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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 | |||||
|---|---|---|---|---|---|---|---|
| PORTOLA CREEK CAPITAL CRD 288119 | Menlo Park, CA | Advisory firm LLC | $188.9M | 1 advisors | Percentage of AUM | View | |
| SEED WEALTH MANAGEMENT, INC. CRD 171920 | CA | Corporate platform Corporation | $188.8M | 1 advisors | Percentage of AUM | View | |
| WILSHIRE QUINN CAPITAL, INC. CRD 148012 | San Diego, CA | Corporate platform Corporation | $188.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BRISTLECONE VALUE PARTNERS, LLC CRD 128117 | Los Angeles, CA | Advisory firm LLC | $188.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FRANK FINANCIAL ADVISORS CRD 147537 | Carlsbad, CA | Corporate platform Corporation | $188.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARCA INVESTMENT MANAGEMENT, LLC CRD 298298 | Marina Del Rey, CA | Corporate platform LLC | $188.1M | 15 advisors | Percentage of AUM; Performance-based fees | View | |
| TOPTURN CAPITAL, LLC CRD 151464 | Carmel, CA | Advisory firm LLC | $187.4M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| WARD & ASSOCIATES CRD 107878 | San Diego, CA | Advisory firm Partnership | $187.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BANCREEK CAPITAL ADVISORS, LLC CRD 328736 | Santa Monica, CA | Advisory firm LLC | $187.1M | 2 advisors | Percentage of AUM | View | |
| ELIOT FINKEL INVESTMENT COUNSEL, LLC CRD 104695 | Beverly Hills, CA | Advisory firm LLC | $187.0M | 1 advisors | Percentage of AUM | View | |
| BLOCK WEALTH MANAGEMENT, INC CRD 146042 | CA | Corporate platform Corporation | $186.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CEF ADVISORS CRD 115562 | CA | Corporate platform Corporation | $186.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TOTAL WEALTH SERVICES, LLC CRD 331833 | Westlake Village, CA | Advisory firm LLC | $186.1M | 6 advisors | Percentage of AUM | View | |
| THE KOCEN FINANCIAL GROUP, INC. CRD 112129 | Rancho Mirage, CA | Corporate platform Corporation | $185.9M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| DOHENY ASSET MANAGEMENT, L.L.C. CRD 106434 | Los Angeles, CA | Corporate platform LLC | $185.7M | 2 advisors | Percentage of AUM | View | |
| ARCHER POINTE WEALTH MANAGEMENT, LLC CRD 308777 | Davis, CA | Advisory firm LLC | $185.6M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| GUILD INVESTMENT MANAGEMENT, INC. CRD 108390 | Westlake Village, CA | Corporate platform Corporation | $185.2M | 3 advisors | Percentage of AUM; Subscription fees | View | |
| JACKSON AVENUE, LLC CRD 158854 | CA | Advisory firm LLC | $185.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TORREY-PAYNE WEALTH MANAGEMENT CRD 336703 | Pasadena, CA | Advisory firm LLC | $184.8M | 1 advisors | Percentage of AUM | View | |
| LOGIC WEALTH MANAGEMENT, LLC CRD 153453 | Pasadena, CA | Advisory firm LLC | $184.7M | 9 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CYPRESS POINT CAPITAL MANAGEMENT, LLC CRD 167195 | CA | Corporate platform LLC | $184.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MADRID RETIREMENT ADVISORS CRD 172464 | Manhattan Beach, CA | Corporate platform Corporation | $184.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIFTH ERA PARTNERS LP CRD 316750 | CA | Advisory firm LP | $184.2M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| LONGEVITY CAPITAL MANAGEMENT CRD 328283 | Thousand Oaks, CA | Corporate platform LLC | $184.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |