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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 OAK WEALTH ADVISORS SERVICES, LLC CRD 291645 | Los Angeles, CA | Advisory firm LLC | $300.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PANORAMIC CAPITAL, LLC CRD 153450 | Larkspur, CA | Advisory firm LLC | $299.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PHYSICIAN WEALTH SOLUTIONS CRD 151570 | CA | Corporate platform Corporation | $298.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TREND TRADE PRO, LLC CRD 328383 | Pasadena, CA | Advisory firm LLC | $298.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| AVOS CAPITAL MANAGEMENT, LLC CRD 313979 | CA | Corporate platform LLC | $297.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GUILD CAPITAL MANAGEMENT CRD 307569 | CA | Corporate platform LLC | $295.2M | 9 advisors | Performance-based fees | View | |
| KRANE FINANCIAL SOLUTIONS CRD 153594 | Calabasas, CA | Advisory firm LLC | $295.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ILLUMEN CAPITAL MANAGEMENT, LLC CRD 305411 | Oakland, CA | Corporate platform LLC | $294.9M | 4 advisors | Percentage of AUM; CARRIED INTEREST PAID TO THE GENERAL PARTNER | View | |
| PLUS CAPITAL CRD 167459 | Venice, CA | Advisory firm LLC | $294.2M | 5 advisors | Percentage of AUM · Commissions +1 more | View | |
| SHERWOOD FINANCIAL PARTNERS, LLC CRD 301329 | Westlake Village, CA | Advisory firm LLC | $293.8M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| COPPERPLATE CAPITAL LLC CRD 174528 | Menlo Park, CA | Advisory firm LLC | $293.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVATE PORTFOLIOS, INC. CRD 111905 | San Mateo, CA | Corporate platform Corporation | $293.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TATE PRIVATE WEALTH ADVISERS CRD 120938 | Sacramento, CA | Corporate platform Corporation | $293.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MFA WEALTH SERVICES CRD 169013 | Thousand Oaks, CA | Corporate platform Corporation | $293.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEU WEALTH GROUP CRD 316673 | CA | Corporate platform LLC | $291.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MCNAUGHTON WEALTH MANAGEMENT, LLC CRD 300330 | San Diego, CA | Advisory firm LLC | $291.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCRETIVE WEALTH MANAGEMENT, LLC CRD 164341 | San Ramon, CA | Advisory firm LLC | $290.7M | 3 advisors | Percentage of AUM | View | |
| PACIFIC SUN FINANCIAL CORP CRD 284286 | Los Angeles, CA | Corporate platform Corporation | $290.0M | 3 advisors | Percentage of AUM | View | |
| LITFUND CRD 330517 | Mill Valley, CA | Advisory firm LLC | $289.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FAMILY CFO INC CRD 127335 | CA | Corporate platform Corporation | $289.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GRANT KOEHLER & LEVIN LTD. CRD 125531 | CA | Corporate platform Corporation | $289.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KANANI ADVISORY GROUP INC. CRD 288314 | Irvine, CA | Corporate platform Corporation | $288.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| LIQUID CAPITAL MANAGEMENT LLC CRD 299577 | Los Angeles, CA | Corporate platform LLC | $287.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| THE GORES GROUP, LLC CRD 160598 | Beverly Hills, CA | Corporate platform LLC | $287.2M | 7 advisors | Percentage of AUM · Performance-based fees +1 more | View |