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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

MILLENNIAL WEALTH

CA

AUM

$278.7M

Licensed in CA, NY, OR +4 states
CANYORPATNWA+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • 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

SUPERBLOOM PARTNERS

Venice, CA

AUM

$278.7M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

VERITY WEALTH ADVISORS, LLC

Sausalito, CA

AUM

$278.5M

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

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmSole propWebsite listed

SPECTRUM FINANCIAL MANAGEMENT

San Rafael, CA

AUM

$278.1M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FORONJY FINANCIAL

Santa Barbara, CA

AUM

$278.0M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AUSPICIOUS FINANCIAL PLANNING, LLC

San Ramon, CA

AUM

$278.0M

Licensed in CA, NY, PA +3 states
CANYPAWATXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SIMPLIFI, INC.

San Diego, CA

AUM

$276.1M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CORRIDOR CAPITAL, LLC

Los Angeles, CA

AUM

$276.0M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CHALLENGER WEALTH MANAGEMENT

Aliso Viejo, CA

AUM

$275.5M

Licensed in AZ, CA, CO +10 states
AZCACOIDILMI+7
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

LEGAL ADVANTAGE INVESTMENTS, INC.

CA

AUM

$275.3M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MISSION HILLS FINANCIAL ADVISORY LLC

San Diego, CA

AUM

$274.1M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

GRACEADA PARTNERS

Modesto, CA

AUM

$273.5M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmPartnershipWebsite listed

TRIANGLE PEAK PARTNERS, LP

Palo Alto, CA

AUM

$271.9M

Licensed in CA, CO, TN
CACOTN
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • CONSULTING

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ROUND HILL ASSET MANAGEMENT INC

Pasadena, CA

AUM

$271.3M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PAN GLOBAL ADVISERS, LLC

Newport Beach, CA

AUM

$270.5M

Licensed in CA
CA
Wealth Mgmt
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Redwood City, CA

AUM

$269.9M

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CLIENT FIRST CAPITAL, LLC

CA

AUM

$269.7M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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