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Showing Wealth Management advisors in CA

3,281 advisers found

Corporate platformLLCWebsite listed

WALLACE ADVISORY GROUP, LLC

Lafayette, CA

AUM

$269.5M

Licensed in CA, NV, TX, HI
CANVTXHI
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PROSPERITY WEALTH PLANNING LLC

Irvine, CA

AUM

$269.2M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STONEBRIDGE CAPITAL MANAGEMENT INC

Los Angeles, CA

AUM

$268.7M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CWS CAPITAL PARTNERS LLC

Newport Beach, CA

AUM

$268.4M

Licensed in CA, TX
CATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVISES PRIVATE REAL ESTATE FUNDS

Team

25 advisors

Clients

0

Fees

Performance-based fees · REIMBURSED EXPENSES +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

KARL KAPITAL

San Francisco, CA

AUM

$268.4M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BPM WEALTH ADVISORS, LLC

San Francisco, CA

AUM

$268.3M

Licensed in AZ, CA, CO +27 states
AZCACOGAIDIL+24
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RETIREMENTADVICE | JKA

Anaheim, CA

AUM

$267.3M

Licensed in AZ, CA, CO +3 states
AZCACOORTXFL
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
Corporate platformCorporationWebsite listed

C.M.BIDWELL & ASSOCIATES LTD

CA

AUM

$267.1M

Licensed in CA, VA, WA +2 states
CAVAWATXHI
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CERDA MUNOZ ADVISORS, INC

Whittier, CA

AUM

$265.7M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BERNZOTT CAPITAL ADVISORS

Camarillo, CA

AUM

$265.4M

Licensed in CA, TX, FL
CATXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

FULLER INVESTMENT MANAGEMENT COMPANY

Pasadena, CA

AUM

$264.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MYECFO

CA

AUM

$263.4M

Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CHOKSHI & QUEEN WEALTH ADVISORS

San Diego, CA

AUM

$263.3M

Licensed in CA, LA, MA +3 states
CALAMANVTXFL
Financial PlanningWealth MgmtRetirementInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HARMONY POINT WEALTH ADVISORS, INC.

Irvine, CA

AUM

$263.2M

Licensed in AZ, CA, IL +15 states
AZCAILLAMDMA+12
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NEWPORT WEALTH ADVISORS, INC.

Newport Beach, CA

AUM

$262.6M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

TAMALPAIS ASSET MANAGEMENT

Larkspur, CA

AUM

$262.5M

Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PRING TURNER

Alamo, CA

AUM

$262.1M

Licensed in CA, CO, MD +5 states
CACOMDNVORTN+2
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BULL OAK CAPITAL, LLC

Rancho Santa Fe, CA

AUM

$261.6M

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

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TILLER PARTNERS, LLC

Beverly Hills, CA

AUM

$261.5M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Fixed fees; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAGE STONE WEALTH MANAGEMENT LLC

La Jolla, CA

AUM

$261.4M

Licensed in CA, MA, TX
CAMATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PORTFOLIO ADVISORS, INC.

Fresno, CA

AUM

$261.2M

Licensed in CA, OR, WA, TX
CAORWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

ALAMAR CAPITAL MANAGEMENT, LLC

Santa Barbara, CA

AUM

$260.3M

Licensed in CA, IL, TX
CAILTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VISTICA WEALTH ADVISORS, LLC

Carlsbad, CA

AUM

$260.1M

Licensed in CA, MS, NV, TX
CAMSNVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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