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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

OCEANIQ CAPITAL, LLC

Palo Alto, CA

AUM

$334.2M

Licensed in CA, FL
CAFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

EVERMONT WEALTH

Claremont, CA

AUM

$333.9M

Licensed in AZ, CA, ID +5 states
AZCAIDNVTNUT+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STRAIT & SOUND

CA

AUM

$333.7M

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

Team

9 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

CONGRUENCE CAPITAL, LLC

Los Angeles, CA

AUM

$333.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

OUTWING PRIVATE WEALTH MANAGEMENT

Santa Barbara, CA

AUM

$332.8M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMERICAN FUNDSTARS

Irvine, CA

AUM

$332.7M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FALL LINE CAPITAL, LLC

San Mateo, CA

AUM

$332.4M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DELTA ACCUMULATION, LLC

Sausalito, CA

AUM

$332.1M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SOLANO WEALTH ADVISORS

Fairfield, CA

AUM

$331.9M

Licensed in CA, NV, OR +2 states
CANVORWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

5T WEALTH, LLC

Napa, CA

AUM

$331.4M

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

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CHARLES FISH INVESTMENTS, INC.

Irvine, CA

AUM

$331.3M

Licensed in CA, SC
CASC
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

YODER WEALTH MANAGEMENT

Walnut Creek, CA

AUM

$331.2M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING SERVICES NOT RESULTING IN A FINANCIAL PLAN

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

COPLEY FINANCIAL GROUP, INC.

San Diego, CA

AUM

$331.2M

Licensed in CA, NY, TX, CT
CANYTXCT
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

—

Fees

Percentage of AUM; REFERRAL FEES

View detailsVisit website
Corporate platformCorporationWebsite listed

SANDSTONE ASSET MANAGEMENT INC.

Calgary, CA

AUM

$330.7M

Licensed in CA, CO, NY, TX
CACONYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

WELTON INVESTMENT PARTNERS LLC

Carmel, CA

AUM

$330.0M

Based in CA
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DAI ADVISORS

Menlo Park, CA

AUM

$329.6M

Licensed in CA, TX
CATX
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PARAGON FINANCIAL PARTNERS

Woodland Hills, CA

AUM

$329.6M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NWM ADVISORS, LLC

San Luis Obispo, CA

AUM

$329.1M

Licensed in CA, NV, TX
CANVTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

TORREY GROWTH & INCOME ADVISORS, LLC

Del Mar, CA

AUM

$328.4M

Licensed in CA, DC, NY +4 states
CADCNYNCTXNH+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CONCORD INVESTMENT COUNSEL

Irvine, CA

AUM

$327.5M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

POINTONE FAMILY OFFICE

Manhattan Beach, CA

AUM

$327.1M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

OCTAVIA INVESTMENTS LLC

CA

AUM

$327.0M

Licensed in CA, NV, TX
CANVTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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