Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| SIMPLIFIEDFP CRD 338336 | Clovis, CA | Advisory firm LLC | $51.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAPPORT FINANCIAL, LLC CRD 286308 | San Francisco, CA | Advisory firm LLC | $51.2M | 1 advisors | Percentage of AUM · Hourly charges +3 more | View | |
| WEALTHFOLIO ADVISORS LLC CRD 298857 | Sonoma, CA | Advisory firm LLC | $51.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAYES HART CPA'S WEALTH MANAGEMENT, INC CRD 300030 | Coronado, CA | Corporate platform Corporation | $50.4M | 1 advisors | Percentage of AUM | View | |
| KOCH CAPITAL MANAGEMENT LLC CRD 148575 | Alamo, CA | Advisory firm LLC | $50.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MERITAGE WEALTH MANAGEMENT CRD 311884 | Carlsbad, CA | Advisory firm LLC | $50.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RSG FINANCIAL GROUP INC CRD 136849 | Stockton, CA | Corporate platform Corporation | $50.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| D.A. FLOWERS & COMPANY, LLC CRD 149154 | Berkeley, CA | Advisory firm LLC | $50.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AVONDALE CONQUEST, LLC CRD 122821 | Sausalito, CA | Advisory firm LLC | $50.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MANETTA WEALTH CRD 328836 | Danville, CA | Corporate platform Corporation | $50.0M | 1 advisors | Percentage of AUM | View | |
| PRIVATE PORTFOLIO OF SAN DIEGO CRD 36644 | La Jolla, CA | Corporate platform Corporation | $50.0M | 9 advisors | Percentage of AUM | View | |
| HAFNIA FINANCIAL, INC. CRD 315096 | San Diego, CA | Corporate platform Corporation | $49.5M | 2 advisors | Percentage of AUM | View | |
| BANCREEK CAPITAL MANAGEMENT, LP CRD 312900 | Santa Monica, CA | Advisory firm LP | $49.3M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| ROCKROSE CAPITAL MANAGEMENT, LLC CRD 141405 | San Francisco, CA | Advisory firm LLC | $49.3M | 1 advisors | Percentage of AUM; PROFIT ALLOCATION SIMILAR TO PERFORMANCE FEES | View | |
| THE DELTA GROUP CRD 111852 | Sonoma, CA | Corporate platform Corporation | $49.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRIDGE THE GAP RETIREMENT PLANNERS CRD 316508 | Simi Valley, CA | Advisory firm LLC | $49.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALEXANDER BEARD (USA) INC. CRD 134642 | Ellesmere Port, Cheshire, CA | Corporate platform Corporation | $48.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DW FINANCIAL INC CRD 136882 | Anaheim, CA | Corporate platform Corporation | $48.0M | 1 advisors | Fixed fees | View | |
| PARIVEDA INVESTMENT MANAGEMENT CRD 123471 | Mountain View, CA | Corporate platform Corporation | $47.9M | 1 advisors | Percentage of AUM | View | |
| THE LEONARD FINANCIAL GROUP, LLC CRD 123651 | Riverside, CA | Advisory firm LLC | $47.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTH PLANNING GROUP, INC. CRD 143222 | Valencia, CA | Corporate platform Corporation | $47.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OCEAN PARK CAPITAL MANAGEMENT, LLC CRD 134517 | Santa Monica, CA | Advisory firm LLC | $47.6M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| ADVISORS ON CALL CRD 315319 | Laguna Hills, CA | Advisory firm LLC | $47.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELEVATE CAPITAL MANAGEMENT, L.L.C. CRD 301992 | San Francisco, CA | Advisory firm LLC | $47.3M | 2 advisors | Percentage of AUM; Performance-based fees | View |