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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMA CAPITAL MANAGEMENT LLC CRD 139984 | Santa Barbara, CA | Advisory firm LLC | $79.7M | 1 advisors | Percentage of AUM | View | |
| NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC CRD 165451 | Newport Beach, CA | Advisory firm LLC | $79.5M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DAVID DE KOEKKOEK, CFP, EA CRD 113080 | Chino, CA | Advisory firm Sole prop | $78.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| JERSIN FINANCIAL SERVICES CRD 126990 | Danville, CA | Corporate platform Corporation | $78.2M | 1 advisors | Percentage of AUM | View | |
| BLEECK FINANCIAL MANAGEMENT, INC. CRD 132124 | Carmel, CA | Corporate platform Corporation | $77.6M | 1 advisors | Percentage of AUM; A RETAINER FEE | View | |
| PEAK INVESTMENT SOLUTIONS, LLC CRD 134846 | Roseville, CA | Advisory firm LLC | $77.4M | 1 advisors | Percentage of AUM; ASSETS UNDER ADVISEMENT | View | |
| WEALTHBOOST ADVISORS, LLC CRD 285273 | San Francisco, CA | Advisory firm LLC | $77.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STOUT CAPITAL MANAGEMENT LLC CRD 120587 | Encinitas, CA | Advisory firm LLC | $76.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE CAPITAL CONSULTING, LLC CRD 283663 | Newport Beach, CA | Advisory firm LLC | $76.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BAUGHMAN FINANCIAL GROUP CRD 148649 | Novato, CA | Corporate platform Corporation | $76.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THE MCBRIDE GROUP CRD 150179 | Petaluma, CA | Advisory firm LLC | $76.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEIGELFAM CRD 310903 | CA | Advisory firm LLC | $76.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DOLL CAPITAL ADVISORS INCORPORATED CRD 134089 | San Juan Capistrano, CA | Corporate platform Corporation | $76.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FUTURE WEALTH LLC CRD 283911 | Los Gatos, CA | Advisory firm LLC | $75.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SANTARA WEALTH MANAGEMENT LLC CRD 333780 | San Diego, CA | Advisory firm LLC | $75.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SEAWISE FINANCIAL, INC. CRD 298012 | Cardiff By The Sea, CA | Corporate platform Corporation | $75.3M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEALTHTARGET INVESTMENT ADVISORS, LLC CRD 124036 | Bakersfield, CA | Advisory firm LLC | $75.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| LAVA CREEK CAPITAL MANAGEMENT, LLC CRD 165536 | San Rafael, CA | Advisory firm LLC | $75.1M | 2 advisors | Percentage of AUM | View | |
| WEALTH & TAX PLANNERS LLC CRD 136450 | Walnut Creek, CA | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTERED FINANCIAL CRD 304535 | Carlsbad, CA | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BEYOND WEALTH ADVISORY LLC CRD 326675 | South San Francisco, CA | Advisory firm LLC | $74.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GINSBERG FINANCIAL STRATEGIES CRD 161151 | Walnut Creek, CA | Corporate platform Corporation | $74.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROBITAS FINANCIAL CRD 143819 | Newport Beach, CA | Corporate platform Corporation | $74.7M | 1 advisors | Percentage of AUM | View | |
| SATORI WEALTH MANAGEMENT, INC. CRD 287979 | San Diego, CA | Corporate platform Corporation | $74.7M | 2 advisors | Percentage of AUM; Fixed fees | View |