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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

SMARTHARVEST PORTFOLIOS

CA

AUM

$348.1M

Licensed in CA, WA, TX
CAWATX
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • SUBADVISER

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CITRINE CAPITAL

San Francisco, CA

AUM

$346.7M

Licensed in CA, GA, IL +2 states
CAGAILWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • TAX RETURN PREPARATION

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GEBHARDT GROUP, INC

Lafayette, CA

AUM

$346.4M

Licensed in AZ, CA, NV, NY
AZCANVNY
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

TRIATOMIC CAPITAL

Palo Alto, CA

AUM

$346.3M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

THE CLARK GROUP ASSET MANAGEMENT

Dana Point, CA

AUM

$343.9M

Licensed in AZ, CA, CO +8 states
AZCACOGANENV+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

M GROUP

CA

AUM

$343.5M

Licensed in CA, OR, WA +2 states
CAORWATXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Westlake Village, CA

AUM

$342.8M

Licensed in AK, AZ, CA +8 states
AKAZCALAMANY+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SECOND 50 FINANCIAL

Manhattan Beach, CA

AUM

$341.6M

Licensed in AZ, CA, IL +2 states
AZCAILTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

AVILA REAL ESTATE CAPITAL

Corte Madera, CA

AUM

$341.2M

Licensed in CA, CO, PA
CACOPA
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

24 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PARK, MILLER, LLC

Walnut Creek, CA

AUM

$339.8M

Licensed in AZ, CA, NV
AZCANV
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

EIGER WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$338.7M

Licensed in AZ, CA, UT, TX
AZCAUTTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ASSEMBLY WEALTH

Mill Valley, CA

AUM

$336.7M

Licensed in AZ, CA, MI +8 states
AZCAMINENJNY+5
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLPWebsite listed

ABRA CAPITAL MANAGEMENT, LP

San Francisco, CA

AUM

$334.7M

Licensed in CA, NY, FL
CANYFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

HEWELL FINANCIAL GROUP, INC.

CA

AUM

$334.4M

Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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