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 | |||||
|---|---|---|---|---|---|---|---|
| MURRAY FINANCIAL SERVICES, INC CRD 176528 | Chico, CA | Corporate platform Corporation | $134.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEWIS FINANCIAL, LLC CRD 170324 | San Luis Obispo, CA | Advisory firm LLC | $133.9M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| ARETE WEALTH STRATEGISTS CRD 167297 | Brisbane, CA | Advisory firm LLC | $133.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARHWAL, CHAN & WILLIAMS INC. CRD 125484 | San Francisco, CA | Corporate platform Corporation | $133.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| HAYES WEALTH ADVISORS, LLC CRD 299807 | CA | Advisory firm LLC | $133.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTIFY FUNDS CRD 328864 | CA | Advisory firm LLC | $133.2M | 2 advisors | Percentage of AUM; AS SPONSOR, WILL SHARE IN ETF PROFITS AFTER EXPENSES | View | |
| STITES FINANCIAL CONSULTING CRD 293058 | Wilton, CA | Advisory firm Partnership | $132.3M | 2 advisors | Percentage of AUM | View | |
| SCHMITZ CAPITAL PARTNERS, LLC CRD 105702 | Mill Valley, CA | Advisory firm LLC | $132.0M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| AWR INVESTMENT MANAGEMENT, LLC CRD 118538 | San Rafael, CA | Corporate platform LLC | $131.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KERR WEALTH MANAGEMENT CRD 277142 | Fresno, CA | Corporate platform Corporation | $131.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARBOR WEALTH MANAGEMENT CRD 289324 | Walnut Creek, CA | Advisory firm Sole prop | $130.0M | 4 advisors | Percentage of AUM | View | |
| WHEELS UP WEALTH, INC. CRD 307736 | CA | Corporate platform Corporation | $130.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARIA WEALTH MANAGEMENT CRD 288450 | Saratoga, CA | Corporate platform Corporation | $130.0M | 6 advisors | Percentage of AUM; Hourly charges | View | |
| VIDA WEALTH PARTNERS, INC. CRD 140824 | Santa Barbara, CA | Corporate platform Corporation | $129.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EQUILIBRIUM WEALTH LLC CRD 311940 | CA | Advisory firm LLC | $129.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSC ASSET MANAGEMENT GROUP, LLC CRD 312211 | Studio City, CA | Corporate platform LLC | $129.2M | 5 advisors | Percentage of AUM | View | |
| 21 WEST WEALTH MANAGEMENT LLC CRD 304532 | Tustin, CA | Advisory firm LLC | $128.9M | 2 advisors | Percentage of AUM | View | |
| WOLFGANG CAPITAL CRD 283525 | Temecula, CA | Advisory firm LLC | $128.9M | 3 advisors | Percentage of AUM | View | |
| PASNAU INVESTMENT MANAGEMENT, INC. CRD 125647 | CA | Corporate platform Corporation | $128.8M | 2 advisors | Percentage of AUM | View | |
| PROSPETTIVA FINANCIAL CRD 148760 | San Francisco, CA | Advisory firm LLC | $128.7M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| BANTA ASSET MANAGEMENT LP CRD 142987 | Newport Beach, CA | Corporate platform LP | $128.7M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC CRD 112547 | CA | Corporate platform LLC | $128.5M | 2 advisors | Percentage of AUM | View | |
| IG BETTER FUTURE MANAGEMENT, LLC CRD 314033 | Menlo Park, CA | Advisory firm LLC | $128.3M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PACIFICA PARTNERS CAPITAL MANAGEMENT INC. CRD 162313 | Surrey, CA | Corporate platform Corporation | $128.2M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View |