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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 | |||||
|---|---|---|---|---|---|---|---|
| SILVERLIGHT ASSET MANAGEMENT, LLC CRD 306251 | Newport Beach, CA | Advisory firm LLC | $63.7M | 2 advisors | Percentage of AUM | View | |
| MOK CAPITAL MANAGEMENT CRD 110182 | Los Altos, CA | Advisory firm Sole prop | $63.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| STRONG BRIDGE ADVISORS LLC CRD 315520 | San Francisco, CA | Advisory firm LLC | $63.5M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| JOINER FINANCIAL, LLC CRD 147962 | El Dorado Hills, CA | Advisory firm LLC | $63.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSSROADS PLANNING CRD 277127 | Orange, CA | Advisory firm LLC | $63.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VALUE MONITORING, INC CRD 106056 | Menlo Park, CA | Corporate platform Corporation | $62.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| WHITESPACE FINANCIAL, LLC CRD 149069 | Palo Alto, CA | Advisory firm LLC | $62.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| IQ TRENDS PRIVATE CLIENT ASSET MANAGEMENT CRD 118358 | San Juan Capistrano, CA | Corporate platform Corporation | $62.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SURETY INVESTMENT SERVICES CRD 135295 | Los Angeles, CA | Corporate platform Corporation | $62.7M | 1 advisors | Percentage of AUM | View | |
| PATHWAY ADVISORS, LLC CRD 306117 | Fallbrook, CA | Advisory firm LLC | $62.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PWJOHNSON WEALTH & LEGACY, LLC CRD 133538 | Los Altos, CA | Advisory firm LLC | $62.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLACKHAWK WEALTH ADVISORS CRD 132251 | Danville, CA | Corporate platform Corporation | $62.1M | 1 advisors | Percentage of AUM | View | |
| INFLECTION RETIREMENT SERVICES CRD 312680 | Westlake Village, CA | Corporate platform Corporation | $62.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| FOCUSYOU CRD 155690 | Redwood City, CA | Advisory firm LLC | $61.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EDDY FINANCIAL, LLC CRD 290208 | Santa Monica, CA | Advisory firm LLC | $61.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RCM ROBINSON CAPITAL MANAGEMENT LLC CRD 112814 | Sacramento, CA | Advisory firm LLC | $61.8M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| CULTIVATE FINANCIAL GROUP LLC CRD 288980 | Los Gatos, CA | Advisory firm LLC | $61.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| REFRESH INVESTMENTS CRD 297146 | Santa Monica, CA | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGEVEST FINANCIAL ADVISORS, LLC CRD 164047 | Newport Beach, CA | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| R-TECH ADVISORS, INC. CRD 146541 | Woodland Hills, CA | Corporate platform Corporation | $61.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DIPSEA CAPITAL, LLC CRD 257787 | Mill Valley, CA | Advisory firm LLC | $61.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| CADENA FINANCIAL PLANNING & TAX SERVICES CRD 135892 | San Diego, CA | Advisory firm Sole prop | $61.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EMERITUS INVESTMENT MANAGEMENT, INC. CRD 108328 | Mill Valley, CA | Corporate platform Corporation | $60.8M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STEINMETZ FINANCIAL PLANNING CRD 115545 | Redwood City, CA | Advisory firm Sole prop | $60.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |