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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 | |||||
|---|---|---|---|---|---|---|---|
| RHS FINANCIAL, LLC CRD 149435 | San Francisco, CA | Advisory firm LLC | $219.8M | 2 advisors | Percentage of AUM | View | |
| CSC UPSHOT VENTURES MANAGEMENT, LLC CRD 283270 | Palo Alto, CA | Advisory firm LLC | $218.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MANUKA FINANCIAL CRD 313528 | CA | Advisory firm LLC | $218.1M | 2 advisors | Fixed fees | View | |
| ALLSTREET CAPITAL LLC CRD 283564 | Los Angeles, CA | Advisory firm LLC | $218.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PORTFOLIO STRATEGIES CRD 284697 | Torrance, CA | Corporate platform Corporation | $217.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHERIDAN CAPITAL MANAGEMENT, LLC CRD 156705 | CA | Corporate platform LLC | $217.2M | 1 advisors | Percentage of AUM | View | |
| HOFER & ASSOCIATES WEALTH MANAGEMENT CRD 282005 | Thousand Oaks, CA | Corporate platform Corporation | $216.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEDICI CAPITAL LLC CRD 308394 | Newport Beach, CA | Advisory firm LLC | $215.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MARRICK WEALTH CRD 164758 | Irvine, CA | Advisory firm LLC | $215.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DISHMI CAPITAL, LLC CRD 336392 | Pasadena, CA | Advisory firm LLC | $215.1M | 2 advisors | Percentage of AUM | View | |
| PROVIDENCE FINANCIAL AND INSURANCES, INC. CRD 141988 | Woodland Hills, CA | Corporate platform Corporation | $215.0M | 6 advisors | Percentage of AUM; Commissions | View | |
| DOWNSHIFT FINANCIAL CRD 314068 | CA | Advisory firm LLC | $214.7M | 3 advisors | Fixed fees | View | |
| EASTSOUND CAPITAL ADVISORS, LLC CRD 160180 | CA | Advisory firm LLC | $214.6M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NOBLEBRIDGE WEALTH CRD 146612 | CA | Advisory firm LLC | $214.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRATEGIC RETIREMENT ADVISORS, LLC CRD 142887 | Elk Grove, CA | Advisory firm LLC | $214.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC MANAGEMENT PARTNERS LLC CRD 172044 | CA | Advisory firm LLC | $214.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| COMPASS PLANNING ASSOCIATES, INC. CRD 128014 | CA | Corporate platform Corporation | $213.9M | 3 advisors | Hourly charges; Fixed fees | View | |
| ARGYLE CAPITAL PARTNERS, LLC CRD 162246 | Los Angeles, CA | Advisory firm LLC | $213.6M | 3 advisors | Percentage of AUM | View | |
| UP CAPITAL MANAGEMENT, INC. CRD 164692 | CA | Corporate platform Corporation | $212.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SACKETT WEALTH ADVISORS, INC. CRD 289950 | Brea, CA | Corporate platform Corporation | $212.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COASTWISE CAPITAL GROUP, LLC CRD 139564 | La Jolla, CA | Corporate platform LLC | $212.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCOLERE EQUITY PARTNERS, LLC CRD 324822 | Los Angeles, CA | Advisory firm LLC | $212.2M | 8 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| BLUE SUMMIT WEALTH MANAGEMENT CRD 148782 | San Diego, CA | Corporate platform Corporation | $211.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PINNACLE WEALTH MANAGEMENT, LLC CRD 315578 | Roseville, CA | Advisory firm LLC | $211.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View |