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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| OCEANIQ CAPITAL, LLC CRD 168062 | Palo Alto, CA | Advisory firm LLC | $334.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ENVISION CAPITAL MANAGEMENT INC CRD 107150 | CA | Corporate platform Corporation | $334.1M | 2 advisors | Percentage of AUM | View | |
| EVERMONT WEALTH CRD 168581 | Claremont, CA | Corporate platform Corporation | $333.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHECKPOINT CAPITAL L.P. CRD 325763 | San Francisco, CA | Advisory firm LP | $333.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| STRAIT & SOUND CRD 309306 | CA | Advisory firm LLC | $333.7M | 9 advisors | Percentage of AUM; Hourly charges | View | |
| CONGRUENCE CAPITAL, LLC CRD 328559 | Los Angeles, CA | Advisory firm LLC | $333.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| OUTWING PRIVATE WEALTH MANAGEMENT CRD 322444 | Santa Barbara, CA | Advisory firm LLC | $332.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| AMERICAN FUNDSTARS CRD 315860 | Irvine, CA | Advisory firm LLC | $332.7M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| FALL LINE CAPITAL, LLC CRD 283625 | San Mateo, CA | Advisory firm LLC | $332.4M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| DELTA ACCUMULATION, LLC CRD 286434 | Sausalito, CA | Advisory firm LLC | $332.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| SOLANO WEALTH ADVISORS CRD 322037 | Fairfield, CA | Advisory firm LLC | $331.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5T WEALTH, LLC CRD 112552 | Napa, CA | Advisory firm LLC | $331.4M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHARLES FISH INVESTMENTS, INC. CRD 110445 | Irvine, CA | Corporate platform Corporation | $331.3M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| YODER WEALTH MANAGEMENT CRD 291826 | Walnut Creek, CA | Corporate platform Corporation | $331.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COPLEY FINANCIAL GROUP, INC. CRD 283070 | San Diego, CA | Corporate platform Corporation | $331.2M | 7 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SANDSTONE ASSET MANAGEMENT INC. CRD 152742 | Calgary, CA | Corporate platform Corporation | $330.7M | 4 advisors | Percentage of AUM | View | |
| WELTON INVESTMENT PARTNERS LLC CRD 172452 | Carmel, CA | Advisory firm LLC | $330.0M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| DAI ADVISORS CRD 300332 | Menlo Park, CA | Advisory firm LLC | $329.6M | 1 advisors | Percentage of AUM | View | |
| PARAGON FINANCIAL PARTNERS CRD 158041 | Woodland Hills, CA | Corporate platform Corporation | $329.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NWM ADVISORS, LLC CRD 283714 | San Luis Obispo, CA | Advisory firm LLC | $329.1M | 2 advisors | Percentage of AUM | View | |
| TORREY GROWTH & INCOME ADVISORS, LLC CRD 139940 | Del Mar, CA | Advisory firm LLC | $328.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCORD INVESTMENT COUNSEL CRD 107901 | Irvine, CA | Corporate platform Corporation | $327.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| POINTONE FAMILY OFFICE CRD 338563 | Manhattan Beach, CA | Advisory firm LLC | $327.1M | 2 advisors | Percentage of AUM | View | |
| OCTAVIA INVESTMENTS LLC CRD 167721 | CA | Advisory firm LLC | $327.0M | 1 advisors | Percentage of AUM | View |