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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

RHS FINANCIAL, LLC

San Francisco, CA

AUM

$219.8M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MANUKA FINANCIAL

CA

AUM

$218.1M

Licensed in CA, VA, TX
CAVATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

2 advisors

Clients

1-10

Fees

Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALLSTREET CAPITAL LLC

Los Angeles, CA

AUM

$218.0M

Licensed in CA, KY, LA +4 states
CAKYLANCOKTX+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ADVANCED PORTFOLIO STRATEGIES

Torrance, CA

AUM

$217.4M

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

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HOFER & ASSOCIATES WEALTH MANAGEMENT

Thousand Oaks, CA

AUM

$216.4M

Licensed in AZ, CA, CO +4 states
AZCACOIDNEWA+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
Advisory firmLLCWebsite listed

MEDICI CAPITAL LLC

Newport Beach, CA

AUM

$215.8M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARRICK WEALTH

Irvine, CA

AUM

$215.6M

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

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

DISHMI CAPITAL, LLC

Pasadena, CA

AUM

$215.1M

Licensed in CA, NV, NY +2 states
CANVNYWATX
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

PROVIDENCE FINANCIAL AND INSURANCES, INC.

Woodland Hills, CA

AUM

$215.0M

Licensed in AZ, CA, CO +6 states
AZCACONENVTN+3
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Commissions

View detailsVisit website
Advisory firmLLCWebsite listed

DOWNSHIFT FINANCIAL

CA

AUM

$214.7M

Licensed in CA, CO, VA +2 states
CACOVATXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

11-25

Fees

Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

EASTSOUND CAPITAL ADVISORS, LLC

CA

AUM

$214.6M

Licensed in CA, CO, LA +6 states
CACOLAMANYNC+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

NOBLEBRIDGE WEALTH

CA

AUM

$214.5M

Licensed in CA, DC, GA +11 states
CADCGALAMDNJ+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

STRATEGIC RETIREMENT ADVISORS, LLC

Elk Grove, CA

AUM

$214.2M

Licensed in CA, NV
CANV
Financial PlanningWealth MgmtFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

COMPASS PLANNING ASSOCIATES, INC.

CA

AUM

$213.9M

Licensed in CA, CO, ME +9 states
CACOMEMDMANY+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

More than 500

Fees

Hourly charges; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ARGYLE CAPITAL PARTNERS, LLC

Los Angeles, CA

AUM

$213.6M

Licensed in CA, CO, LA +2 states
CACOLATXFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

UP CAPITAL MANAGEMENT, INC.

CA

AUM

$212.6M

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

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

SACKETT WEALTH ADVISORS, INC.

Brea, CA

AUM

$212.3M

Licensed in AZ, CA, LA +3 states
AZCALANVTNTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

COASTWISE CAPITAL GROUP, LLC

La Jolla, CA

AUM

$212.2M

Licensed in CA, LA, TX
CALATX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLUE SUMMIT WEALTH MANAGEMENT

San Diego, CA

AUM

$211.4M

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

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PINNACLE WEALTH MANAGEMENT, LLC

Roseville, CA

AUM

$211.1M

Licensed in AZ, CA, CO +6 states
AZCACOIDNVOR+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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