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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 | |||||
|---|---|---|---|---|---|---|---|
| 3RD CREEK INVESTMENTS CRD 115945 | CA | Corporate platform Corporation | $204.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DONALIES FINANCIAL PLANNING, LLC CRD 164700 | CA | Advisory firm LLC | $204.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPECT FINANCIAL GROUP LLC CRD 133953 | CA | Corporate platform LLC | $204.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FRANKLY FINANCES CRD 321270 | CA | Advisory firm LLC | $204.2M | 1 advisors | Hourly charges · Subscription fees +1 more | View | |
| MOLER CAPITAL MANAGEMENT CRD 106969 | CA | Corporate platform LLC | $203.8M | 2 advisors | Percentage of AUM | View | |
| RAYLIANT INVESTMENT RESEARCH CRD 306119 | Newport Beach, CA | Advisory firm Other (specify) | $203.5M | 8 advisors | Percentage of AUM | View | |
| BALL & COMPANY CRD 133950 | CA | Corporate platform Corporation | $203.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HANSEN & ASSOCIATES FINANCIAL GROUP INC. CRD 168363 | Roseville, CA | Corporate platform Corporation | $202.4M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JOHNSON LYMAN WEALTH ADVISORS CRD 150150 | Los Altos, CA | Corporate platform Corporation | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SOUNDHAVEN CAPITAL MANAGEMENT CRD 170821 | CA | Corporate platform LLC | $202.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PACIFIC FINANCIAL STRATEGIES, INC CRD 151434 | Thousand Oaks, CA | Corporate platform Corporation | $201.2M | 3 advisors | Percentage of AUM; HOURLY/FIXED FEES FOR FINANCIAL PLANNING | View | |
| AUTHENTIC VENTURES INVESTMENT MANAGER, LLC CRD 304938 | Oakland, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| WAVERLEY WEALTH MANAGEMENT LLC CRD 156023 | Mountain View, CA | Advisory firm LLC | $201.2M | 2 advisors | Percentage of AUM | View | |
| UPPER LEFT WEALTH MANAGEMENT, LLC CRD 288762 | CA | Advisory firm LLC | $201.1M | 2 advisors | Percentage of AUM | View | |
| MY PORTFOLIO GUIDE, LLC CRD 153188 | Seal Beach, CA | Advisory firm LLC | $201.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LEGION PARTNERS ASSET MANAGEMENT, LLC CRD 164136 | Los Angeles, CA | Corporate platform LLC | $200.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| EMERALD BAY WEALTH MANAGEMENT LLC CRD 160837 | Tahoe City, CA | Advisory firm LLC | $200.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| THOMPSON CAPITAL MANAGEMENT, LLC CRD 300993 | CA | Corporate platform LLC | $200.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CHAPMAN INVESTMENT MANAGEMENT, LLC CRD 166826 | CA | Corporate platform LLC | $200.1M | 1 advisors | Percentage of AUM | View | |
| CEDARSTONE ADVISORS CRD 172653 | Thousand Oaks, CA | Corporate platform Corporation | $198.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ATTENTIVE INVESTMENTS, LLC CRD 315478 | Stockton, CA | Advisory firm LLC | $197.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| APS INVESTMENT MANAGEMENT GROUP CRD 153504 | Jackson, CA | Corporate platform Corporation | $197.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| L CAPITAL, LLC CRD 277098 | Windsor, CA | Advisory firm LLC | $197.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CONNOR CAPITAL SB, LLC CRD 283073 | Santa Barbara, CA | Advisory firm LLC | $196.7M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View |