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5,013 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 | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL RESOURCES AND INSURANCE, INC CRD 301878 | Huntington Beach, CA | Corporate platform Corporation | $54.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HONOR FAMILY OFFICE, LLC CRD 317000 | Santa Barbara, CA | Advisory firm LLC | $54.7M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TWENTY-FIVE CAPITAL PARTNERS CRD 338735 | Newport Beach, CA | Advisory firm LLC | $54.6M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SISTO INVESTMENT ADVISORY, LLC CRD 284949 | Roseville, CA | Advisory firm LLC | $54.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VITA WEALTH ADVISORS, LLC CRD 331838 | Manhattan Beach, CA | Advisory firm LLC | $54.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FIDELA WEALTH CRD 328060 | Calabasas, CA | Advisory firm LLC | $54.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 5 TALENTS ADVISORS, INC CRD 333270 | Cameron Park, CA | Corporate platform Corporation | $54.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELITE CAPITAL SERVICES, LLC CRD 145449 | Folsom, CA | Advisory firm LLC | $54.0M | 1 advisors | Percentage of AUM | View | |
| WEALTHBUILDERS, LLC CRD 286348 | Carlsbad, CA | Advisory firm LLC | $53.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DUCKETT WEALTH MANAGEMENT CRD 321880 | Irvine, CA | Advisory firm LLC | $53.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DUNVEGAN ASSOCIATES INC CRD 108603 | Santa Barbara, CA | Corporate platform Corporation | $53.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WESTPARK CAPITAL, INC. CRD 39914 | Los Angeles, CA | Corporate platform Corporation | $53.1M | 11 advisors | Percentage of AUM; Fixed fees | View | |
| C1 ADVISORS LLC CRD 331914 | Palo Alto, CA | Advisory firm LLC | $53.1M | 3 advisors | Percentage of AUM | View | |
| BLACKLINES FINANCIAL CRD 323340 | Los Angeles, CA | Corporate platform Corporation | $53.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| QUBERA WEALTH MANAGEMENT CRD 161389 | Pasadena, CA | Corporate platform Corporation | $52.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EXCELSUS CAPITAL MANAGEMENT CRD 130886 | Manhattan Beach, CA | Corporate platform Corporation | $52.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NEW ASSETS INVESTMENT ADVISORS LLC CRD 167341 | Milpitas, CA | Advisory firm LLC | $52.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEMPLEMAN WEALTH MANAGEMENT INC. CRD 312839 | Rancho Santa Margarita, CA | Corporate platform Corporation | $52.0M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ENDEAVOR FINANCIAL PLANNING CRD 287615 | Sacramento, CA | Advisory firm Sole prop | $51.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ANCHOR BAY PRIVATE WEALTH LLC CRD 327418 | Carlsbad, CA | Advisory firm LLC | $51.7M | 6 advisors | Percentage of AUM | View | |
| CONVEY WEALTH LLC CRD 322622 | Burbank, CA | Advisory firm LLC | $51.7M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| EVLA HILLS EQUITY SERVICES LLC CRD 142446 | Saratoga, CA | Advisory firm LLC | $51.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| DBA GENERATIONAL WEALTH STRATEGIES CRD 111203 | Irvine, CA | Corporate platform Corporation | $51.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MASON FINANCIAL SERVICES CRD 173628 | Redlands, CA | Corporate platform Corporation | $51.3M | 1 advisors | Percentage of AUM | View |