Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| CAMELOTTA ADVISORS CRD 128053 | San Francisco, CA | Corporate platform Corporation | $234.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CRESCENT PARK MANAGEMENT, L.P. CRD 172326 | CA | Advisory firm LP | $234.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EQUANIMITY FINANCIAL PARTNERS CRD 152050 | Pasadena, CA | Advisory firm LLC | $234.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PRIMESTOR INVESTMENT MANAGEMENT, LLC CRD 322066 | Culver City, CA | Corporate platform LLC | $234.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| CAPITAL MANAGEMENT ADVISOR GROUP, LLC CRD 304617 | Walnut Creek, CA | Corporate platform LLC | $234.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DAVIMAN FINANCIAL, LLC CRD 285030 | CA | Advisory firm LLC | $233.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALKER FINANCIAL ADVISORS INC CRD 106268 | Mission Viejo, CA | Corporate platform Corporation | $233.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ASPIREAN WEALTH, LLC CRD 173138 | Mill Valley, CA | Advisory firm LLC | $233.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WE ALLIANCE WEALTH ADVISORS, INC. CRD 175405 | Roseville, CA | Corporate platform Corporation | $233.1M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CRD 112414 | Irvine, CA | Corporate platform Corporation | $232.7M | 3 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| FOUNDRY FINANCIAL LLC CRD 300122 | Pasadena, CA | Advisory firm LLC | $232.6M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| BINGHAM PRIVATE WEALTH, LLC CRD 330598 | San Francisco, CA | Advisory firm LLC | $232.4M | 3 advisors | Percentage of AUM | View | |
| TRIMARC WEALTH MANAGEMENT LLC CRD 163336 | CA | Advisory firm LLC | $232.3M | 1 advisors | Percentage of AUM | View | |
| BLACK IMPACT GROUP, LLC CRD 313748 | Los Angeles, CA | Corporate platform LLC | $232.1M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| REDWOOD INVESTMENT GROUP, INC CRD 168017 | Fort Bragg, CA | Corporate platform Corporation | $230.3M | 3 advisors | Percentage of AUM | View | |
| CONNECTIVE CAPITAL MANAGEMENT, LLC CRD 161099 | Palo Alto, CA | Corporate platform LLC | $230.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| MOS CAPITAL, INC. CRD 109612 | CA | Corporate platform Corporation | $230.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HIPPOCRATIC FINANCIAL ADVISORS CRD 169481 | Westlake Village, CA | Advisory firm LLC | $229.0M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| REFLECTION ASSET MANAGEMENT CRD 306663 | CA | Corporate platform LLC | $228.9M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| X ADVISORS, LLC CRD 315838 | Santa Maria, CA | Advisory firm LLC | $228.6M | 5 advisors | Percentage of AUM | View | |
| BRUCE COLIN AND COMPANY CRD 118035 | CA | Advisory firm Sole prop | $228.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TENZING GLOBAL CRD 159696 | San Francisco, CA | Advisory firm LLC | $228.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PILOTAGE PRIVATE WEALTH AG CRD 169908 | Zurich, CA | Corporate platform Corporation | $227.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| THE WEALTHGARDEN F.S. LLC CRD 311927 | El Segundo, CA | Advisory firm LLC | $227.6M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |