.8M
Licensed in CA, LA, MA +6 states
CALAMANENYOR+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
AUM
$369.7M
Licensed in CA
CA
Wealth MgmtTrusts & EstatesFee-Only/Hourly
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Selection of other advisers
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$369.0M
Licensed in CA, NE, TX, NH
CANETXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$368.6M
Licensed in CA, MA, NJ +3 states
CAMANJNYCTFL
Wealth MgmtTrusts & Estates
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Pension consulting
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$368.2M
Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$366.7M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$366.4M
Licensed in CA, NV, NY +3 states
CANVNYORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
AUM
$366.4M
Licensed in CA, CO, OH, TX
CACOOHTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
4 advisors
Clients
0
Fees
Percentage of AUM
AUM
$365.6M
Licensed in CA, MA, OR +2 states
CAMAORTXNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
AUM
$365.5M
Based in CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$365.1M
Licensed in CA, TX, HI
CATXHI
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$364.6M
Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$364.2M
Licensed in CA, NC, WA, TX
CANCWATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
AUM
$363.0M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees