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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 | |||||
|---|---|---|---|---|---|---|---|
| FIRST AND MAIN FINANCIAL CRD 121359 | CA | Advisory firm LLC | $165.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EFFECTIVE ASSETS CRD 285744 | CA | Corporate platform Corporation | $165.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SLO MONEY MANAGERS CRD 331617 | Atascadero, CA | Corporate platform Corporation | $164.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHIMA CAPITAL MANAGEMENT LLC CRD 320929 | Irvine, CA | Corporate platform LLC | $164.6M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| LEXINGTON AVENUE CAPITAL MANAGEMENT, LLC CRD 167834 | CA | Corporate platform LLC | $164.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERICIMETRY ADVISORS LLC CRD 157394 | CA | Advisory firm LLC | $164.1M | 4 advisors | Percentage of AUM | View | |
| CURTIS FINANCIAL PLANNING CRD 136785 | CA | Advisory firm LLC | $163.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CLUTINGER WILLIAMS & VERHOYE INC CRD 111082 | San Diego, CA | Corporate platform Corporation | $163.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DECAMILLA CAPITAL MANAGEMENT LLC CRD 108027 | Sacramento, CA | Corporate platform LLC | $162.9M | 1 advisors | Percentage of AUM | View | |
| MCS FAMILY WEALTH ADVISORS CRD 106327 | CA | Advisory firm LLC | $162.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| DEDICATED CAPITAL ADVISORS, LLC CRD 168132 | San Francisco, CA | Advisory firm LLC | $162.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TESSARA WEALTH CRD 283295 | Burlingame, CA | Advisory firm LLC | $162.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC CRD 145658 | CA | Advisory firm LLC | $162.0M | 6 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HONU WEALTH MANAGEMENT CRD 142563 | CA | Advisory firm Sole prop | $161.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLOM & HOWELL FINANCIAL PLANNING, INC. CRD 311830 | Modesto, CA | Corporate platform Corporation | $161.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRAKASH INVESTMENT ADVISORS LLC CRD 163994 | CA | Advisory firm LLC | $161.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CLEARPATH CAPITAL PARTNERS LLC CRD 111756 | Menlo Park, CA | Advisory firm LLC | $161.3M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SIEBEN WEALTH PLANNING LLC CRD 315368 | CA | Advisory firm LLC | $161.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FOREST ROAD ASSET MANAGEMENT LLC CRD 315600 | Los Angeles, CA | Corporate platform LLC | $161.1M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| CLAIRMONT CAPITAL GROUP, LLC CRD 313639 | Los Angeles, CA | Corporate platform LLC | $160.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TURLOFF FINANCIAL CONSULTING INC. CRD 117465 | CA | Corporate platform Corporation | $160.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAI WEALTH MANAGEMENT CRD 277137 | Placentia, CA | Corporate platform Corporation | $159.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CORNERSTONE ALTERNATIVES CRD 330043 | CA | Advisory firm LLC | $159.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ALTAR ROCK CRD 326868 | CA | Advisory firm LLC | $158.7M | 5 advisors | Percentage of AUM; Fixed fees | View |