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Showing Wealth Management advisors in CA

3,281 advisers found

Advisory firmLLCWebsite listed

SOUND FINANCIAL, LLC

CA

AUM

$210.8M

Licensed in CA, CO, ID +6 states
CACOIDILNVOR+3
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FAIRBANKS CAPITAL MANAGEMENT, INC.

Rancho Santa Fe, CA

AUM

$210.6M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

GUERRA PAN ADVISORS, LLC

CA

AUM

$210.4M

Licensed in CA, NJ, NY, NH
CANJNYNH
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

1 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

SENTINEL GLOBAL

San Francisco, CA

AUM

$210.3M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ALCOSTA CAPITAL MANAGEMENT, INC.

San Ramon, CA

AUM

$210.2M

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

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MACROCLIMATE LLC

CA

AUM

$210.1M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CULTIVATING WEALTH

CA

AUM

$209.8M

Licensed in CA, IL, ME +6 states
CAILMENJNYOR+3
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

CANNON BEACH FINANCIAL ADVISORS

San Ramon, CA

AUM

$209.2M

Licensed in CA, LA, MA +3 states
CALAMANCTXNH
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FILIGREE WEALTH ADVISORS, LLC

Irvine, CA

AUM

$209.1M

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

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ELI CIRCLE CAPITAL, LP

Los Angeles, CA

AUM

$209.0M

Licensed in CA
CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CAVU WEALTH MANAGEMENT

Lakeside, CA

AUM

$208.8M

Licensed in AZ, CA, ID +6 states
AZCAIDMTORWA+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MADSON WEALTH ADVISORS INC.

Santa Rosa, CA

AUM

$208.7M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VOYAGER MANAGEMENT, LLC

Los Angeles, CA

AUM

$208.6M

Licensed in CA, GA
CAGA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

SEAGULL LANE ASSET MANAGEMENT LLC

Huntington Beach, CA

AUM

$207.9M

Based in CA
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers
  • FINANCIAL RESEARCH AND ANALYSIS/VARIABLE ANNUITY INVETMENT MANAGEMENT

Team

2 advisors

Clients

—

Fees

Percentage of AUM; THIRD-PARTY ADVISORY FEES

View detailsVisit website
Advisory firmLLCWebsite listed

OROGRAPHIC FINANCIAL ADVISORS

CA

AUM

$207.7M

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

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GATES PASS ADVISORS, LLC

Los Altos, CA

AUM

$207.6M

Licensed in CA, WA, TX
CAWATX
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

WFA OF SAN DIEGO

San Diego, CA

AUM

$206.9M

Licensed in CA, CO, IL +5 states
CACOILNCOHVA+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FOLIOBEYOND, LLC

CA

AUM

$206.6M

Licensed in CA, NY, TX
CANYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

ALEXIS INVESTMENT PARTNERS, LLC

CA

AUM

$206.4M

Licensed in CA, MA, NJ +7 states
CAMANJNYNCPA+4
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HFH PLANNING INC.

CA

AUM

$206.1M

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

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HARDWORKING CAPITAL ADVISORS, LLC

Palm Desert, CA

AUM

$206.0M

Licensed in AZ, CA, CO +2 states
AZCACOORTX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRIGHTPATH WEALTH PLANNING, LLC

Camarillo, CA

AUM

$205.8M

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

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

THE PUTNEY FINANCIAL GROUP LLC

San Rafael, CA

AUM

$205.4M

Licensed in AL, CA, NV +5 states
ALCANVNMORWA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Publication of periodicals

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE MARBLE INVESTMENTS

Santa Barbara, CA

AUM

$205.1M

Licensed in CA, CO, DC +12 states
CACODCGAILIN+9
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Publication of periodicals

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
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