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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 | |||||
|---|---|---|---|---|---|---|---|
| KULEANA WEALTH ADVISORS CRD 154028 | Los Altos, CA | Advisory firm LLC | $95.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MEM INVESTMENTS CRD 144893 | Laguna Beach, CA | Advisory firm LLC | $95.3M | 1 advisors | Percentage of AUM | View | |
| INTERLAKE CAPITAL MANAGEMENT, LLC CRD 142577 | Carmel, CA | Advisory firm LLC | $95.0M | 1 advisors | Percentage of AUM | View | |
| BENNING FINANCIAL GROUP, LLC CRD 136256 | Benicia, CA | Advisory firm LLC | $95.0M | 1 advisors | Percentage of AUM | View | |
| SAXON SECURITIES LLC CRD 155168 | San Francisco, CA | Advisory firm LLC | $94.6M | 1 advisors | Percentage of AUM | View | |
| DARRELL CAPITAL MANAGEMENT, LLC CRD 310324 | Rolling Hills Estates, CA | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEBB FINANCIAL GROUP CRD 291638 | Mission Viejo, CA | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KING WEALTH ADVISORS, LLC CRD 281798 | San Mateo, CA | Advisory firm LLC | $94.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL WEALTH PLANNERS, LLC CRD 154990 | Folsom, CA | Advisory firm LLC | $94.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC CRD 170327 | Fresno, CA | Advisory firm LLC | $93.9M | 1 advisors | Percentage of AUM | View | |
| COVE STREET CAPITAL, LLC CRD 156260 | Hermosa Beach, CA | Advisory firm LLC | $93.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ORDERLY FINANCE CRD 306511 | Walnut Creek, CA | Advisory firm LLC | $93.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| PEAK FINANCIAL PLANNING CRD 317288 | Canoga Park, CA | Advisory firm LLC | $93.0M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| MCCLURG CAPITAL CORPORATION CRD 16798 | San Rafael, CA | Corporate platform Corporation | $92.9M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CARNEY PORTFOLIO MANAGEMENT INC. CRD 132883 | Costa Mesa, CA | Corporate platform Corporation | $92.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRAVA FINANCIAL, LLC CRD 304263 | Westlake Village, CA | Advisory firm LLC | $92.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MURPHY INVESTMENT ADVISORS, INC. CRD 290611 | Pasadena, CA | Corporate platform Corporation | $92.0M | 1 advisors | Percentage of AUM | View | |
| MUNDOVAL CAPITAL MANAGEMENT, INC. CRD 132553 | La Jolla, CA | Corporate platform Corporation | $91.9M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| WAVE DIGITAL ASSETS LLC CRD 305726 | Los Angeles, CA | Advisory firm LLC | $91.9M | 20 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VIDA PRIVATE WEALTH LLC CRD 308575 | Pasadena, CA | Advisory firm LLC | $91.8M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| TAXABLE WEALTH CRD 304187 | San Diego, CA | Advisory firm LLC | $91.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAREGEN WEALTH MANAGEMENT CRD 315313 | San Mateo, CA | Advisory firm LLC | $91.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONCERT INVESTMENT ADVISORY LLC CRD 304522 | CA | Advisory firm LLC | $91.1M | 1 advisors | Percentage of AUM | View | |
| PRUNEYARD FINANCIAL GROUP, INC. CRD 117378 | Cupertino, CA | Corporate platform Corporation | $90.9M | 1 advisors | Percentage of AUM | View |