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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 | |||||
|---|---|---|---|---|---|---|---|
| RICE FINANCIAL CONSULTING, INC. CRD 170346 | Los Gatos, CA | Corporate platform Corporation | $287.2M | 5 advisors | Percentage of AUM | View | |
| KAIZEN FINANCIAL STRATEGIES, LLC CRD 298248 | Pleasanton, CA | Advisory firm LLC | $287.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PATHWAYS WEALTH MANAGEMENT, INC. CRD 154125 | CA | Corporate platform Corporation | $287.0M | 3 advisors | Percentage of AUM | View | |
| LYNX CAPITAL GROUP LTD CRD 120459 | CA | Corporate platform Corporation | $286.9M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VILA, LLC CRD 307186 | San Francisco, CA | Advisory firm LLC | $286.5M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THE FOUNDATION INVESTMENT GROUP CRD 318369 | Lafayette, CA | Corporate platform LLC | $286.5M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| SYNCHRONOUS WEALTH ADVISORS LLC CRD 317161 | CA | Advisory firm LLC | $286.1M | 3 advisors | Hourly charges; Fixed fees | View | |
| INTEGRITY WEALTH ADVISORS, INC. CRD 281708 | Ventura, CA | Corporate platform Corporation | $285.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENNINGFIELD FINANCIAL ADVISORS, LLC CRD 134950 | San Francisco, CA | Advisory firm LLC | $284.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HESEN & HASLAM CRD 286235 | Woodland Hills, CA | Advisory firm LLC | $283.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC CRD 295339 | San Diego, CA | Advisory firm LLC | $283.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERKSHIRE CAPITAL HOLDINGS INC CRD 107175 | CA | Corporate platform Corporation | $283.0M | 1 advisors | Percentage of AUM | View | |
| BULMAN WEALTH GROUP CRD 313552 | Roseville, CA | Corporate platform Corporation | $283.0M | 7 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| COOPER CAPITAL GROUP CRD 305121 | Encinitas, CA | Corporate platform LLC | $282.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRILINC ADVISORS, LLC CRD 166194 | Manhattan Beach, CA | Advisory firm LLC | $282.8M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CARTER FINANCIAL, LLC CRD 298327 | La Jolla, CA | Advisory firm LLC | $282.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SANDBRIDGE INVESTMENT MANAGEMENT, LLC CRD 169112 | Los Angeles, CA | Corporate platform LLC | $281.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLER AVENUE ADVISORS LLC CRD 313523 | Mill Valley, CA | Advisory firm LLC | $281.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WILSON & BOUCHER CAPITAL MANAGEMENT, LLC CRD 134076 | CA | Corporate platform LLC | $280.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAMILY FINANCIAL CRD 316723 | Manhattan Beach, CA | Advisory firm LLC | $280.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| VICTUS CAPITAL WEALTH CRD 154899 | Santa Monica, CA | Advisory firm LLC | $280.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FATHOM POINT CAPITAL LLC CRD 339729 | San Francisco, CA | Advisory firm LLC | $280.0M | 2 advisors | Performance-based fees; EXCLUSIVITY FEES | View | |
| CONQUIS FINANCIAL LLC CRD 319579 | Millbrae, CA | Advisory firm LLC | $280.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MOSLEY WEALTH MANAGEMENT, INC. CRD 318592 | Anaheim, CA | Corporate platform Corporation | $279.5M | 10 advisors | Percentage of AUM | View |