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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 | |||||
|---|---|---|---|---|---|---|---|
| BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT, LLC CRD 296931 | CA | Advisory firm LLC | $252.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FISCHER INVESTMENT STRATEGIES, LLC CRD 156883 | Westlake Village, CA | Advisory firm LLC | $251.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVANCED FINANCIAL STRATEGIES INC CRD 108296 | Irvine, CA | Corporate platform Corporation | $251.7M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| TEAM WEALTH & TAX ADVISORS CRD 309411 | Temecula, CA | Advisory firm LLC | $251.1M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| M PREMIER PARTNERS CRD 289044 | Indian Wells, CA | Advisory firm LLC | $251.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEEK FIRST INC. CRD 312546 | Campbell, CA | Corporate platform Corporation | $251.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BLODGETT WEALTH ADVISORS, LLC CRD 316838 | CA | Advisory firm LLC | $250.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMARA FINANCIAL, LLC CRD 308290 | San Francisco, CA | Advisory firm LLC | $250.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FISHER & WIENS WEALTH MANAGEMENT, LLC CRD 286079 | Danville, CA | Advisory firm LLC | $250.3M | 1 advisors | Percentage of AUM | View | |
| MAVEN EQUITY PARTNERS, LLC CRD 304461 | Larkspur, CA | Advisory firm LLC | $250.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EHRLICH FINANCIAL GROUP CRD 325595 | Laguna Niguel, CA | Corporate platform LLC | $250.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTURA WEALTH ADVISORS INC. CRD 309501 | Santa Clara, CA | Corporate platform Corporation | $250.1M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| TIDECREST WEALTH MANAGEMENT, LLC CRD 332422 | Newport Beach, CA | Advisory firm LLC | $249.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUMMIT WEALTH MANAGEMENT GROUP, INC. CRD 170029 | Camarillo, CA | Corporate platform Corporation | $249.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CALABASAS ADVISORY GROUP, LLC CRD 288224 | Westlake Village, CA | Corporate platform LLC | $249.5M | 2 advisors | Percentage of AUM | View | |
| GALLIOTT CAPITAL ADVISORS, LLC CRD 313094 | Beverly Hills, CA | Advisory firm LLC | $249.0M | 2 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| PROPEL BIO MANAGEMENT, LLC CRD 322858 | Los Angeles, CA | Advisory firm LLC | $247.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| ANCHOR BAY CAPITAL, INC. CRD 116913 | Carlsbad, CA | Corporate platform Corporation | $247.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SIERRA PACIFIC PRIVATE WEALTH, LLC CRD 131738 | Pleasanton, CA | Advisory firm LLC | $245.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INSIGHT INVESTMENT COUNSEL CRD 172511 | El Segundo, CA | Advisory firm LLC | $245.7M | 2 advisors | Percentage of AUM | View | |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL CRD 110376 | Long Beach, CA | Corporate platform Corporation | $244.3M | 2 advisors | Percentage of AUM | View | |
| ARES FINANCIAL CONSULTING LLC CRD 282852 | Calabasas, CA | Advisory firm LLC | $243.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVERA WEALTH ADVISORS LLC CRD 323792 | CA | Advisory firm LLC | $243.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRATTES WEALTH PARTNERS CRD 298746 | Newport Beach, CA | Corporate platform Corporation | $243.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |