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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

AVIVAR CAPITAL, LLC

CA

AUM

$362.1M

Licensed in CA, GA, NE +4 states
CAGANENMNYOH+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

13 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

UNION SQUARE GLOBAL WEALTH MANAGEMENT

San Francisco, CA

AUM

$361.2M

Licensed in CA, WY
CAWY
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

SIERRA INVESTMENT MANAGEMENT, LLC

Santa Monica, CA

AUM

$360.9M

Licensed in CA, CO, LA +3 states
CACOLAPAWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • PORTFOLIO MANAGEMENT TO PPVA SEPARATE ACCOUNTS

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

GOLDMAN LANCASTER, INC.

Long Beach, CA

AUM

$360.5M

Licensed in AZ, CA, CO +5 states
AZCACOILLANV+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE DAVID J. YVARS GROUP INC.

CA

AUM

$359.3M

Licensed in CA, NJ, NY +6 states
CANJNYNCPATX+3
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARWAVE CAPITAL

Upland, CA

AUM

$359.2M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

CALIFORNIA CAPITAL MANAGEMENT

Burbank, CA

AUM

$358.4M

Licensed in AZ, CA, NV +7 states
AZCANVNYNCOR+4
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
Corporate platformCorporationWebsite listed

GKV CAPITAL MANAGEMENT CO INC

Walnut Creek, CA

AUM

$357.2M

Licensed in AZ, CA, NV, TX
AZCANVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

GRIFFIN BLACK, LLC

Redwood City, CA

AUM

$355.5M

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HARRINGTON INVESTMENTS, INC.

Napa, CA

AUM

$355.2M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

SEPULVEDA MANAGEMENT LLC

Los Angeles, CA

AUM

$355.1M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLAY NORTHAM WEALTH MANAGEMENT

Huntington Beach, CA

AUM

$354.9M

Licensed in CA, NV, TX
CANVTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VALIDEX GLOBAL INVESTING

Irvine, CA

AUM

$352.9M

Licensed in CA, OR
CAOR
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • RESEARCH, MODEL PORTFOLIOS

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

JDM FINANCIAL GROUP LLC

CA

AUM

$352.8M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DEAN ROLAND RUSSELL, LLC

San Diego, CA

AUM

$351.2M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SITRIN CAPITAL MANAGEMENT, LLC

Century City, CA

AUM

$351.1M

Licensed in AZ, CA, IL +4 states
AZCAILMANYOH+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

V2 FINANCIAL GROUP, LLC

CA

AUM

$350.5M

Licensed in CA, IL, MI +5 states
CAILMINJORWA+2
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PROTOCOL VC LLC

CA

AUM

$350.4M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SONOMA ALLOCATIONS

Santa Rosa, CA

AUM

$350.0M

Licensed in CA, OR, WA, TX
CAORWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

San Diego, CA

AUM

$349.6M

Licensed in AZ, CA, CO +6 states
AZCACOIAOHOR+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CARBON COLLECTIVE INVESTING, LLC

Oakland, CA

AUM

$348.4M

Licensed in AZ, CA, CO +35 states
AZCACODEDCGA+32
Wealth MgmtRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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