Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Showing Wealth Management advisors in CA
3,281 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 | |||||
|---|---|---|---|---|---|---|---|
| CERTIFIED PLANNERS, INC. CRD 105364 | San Ramon, CA | Corporate platform Corporation | $196.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| REYES FINANCIAL ARCHITECTURE INC. CRD 153194 | San Diego, CA | Corporate platform Corporation | $196.2M | 4 advisors | Percentage of AUM | View | |
| GOLDEN GATE PERSONAL FINANCIAL PLANNING CRD 132264 | San Francisco, CA | Advisory firm LLC | $195.9M | 1 advisors | Fixed fees | View | |
| PLAN FINANCIAL CRD 44960 | Fresno, CA | Corporate platform Corporation | $195.4M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACCORD EQUITY ADVISORS LLC CRD 166977 | San Francisco, CA | Advisory firm LLC | $194.3M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| INTEGRITY WEALTH PARTNERS, LLC CRD 167314 | Walnut Creek, CA | Advisory firm LLC | $193.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| D. M. BRENNER, INC. CRD 134398 | Solana Beach, CA | Corporate platform Corporation | $193.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| XPV MANAGEMENT LLC CRD 322445 | El Segundo, CA | Advisory firm LLC | $193.6M | 14 advisors | Percentage of AUM; Performance-based fees | View | |
| PINE HAVEN INVESTMENT COUNSEL, INC. CRD 129365 | CA | Corporate platform Corporation | $193.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 3 FACTOR INDEXING, LLC CRD 160356 | CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JANUARY CAPITAL ADVISORS LLC CRD 177514 | San Francisco, CA | Advisory firm LLC | $193.2M | 2 advisors | Percentage of AUM | View | |
| ELEMENTAL CAPITAL PARTNERS LLC CRD 283897 | CA | Advisory firm LLC | $193.1M | 1 advisors | Percentage of AUM | View | |
| WILLNER & HELLER LLC CRD 135406 | Encino, CA | Advisory firm LLC | $193.1M | 3 advisors | Percentage of AUM | View | |
| BAYBRIDGE CAPITAL GROUP, LLC CRD 284867 | Livermore, CA | Corporate platform LLC | $192.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FALCON BRIDGE CAPITAL CRD 156661 | Oakland, CA | Advisory firm LLC | $192.7M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE WATER LIFE SCIENCE ADVISORS, LP CRD 306450 | CA | Advisory firm LP | $192.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENSHIELDS CAPITAL LLC CRD 284814 | El Segundo, CA | Advisory firm LLC | $192.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| K2 FINANCIAL INC. CRD 300913 | Glendora, CA | Corporate platform Corporation | $191.6M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR CAPITAL CRD 123543 | Aliso Viejo, CA | Corporate platform Corporation | $191.2M | 1 advisors | Percentage of AUM; FLAT FEE | View | |
| M83 INVESTMENT GROUP, LLC CRD 332416 | Calabasas, CA | Corporate platform LLC | $191.0M | 4 advisors | Percentage of AUM | View | |
| DRH INVESTMENTS, INC. CRD 164945 | Thousand Oaks, CA | Corporate platform Corporation | $191.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| DYNAMIC WEALTH STRATEGIES, LLC CRD 167594 | Granite Bay, CA | Advisory firm LLC | $190.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON BEACH WEALTH, LLC CRD 310051 | Marina Del Rey, CA | Advisory firm LLC | $190.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| HAMILTON MANOR & ASSOCIATES CRD 155865 | La Jolla, CA | Corporate platform Corporation | $188.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View |