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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

SILVER LAKE ADVISORY PARTNERS, LLC

CA

AUM

$325.3M

Licensed in CA, MA, MI +7 states
CAMAMINJNYUT+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformOther (specify)Website listed

SHUM FINANCIAL GROUP, INC.

Alameda, CA

AUM

$322.0M

Licensed in CA, TX, HI, FL
CATXHIFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • 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
Advisory firmLLCWebsite listed

EMERSON EQUITY LLC

San Mateo, CA

AUM

$321.7M

Licensed in AL, AZ, CA +31 states
ALAZCACODCGA+28
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

84 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

B.B. GRAHAM & COMPANY, INC.

Orange, CA

AUM

$321.7M

Licensed in AL, AK, AZ +42 states
ALAKAZCACODE+39
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

32 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STRATEGIC FINANCIAL PARTNERS, LTD

CA

AUM

$321.1M

Licensed in CA, NE, NM +3 states
CANENMORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

MEADOWBROOK ADVISORS

CA

AUM

$321.0M

Licensed in CA, DE, DC +6 states
CADEDCMANJNY+3
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SECURA FINANCIAL

Orange, CA

AUM

$319.9M

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

Team

8 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Novato, CA

AUM

$319.6M

Licensed in AZ, CA, NV +4 states
AZCANVORWATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

OPTIVEST, INC.

San Juan Capistrano, CA

AUM

$319.4M

Licensed in AZ, CA, CO +6 states
AZCACOOKUTWA+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BREEN WEALTH MANAGEMENT, LLC

Petaluma, CA

AUM

$318.8M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

PHILLIP B. WHITE CO., INC

San Luis Obispo, CA

AUM

$318.7M

Licensed in AZ, CA, OR +2 states
AZCAORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TOWER VIEW WEALTH MANAGEMENT LLC

CA

AUM

$317.9M

Licensed in CA, IL, MN +4 states
CAILMNWITXNH+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

DKM WEALTH MANAGEMENT, INC.

Stockton, CA

AUM

$316.8M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTH ANALYTICS PARTNERS, LLC

San Diego, CA

AUM

$316.0M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

4D ADVISORS, LLC

Redondo Beach, CA

AUM

$315.6M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GARRISON POINT CAPITAL, LLC

San Francisco, CA

AUM

$315.5M

Licensed in CA, ID, UT, TX
CAIDUTTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ACCELERATE RETIREMENT

Aliso Viejo, CA

AUM

$315.4M

Licensed in AZ, CA, CO +22 states
AZCACOGAIDIL+19
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

31 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

FORTE ASSET MANAGEMENT, LLC

CA

AUM

$315.2M

Licensed in CA, MI, NY, FL
CAMINYFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmOther (specify)Website listed

MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED

Mumbai, Maharashtra, CA

AUM

$315.2M

Licensed in CA, CO, GA +13 states
CACOGAILKYMA+10
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

23 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NINEPOINTTWO CAPITAL LLC

Los Angeles, CA

AUM

$314.8M

Licensed in CA, WY, TX
CAWYTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

VISTA ADVISOR GROUP, LLC

Walnut Creek, CA

AUM

$314.6M

Licensed in AZ, CA, NE +2 states
AZCANEWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DEFINE FINANCIAL, LLC

San Diego, CA

AUM

$314.6M

Licensed in CA, LA, TX
CALATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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