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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

ECHO45 ADVISORS LLC

Walnut Creek, CA

AUM

$227.4M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

CAPITAL CS GROUP, LLC

Irvine, CA

AUM

$227.3M

Licensed in CA, GA, LA +4 states
CAGALANJTXCT+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

EVANSBROOK CAPITAL MANAGEMENT

CA

AUM

$225.7M

Licensed in CA, CO, IL +4 states
CACOILMIMNTX+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

D'ARCY CAPITAL MANAGEMENT, LLC

San Diego, CA

AUM

$225.6M

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

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRINCIPIUM INVESTMENTS LLC

CA

AUM

$225.4M

Licensed in CA, CO, IL +7 states
CACOILMNNENY+4
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
Corporate platformLLCWebsite listed

SUN GROUP WEALTH PARTNERS LLC

Irvine, CA

AUM

$224.5M

Licensed in AZ, CA, NV +2 states
AZCANVTXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MAINSTREAM CAPITAL MANAGEMENT

Los Angeles, CA

AUM

$224.0M

Licensed in CA, GA, ME +11 states
CAGAMEMDMAMT+8
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

KOKUA CAPITAL MANAGEMENT

CA

AUM

$223.9M

Licensed in CA, IL, NC +3 states
CAILNCTXHIFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • PORTFOLIO MANAGEMENT AS A SUB-ADVISER

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

WEALTH TEAMS ALLIANCE

Irvine, CA

AUM

$223.9M

Licensed in AZ, CA, KS +11 states
AZCAKSMNNJNM+8
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

12 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NOBLE WEALTH MANAGEMENT, INC.

Newport Beach, CA

AUM

$223.4M

Licensed in CA, NE, TX
CANETX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

TORTUGA WEALTH MANAGEMENT

Torrance, CA

AUM

$222.9M

Licensed in AZ, CA, IL +3 states
AZCAILLAVATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CAREY WEALTH MANAGEMENT

San Ramon, CA

AUM

$222.8M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FLAX POND CAPITAL, LLC

CA

AUM

$222.3M

Licensed in CA, MA, NE, PA
CAMANEPA
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

Q CAPITAL SOLUTIONS

CA

AUM

$222.3M

Licensed in CA, KY, NJ +2 states
CAKYNJPAFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MACLEAN CAPITAL ADVISORS, LLC

Indian Wells, CA

AUM

$222.1M

Licensed in CA
CA
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

RING MOUNTAIN CAPITAL, LLC

Tiburon, CA

AUM

$222.1M

Licensed in CA, LA, NY +2 states
CALANYTXFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SINCERUS ADVISORY

CA

AUM

$222.0M

Licensed in CA, GA, NJ +3 states
CAGANJNYTXNH
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

OPTIMIZE FINANCIAL INC.

Laguna Hills, CA

AUM

$221.7M

Licensed in CA, CO, IA +3 states
CACOIANYTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PACIFIC PARK FINANCIAL, INC.

Laguna Hills, CA

AUM

$221.6M

Licensed in CA, GA, IL +3 states
CAGAILNYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

DWR WEALTH MANAGEMENT, LLC

San Jose, CA

AUM

$221.2M

Licensed in AZ, CA, TX
AZCATX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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