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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 | |||||
|---|---|---|---|---|---|---|---|
| RIVERPATH INVESTMENTS LLC CRD 226671 | CA | Advisory firm LLC | $362.9M | 3 advisors | Percentage of AUM | View | |
| AVIVAR CAPITAL, LLC CRD 215516 | CA | Advisory firm LLC | $362.1M | 13 advisors | Hourly charges; Fixed fees | View | |
| UNION SQUARE GLOBAL WEALTH MANAGEMENT CRD 111776 | San Francisco, CA | Corporate platform Corporation | $361.2M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| SIERRA INVESTMENT MANAGEMENT, LLC CRD 106615 | Santa Monica, CA | Corporate platform LLC | $360.9M | 8 advisors | Percentage of AUM | View | |
| GOLDMAN LANCASTER, INC. CRD 136134 | Long Beach, CA | Corporate platform Corporation | $360.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE DAVID J. YVARS GROUP INC. CRD 328901 | CA | Corporate platform Corporation | $359.3M | 4 advisors | Percentage of AUM | View | |
| CLEARWAVE CAPITAL CRD 337738 | Upland, CA | Advisory firm LLC | $359.2M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FLIGHT DECK CAPITAL, LP CRD 311353 | San Francisco, CA | Advisory firm LP | $358.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CALIFORNIA CAPITAL MANAGEMENT CRD 130734 | Burbank, CA | Corporate platform LLC | $358.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GKV CAPITAL MANAGEMENT CO INC CRD 108767 | Walnut Creek, CA | Corporate platform Corporation | $357.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| GRIFFIN BLACK, LLC CRD 134684 | Redwood City, CA | Advisory firm LLC | $355.5M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARRINGTON INVESTMENTS, INC. CRD 110790 | Napa, CA | Corporate platform Corporation | $355.2M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| SEPULVEDA MANAGEMENT LLC CRD 284290 | Los Angeles, CA | Advisory firm LLC | $355.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CLAY NORTHAM WEALTH MANAGEMENT CRD 159002 | Huntington Beach, CA | Advisory firm LLC | $354.9M | 2 advisors | Percentage of AUM | View | |
| VALIDEX GLOBAL INVESTING CRD 166575 | Irvine, CA | Advisory firm LLC | $352.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JDM FINANCIAL GROUP LLC CRD 122057 | CA | Corporate platform LLC | $352.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTURY PARK CAPITAL PARTNERS CRD 331368 | El Segundo, CA | Advisory firm LP | $352.2M | 8 advisors | Fixed fees · Performance-based fees +1 more | View | |
| DEAN ROLAND RUSSELL, LLC CRD 109480 | San Diego, CA | Advisory firm LLC | $351.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SITRIN CAPITAL MANAGEMENT, LLC CRD 282436 | Century City, CA | Corporate platform LLC | $351.1M | 6 advisors | Percentage of AUM | View | |
| V2 FINANCIAL GROUP, LLC CRD 142189 | CA | Corporate platform LLC | $350.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PROTOCOL VC LLC CRD 332272 | CA | Advisory firm LLC | $350.4M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SONOMA ALLOCATIONS CRD 335435 | Santa Rosa, CA | Advisory firm LLC | $350.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE CRD 130711 | San Diego, CA | Advisory firm LLC | $349.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARBON COLLECTIVE INVESTING, LLC CRD 310129 | Oakland, CA | Advisory firm LLC | $348.4M | 4 advisors | Percentage of AUM; Fixed fees | View |