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 | |||||
|---|---|---|---|---|---|---|---|
| WEALTH COMPASS FINANCIAL, INC. CRD 290139 | Carlsbad, CA | Corporate platform Corporation | $115.4M | 2 advisors | Percentage of AUM | View | |
| PARIAX PRIVATE WEALTH MANAGEMENT CRD 301474 | Newport Beach, CA | Advisory firm LLC | $115.4M | 1 advisors | Percentage of AUM | View | |
| GREEN OCEAN GLOBAL ADVISORS LLC CRD 321145 | San Francisco, CA | Advisory firm LLC | $114.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SOUTH BAY FINANCIAL PARTNERS CRD 175015 | Torrance, CA | Corporate platform Corporation | $114.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HIGHBAR PARTNERS CRD 166244 | Menlo Park, CA | Advisory firm LLC | $114.6M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| 1102 PARTNERS, LLC CRD 313536 | CA | Advisory firm LLC | $114.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BENEDETTI FINANCIAL, INC. CRD 134598 | Santa Maria, CA | Corporate platform Corporation | $114.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOODSTEIN WEALTH MANAGEMENT LLC CRD 282910 | Encino, CA | Advisory firm LLC | $114.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGEVIEW CAPITAL ADVISORS, INC. CRD 6290 | El Dorado Hills, CA | Corporate platform Corporation | $114.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT CRD 283871 | Pasadena, CA | Advisory firm LLC | $113.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COBURN BARRETT, LLC CRD 166464 | San Francisco, CA | Advisory firm LLC | $112.7M | 4 advisors | Percentage of AUM | View | |
| COGENT INDEPENDENT ADVISORS, INC. CRD 161659 | CA | Corporate platform Corporation | $112.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PILLAR6 ADVISORS, LLC CRD 154097 | San Francisco, CA | Advisory firm LLC | $112.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PALADIN REALTY PARTNERS, LLC CRD 158258 | CA | Advisory firm LLC | $112.0M | 22 advisors | Percentage of AUM; Performance-based fees | View | |
| RIGHTOAK ASSET MANAGEMENT, LLC CRD 337832 | CA | Corporate platform LLC | $111.9M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTEGRITY WEALTH MANAGEMENT, LLC CRD 130422 | CA | Advisory firm LLC | $111.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| APRICITY FINANCIAL, LLC CRD 330201 | CA | Advisory firm LLC | $110.8M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PACIFIC EXCEL WEALTH ADVISORS, INC. CRD 172356 | Walnut Creek, CA | Corporate platform Corporation | $110.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PROSPERO WEALTH, LLC CRD 289966 | CA | Advisory firm LLC | $110.6M | 7 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LOCKERMAN FINANCIAL GROUP, INC CRD 316860 | Newport Beach, CA | Corporate platform Corporation | $110.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| HUNT WEALTH MANAGEMENT CRD 288892 | Concord, CA | Corporate platform Corporation | $110.0M | 2 advisors | Percentage of AUM | View | |
| WERLEMANN WEALTH MANAGEMENT CRD 317777 | Newport Beach, CA | Advisory firm LLP | $110.0M | 1 advisors | Percentage of AUM | View | |
| RIDGEVIEW FINANCIAL PLANNING CRD 171985 | Santa Rosa, CA | Corporate platform Corporation | $110.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VERAZ ADVISORS CRD 304619 | San Ramon, CA | Advisory firm LLC | $109.6M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View |