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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 | |||||
|---|---|---|---|---|---|---|---|
| AUGUSTUS WEALTH, LLC CRD 317189 | Long Beach, CA | Advisory firm LLC | $100.2M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| THE SULLIVAN GROUP CRD 150705 | Roseville, CA | Corporate platform LLC | $100.1M | 3 advisors | Percentage of AUM; Commissions | View | |
| CARDINAL POINT CAPITAL LLC CRD 141166 | San Francisco, CA | Advisory firm LLC | $100.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| INVESTMENT COUNSELORS OF REDLANDS LLC CRD 137470 | Redlands, CA | Advisory firm LLC | $100.0M | 2 advisors | Percentage of AUM | View | |
| TORREY CAPITAL INVESTMENTS CRD 134599 | Cardiff-By-The-Sea, CA | Corporate platform Corporation | $99.8M | 1 advisors | Percentage of AUM | View | |
| JAMES CURTIS FINANCIAL AND INSURANCE SERVICES CRD 169643 | Costa Mesa, CA | Corporate platform Corporation | $99.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VERDANT CAPITAL MANAGEMENT CRD 123688 | Torrance, CA | Corporate platform Corporation | $99.4M | 1 advisors | Percentage of AUM | View | |
| GASKIN WEALTH MANAGEMENT CRD 143536 | Moraga, CA | Advisory firm LLC | $99.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| HENNEY WEALTH MANAGEMENT CRD 154824 | Los Angeles, CA | Corporate platform Corporation | $99.2M | 2 advisors | Percentage of AUM | View | |
| HATFIELD INSURANCE & FINANCIAL SERVICES, INC. CRD 169941 | Burbank, CA | Corporate platform Corporation | $99.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROYAL AMERICAN FINANCIAL ADVISORS, LLC CRD 111192 | Menifee, CA | Advisory firm LLC | $98.9M | 2 advisors | Percentage of AUM; LEGACY FLAT FEE ARRANGEMENTS | View | |
| HAVAPLAN FINANCIAL CRD 285636 | Newport Beach, CA | Advisory firm LLC | $98.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| PEAK WEALTH ADVISORS, INC. CRD 149922 | San Luis Obispo, CA | Corporate platform Corporation | $98.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ANCHOR WEALTH MANAGEMENT, LLC CRD 287635 | Irvine, CA | Advisory firm LLC | $98.4M | 1 advisors | Percentage of AUM | View | |
| SWAD WEALTH MANAGEMENT LLC CRD 319218 | Santa Rosa, CA | Advisory firm LLC | $97.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SNOW FINANCIAL MANAGEMENT, LLC CRD 131068 | CA | Advisory firm LLC | $97.6M | 3 advisors | Percentage of AUM | View | |
| LAGUNA CAPITAL MANAGEMENT, INC. CRD 269869 | Santa Barbara, CA | Corporate platform Corporation | $97.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHLYNK, INC. CRD 327527 | Fallbrook, CA | Corporate platform Corporation | $97.4M | 1 advisors | Percentage of AUM | View | |
| WEALTH LEGACY GROUP, INC. CRD 145705 | San Diego, CA | Corporate platform Corporation | $97.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| THE HOLLAND GROUP, INC. CRD 135294 | San Diego, CA | Corporate platform Corporation | $96.4M | 1 advisors | Percentage of AUM | View | |
| THE BLAKELEY GROUP INC CRD 150066 | Santa Clara, CA | Corporate platform Corporation | $96.4M | 1 advisors | Percentage of AUM | View | |
| PACIFIC WEALTH ADVISORY SERVICES LLC CRD 330888 | Danville, CA | Advisory firm LLC | $96.3M | 1 advisors | Percentage of AUM | View | |
| PENSERRA GLOBAL INVESTORS LLC CRD 174309 | Orinda, CA | Advisory firm LLC | $96.2M | 10 advisors | Percentage of AUM | View | |
| MEYERS WEALTH MANAGEMENT CRD 148734 | Palo Alto, CA | Advisory firm Sole prop | $96.0M | 1 advisors | Percentage of AUM; Hourly charges | View |