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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 | |||||
|---|---|---|---|---|---|---|---|
| WALLACE ADVISORY GROUP, LLC CRD 281049 | Lafayette, CA | Corporate platform LLC | $269.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERITY WEALTH PLANNING LLC CRD 315163 | Irvine, CA | Advisory firm LLC | $269.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STONEBRIDGE CAPITAL MANAGEMENT INC CRD 106073 | Los Angeles, CA | Corporate platform Corporation | $268.7M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| CWS CAPITAL PARTNERS LLC CRD 166871 | Newport Beach, CA | Advisory firm LLC | $268.4M | 25 advisors | Performance-based fees · REIMBURSED EXPENSES +1 more | View | |
| KARL KAPITAL CRD 333558 | San Francisco, CA | Advisory firm LLC | $268.4M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BPM WEALTH ADVISORS, LLC CRD 325909 | San Francisco, CA | Advisory firm LLC | $268.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RETIREMENTADVICE | JKA CRD 153803 | Anaheim, CA | Corporate platform Corporation | $267.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| C.M.BIDWELL & ASSOCIATES LTD CRD 107449 | CA | Corporate platform Corporation | $267.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CERDA MUNOZ ADVISORS, INC CRD 170784 | Whittier, CA | Corporate platform Corporation | $265.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERNZOTT CAPITAL ADVISORS CRD 104583 | Camarillo, CA | Corporate platform Corporation | $265.4M | 2 advisors | Percentage of AUM | View | |
| FULLER INVESTMENT MANAGEMENT COMPANY CRD 167467 | Pasadena, CA | Corporate platform Corporation | $264.5M | 3 advisors | Percentage of AUM | View | |
| MYECFO CRD 166919 | CA | Advisory firm LLC | $263.4M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHOKSHI & QUEEN WEALTH ADVISORS CRD 313833 | San Diego, CA | Corporate platform Corporation | $263.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HARMONY POINT WEALTH ADVISORS, INC. CRD 323643 | Irvine, CA | Corporate platform Corporation | $263.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEWPORT WEALTH ADVISORS, INC. CRD 137159 | Newport Beach, CA | Corporate platform Corporation | $262.6M | 6 advisors | Percentage of AUM | View | |
| TAMALPAIS ASSET MANAGEMENT CRD 301017 | Larkspur, CA | Corporate platform LLC | $262.5M | 4 advisors | Percentage of AUM | View | |
| PRING TURNER CRD 110931 | Alamo, CA | Corporate platform Corporation | $262.1M | 2 advisors | Percentage of AUM | View | |
| BULL OAK CAPITAL, LLC CRD 170325 | Rancho Santa Fe, CA | Advisory firm LLC | $261.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| TILLER PARTNERS, LLC CRD 170429 | Beverly Hills, CA | Advisory firm LLC | $261.5M | 1 advisors | Fixed fees; Performance-based fees | View | |
| SAGE STONE WEALTH MANAGEMENT LLC CRD 155477 | La Jolla, CA | Advisory firm LLC | $261.4M | 3 advisors | Percentage of AUM | View | |
| PORTFOLIO ADVISORS, INC. CRD 106111 | Fresno, CA | Corporate platform Corporation | $261.2M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALAMAR CAPITAL MANAGEMENT, LLC CRD 154413 | Santa Barbara, CA | Corporate platform LLC | $260.3M | 2 advisors | Percentage of AUM | View | |
| VISTICA WEALTH ADVISORS, LLC CRD 147297 | Carlsbad, CA | Advisory firm LLC | $260.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WOVENEARTH VENTURES, LLC CRD 322556 | Palo Alto, CA | Advisory firm LLC | $259.7M | 8 advisors | Percentage of AUM; Performance-based fees | View |