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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 | |||||
|---|---|---|---|---|---|---|---|
| SOUND INVESTMENT MANAGEMENT, LLC CRD 299859 | Newport Beach, CA | Advisory firm LLC | $47.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARGENT WEALTH ADVISORS, LLC CRD 172856 | Lafayette, CA | Advisory firm LLC | $47.0M | 1 advisors | Percentage of AUM | View | |
| ATLAS FINANCIAL ADVISORS, INC. CRD 160276 | Oroville, CA | Corporate platform Corporation | $46.9M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| JUST FUTURES CRD 327226 | San Francisco, CA | Advisory firm LLC | $46.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL PLANNING GROUP, LLC CRD 118921 | Costa Mesa, CA | Advisory firm LLC | $46.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPHINX INVESTMENTS LLC CRD 327836 | CA | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM | View | |
| PURE WEALTH MANAGEMENT CRD 154120 | Cerritos, CA | Corporate platform Corporation | $46.0M | 1 advisors | Percentage of AUM | View | |
| APPLIED WEALTH MANAGEMENT CRD 318732 | Bakersfield, CA | Advisory firm LLC | $46.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CENTER PILLAR WEALTH MANAGEMENT LLC CRD 313243 | Newark, CA | Advisory firm LLC | $46.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MADDEN CREEK ADVISORS CRD 270010 | San Rafael, CA | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM | View | |
| INSIGHTS INVESTMENTS CRD 309727 | Palo Alto, CA | Advisory firm LLC | $45.8M | 1 advisors | Percentage of AUM; Subscription fees | View | |
| MAZE INVESTMENTS, LLC CRD 153913 | Los Angeles, CA | Advisory firm LLC | $45.7M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| UNITED GLOBAL ADVISORS, LLC CRD 167809 | Beverly Hills, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM | View | |
| DURAN CAPITAL MANAGEMENT, LLC CRD 321779 | Santa Barbara, CA | Advisory firm LLC | $45.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUTLER FINANCIAL SERVICES, LTD. CRD 134049 | Westlake Village, CA | Corporate platform Corporation | $45.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 401K ENGINEERS INC. CRD 309129 | Tracy, CA | Corporate platform Corporation | $45.3M | 1 advisors | Percentage of AUM | View | |
| LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT CRD 109340 | La Jolla, CA | Corporate platform Corporation | $45.2M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PYSNIK FINANCIAL, LLC CRD 324261 | Pasadena, CA | Advisory firm LLC | $45.2M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| CSUITE INVESTMENT LLC CRD 299116 | San Rafael, CA | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WADA CAPITAL MANAGEMENT, LLC CRD 143634 | El Cerrito, CA | Advisory firm LLC | $44.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| QUALIFIED PLANNING CRD 304788 | San Diego, CA | Corporate platform Corporation | $44.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| INTELLIGENT INVESTING CRD 135120 | Clayton, CA | Advisory firm Sole prop | $44.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIKAPA CRD 144517 | Corte Madera, CA | Advisory firm Sole prop | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| THRIVE FINANCIAL PLANNING CRD 172558 | El Dorado Hills, CA | Corporate platform Corporation | $44.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |