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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 | |||||
|---|---|---|---|---|---|---|---|
| HARBOR HILLS FINANCIAL ADVISORS CRD 312691 | Montecito, CA | Corporate platform Corporation | $128.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OPUS PRIVATE WEALTH GROUP, LLC CRD 171317 | Orange, CA | Corporate platform LLC | $128.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WE FINANCIAL GROUP CRD 298549 | San Francisco, CA | Corporate platform LLC | $127.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FAIRCHILD FINANCIAL ADVISORS, INC. CRD 165434 | Folsom, CA | Corporate platform Corporation | $127.3M | 1 advisors | Percentage of AUM | View | |
| WRIGHT WEALTH STRATEGIES, LLC CRD 304289 | San Luis Obispo, CA | Advisory firm LLC | $127.2M | 1 advisors | Percentage of AUM | View | |
| DOUBLE BAY MANAGEMENT & PLANNING CRD 136373 | San Francisco, CA | Advisory firm Sole prop | $127.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IMPACT FIDUCIARY LLC CRD 288345 | Pasadena, CA | Advisory firm LLC | $127.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MILLER FINANCIAL SERVICES, INC. CRD 339220 | San Juan Capistrano, CA | Corporate platform Corporation | $127.0M | 1 advisors | Percentage of AUM | View | |
| SHEPHERD STREET ADVISORS CRD 306021 | Larkspur, CA | Advisory firm LLC | $126.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| THIELEN CAPITAL CORPORATION CRD 169139 | Ladera Ranch, CA | Corporate platform Corporation | $126.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BASTION FIDUCIARY CRD 333420 | CA | Advisory firm LLC | $125.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEEDSAFE FINANCIAL LLC CRD 283887 | CA | Advisory firm LLC | $125.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAST BEACH ASSET MANAGEMENT, LLC CRD 310563 | Los Angeles, CA | Corporate platform LLC | $125.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROYAL PALMS CAPITAL, LLC CRD 135304 | CA | Advisory firm LLC | $124.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INFINITY 8 INVESTMENTS, LLC CRD 152180 | Cupertino, CA | Advisory firm LLC | $123.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| CANDIDE GROUP CRD 286086 | Oakland, CA | Corporate platform LLC | $123.6M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ZUCKERMAN CAPITAL MANAGEMENT, LLC CRD 148549 | Los Angeles, CA | Corporate platform LLC | $123.5M | 2 advisors | Percentage of AUM | View | |
| GALLAGHER WEALTH MANAGEMENT CRD 161266 | Danville, CA | Corporate platform Corporation | $123.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GIVING TREE WEALTH ADVISORS CRD 312361 | San Ramon, CA | Advisory firm Partnership | $123.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PACIFIC SPECIALTY INVESTMENT GROUP, LLC CRD 282463 | Newport Beach, CA | Corporate platform LLC | $123.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPRICE CAPITAL PARTNERS, LLC CRD 307048 | CA | Advisory firm LLC | $123.2M | 3 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| DAVIES FINANCIAL ADVISORS, INC. CRD 139764 | Murrieta, CA | Corporate platform Corporation | $123.1M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SUNSTONE ADVISORS, LLC CRD 324002 | Irvine, CA | Advisory firm LLC | $122.8M | 9 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ENDURING WEALTH ADVISORS CRD 323320 | Temecula, CA | Advisory firm LLC | $122.8M | 3 advisors | Percentage of AUM; Hourly charges | View |