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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 | |||||
|---|---|---|---|---|---|---|---|
| SOUND FINANCIAL, LLC CRD 292271 | CA | Advisory firm LLC | $210.8M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| FAIRBANKS CAPITAL MANAGEMENT, INC. CRD 107650 | Rancho Santa Fe, CA | Corporate platform Corporation | $210.6M | 3 advisors | Percentage of AUM | View | |
| GUERRA PAN ADVISORS, LLC CRD 313489 | CA | Advisory firm LLC | $210.4M | 1 advisors | Percentage of AUM | View | |
| SENTINEL GLOBAL CRD 326444 | San Francisco, CA | Advisory firm LP | $210.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| ALCOSTA CAPITAL MANAGEMENT, INC. CRD 128679 | San Ramon, CA | Corporate platform Corporation | $210.2M | 1 advisors | Percentage of AUM | View | |
| MACROCLIMATE LLC CRD 130655 | CA | Advisory firm LLC | $210.1M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CULTIVATING WEALTH CRD 282447 | CA | Advisory firm LLC | $209.8M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CANNON BEACH FINANCIAL ADVISORS CRD 140959 | San Ramon, CA | Corporate platform Corporation | $209.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FILIGREE WEALTH ADVISORS, LLC CRD 318729 | Irvine, CA | Advisory firm LLC | $209.1M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELI CIRCLE CAPITAL, LP CRD 326553 | Los Angeles, CA | Advisory firm LP | $209.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| CAVU WEALTH MANAGEMENT CRD 299089 | Lakeside, CA | Corporate platform Corporation | $208.8M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADSON WEALTH ADVISORS INC. CRD 338608 | Santa Rosa, CA | Corporate platform Corporation | $208.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOYAGER MANAGEMENT, LLC CRD 135434 | Los Angeles, CA | Advisory firm LLC | $208.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEAGULL LANE ASSET MANAGEMENT LLC CRD 282566 | Huntington Beach, CA | Corporate platform LLC | $207.9M | 2 advisors | Percentage of AUM; THIRD-PARTY ADVISORY FEES | View | |
| OROGRAPHIC FINANCIAL ADVISORS CRD 323980 | CA | Advisory firm LLC | $207.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GATES PASS ADVISORS, LLC CRD 269983 | Los Altos, CA | Advisory firm LLC | $207.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WFA OF SAN DIEGO CRD 307404 | San Diego, CA | Advisory firm LLC | $206.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FOLIOBEYOND, LLC CRD 298234 | CA | Advisory firm LLC | $206.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALEXIS INVESTMENT PARTNERS, LLC CRD 313394 | CA | Advisory firm LLC | $206.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HFH PLANNING INC. CRD 114046 | CA | Corporate platform Corporation | $206.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HARDWORKING CAPITAL ADVISORS, LLC CRD 226760 | Palm Desert, CA | Advisory firm LLC | $206.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIGHTPATH WEALTH PLANNING, LLC CRD 160563 | Camarillo, CA | Advisory firm LLC | $205.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE PUTNEY FINANCIAL GROUP LLC CRD 111639 | San Rafael, CA | Corporate platform LLC | $205.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLUE MARBLE INVESTMENTS CRD 141354 | Santa Barbara, CA | Advisory firm LLC | $205.1M | 3 advisors | Percentage of AUM | View |