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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

KAIZEN FINANCIAL STRATEGIES, LLC

Pleasanton, CA

AUM

$287.1M

Licensed in CA, NY, VA +2 states
CANYVAWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PATHWAYS WEALTH MANAGEMENT, INC.

CA

AUM

$287.0M

Licensed in CA, IN, KY +4 states
CAINKYOHWVTX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

LYNX CAPITAL GROUP LTD

CA

AUM

$286.9M

Licensed in CA, MI, OH, FL
CAMIOHFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VILA, LLC

San Francisco, CA

AUM

$286.5M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE FOUNDATION INVESTMENT GROUP

Lafayette, CA

AUM

$286.5M

Licensed in AZ, CA, GA +9 states
AZCAGAMAMINE+6
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SYNCHRONOUS WEALTH ADVISORS LLC

CA

AUM

$286.1M

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

Team

3 advisors

Clients

11-25

Fees

Hourly charges; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INTEGRITY WEALTH ADVISORS, INC.

Ventura, CA

AUM

$285.5M

Licensed in AZ, CA, CO +12 states
AZCACOIDNVNY+9
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BENNINGFIELD FINANCIAL ADVISORS, LLC

San Francisco, CA

AUM

$284.3M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HESEN & HASLAM

Woodland Hills, CA

AUM

$283.7M

Licensed in AZ, CA, ID +5 states
AZCAIDLANVOR+2
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

View detailsVisit website
Advisory firmLLCWebsite listed

SILVIA MCCOLL WEALTH MANAGEMENT, LLC

San Diego, CA

AUM

$283.4M

Licensed in CA, TX
CATX
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

View detailsVisit website
Corporate platformCorporationWebsite listed

BULMAN WEALTH GROUP

Roseville, CA

AUM

$283.0M

Licensed in CA, ID, NV +3 states
CAIDNVPATNTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

COOPER CAPITAL GROUP

Encinitas, CA

AUM

$282.9M

Licensed in CA, NY, VA, TX
CANYVATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TRILINC ADVISORS, LLC

Manhattan Beach, CA

AUM

$282.8M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARTER FINANCIAL, LLC

La Jolla, CA

AUM

$282.3M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

MILLER AVENUE ADVISORS LLC

Mill Valley, CA

AUM

$281.2M

Licensed in CA, LA, NH
CALANH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FAMILY FINANCIAL

Manhattan Beach, CA

AUM

$280.3M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

VICTUS CAPITAL WEALTH

Santa Monica, CA

AUM

$280.1M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FATHOM POINT CAPITAL LLC

San Francisco, CA

AUM

$280.0M

Licensed in CA
CA
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Performance-based fees; EXCLUSIVITY FEES

View detailsVisit website
Advisory firmLLCWebsite listed

CONQUIS FINANCIAL LLC

Millbrae, CA

AUM

$280.0M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MOSLEY WEALTH MANAGEMENT, INC.

Anaheim, CA

AUM

$279.5M

Licensed in AZ, CA, ID +4 states
AZCAIDLATNWA+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

Team

10 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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