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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 | |||||
|---|---|---|---|---|---|---|---|
| PEDICORD WEALTH MANAGEMENT, LLC CRD 314931 | Rocklin, CA | Advisory firm LLC | $85.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REICHER CAPITAL MANAGEMENT, LLC CRD 317785 | Kentfield, CA | Advisory firm LLC | $85.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SPIRIT GLOBAL INVESTMENT ADVISORS, LLC CRD 169442 | San Diego, CA | Advisory firm LLC | $85.0M | 1 advisors | Percentage of AUM | View | |
| QUIVER FINANCIAL HOLDINGS LLC CRD 305224 | San Clemente, CA | Advisory firm LLC | $84.7M | 3 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| SOESBE FINANCIAL CRD 307384 | Sacramento, CA | Advisory firm LLC | $84.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PACIFIC FINANCIAL PLANNERS, LLC CRD 132314 | Laguna Niguel, CA | Advisory firm LLC | $84.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROPRIETOR WEALTH MANAGEMENT INC. CRD 283137 | Larkspur, CA | Corporate platform Corporation | $84.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SPELTS WEALTH MANAGEMENT, INC. CRD 338961 | Chico, CA | Corporate platform Corporation | $84.0M | 1 advisors | Percentage of AUM | View | |
| MCFARLAND ASSOCIATES CRD 111316 | Monterey, CA | Corporate platform Corporation | $83.2M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KENNETH E. BOONE WEALTH MANAGEMENT, LLC CRD 111971 | Oakdale, CA | Advisory firm LLC | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ADES INVESTMENT COUNSEL, INC. CRD 136517 | Los Angeles, CA | Corporate platform Corporation | $82.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KUKUI TREE CAPITAL MANAGEMENT LLC CRD 330374 | Palo Alto, CA | Advisory firm LLC | $82.8M | 1 advisors | Percentage of AUM | View | |
| KLESIS ADVISORS, LLC CRD 312793 | Walnut Creek, CA | Advisory firm LLC | $82.0M | 1 advisors | Percentage of AUM | View | |
| NIX WEALTH MANAGEMENT CRD 114091 | Sacramento, CA | Advisory firm Sole prop | $82.0M | 3 advisors | Percentage of AUM | View | |
| SMART INVESTMENTS ADVISORY INCORPORATED CRD 107778 | Redlands, CA | Corporate platform Corporation | $82.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CYPRESS PATH CAPITAL, LLC CRD 133975 | Carmel, CA | Advisory firm LLC | $81.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWERING YOUR RETIREMENT CRD 314812 | San Ramon, CA | Advisory firm LLC | $81.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DBA SEASIDE FINANCIAL & INSURANCE SERVICES CRD 289985 | Carlsbad, CA | Corporate platform Corporation | $81.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TOR WEALTH ADVISORS, LLC CRD 319761 | Folsom, CA | Advisory firm LLC | $81.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WILLIAMS WEALTH MANAGEMENT, INC. CRD 133335 | Los Angeles, CA | Corporate platform Corporation | $80.9M | 1 advisors | Percentage of AUM | View | |
| SARANAP WEALTH ADVISORS CRD 284277 | Walnut Creek, CA | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| VENTURA ADVISORS CRD 132040 | Woodland Hills, CA | Corporate platform Corporation | $80.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| KENSINGTON AMI, LLC CRD 145898 | Burbank, CA | Advisory firm LLP | $80.2M | 1 advisors | Percentage of AUM | View | |
| NARDENE WEALTH MANAGEMENT INC CRD 148528 | Brentwood, CA | Corporate platform Corporation | $80.0M | 1 advisors | Percentage of AUM; Hourly charges | View |