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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 | |||||
|---|---|---|---|---|---|---|---|
| ZEPHYR WEALTH MANAGEMENT CRD 166303 | Westlake Village, CA | Corporate platform Corporation | $242.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TABR CAPITAL MANAGEMENT, LLC CRD 129959 | Orange, CA | Corporate platform LLC | $241.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KANE INVESTMENT MANAGEMENT, INC. CRD 127337 | Los Gatos, CA | Corporate platform Corporation | $240.5M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LEGEND CAPITAL CRD 336029 | CA | Advisory firm LLC | $240.2M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KAIYO WEALTH LLC CRD 316431 | San Diego, CA | Advisory firm LLC | $240.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| MAREST CAPITAL, LLC CRD 315958 | Encino, CA | Advisory firm LLC | $239.8M | 2 advisors | Percentage of AUM | View | |
| TRIVANT CUSTOM PORTFOLIO GROUP LLC CRD 129803 | San Diego, CA | Corporate platform LLC | $239.4M | 5 advisors | Percentage of AUM | View | |
| SEA CLIFF PARTNERS MANAGEMENT, LP CRD 316909 | San Francisco, CA | Advisory firm LP | $239.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| SALIENT WEALTH PLANNING CRD 327885 | Encinitas, CA | Advisory firm LLC | $239.4M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| ORRELL CAPITAL MANAGEMENT CRD 112487 | Livermore, CA | Corporate platform Corporation | $238.9M | 2 advisors | Percentage of AUM | View | |
| ORCAM FINANCIAL GROUP, LLC CRD 164874 | CA | Corporate platform LLC | $238.9M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| PROSSIMO ADVISORS LLC CRD 289347 | San Luis Obispo, CA | Advisory firm LLC | $238.5M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GOALFUSION WEALTH MANAGEMENT CRD 309756 | CA | Advisory firm LLC | $238.5M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC WEALTH CAPITAL CRD 326299 | San Francisco, CA | Advisory firm LLC | $238.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SEQUOIA WEALTH MANAGEMENT GROUP CRD 311268 | CA | Corporate platform LLC | $238.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLDENSTONE WEALTH MANAGEMENT CRD 310041 | El Dorado Hills, CA | Advisory firm LLC | $238.3M | 2 advisors | Percentage of AUM | View | |
| KELLEY INVESTMENTS CRD 119099 | CA | Advisory firm LLC | $238.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CARLSBAD WEALTH ADVISORY GROUP, INC. CRD 146587 | Carlsbad, CA | Corporate platform Corporation | $237.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MONTCALM TCR LLC CRD 164521 | San Francisco, CA | Advisory firm LLC | $237.5M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CASTLE WEALTH PLANNING CRD 141601 | Santa Barbara, CA | Advisory firm LLC | $236.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAMBOO WEALTH STRATEGIES CRD 170093 | San Diego, CA | Corporate platform Corporation | $235.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSLAYER CAPITAL MANAGEMENT LLC CRD 318810 | CA | Corporate platform LLC | $235.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| CROWN OAK ADVISORS CRD 309749 | CA | Advisory firm LLC | $235.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. CRD 145096 | San Rafael, CA | Corporate platform Corporation | $235.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |