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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

FISCHER INVESTMENT STRATEGIES, LLC

Westlake Village, CA

AUM

$251.9M

Licensed in AZ, CA, CO +6 states
AZCACOIDMTNY+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ADVANCED FINANCIAL STRATEGIES INC

Irvine, CA

AUM

$251.7M

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

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

TEAM WEALTH & TAX ADVISORS

Temecula, CA

AUM

$251.1M

Licensed in CA, ID, TX, FL
CAIDTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • BASIC ESTATE PLANNING

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

M PREMIER PARTNERS

Indian Wells, CA

AUM

$251.0M

Licensed in AZ, CA, KY +6 states
AZCAKYNCORWA+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • 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

SEEK FIRST INC.

Campbell, CA

AUM

$251.0M

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

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLODGETT WEALTH ADVISORS, LLC

CA

AUM

$250.9M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMARA FINANCIAL, LLC

San Francisco, CA

AUM

$250.5M

Licensed in CA, CO, MA +3 states
CACOMAORWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

FISHER & WIENS WEALTH MANAGEMENT, LLC

Danville, CA

AUM

$250.3M

Licensed in CA, ID, NE +5 states
CAIDNENVORWA+2
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

EHRLICH FINANCIAL GROUP

Laguna Niguel, CA

AUM

$250.1M

Licensed in AZ, CA, NE +2 states
AZCANETXNH
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 +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ALTURA WEALTH ADVISORS INC.

Santa Clara, CA

AUM

$250.1M

Licensed in CA, CO, NV, TX
CACONVTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

TIDECREST WEALTH MANAGEMENT, LLC

Newport Beach, CA

AUM

$249.7M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SUMMIT WEALTH MANAGEMENT GROUP, INC.

Camarillo, CA

AUM

$249.5M

Licensed in AZ, CA, ID +5 states
AZCAIDNVORWA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CALABASAS ADVISORY GROUP, LLC

Westlake Village, CA

AUM

$249.5M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GALLIOTT CAPITAL ADVISORS, LLC

Beverly Hills, CA

AUM

$249.0M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

PROPEL BIO MANAGEMENT, LLC

Los Angeles, CA

AUM

$247.5M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ANCHOR BAY CAPITAL, INC.

Carlsbad, CA

AUM

$247.1M

Licensed in CA, UT, WA
CAUTWA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

SIERRA PACIFIC PRIVATE WEALTH, LLC

Pleasanton, CA

AUM

$245.9M

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

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ARES FINANCIAL CONSULTING LLC

Calabasas, CA

AUM

$243.9M

Licensed in AZ, CA, MN +4 states
AZCAMNWIWATX+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

INVERA WEALTH ADVISORS LLC

CA

AUM

$243.8M

Licensed in CA, DC, LA +2 states
CADCLAORTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PRATTES WEALTH PARTNERS

Newport Beach, CA

AUM

$243.6M

Based in CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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