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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 | |||||
|---|---|---|---|---|---|---|---|
| GLOBAL FINANCIAL ADVISORY SERVICES, INC. CRD 135234 | Valencia, CA | Corporate platform Corporation | $259.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ISHARA INVESTMENTS LP CRD 331869 | Los Angeles, CA | Advisory firm LP | $259.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFIC CAPITAL ASSOCIATES CRD 160407 | San Diego, CA | Corporate platform Corporation | $258.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VILLAGE WEALTH ADVISORS CRD 296866 | Westlake Village, CA | Corporate platform Corporation | $257.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC CRD 151765 | Davis, CA | Corporate platform LLC | $257.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VIENNA ASSET MANAGEMENT LLC CRD 299725 | Saratoga, CA | Corporate platform LLC | $256.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| DELARME WEALTH MANAGEMENT, INC. CRD 328372 | Palos Verdes Estates, CA | Corporate platform Corporation | $256.5M | 3 advisors | Percentage of AUM | View | |
| CASILIO LEITCH INVESTMENTS CRD 173152 | Walnut Creek, CA | Advisory firm LLC | $256.0M | 4 advisors | Percentage of AUM | View | |
| SONOMA WEST ADVISORS CRD 138687 | CA | Advisory firm LLC | $255.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CERTIS CAPITAL MANAGEMENT, INC. CRD 144290 | Santa Barbara, CA | Corporate platform Corporation | $255.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| INCEPTIV CRD 310133 | Culver City, CA | Advisory firm LP | $255.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| INTERNATIONAL PRIVATE WEALTH ADVISORS LLC CRD 323032 | San Diego, CA | Advisory firm LLC | $255.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PATHWISE CRD 174215 | Walnut Creek, CA | Advisory firm LLC | $255.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GRANT PRIVATE WEALTH MANAGEMENT CRD 292917 | Pleasanton, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACAP ASSET MANAGEMENT, INC. CRD 149452 | Studio City, CA | Corporate platform Corporation | $255.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'BRIEN INVESTMENT MANAGEMENT, LLC CRD 284057 | Torrance, CA | Corporate platform LLC | $254.3M | 2 advisors | Percentage of AUM | View | |
| MADRONE INVESTMENT ADVISORY, LLC CRD 149549 | San Rafael, CA | Advisory firm LLC | $254.3M | 1 advisors | Fixed fees | View | |
| TORONADO PARTNERS LLC CRD 283612 | San Francisco, CA | Advisory firm LLC | $253.7M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALPHA ANALYTICS INVESTMENT GROUP LLC CRD 109844 | Los Angeles, CA | Corporate platform LLC | $253.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC WEALTH STRATEGIES GROUP, INC. CRD 144789 | Santa Barbara, CA | Corporate platform Corporation | $253.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STERLING RETIREMENT GROUP OF SACRAMENTO CRD 168397 | Roseville, CA | Corporate platform Corporation | $253.0M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LEE, KELLEHER & KLEIN WEALTH MANAGEMENT CRD 331717 | CA | Advisory firm LLC | $252.4M | 3 advisors | Percentage of AUM | View | |
| WINTERS FINANCIAL GROUP, INC. CRD 309549 | Westlake Village, CA | Corporate platform Corporation | $252.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| QCA CAPITAL MANAGEMENT INC CRD 112104 | Los Angeles, CA | Corporate platform Corporation | $252.2M | 5 advisors | Percentage of AUM | View |