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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 | |||||
|---|---|---|---|---|---|---|---|
| SILVER LAKE ADVISORY PARTNERS, LLC CRD 107625 | CA | Advisory firm LLC | $325.3M | 3 advisors | Percentage of AUM | View | |
| GORDONMD GLOBAL INVESTMENTS LP CRD 316751 | Beverly Hills, CA | Advisory firm LP | $322.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| SHUM FINANCIAL GROUP, INC. CRD 285426 | Alameda, CA | Corporate platform Other (specify) | $322.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERSON EQUITY LLC CRD 130032 | San Mateo, CA | Advisory firm LLC | $321.7M | 84 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| B.B. GRAHAM & COMPANY, INC. CRD 41533 | Orange, CA | Corporate platform Corporation | $321.7M | 32 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC FINANCIAL PARTNERS, LTD CRD 148858 | CA | Corporate platform Corporation | $321.1M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| MEADOWBROOK ADVISORS CRD 337223 | CA | Advisory firm LLC | $321.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SECURA FINANCIAL CRD 137324 | Orange, CA | Advisory firm LLC | $319.9M | 8 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALPHA WEALTH MANAGEMENT AND PLANNING LLC CRD 163917 | Novato, CA | Advisory firm LLC | $319.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARROYO INVESTMENT GROUP, LLC CRD 130243 | Pasadena, CA | Corporate platform LLC | $319.5M | 3 advisors | Percentage of AUM | View | |
| OPTIVEST, INC. CRD 137070 | San Juan Capistrano, CA | Corporate platform Corporation | $319.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BREEN WEALTH MANAGEMENT, LLC CRD 286513 | Petaluma, CA | Advisory firm LLC | $318.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PHILLIP B. WHITE CO., INC CRD 300623 | San Luis Obispo, CA | Corporate platform Corporation | $318.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOWER VIEW WEALTH MANAGEMENT LLC CRD 108739 | CA | Advisory firm LLC | $317.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DKM WEALTH MANAGEMENT, INC. CRD 316778 | Stockton, CA | Corporate platform Corporation | $316.8M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WEALTH ANALYTICS PARTNERS, LLC CRD 140115 | San Diego, CA | Advisory firm LLC | $316.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4D ADVISORS, LLC CRD 315045 | Redondo Beach, CA | Advisory firm LLC | $315.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GARRISON POINT CAPITAL, LLC CRD 165590 | San Francisco, CA | Advisory firm LLC | $315.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ACCELERATE RETIREMENT CRD 325859 | Aliso Viejo, CA | Advisory firm LLC | $315.4M | 31 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORTE ASSET MANAGEMENT, LLC CRD 132969 | CA | Corporate platform LLC | $315.2M | 1 advisors | Percentage of AUM | View | |
| MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED CRD 317251 | Mumbai, Maharashtra, CA | Advisory firm Other (specify) | $315.2M | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NINEPOINTTWO CAPITAL LLC CRD 297270 | Los Angeles, CA | Advisory firm LLC | $314.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| VISTA ADVISOR GROUP, LLC CRD 307268 | Walnut Creek, CA | Corporate platform LLC | $314.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DEFINE FINANCIAL, LLC CRD 286648 | San Diego, CA | Advisory firm LLC | $314.6M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |