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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 | |||||
|---|---|---|---|---|---|---|---|
| WELLACRE GLOBAL WEALTH ADVISORS CRD 306770 | Santa Monica, CA | Advisory firm LLC | $104.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| STRATEGIC PORTFOLIO ADVISORS, INC. CRD 147194 | Long Beach, CA | Corporate platform Corporation | $103.8M | 1 advisors | Percentage of AUM | View | |
| MUSE CAPITAL MANAGEMENT LLC CRD 304463 | Santa Monica, CA | Corporate platform LLC | $103.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| BRIGHT LAKE WEALTH MANAGEMENT, LLC CRD 323513 | Redding, CA | Advisory firm LLC | $103.6M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| ALAMO CAPITAL CRD 26193 | Walnut Creek, CA | Corporate platform Corporation | $103.6M | 2 advisors | Percentage of AUM | View | |
| ABUNDANT WEALTH PARTNERS, LLC CRD 317221 | Santa Barbara, CA | Advisory firm LLC | $103.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CS TOMASI WEALTH MANAGEMENT CRD 287561 | Costa Mesa, CA | Corporate platform Corporation | $103.2M | 6 advisors | Percentage of AUM | View | |
| ABUNDA FINANCIAL, LLC CRD 120177 | Sausalito, CA | Advisory firm LLC | $103.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PEARL WEALTH GROUP CRD 326283 | CA | Corporate platform LLC | $102.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUCENT WEALTH PLANNING, LLC CRD 297447 | Santa Barbara, CA | Advisory firm LLC | $102.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| STILLWATER CAPITAL MANAGEMENT CRD 313075 | Carmel-By-The-Sea, CA | Corporate platform Corporation | $102.5M | 2 advisors | Percentage of AUM | View | |
| ANCHOR FINANCIAL GROUP CRD 111801 | Brea, CA | Corporate platform Corporation | $102.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL SYNERGY PARTNERS CRD 148733 | Irvine, CA | Corporate platform Corporation | $102.3M | 13 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KROEGER FINANCIAL PARTNERS CRD 175113 | Grass Valley, CA | Corporate platform Corporation | $102.2M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| AVINA FINANCIAL GROUP, INC. CRD 285527 | Bellflower, CA | Corporate platform Corporation | $102.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| WYNN CAPITAL MANAGEMENT, LLC CRD 119355 | Santa Cruz, CA | Corporate platform LLC | $102.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| TRUE FIDUCIARY CAPITAL, LLC CRD 306964 | El Cajon, CA | Advisory firm LLC | $102.0M | 1 advisors | Percentage of AUM; FINANCIAL PLANNING FEES | View | |
| SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP. CRD 132777 | San Ramon, CA | Corporate platform Corporation | $102.0M | 3 advisors | Percentage of AUM | View | |
| RYLANDER RICHTER CRD 297550 | El Segundo, CA | Advisory firm LLC | $101.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| INTEGRATED BENEFITS, INCORPORATED CRD 112518 | CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CLEARVIEW FINANCIAL, INC. CRD 131944 | San Diego, CA | Corporate platform Corporation | $101.3M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALIGN WEALTH ADVISORS CRD 158631 | Laguna Hills, CA | Advisory firm LLC | $101.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AUTILUS PARTNERS LLC CRD 322882 | Santa Monica, CA | Advisory firm LLC | $101.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAGENT WEALTH MANAGEMENT CRD 147890 | Laguna Beach, CA | Advisory firm LLC | $100.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |