Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

TRAVEKA WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #328421
Typical Fee--
AUM$731M
Minimum--
Clients798

TREE LINE CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #173784
Typical Fee--
AUM$3.0B
Minimum--
Clients14

TREEHOUSE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #292016
Typical Fee--
AUM$537M
Minimum--
Clients739

TRELLIS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #154861
Typical Fee--
AUM$385M
Minimum--
Clients493

TREND TRADE PRO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #328383
Typical Fee--
AUM$191M
Minimum--
Clients128

TRI-AD CAPITAL MANAGEMENT I, LLC

Fee-Only, No ConflictsClean Record
Escondido, CaliforniaCRD #324364
Typical Fee--
AUM$463M
Minimum$3500M
Clients54

TRIAGEN WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #308457
Typical Fee--
AUM$474M
Minimum--
Clients1,422

TRIANGLE PEAK PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #147917
Typical Fee--
AUM$313M
Minimum--
Clients3

TRIATOMIC CAPITAL

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #312408
Typical Fee--
AUM$265M
Minimum--
Clients7

TRIAVERA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #329548
Typical Fee--
AUM$199M
Minimum--
Clients2

TRIBE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #304697
Typical Fee--
AUM$2.3B
Minimum--
Clients83

TRICORD ADVISORS, INC.

Clean RecordAlso Compensated via Insurance
Riverside, CaliforniaCRD #155749
Typical Fee--
AUM$262M
Minimum--
Clients1,032

TRIGUARD MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #159472
Typical Fee--
AUM$1.8B
Minimum--
Clients6

TRILINC ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #166194
Typical Fee--
AUM$286M
Minimum--
Clients1

TRILINC GLOBAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #285161
Typical Fee--
AUM$208M
Minimum--
Clients8

TRILLIUM INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Emeryville, CaliforniaCRD #300353
Typical Fee--
AUM$114M
Minimum--
Clients225

TRILOGY CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #281597
Typical Fee--
AUM$2.6B
Minimum--
Clients8,537

TRINITY ALPS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287741
Typical Fee--
AUM$1.1B
Minimum--
Clients18

TRINITY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #143097
Typical Fee--
AUM$557M
Minimum--
Clients954

TRIPACIFIC CAPITAL ADVISORS, LLC

Clean RecordAlso Compensated via Insurance
Irvine, CaliforniaCRD #142121
Typical Fee--
AUM$12M
Minimum--
Clients1

TRIPLEPOINT ADVISERS LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #168948
Typical Fee--
AUM$1.3B
Minimum--
Clients3

TRITON PACIFIC HEALTHCARE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
San Juan Capistrano, CaliforniaCRD #329737
Typical Fee--
AUM$276M
Minimum--
Clients6

TRIVANT CUSTOM PORTFOLIO GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #129803
Typical Fee--
AUM$239M
Minimum--
Clients482

TRUE LINK FINANCIAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281870
Typical Fee--
AUM$1.3B
Minimum--
Clients1,065

TRUE WAVE WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #130163
Typical Fee--
AUM$456M
Minimum--
Clients1,444

TRUE WIND CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281109
Typical Fee--
AUM$2.2B
Minimum--
Clients12

TRUELINK CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #323910
Typical Fee--
AUM$1.8B
Minimum--
Clients8

TRYPERION HOLDINGS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #329349
Typical Fee--
AUM$120M
Minimum--
Clients1

TSG CONSUMER PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #160826
Typical Fee--
AUM$14.1B
Minimum--
Clients20

TTP INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #284082
Typical Fee--
AUM$485M
Minimum--
Clients1,024
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