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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 | |||||
|---|---|---|---|---|---|---|---|
| AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC CRD 301331 | Los Angeles, CA | Advisory firm LLC | $279.3M | 11 advisors | Percentage of AUM; Performance-based fees | View | |
| KURV INVESTMENT MANAGEMENT LLC CRD 323149 | San Francisco, CA | Corporate platform LLC | $279.2M | 2 advisors | Percentage of AUM | View | |
| MILLENNIAL WEALTH CRD 289970 | CA | Advisory firm LLC | $278.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUPERBLOOM PARTNERS CRD 330218 | Venice, CA | Advisory firm LLC | $278.7M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| VERITY WEALTH ADVISORS, LLC CRD 126742 | Sausalito, CA | Advisory firm LLC | $278.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPECTRUM FINANCIAL MANAGEMENT CRD 127746 | San Rafael, CA | Advisory firm Sole prop | $278.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FORONJY FINANCIAL CRD 332380 | Santa Barbara, CA | Advisory firm LLC | $278.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUSPICIOUS FINANCIAL PLANNING, LLC CRD 297962 | San Ramon, CA | Advisory firm LLC | $278.0M | 1 advisors | Percentage of AUM | View | |
| SIMPLIFI, INC. CRD 154900 | San Diego, CA | Corporate platform Corporation | $276.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORRIDOR CAPITAL, LLC CRD 160922 | Los Angeles, CA | Advisory firm LLC | $276.0M | 10 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CHALLENGER WEALTH MANAGEMENT CRD 121498 | Aliso Viejo, CA | Corporate platform Corporation | $275.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEGAL ADVANTAGE INVESTMENTS, INC. CRD 118131 | CA | Corporate platform Corporation | $275.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CMR CAPITAL MANAGEMENT, LLC CRD 284054 | Pasadena, CA | Corporate platform LLC | $275.1M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MISSION HILLS FINANCIAL ADVISORY LLC CRD 328516 | San Diego, CA | Advisory firm LLC | $274.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| UDINE WEALTH MANAGEMENT INC. CRD 147158 | CA | Corporate platform Corporation | $273.9M | 2 advisors | Percentage of AUM | View | |
| GRACEADA PARTNERS CRD 337421 | Modesto, CA | Corporate platform Corporation | $273.5M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| TRIANGLE PEAK PARTNERS, LP CRD 147917 | Palo Alto, CA | Advisory firm Partnership | $271.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ADVANCED RETIREMENT SOLUTIONS, LLC CRD 288022 | CA | Advisory firm LLC | $271.9M | 1 advisors | Fixed fees; FEES FOR PENSION CONSULTING SERVICES | View | |
| ROUND HILL ASSET MANAGEMENT INC CRD 107069 | Pasadena, CA | Corporate platform Corporation | $271.3M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| HEALTHPOINTCAPITAL MANAGEMENT, LLC CRD 309041 | San Diego, CA | Advisory firm LLC | $271.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PALISADES INVESTMENT PARTNERS, LLC CRD 128173 | El Segundo, CA | Advisory firm LLC | $271.0M | 1 advisors | Percentage of AUM | View | |
| PAN GLOBAL ADVISERS, LLC CRD 301863 | Newport Beach, CA | Advisory firm LLC | $270.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT CRD 110263 | Redwood City, CA | Corporate platform Corporation | $269.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLIENT FIRST CAPITAL, LLC CRD 300684 | CA | Advisory firm LLC | $269.7M | 2 advisors | Percentage of AUM; Hourly charges | View |