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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 | |||||
|---|---|---|---|---|---|---|---|
| DORATO CAPITAL MANAGEMENT CRD 110097 | CA | Corporate platform Corporation | $138.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAYA ADVISORS, INC. CRD 144325 | Palo Alto, CA | Corporate platform Corporation | $138.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PARAGON INVESTING, LLC CRD 310897 | CA | Advisory firm LLC | $138.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TANO CAPITAL, LLC CRD 160367 | San Mateo, CA | Advisory firm LLC | $138.0M | 1 advisors | CARRIED INTEREST | View | |
| APPLE & ASSOCIATES CRD 126849 | Grass Valley, CA | Advisory firm Partnership | $137.7M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WALLENDER, TIMOTHY JOSEPH CRD 138301 | Manhattan Beach, CA | Advisory firm Sole prop | $137.3M | 1 advisors | Percentage of AUM | View | |
| RIDGELINE RESEARCH LLC CRD 300807 | CA | Advisory firm LLC | $137.0M | 1 advisors | Percentage of AUM | View | |
| ASCENSION WEALTH PARTNERS, LLC CRD 146451 | Pleasant Hill, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM | View | |
| COOKE WEALTH MANAGEMENT, LLC CRD 127309 | Irvine, CA | Advisory firm LLC | $136.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROOKER WEALTH MANAGEMENT CRD 105437 | Oakland, CA | Corporate platform Corporation | $136.4M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| J K R & COMPANY, INC. CRD 8040 | Van Nuys, CA | Corporate platform Corporation | $136.3M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHRISE FINANCIAL PLANNING, LLC CRD 283764 | Carlsbad, CA | Advisory firm LLC | $136.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BARRIER CAPITAL MANAGEMENT, LLC CRD 312294 | San Francisco, CA | Corporate platform LLC | $136.0M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| 15 EQUITY CRD 310628 | Santa Barbara, CA | Advisory firm LLC | $135.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 1N CAPITAL, LLC CRD 309502 | CA | Advisory firm LLC | $135.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EAST ROCK FINANCIAL SERVICES, LLC CRD 147949 | CA | Advisory firm LLC | $135.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LIGHT CAPITAL LLC CRD 323373 | Santa Monica, CA | Advisory firm LLC | $135.3M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CRYSTAL COVE ASSET MANAGEMENT CRD 289810 | Newport Beach, CA | Corporate platform LLC | $135.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DREAMERS MANAGEMENT LLC CRD 299919 | El Segundo, CA | Advisory firm LLC | $135.2M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| COLTON WEALTH MANAGEMENT CRD 150486 | Arcadia, CA | Corporate platform Corporation | $135.1M | 3 advisors | Percentage of AUM | View | |
| ALUMAN CRD 281073 | CA | Corporate platform Corporation | $135.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALTUM WEALTH ADVISORS CRD 301214 | Chico, CA | Advisory firm LLC | $135.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLARION ADVISORS INC. CRD 131081 | Auburn, CA | Corporate platform Corporation | $134.4M | 1 advisors | Percentage of AUM | View | |
| CIM CAPITAL SA MANAGEMENT, LLC CRD 306166 | Los Angeles, CA | Advisory firm LLC | $134.2M | 16 advisors | Percentage of AUM; Performance-based fees | View |