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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 | |||||
|---|---|---|---|---|---|---|---|
| PRIVATE FINANCIAL MANAGEMENT LLC CRD 313167 | CA | Advisory firm LLC | $158.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SONOMA PRIVATE WEALTH LLC CRD 308547 | Novato, CA | Advisory firm LLC | $158.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ZERMATT WEALTH PARTNERS CRD 105736 | San Diego, CA | Advisory firm LLC | $158.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FC360 WEALTH MANAGEMENT, INC. CRD 171788 | Roseville, CA | Corporate platform Corporation | $158.2M | 1 advisors | Percentage of AUM | View | |
| FONTE FINANCIAL ADVISORS CRD 311162 | Carlsbad, CA | Advisory firm LLC | $158.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| M2 CAPITAL ADVISORS CRD 288829 | Valencia, CA | Advisory firm LLC | $158.0M | 6 advisors | Percentage of AUM | View | |
| MORK CAPITAL MANAGEMENT CRD 136154 | Healdsburg, CA | Corporate platform LLC | $157.4M | 1 advisors | Percentage of AUM | View | |
| APPLIED CAPITAL CRD 128996 | CA | Advisory firm LLC | $157.4M | 2 advisors | Percentage of AUM | View | |
| VESTED FINANCIAL PLANNING, LLC CRD 296970 | CA | Advisory firm LLC | $157.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSPOINT FINANCIAL, LLC CRD 286443 | Tustin, CA | Advisory firm LLC | $157.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINEC ASSET MANAGEMENT CRD 231789 | San Diego, CA | Corporate platform LLC | $157.0M | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| QUANTITATIVE FINANCIAL STRATEGIES CRD 331416 | CA | Advisory firm LLC | $156.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NATURAL BRIDGES FINANCIAL ADVISORS CRD 148056 | Santa Cruz, CA | Advisory firm LLC | $155.8M | 3 advisors | Fixed fees | View | |
| WALK-ON CAPITAL, LLC CRD 331407 | Los Angeles, CA | Advisory firm LLC | $155.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| MERRITHEW & THORSTEN, INC. CRD 133563 | San Diego, CA | Corporate platform Corporation | $155.0M | 2 advisors | Percentage of AUM; FINANCIAL PLANNING FOR A FIXED FEE | View | |
| DECISION INVESTMENTS, INC. CRD 145073 | San Diego, CA | Corporate platform Corporation | $154.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADVIEW WEALTH MANAGEMENT, LLC CRD 174429 | CA | Advisory firm LLC | $154.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VEGA CAPITAL GROUP LLC CRD 129494 | CA | Corporate platform LLC | $154.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CREEK DRIVE MANAGEMENT GROUP LLC CRD 332075 | CA | Corporate platform LLC | $154.9M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| LAKE AVENUE FINANCIAL LLC CRD 315746 | Pasadena, CA | Advisory firm LLC | $154.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEWBURY CAPITAL MANAGEMENT, LLC CRD 148516 | South Pasadena, CA | Corporate platform LLC | $154.1M | 4 advisors | Percentage of AUM | View | |
| MCT ENTERTAINMENT ADVISORS LLC CRD 328135 | West Hollywood, CA | Advisory firm LLC | $154.0M | 7 advisors | Percentage of AUM; Performance-based fees | View | |
| MILLENNIUM INVESTMENT SERVICES CRD 108744 | Van Nuys, CA | Corporate platform Corporation | $153.9M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PLATT INVESTMENT COUNSEL, LLC CRD 118737 | CA | Advisory firm LLC | $153.6M | 1 advisors | Percentage of AUM | View |