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Showing Wealth Management advisors in CA

3,281 advisers found

Corporate platformCorporationWebsite listed

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Valencia, CA

AUM

$259.3M

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

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC CAPITAL ASSOCIATES

San Diego, CA

AUM

$258.8M

Licensed in AZ, CA, CO +8 states
AZCACOIDNVNY+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VILLAGE WEALTH ADVISORS

Westlake Village, CA

AUM

$257.9M

Licensed in AZ, CA, CO +12 states
AZCACOIDKSMA+9
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

VIENNA ASSET MANAGEMENT LLC

Saratoga, CA

AUM

$256.5M

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

Team

1 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

DELARME WEALTH MANAGEMENT, INC.

Palos Verdes Estates, CA

AUM

$256.5M

Licensed in AZ, CA, NE +2 states
AZCANEMOTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

CASILIO LEITCH INVESTMENTS

Walnut Creek, CA

AUM

$256.0M

Licensed in CA, UT
CAUT
Financial PlanningWealth Mgmt
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SONOMA WEST ADVISORS

CA

AUM

$255.9M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CERTIS CAPITAL MANAGEMENT, INC.

Santa Barbara, CA

AUM

$255.9M

Based in CA
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

INCEPTIV

Culver City, CA

AUM

$255.5M

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

INTERNATIONAL PRIVATE WEALTH ADVISORS LLC

San Diego, CA

AUM

$255.3M

Licensed in CA, TX, FL
CATXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PATHWISE

Walnut Creek, CA

AUM

$255.0M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

GRANT PRIVATE WEALTH MANAGEMENT

Pleasanton, CA

AUM

$255.0M

Licensed in CA, CO, GA +3 states
CACOGAUTVATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ACAP ASSET MANAGEMENT, INC.

Studio City, CA

AUM

$255.0M

Licensed in CA, TX
CATX
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
Advisory firmLLCWebsite listed

MADRONE INVESTMENT ADVISORY, LLC

San Rafael, CA

AUM

$254.3M

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

Team

1 advisors

Clients

0

Fees

Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TORONADO PARTNERS LLC

San Francisco, CA

AUM

$253.7M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

ALPHA ANALYTICS INVESTMENT GROUP LLC

Los Angeles, CA

AUM

$253.4M

Licensed in CA
CA
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC WEALTH STRATEGIES GROUP, INC.

Santa Barbara, CA

AUM

$253.2M

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

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

STERLING RETIREMENT GROUP OF SACRAMENTO

Roseville, CA

AUM

$253.0M

Licensed in AZ, CA, ID +5 states
AZCAIDNVORTN+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEE, KELLEHER & KLEIN WEALTH MANAGEMENT

CA

AUM

$252.4M

Licensed in CA, DE, DC +6 states
CADEDCMDNYPA+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WINTERS FINANCIAL GROUP, INC.

Westlake Village, CA

AUM

$252.3M

Licensed in AZ, CA, NV +2 states
AZCANVNYTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

QCA CAPITAL MANAGEMENT INC

Los Angeles, CA

AUM

$252.2M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
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