Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| MAYFIELD ADVISORS, INC. CRD 144072 | Palo Alto, CA | Corporate platform Corporation | $143.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GERSTEMEIER FINANCIAL GROUP,LLC CRD 127052 | CA | Corporate platform LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ULTRA ADVISORY GROUP CRD 338775 | Irvine, CA | Corporate platform LLC | $142.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| RITTMANN CAPITAL MANAGEMENT CO CRD 108762 | Moraga, CA | Corporate platform Corporation | $142.4M | 1 advisors | Percentage of AUM | View | |
| RJ PATTERSON GROUP CRD 281752 | San Diego, CA | Corporate platform Corporation | $142.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SYNDICATED CAPITAL, INC. CRD 29037 | Diamond Bar, CA | Corporate platform Corporation | $142.0M | 9 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC CRD 173288 | Los Gatos, CA | Advisory firm LLC | $141.5M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| THINK DIFFERENT FINANCIAL PLANNING CRD 312539 | CA | Advisory firm LLC | $141.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| BOURKE WEALTH MANAGEMENT CRD 297957 | Santa Barbara, CA | Corporate platform Corporation | $141.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ST. CLAIR FINANCIAL CRD 151251 | Roseville, CA | Advisory firm LLC | $141.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DERIVE WEALTH CRD 284619 | Pasadena, CA | Advisory firm LLC | $141.3M | 1 advisors | Fixed fees | View | |
| ENTRUST INVESTMENT SERVICES, INC CRD 324860 | Campbell, CA | Corporate platform Corporation | $141.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| MESTMAKER & PETREY WEALTH ADVISORS CRD 148484 | Bakersfield, CA | Corporate platform Corporation | $140.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SHERMAN ASSET MANAGEMENT, INC. CRD 170861 | Ventura, CA | Corporate platform Corporation | $140.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PLAN FIRST WEALTH LLC CRD 289185 | CA | Advisory firm LLC | $140.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BOSMAN WEALTH MANAGEMENT, LLC CRD 290550 | Redlands, CA | Advisory firm LLC | $140.1M | 1 advisors | Percentage of AUM | View | |
| CLAREMONT FINANCIAL GROUP,INC. CRD 107806 | Claremont, CA | Corporate platform Corporation | $140.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LEGACY PCG, LLC CRD 283909 | Newport, CA | Advisory firm LLC | $139.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CONTRARY LEGACY LLC CRD 325014 | CA | Advisory firm LLC | $139.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SIKORSKI WEALTH MANAGEMENT, LLC CRD 312805 | San Diego, CA | Advisory firm LLC | $139.6M | 3 advisors | Percentage of AUM | View | |
| GROSS DOMESTIC PRODUCT, INC CRD 147588 | CA | Corporate platform Corporation | $139.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LANE GENERATIONAL LLC CRD 309619 | CA | Advisory firm LLC | $139.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| TWENTY TWENTY INVESTMENT ADVISORS, LLC CRD 128086 | CA | Advisory firm LLC | $139.0M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| BLAIR HALL ADVISORS, LLC CRD 170114 | CA | Advisory firm LLC | $138.8M | 2 advisors | Percentage of AUM; Hourly charges | View |