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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 | |||||
|---|---|---|---|---|---|---|---|
| LEGACY WEALTH ADVISORS, LLC CRD 127758 | San Jose, CA | Advisory firm LLC | $178.3M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SILICON PRIVATE WEALTH, LLC CRD 284145 | CA | Advisory firm LLC | $177.8M | 4 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GASBER FINANCIAL ADVISORS, INC CRD 157329 | Folsom, CA | Corporate platform Corporation | $177.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| M WEALTH MANAGEMENT, LLC CRD 281532 | San Diego, CA | Advisory firm LLC | $177.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK FINANCIAL GROUP INC CRD 106293 | CA | Corporate platform Corporation | $177.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TORREY WEALTH, LLC CRD 310688 | San Diego, CA | Advisory firm LLC | $176.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRIME MERIDIAN CAPITAL MANAGEMENT, LLC CRD 166003 | Walnut Creek, CA | Corporate platform LLC | $176.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| BEYOND FINANCIAL SERVICES CRD 286350 | Fremont, CA | Corporate platform Corporation | $176.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NERAD + DEPPE WEALTH MANAGEMENT CRD 151284 | La Jolla, CA | Advisory firm LLC | $176.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KELSEY FINANCIAL, LLC CRD 314950 | Moorpark, CA | Advisory firm LLC | $176.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATCHLIGHT CAPITAL MANAGEMENT LLC CRD 319003 | CA | Corporate platform LLC | $175.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| CTA WEALTH ADVISORS, INC. CRD 113007 | Burbank, CA | Corporate platform Corporation | $175.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWER ASSET MANAGEMENT LLC CRD 128580 | Los Angeles, CA | Corporate platform LLC | $175.0M | 1 advisors | Percentage of AUM | View | |
| PORT STREET INVESTMENTS, LLC CRD 168596 | Newport Beach, CA | Advisory firm LLC | $174.5M | 2 advisors | Percentage of AUM | View | |
| IVANOFF WEALTH MANAGEMENT INC. CRD 325275 | Cypress, CA | Corporate platform Corporation | $174.0M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| INFINITY FINANCIAL SERVICES ADVISORY CRD 304981 | Oakland, CA | Advisory firm LLC | $174.0M | 35 advisors | Percentage of AUM; Hourly charges | View | |
| ANCHOR POINT FINANCIAL CRD 334103 | Bakersfield, CA | Advisory firm LLC | $173.6M | 1 advisors | Percentage of AUM | View | |
| IFC CRD 283976 | Auburn, CA | Corporate platform Corporation | $173.5M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTERNATIONAL ASSET MANAGEMENT CRD 123418 | San Mateo, CA | Corporate platform Corporation | $173.1M | 5 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| WEALTHGUARD ADVISORS, INC. CRD 297192 | Placerville, CA | Corporate platform Corporation | $172.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY ROAD, LLC CRD 281894 | Santa Ana, CA | Advisory firm LLC | $172.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LARSEN WEALTH MANAGEMENT CRD 146620 | El Dorado Hills, CA | Corporate platform Corporation | $172.2M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| CLAYTON PARTNERS LLC CRD 127546 | Berkeley, CA | Advisory firm LLC | $172.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PINNACLE PORTFOLIO ADVISORS CRD 287622 | CA | Advisory firm LLC | $171.9M | 3 advisors | Percentage of AUM | View |