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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 | |||||
|---|---|---|---|---|---|---|---|
| SMARTHARVEST PORTFOLIOS CRD 334260 | CA | Advisory firm LLC | $348.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RIGHT SIDE CAPITAL MANAGEMENT, LLC CRD 166062 | San Francisco, CA | Corporate platform LLC | $346.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CITRINE CAPITAL CRD 171735 | San Francisco, CA | Advisory firm LLC | $346.7M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| GEBHARDT GROUP, INC CRD 142903 | Lafayette, CA | Corporate platform Corporation | $346.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TRIATOMIC CAPITAL CRD 312408 | Palo Alto, CA | Advisory firm LP | $346.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| GUINNESS ATKINSON ASSET MANAGEMENT, INC. CRD 124465 | Pasadena, CA | Corporate platform Corporation | $344.4M | 24 advisors | Percentage of AUM | View | |
| THE CLARK GROUP ASSET MANAGEMENT CRD 164405 | Dana Point, CA | Corporate platform Corporation | $343.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| M GROUP CRD 160128 | CA | Corporate platform LLC | $343.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC CRD 324173 | Westlake Village, CA | Advisory firm LLC | $342.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SECOND 50 FINANCIAL CRD 318626 | Manhattan Beach, CA | Advisory firm LLC | $341.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| AVILA REAL ESTATE CAPITAL CRD 325431 | Corte Madera, CA | Advisory firm LLC | $341.2M | 24 advisors | Percentage of AUM; Performance-based fees | View | |
| TIEMANN INVESTMENT ADVISORS, LLC CRD 125360 | Menlo Park, CA | Advisory firm LLC | $341.1M | 1 advisors | Percentage of AUM | View | |
| CADEN CAPITAL PARTNERS, LP CRD 317442 | CA | Advisory firm LP | $340.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PARK, MILLER, LLC CRD 146856 | Walnut Creek, CA | Advisory firm LLC | $339.8M | 3 advisors | Percentage of AUM | View | |
| EIGER WEALTH MANAGEMENT, LLC CRD 304321 | San Diego, CA | Advisory firm LLC | $338.7M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| VARIANT EQUITY ADVISORS, LLC CRD 297046 | Los Angeles, CA | Advisory firm LLC | $338.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC CRD 118319 | Campbell, CA | Advisory firm LLC | $338.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASSEMBLY WEALTH CRD 108834 | Mill Valley, CA | Corporate platform Corporation | $336.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENNETT SELBY INVESTMENTS, L.P. CRD 137075 | CA | Advisory firm LP | $335.9M | 2 advisors | Percentage of AUM | View | |
| PEACHTREE INVESTMENT PARTNERS, LLC CRD 142839 | CA | Advisory firm LLC | $335.8M | 2 advisors | Percentage of AUM | View | |
| PILLSBURY LAKE CAPITAL, LLC CRD 328282 | CA | Advisory firm LLC | $334.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GOTHAM GREEN PARTNERS, LLC CRD 288771 | Santa Monica, CA | Advisory firm LLC | $334.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ABRA CAPITAL MANAGEMENT, LP CRD 323353 | San Francisco, CA | Corporate platform LP | $334.7M | 5 advisors | Percentage of AUM | View | |
| HEWELL FINANCIAL GROUP, INC. CRD 333535 | CA | Corporate platform Corporation | $334.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |