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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 | |||||
|---|---|---|---|---|---|---|---|
| GRANITE CAPITAL CRD 141743 | Oakland, CA | Advisory firm LLC | $314.6M | 2 advisors | Percentage of AUM | View | |
| VALUES ADDED FINANCIAL CRD 288912 | CA | Advisory firm LLC | $313.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCOTT MARSH FINANCIAL, LLC CRD 122169 | CA | Advisory firm LLC | $313.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| JPC WEALTH MANAGEMENT, INC. CRD 120267 | Petaluma, CA | Corporate platform Corporation | $312.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOPEL & DISTASI WEALTH MANAGEMENT, LLC CRD 285538 | Berkeley, CA | Advisory firm LLC | $312.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MALAGA COVE CAPITAL, LLC CRD 146959 | Palos Verdes Estates, CA | Advisory firm LLC | $310.9M | 3 advisors | Percentage of AUM | View | |
| GUARDIAN INVESTMENT MANAGEMENT CRD 104935 | Tiburon, CA | Corporate platform LLC | $310.3M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| KENSINGTON INVESTMENT COUNSEL CRD 108012 | Long Beach, CA | Advisory firm LLC | $310.2M | 4 advisors | Percentage of AUM | View | |
| NRI WEALTH MANAGEMENT, LLC CRD 162234 | Santa Clara, CA | Advisory firm LLC | $309.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAVANT PARTNERS, LLC CRD 312567 | San Mateo, CA | Advisory firm LLC | $309.5M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTERN FINANCIAL CORPORATION CRD 6118 | San Diego, CA | Corporate platform Corporation | $309.2M | 2 advisors | Percentage of AUM | View | |
| SYMPHONY TECHNOLOGY GROUP, LLC CRD 160676 | Menlo Park, CA | Corporate platform LLC | $307.3M | 88 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE SKY CAPITAL CONSULTANTS GROUP, INC. CRD 329575 | Poway, CA | Corporate platform Corporation | $306.3M | 7 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RETIREMENT CAPITAL STRATEGIES, INC. CRD 139009 | San Jose, CA | Corporate platform Corporation | $305.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KACHKOVSKY & FISHER, INC. CRD 117811 | San Diego, CA | Corporate platform Corporation | $305.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOGICA CAPITAL ADVISERS, LLC CRD 168906 | Los Angeles, CA | Advisory firm LLC | $304.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| NAUTILUS ADVISORS LLC CRD 154169 | La Jolla, CA | Advisory firm LLC | $304.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THRYVE WEALTH MANAGEMENT CRD 335920 | Santa Barbara, CA | Advisory firm LLC | $304.0M | 4 advisors | Percentage of AUM | View | |
| SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC CRD 144069 | Newport Beach, CA | Corporate platform LLC | $303.9M | 15 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEERA INVESTMENTS, LLC CRD 135179 | CA | Advisory firm LLC | $303.7M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALETHEA CAPITAL MANAGEMENT, LLC CRD 156500 | CA | Corporate platform LLC | $302.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| UNCONVENTIONAL INVESTOR, LLC CRD 317333 | CA | Advisory firm LLC | $302.5M | 2 advisors | Percentage of AUM | View | |
| CORE FINANCIAL CRD 155205 | El Segundo, CA | Corporate platform Corporation | $301.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTWOOD WEALTH MANAGEMENT CRD 290658 | Los Angeles, CA | Corporate platform Corporation | $300.4M | 2 advisors | Percentage of AUM | View |