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Showing Wealth Management advisors in CA

3,281 advisers found

Corporate platformCorporationWebsite listed

CAMELOTTA ADVISORS

San Francisco, CA

AUM

$234.9M

Licensed in CA, LA, WA, TX
CALAWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

EQUANIMITY FINANCIAL PARTNERS

Pasadena, CA

AUM

$234.3M

Licensed in CA, LA, WA, TX
CALAWATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Walnut Creek, CA

AUM

$234.1M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DAVIMAN FINANCIAL, LLC

CA

AUM

$233.9M

Licensed in CA, IN, NV +3 states
CAINNVPATXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WALKER FINANCIAL ADVISORS INC

Mission Viejo, CA

AUM

$233.3M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ASPIREAN WEALTH, LLC

Mill Valley, CA

AUM

$233.2M

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

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WE ALLIANCE WEALTH ADVISORS, INC.

Roseville, CA

AUM

$233.1M

Licensed in AZ, CA, WA, TX
AZCAWATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • SMA MANAGEMENT

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Irvine, CA

AUM

$232.7M

Licensed in AZ, CA, GA +13 states
AZCAGAILLAMN+10
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Publication of periodicals
  • Educational seminars

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOUNDRY FINANCIAL LLC

Pasadena, CA

AUM

$232.6M

Licensed in AZ, CA, DC +14 states
AZCADCGALAMD+11
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BINGHAM PRIVATE WEALTH, LLC

San Francisco, CA

AUM

$232.4M

Licensed in CA, NE, TX
CANETX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

BLACK IMPACT GROUP, LLC

Los Angeles, CA

AUM

$232.1M

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

Team

12 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MOS CAPITAL, INC.

CA

AUM

$230.0M

Licensed in CA, GA, OH +3 states
CAGAOHVATXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

HIPPOCRATIC FINANCIAL ADVISORS

Westlake Village, CA

AUM

$229.0M

Licensed in AL, AZ, CA +8 states
ALAZCAILLANV+5
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

REFLECTION ASSET MANAGEMENT

CA

AUM

$228.9M

Licensed in CA, CO, NV, SC
CACONVSC
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

X ADVISORS, LLC

Santa Maria, CA

AUM

$228.6M

Licensed in CA, CO, MD, TX
CACOMDTX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • ADVISORY CONSULTING

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmSole propWebsite listed

BRUCE COLIN AND COMPANY

CA

AUM

$228.5M

Licensed in CA, TX
CATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TENZING GLOBAL

San Francisco, CA

AUM

$228.1M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PILOTAGE PRIVATE WEALTH AG

Zurich, CA

AUM

$227.6M

Licensed in CA, NY, TX, FL
CANYTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

THE WEALTHGARDEN F.S. LLC

El Segundo, CA

AUM

$227.6M

Licensed in CA, NY, TX
CANYTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • TRUST AND ESTATE PLANNING COORDINATION

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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