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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 | |||||
|---|---|---|---|---|---|---|---|
| LCV MANAGEMENT, LP CRD 338080 | CA | Advisory firm LP | $118.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CROSSPOINT CAPITAL MANAGEMENT CRD 150212 | Orinda, CA | Corporate platform LLC | $118.0M | 2 advisors | Percentage of AUM | View | |
| ARK WEALTH ADVISORS, LLC CRD 309396 | Yorba Linda, CA | Advisory firm LLC | $118.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AK GLOBAL ASSET MANAGEMENT, LLC CRD 137530 | Oakland, CA | Corporate platform LLC | $117.8M | 2 advisors | Percentage of AUM | View | |
| CAERUS INVESTMENT ADVISORS, LLC CRD 171716 | CA | Advisory firm LLC | $117.2M | 2 advisors | Percentage of AUM | View | |
| LEGACY ROAD FAMILY OFFICES CRD 337654 | CA | Advisory firm LLC | $117.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| BURLINGAME WEALTH MANAGEMENT, LLC CRD 300041 | Burlingame, CA | Advisory firm LLC | $117.1M | 1 advisors | Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2 | View | |
| WHITWELL ADVISORS CRD 331958 | CA | Advisory firm LLC | $116.8M | 6 advisors | Percentage of AUM | View | |
| ALLPOINT FINANCIAL GROUP CRD 301028 | Petaluma, CA | Corporate platform LLC | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INVESTMENT MANAGERS GROUP, LLC CRD 164203 | Temecula, CA | Corporate platform LLC | $116.8M | 2 advisors | Percentage of AUM | View | |
| NIM WEALTH SOLUTIONS CRD 334754 | San Jose, CA | Corporate platform Corporation | $116.8M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALIGN WEALTH MANAGEMENT, LLC CRD 323615 | San Jose, CA | Advisory firm LLC | $116.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TIDWELL WEALTH MANAGEMENT LLC CRD 309109 | Rocklin, CA | Advisory firm LLC | $116.7M | 3 advisors | Percentage of AUM | View | |
| LUNA CAPITAL MANAGEMENT, LLC CRD 307687 | Burlingame, CA | Corporate platform LLC | $116.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HECKMAN FINANCIAL & INSURANCE SERVICES, INC. CRD 111549 | San Jose, CA | Corporate platform Corporation | $116.4M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EBERT CAPITAL MANAGEMENT INC. CRD 155169 | Eureka, CA | Corporate platform Corporation | $116.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SALVINI FINANCIAL PLANNING CRD 138087 | CA | Advisory firm Sole prop | $116.2M | 1 advisors | Hourly charges; Fixed fees | View | |
| ORCHARD CITY WEALTH MANAGEMENT, LLC CRD 292274 | Los Gatos, CA | Advisory firm LLC | $116.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENSON WEALTH MANAGEMENT, INC. CRD 318898 | CA | Corporate platform Corporation | $116.0M | 2 advisors | Percentage of AUM | View | |
| PARAGON ASSET MANAGEMENT INC. CRD 107863 | Orinda, CA | Corporate platform Corporation | $115.9M | 1 advisors | Percentage of AUM | View | |
| INVESTLINC WEALTH SERVICES CRD 332607 | Brea, CA | Advisory firm LLC | $115.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESTERN GROWERS FINANCIAL SERVICES CRD 115115 | Irvine, CA | Corporate platform Corporation | $115.6M | 3 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CORINTHIAN WEALTH MANAGEMENT CRD 312196 | San Jose, CA | Corporate platform Corporation | $115.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KB FINANCIAL ADVISORS LLC CRD 134374 | San Francisco, CA | Advisory firm LLC | $115.5M | 3 advisors | Percentage of AUM; Fixed fees | View |