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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 | |||||
|---|---|---|---|---|---|---|---|
| AUTHENTIKOS WEALTH ADVISORY LLC CRD 286646 | Morgan Hill, CA | Advisory firm LLC | $184.1M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALPENGLOBAL CAPITAL, LLC CRD 140186 | CA | Advisory firm LLC | $184.0M | 2 advisors | Percentage of AUM | View | |
| KITTYHAWK VENTURES, LLC CRD 290082 | Los Angeles, CA | Advisory firm LLC | $184.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TRYPERION MANAGER LLC CRD 329349 | Beverly Hills, CA | Advisory firm LLC | $184.0M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| VINCIMUS CAPITAL, LLC CRD 321865 | Malibu, CA | Advisory firm LLC | $183.7M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| OPEN DOOR INVESTMENT MANAGEMENT LTD. CRD 159123 | San Francisco, CA | Corporate platform Other (specify) | $183.4M | 10 advisors | Percentage of AUM; PERCENTAGE OF FUND NET INCOME OF PORTFOLIO MANAGERS | View | |
| TIDE COVE CAPITAL PARTNERS LLC CRD 327373 | CA | Advisory firm LLC | $183.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMSON LEGACY GROUP, LLC CRD 318629 | CA | Corporate platform LLC | $183.1M | 5 advisors | Percentage of AUM; Fixed fees | View | |
| ALTAMONT WEALTH MANAGEMENT, INC. CRD 136031 | Livermore, CA | Corporate platform Corporation | $182.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OFC WEALTH MANAGEMENT CRD 133846 | CA | Advisory firm LLC | $182.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GENTER ADVISORS LLC CRD 113916 | Los Angeles, CA | Advisory firm LLC | $182.8M | 4 advisors | Percentage of AUM; ONE-TIME INITIAL SET UP FEE OF $250.00 | View | |
| GSI CAPITAL ADVISORS LLC CRD 135143 | Newport Beach, CA | Advisory firm LLC | $182.4M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TRILINC GLOBAL ADVISORS, LLC CRD 285161 | Manhattan Beach, CA | Advisory firm LLC | $181.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| SQUARE NINE CAPITAL, LP CRD 336297 | Los Angeles, CA | Advisory firm LP | $180.9M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| PEREON WEALTH LLC CRD 338908 | CA | Advisory firm LLC | $180.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| LEWIS CAPITAL MANAGEMENT CRD 133619 | Beverly Hills, CA | Corporate platform LLC | $180.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HALL CAPITAL, LLC CRD 153961 | Pasadena, CA | Advisory firm LLC | $180.0M | 2 advisors | Percentage of AUM | View | |
| KESTREL INVESTMENT MANAGEMENT CORP CRD 106789 | San Mateo, CA | Corporate platform Corporation | $180.0M | 4 advisors | Percentage of AUM | View | |
| GOLDEN BAY ADVISORS LLC CRD 166679 | CA | Advisory firm LLC | $179.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STIRLING FINANCIAL GROUP CRD 327004 | San Diego, CA | Corporate platform LLC | $179.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG CRD 156588 | Woodland Hills, CA | Advisory firm LLC | $179.4M | 1 advisors | Percentage of AUM | View | |
| O'CONNOR WEALTH MANAGEMENT, INC. CRD 152316 | Monrovia, CA | Corporate platform Corporation | $179.1M | 2 advisors | Percentage of AUM; PERCENTAGE OF ASSETS UNDER ADMINISTRATION | View | |
| CLEARVIEW WEALTH MANAGEMENT CRD 288978 | Irvine, CA | Advisory firm LLC | $178.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORE FINANCIAL ADVISORS CRD 168839 | San Bernardino, CA | Advisory firm LLC | $178.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View |