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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Los Angeles, CA

AUM

$300.0M

Licensed in CA, TX, CT
CATXCT
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PHYSICIAN WEALTH SOLUTIONS

CA

AUM

$298.9M

Licensed in CA, GA, IL +8 states
CAGAILMDMANV+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TREND TRADE PRO, LLC

Pasadena, CA

AUM

$298.3M

Licensed in CA, DE, NV +2 states
CADENVNYFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

AVOS CAPITAL MANAGEMENT, LLC

CA

AUM

$297.8M

Licensed in CA, CO, NY +2 states
CACONYWACT
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KRANE FINANCIAL SOLUTIONS

Calabasas, CA

AUM

$295.0M

Licensed in CA, IL, LA +2 states
CAILLANYTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PLUS CAPITAL

Venice, CA

AUM

$294.2M

Based in CA
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • VENTURE CAPITAL ADVISORY

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Commissions +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SHERWOOD FINANCIAL PARTNERS, LLC

Westlake Village, CA

AUM

$293.8M

Licensed in CA, CO, TX
CACOTX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

PRIVATE PORTFOLIOS, INC.

San Mateo, CA

AUM

$293.5M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TATE PRIVATE WEALTH ADVISERS

Sacramento, CA

AUM

$293.4M

Licensed in CA, NH
CANH
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MFA WEALTH SERVICES

Thousand Oaks, CA

AUM

$293.1M

Licensed in AZ, CA, CO +15 states
AZCACOIDINNV+12
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

NEU WEALTH GROUP

CA

AUM

$291.8M

Licensed in CA, NJ, NY +3 states
CANJNYOHTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MCNAUGHTON WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$291.6M

Licensed in AZ, CA, WA, TX
AZCAWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ACCRETIVE WEALTH MANAGEMENT, LLC

San Ramon, CA

AUM

$290.7M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC SUN FINANCIAL CORP

Los Angeles, CA

AUM

$290.0M

Licensed in AZ, CA, CO +6 states
AZCACOILNVWA+3
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

LITFUND

Mill Valley, CA

AUM

$289.7M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FAMILY CFO INC

CA

AUM

$289.5M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GRANT KOEHLER & LEVIN LTD.

CA

AUM

$289.4M

Licensed in CA, IL, OR +4 states
CAILORWIWATX+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

KANANI ADVISORY GROUP INC.

Irvine, CA

AUM

$288.2M

Licensed in AZ, CA, CO +7 states
AZCACOGAINKY+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Selection of other advisers
  • Educational seminars

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

THE GORES GROUP, LLC

Beverly Hills, CA

AUM

$287.2M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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