AUM
$242.8M
Licensed in AZ, CA
AZCA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Pension consulting
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
Showing Wealth Management advisors in CA
3,281 advisers found
AUM
$241.2M
Licensed in AZ, CA, LA +2 states
AZCALANVTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
AUM
$240.5M
Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
AUM
$240.2M
Licensed in CA, NJ, NY +3 states
CANJNYNCORFL
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$240.1M
Licensed in AZ, CA, ID, TX
AZCAIDTX
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
AUM
$239.8M
Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
0
Fees
Percentage of AUM
AUM
$239.4M
Licensed in CA, NY, MO, TX
CANYMOTX
Wealth MgmtTrusts & EstatesRetirement
- Portfolio management (individuals)
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
AUM
$239.4M
Based in CA
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$239.4M
Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
AUM
$238.9M
Licensed in CA
CA
Wealth MgmtInstitutional
- Portfolio management (investment companies)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
2 advisors
Clients
0
Fees
Percentage of AUM
AUM
$238.9M
Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Publication of periodicals
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Subscription fees +1 more
AUM
$238.5M
Based in CA
Wealth MgmtTrusts & EstatesFee-Only/Hourly
- Portfolio management (individuals)
- Selection of other advisers
- FAMILY OFFICE
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
AUM
$238.5M
Licensed in CA, GA, LA +2 states
CAGALANETX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
AUM
$238.4M
Licensed in CA, NY, OH +2 states
CANYOHVATX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Educational seminars
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
AUM
$238.4M
Licensed in CA, NV, PA +2 states
CANVPATXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
- Financial planning
- Portfolio management (individuals)
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$238.3M
Licensed in CA, TX
CATX
Wealth MgmtTrusts & EstatesRetirement
- Portfolio management (individuals)
Team
2 advisors
Clients
0
Fees
Percentage of AUM
AUM
$238.0M
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
AUM
$237.6M
Licensed in AR, CA, CO, TX
ARCACOTX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
AUM
$237.5M
Licensed in CA, NY, TX, NH
CANYTXNH
Wealth MgmtTrusts & EstatesFee-Only/Hourly
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Selection of other advisers
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
AUM
$236.4M
Licensed in CA, NY, WA, TX
CANYWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$235.7M
Licensed in CA, PA, TX, NH
CAPATXNH
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
AUM
$235.6M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$235.6M
Licensed in CA, LA, UT
CALAUT
Wealth MgmtTrusts & EstatesInstitutional
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
Corporate platformCorporationWebsite listed
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$235.4M
Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more