AUM
$314.6M
Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,281 advisers found
AUM
$313.7M
Licensed in CA, DC, GA +8 states
CADCGALAMDMA+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$313.0M
Licensed in CA, UT, TX
CAUTTX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
AUM
$312.7M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$312.1M
Licensed in CA, LA, NM +2 states
CALANMTXNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$310.9M
Licensed in AZ, CA, CO +5 states
AZCACOORTNWA+2
Wealth MgmtTrusts & EstatesRetirementInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
—
Fees
Percentage of AUM
AUM
$310.3M
Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
0 total employees
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$310.2M
Licensed in CA, CO, NY, TX
CACONYTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
AUM
$309.8M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$309.5M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$309.2M
Licensed in CA, ID, NV, TX
CAIDNVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
AUM
$307.3M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
- PORTFOLIO COMPANY MANAGEMENT
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$306.3M
Licensed in AZ, CA, LA +4 states
AZCALAORWATX+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$305.2M
Licensed in CA, CO, OR +2 states
CACOORWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$305.1M
Licensed in AZ, CA, CO +8 states
AZCACOILMAMI+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$304.6M
Licensed in CA, TN, CT
CATNCT
Wealth MgmtInstitutional
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$304.3M
Licensed in CA, CO, TX
CACOTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$304.0M
Licensed in CA, WY, WA +4 states
CAWYWATXNHHI+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
AUM
$303.9M
Licensed in AZ, CA, CO +10 states
AZCACOIDNENV+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$303.7M
Licensed in CA, NJ, TX
CANJTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$302.6M
Licensed in CA, WA
CAWA
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$302.5M
Licensed in CA, NC, TX, NH
CANCTXNH
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
AUM
$301.7M
Licensed in CA, LA, NV, TX
CALANVTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$300.4M
Licensed in CA, LA, NV, TX
CALANVTX
Wealth MgmtTrusts & EstatesRetirement
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
2 advisors
Clients
—
Fees
Percentage of AUM