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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).
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 | |||||
|---|---|---|---|---|---|---|---|
| ACELA CAPITAL MANAGEMENT, LLC CRD 153444 | Los Altos, CA | Advisory firm LLC | $38.1M | 2 advisors | Percentage of AUM | View | |
| OZ WEALTH MANAGEMENT LLC CRD 307303 | Irvine, CA | Advisory firm LLC | $38.0M | 1 advisors | Percentage of AUM | View | |
| REDEFINE FINANCIAL CRD 297277 | Mission Viejo, CA | Advisory firm LLC | $37.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SPURGEON FINANCIAL GROUP CRD 138174 | Stockton, CA | Advisory firm Sole prop | $37.8M | 1 advisors | Percentage of AUM | View | |
| AMORETTI WOLLMAN CAPITAL MANAGEMENT CRD 315111 | San Francisco, CA | Corporate platform Corporation | $37.8M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HERON FINANCE CRD 327608 | San Francisco, CA | Corporate platform Corporation | $37.7M | 2 advisors | Percentage of AUM | View | |
| GILMAN HARRIS TRAVIOLI SLOVER ACCOUNTANCY CORPORATION CRD 123470 | Visalia, CA | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| LANCE PARKER WEALTH MANAGEMENT CRD 158251 | San Luis Obispo, CA | Advisory firm LLC | $37.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| SECOND MOUNTAIN FINANCIAL, INC. CRD 152493 | Redondo Beach, CA | Corporate platform Corporation | $37.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| PDE WEALTH ADVISORS, LLC CRD 291373 | Rancho Cucamonga, CA | Advisory firm LLC | $37.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CAPITAL FINANCIAL CONSULTANTS GROUP, INC. CRD 133657 | San Juan Capistrano, CA | Corporate platform Corporation | $37.3M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SYNERGIST WEALTH ADVISORS CRD 127126 | Carmel, CA | Advisory firm LLC | $37.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHANEY FINANCIAL SERVICES, INC. CRD 145602 | Glendale, CA | Corporate platform Corporation | $36.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERCY E. BOLTON ASSOCIATES, INC. CRD 116174 | Pasadena, CA | Corporate platform Corporation | $36.4M | 1 advisors | Hourly charges; Fixed fees | View | |
| BELLWETHER CAPITAL MANAGEMENT LLC CRD 153633 | Fair Oaks, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| KEY FOCUS WEALTH LLC CRD 311827 | San Ramon, CA | Advisory firm LLC | $36.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MARGO PARK FINANCIAL CRD 169375 | San Diego, CA | Advisory firm LLC | $36.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STONE RIDGE ADVISORS CRD 327875 | CA | Advisory firm LLC | $36.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SLATEN WEALTH MANAGEMENT CRD 322802 | Anaheim, CA | Corporate platform Corporation | $36.2M | 1 advisors | Percentage of AUM | View | |
| TOLTON ASSET MANAGEMENT, LLC CRD 310631 | Los Angeles, CA | Advisory firm LLC | $36.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CHINESE ABRAHAM INVESTMENT ADVISORS LLC CRD 132170 | Cupertino, CA | Advisory firm LLC | $36.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| SPEARHEAD ADVISORS, LLC CRD 316684 | Newport Beach, CA | Advisory firm LLC | $35.8M | 3 advisors | Percentage of AUM | View | |
| BABYLON WEALTH MANAGEMENT LLC CRD 283309 | Walnut Creek, CA | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| DOWNIE FINANCIAL GROUP CRD 289066 | Mission Viejo, CA | Advisory firm LLC | $35.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |