SEC-registered financial advisors in California
This page lists 1,133 advisory firms with a main office in California that are registered with the SEC and report individual clients. It is not every advisor in California. Firms registered with California's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in California
Showing 24 of 1133
- 15 Equity$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 21 West Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- 5T Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- A16z Perennial Management, L.P.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Abacus Wealth Partners$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Abound Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Abra Capital Management, LP$100M to $500MSEC recordPercentage of assets
- Abundant Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Acap Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Accelerate Retirement$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Accretive Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Acorns$1B or moreSEC recordFixed or flat fee
- Adams Ashby Financial Advisors$100M to $500MSEC recordPercentage of assets
- Adelante Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Advanced Financial Strategies Inc$100M to $500MSEC recordPercentage of assetsHourly
- Advanced Portfolio Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Affinity Capital Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Affinity Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- AG Asset Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aire Advisors, LLC$1B or moreSEC recordPercentage of assetsHourly
- Ak Global Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Alamar Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Alamo Capital$100M to $500MSEC recordPercentage of assets
- Albert Investments, LLCUnder $25MSEC recordFixed or flat fee
- Albitz/Miloe and Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Alcosta Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Alessandra Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Align Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aligne Wealth Advisors Investment Management (AWAIM)$100M to $500MSEC recordPercentage of assets
- Alliance Advisory & Securities, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Allocate Management Company, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Allpoint Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Allstreet Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Allworth Financial, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Alpha Analytics Investment Group LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Alpha Solutions Investment Advisors$100M to $500MSEC recordPercentage of assets
- Alpha Wealth Management and Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alphacore Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Altamont Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Alteri Wealth$500M to $1BSEC recordPercentage of assets
- Altum Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Altura Wealth Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Amara Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- American Assets Investment Management, LLC$1B or moreSEC recordPercentage of assets
- American Fundstars$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- American Investors Co$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- American Money Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ami Asset Management Corp$1B or moreSEC recordPercentage of assets
- Anchor Bay Capital, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Anchor Capital$100M to $500MSEC recordPercentage of assetsOther
- Anchor Point Financial$100M to $500MSEC recordPercentage of assets
- Andrews, Lucia Wealth Management LLC$500M to $1BSEC recordPercentage of assets
- Angeles Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Angeles Investment Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Angeles Wealth Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Ant Money AdvisorsUnder $25MSEC recordFixed or flat fee
- Aperio Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Appian Way Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Apple & Associates$100M to $500MSEC recordPercentage of assetsHourly
- Apriem Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aps Investment Management Group$100M to $500MSEC recordPercentage of assetsHourly
- Aqua Capital Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ar Asset Management, Inc.$500M to $1BSEC recordPercentage of assets
- Archer Pointe Wealth Management, LLC$100M to $500MSEC recordHourlyFixed or flat feeOther
- Archvest Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Ares Financial Consulting LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Argyle Capital Partners, LLC$100M to $500MSEC recordPercentage of assets
- Aria Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Ariadne Wealth Management, LP$500M to $1BSEC recordPercentage of assets
- Arimathea$25M to $100MSEC recordPercentage of assetsHourly
- Ariston Services Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Aristotle Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ark Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Arlington Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Arrowroot Family Office, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Arroyo Investment Group, LLC$100M to $500MSEC recordPercentage of assets
- Arta Finance$100M to $500MSEC recordPercentage of assets
- Ascension Wealth Partners, LLC$100M to $500MSEC recordPercentage of assets
- Asl Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aspirean Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aspiriant, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Assembly Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Asset Dedication, LLC$1B or moreSEC recordPercentage of assets
- Asset Planning, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Assetmark, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Atala Financial Inc$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Atlas Capital Advisors Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Atlas Legacy Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Ats Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Attentive Investments, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Audent Global Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Auspicious Financial Planning, LLC$100M to $500MSEC recordPercentage of assets
- Avalan, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Avalon Capital Management$500M to $1BSEC recordPercentage of assetsHourly
- Avise Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Avisen Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Awm Global Advisors$25M to $100MSEC recordPercentage of assets
- Awr Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Axxcess Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- B.B. Graham & Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Backer$25M to $100MSEC recordFixed or flat fee
- Bailard, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Baker Street Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bakeravenue$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Bamboo Wealth Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Banta Asset Management LP$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Banyan Tree Asset Management, LLC$1B or moreSEC recordPercentage of assetsOther
- Barnes Wealth Management Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Baybridge Capital Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Pointe Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Bell & Brown Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Bell Investment Advisors Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Benefit Financial Services Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Benningfield Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- BeriliumUnder $25MSEC recordPercentage of assets
- Bernard & Johnson Family Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bernzott Capital Advisors$100M to $500MSEC recordPercentage of assets
- Beta Wealth Group, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Betterwealth LLC$500M to $1BSEC recordPercentage of assets
- Beverly Hills Private Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Beyond Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bingham Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Black Hill Capital Partners, LLC$25M to $100MSEC recordPercentage of assets
- Blakeslee & Blakeslee Financial Advisers Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Blankinship & Foster, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Blom & Howell Financial Planning, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bloom Investment Advisors, LLCUnder $25MSEC recordNewsletter subscriptions
- Blue Marble Investments$100M to $500MSEC recordPercentage of assets
- Blue Sky Capital Consultants Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Blue Summit Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Zone Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Blueprint Investing LLC$100M to $500MSEC recordPercentage of assets
- Blume Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- BMB Advisers LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Bolthouse Investment Management Services$500M to $1BSEC recordPercentage of assetsHourly
- Boltwood Capital Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Bosman Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Bourke Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Boyd Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Boyer Financial Services, Inc.$100M to $500MSEC recordPercentage of assets
- BPM Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brandes Investment Partners, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Branson Frank A Inc$100M to $500MSEC recordPercentage of assetsPerformance-based
- Breen Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Brian D. Lowder, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brickley Wealth Management$500M to $1BSEC recordPercentage of assets
- Bridgeview Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Bridgewealth Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Bright Lake Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brightpath Wealth Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brio Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bristlecone Value Partners, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Broadwing Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brooker Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Bucher Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bull Oak Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bulman Wealth Group$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Bunker$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Burlingame Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsOther
- Burton Enright Welch$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- BW & Associates, Inc.$500M to $1BSEC recordPercentage of assets
- Cable Car Capital, LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Calabasas Advisory Group, LLC$100M to $500MSEC recordPercentage of assets
- Caldwell Sutter Capital, Inc.$500M to $1BSEC recordPercentage of assets
- California Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- California Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Caltier Advisors, LLCUnder $25MSEC recordPercentage of assets
- Cambria Investment Management, L.P.$1B or moreSEC recordPercentage of assets
- Camelotta Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Candide Group$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cannon Beach Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Canter Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Canterbury Consulting Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Capital Advantage, Inc.$1B or moreSEC recordPercentage of assets
- Capital Bank and Trust Company$1B or moreSEC recordPercentage of assets
- Capital CS Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Group Private Client Services, Inc.$1B or moreSEC recordPercentage of assets
- Capital Management Advisor Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Research and Management Company$1B or moreSEC recordPercentage of assetsOther
- Capital Trust Advisors$100M to $500MSEC recordPercentage of assets
- Carbahal Olsen Financial Services Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carbon Collective Investing, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Caregen Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carey Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Carlsbad Wealth Advisory Group, Inc.$100M to $500MSEC recordPercentage of assets
- Carmandalian Financial Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carmel Capital Management L.L.C.$100M to $500MSEC recordPercentage of assetsOther
- Carmel Capital Partners, LLC$100M to $500MSEC recordPercentage of assets
- Carter Financial, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cascade Financial Partners, LLC$1B or moreSEC recordPercentage of assets
- Casilio Leitch Investments$100M to $500MSEC recordPercentage of assets
- Castle Coast Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Castle Rock Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Castle Wealth Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Catalyst Private Wealth, LLC$100M to $500MSEC recordPercentage of assets
- Catalyst Wealth Advisors LLC$100M to $500MSEC recordPercentage of assets
- Causeway Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Cavu Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cavu Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cedarstone Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Centaurus Financial, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Centura Wealth Advisory$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cerda Munoz Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cerro Pacific Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Certified Planners, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Certis Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Challenger Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Changing Parameters, LLC$100M to $500MSEC recordPercentage of assets
- Channel Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Charles Fish Investments, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Charles Schwab Investment Management, Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Chatterton & Associates$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Checchi Capital Advisers, LLC$1B or moreSEC recordPercentage of assets
- Check Capital Management Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- Chelsea Management Company$500M to $1BSEC recordPercentage of assets
- Chequers Financial Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cheviot Value Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chokshi & Queen Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Christopher Weil & Co Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Chrome Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Citrine Capital$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Claremont Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Clarion Advisors Inc.$100M to $500MSEC recordPercentage of assets
- Clarity Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Classic Financial$100M to $500MSEC recordPercentage of assetsOther
- Clay Northam Wealth Management$100M to $500MSEC recordPercentage of assets
- Clayton Partners LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Clear Retirement Advice LLC$100M to $500MSEC recordFixed or flat fee
- Clearpath Capital Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Clearview Investment Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Clearview Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clearwave Capital$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Clelland & Company Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cleveralpha$25M to $100MSEC recordPercentage of assets
- CLG LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Clifford Swan Investment Counselors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cliffwater LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Clutinger Williams & Verhoye Inc$100M to $500MSEC recordPercentage of assetsHourly
- Coastedge Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Coastwise Capital Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Cohen Capital Management Inc$1B or moreSEC recordPercentage of assetsOther
- Colton Wealth Management$100M to $500MSEC recordPercentage of assets
- Compak Asset Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Composition Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Comprehensive Financial Management LLC$1B or moreSEC recordHourlyFixed or flat feePerformance-based
- Concentric$1B or moreSEC recordPercentage of assets
- Concentrum Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Concord Investment Counsel$100M to $500MSEC recordPercentage of assetsPerformance-based
- Confidence Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Conquis Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Contango Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Conway Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Cooke Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cooper Capital Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cooper McManus$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Copley Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Core Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Core Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Core Wealth Partners LLC$100M to $500MSEC recordPercentage of assets
- Corinthian Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cornerstone Capital, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Corvus Wealth Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Cosmos Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Cove Street Capital, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Crane & Associates Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Crawford Financial Planning & Consulting$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CRCM L.P.$500M to $1BSEC recordPercentage of assetsOther
- Creative Capital Management Investments LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Creative Planning Institutional Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Creekside Partners$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Crosspoint Capital Management$100M to $500MSEC recordPercentage of assets
- Crosspoint Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Cruden Bay Investment Management, LLC$500M to $1BSEC recordPercentage of assets
- Crux Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Crystal Cove Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- CS Tomasi Wealth Management$100M to $500MSEC recordPercentage of assets
- Cta Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Curated Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Curtis Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- CW Investment Advisers, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Cypress Wealth Services, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- D'Arcy Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- D. M. Brenner, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dachtler Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Dai Advisors$100M to $500MSEC recordPercentage of assets
- Dalton Investments, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Daniel Investment Associates, LLC$100M to $500MSEC recordPercentage of assets
- Davidson Kahn Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Davies Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- De Groote Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Dean Roland Russell, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Decamilla Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Decision Investments, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dedicated Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Dedora Capital, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Define Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Del Mar Wealth Management Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Delarme Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Delta Accumulation, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Delta Investment Management, LLC$500M to $1BSEC recordPercentage of assets
- Denali Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Derive Wealth$100M to $500MSEC recordFixed or flat fee
- Destination Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Dew Point Capital$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Diligent Investors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dimensions Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Dishmi Capital, LLC$100M to $500MSEC recordPercentage of assets
- Diversifi Capital Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- DKM Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- DLK Investment Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Dobson Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dodge & Cox$1B or moreSEC recordPercentage of assetsOther
- Doheny Asset Management, L.L.C.$100M to $500MSEC recordPercentage of assets
- Double Bay Management & Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dove Investment Research and Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- DRH Investments, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- DST Wealth Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Ducenta Squared Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ducere Wealth Management$500M to $1BSEC recordPercentage of assets
- Dunham$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- DWR Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Dynamic Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Eagle Wealth Management Group Inc.$100M to $500MSEC recordPercentage of assets
- Earned Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ebert Capital Management Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Echo45 Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eclectic Associates, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Edelman Financial Engines$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat feeOther
- Ehrlich Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eiger Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Eldridge Acre Partners, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Elevation Wealth Partners, LLC$500M to $1BSEC recordPercentage of assets
- Eli Circle Capital, LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Eliot Finkel Investment Counsel, LLC$100M to $500MSEC recordPercentage of assets
- Ella Financial Advising$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Elmwood Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Elyxium Wealth LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Embarcadero Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Emerald Bay Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Emerson Equity LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Encompass More Asset Management LLC$500M to $1BSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Endowe Advisory LLCUnder $25MSEC recordPercentage of assets
- Endure Capital, LLC$100M to $500MSEC recordPercentage of assets
- Enduring Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Enspire Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Entruity Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Entrust Investment Services, Inc$100M to $500MSEC recordPercentage of assetsHourly
- Ep Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Epsilon Financial Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Equanimity Financial Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Essential Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Evart, Young & Hobbs Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Everest Private Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Everett Harris & Co$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Evermont Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Every Securities LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Evolve Private Wealth, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Factory Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fairbanks Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Fairchild Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Fairlight Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fairview Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Falcon Wealth Planning, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Family Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Farther$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Farther Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Fc360 Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Fell Capital Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- Fermata Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fiduciary Financial Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Filigree Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finances for Real Life$100M to $500MSEC recordPercentage of assetsHourly
- Financial Advisors Network, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Alternatives, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Avengers, Inc.$100M to $500MSEC recordPercentage of assets
- Financial Designs Corporation$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Focus LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Management Network Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Financial Sense Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Zen$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Findec Wealth Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Finec Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- FinnUnder $25MSEC recordPercentage of assets
- Fire Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- First Foundation Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- First Pacific Advisors, LP$1B or moreSEC recordPercentage of assetsPerformance-based
- First Wilshire Securities Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Firsthand Capital Management, Inc.$25M to $100MSEC recordPercentage of assetsPerformance-based
- Fischer Investment Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fisher & Wiens Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Flatrock Wealth Partners LLC$100M to $500MSEC recordPercentage of assets
- FLC Capital Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Flywheel Private Wealth LLC$100M to $500MSEC recordPercentage of assets
- FMB Wealth Management$500M to $1BSEC recordPercentage of assets
- Fog City Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Fonte Financial Advisors$100M to $500MSEC recordPercentage of assetsHourly
- Foronjy Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fort Point Capital Partners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Fortem Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Foundry Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- FPC Investment Advisory, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Frank Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Frank, Rimerman Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Franklin Advisers, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Frec$500M to $1BSEC recordPercentage of assets
- Frontier Global Partners LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Fuller Investment Management Company$100M to $500MSEC recordPercentage of assets
- Fuller & Thaler Asset Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Fullerton Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- G.W. Sherwold Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Gallagher Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Galliott Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Garhwal, Chan & Williams Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Garner Financial Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Garrison Point Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Gasber Financial Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gates Pass Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Gebhardt Group, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Gemmer Asset Management LLC$1B or moreSEC recordPercentage of assets
- Gencap Portfolio Management$100M to $500MSEC recordPercentage of assetsHourlyOther
- Genter Advisors LLC$100M to $500MSEC recordPercentage of assetsOther
- Genter Capital Management$1B or moreSEC recordPercentage of assetsOther
- Gerber Kawasaki Wealth & Investment Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Giving Tree Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourly
- GKV Capital Management Co Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Global Financial Advisory Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyOther
- Global Retirement Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Glynn Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Goldberg Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Golden Gate Personal Financial Planning$100M to $500MSEC recordFixed or flat fee
- Golden K Plans and Wealth Management A dba of Golden K Wealth MG$100M to $500MSEC recordPercentage of assets
- Goldenstone Wealth Management$100M to $500MSEC recordPercentage of assets
- Goldman Lancaster, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Goldman Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Goodstein Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Gordian Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Gould Asset Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Gradient Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Granite Capital$100M to $500MSEC recordPercentage of assets
- Granite Investment Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Grant Private Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Grant Tani Barash & Altman, LLC$1B or moreSEC recordOther
- Grattan Financial Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyCommissions
- Great Gable Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Green Ocean Global Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Greenshields Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Greykasell Wealth Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Griffin Black, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guardian Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Guardian Investment Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Guggenheim Wealth Solutions, LLC$100M to $500MSEC recordPercentage of assets
- Guild Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- H&H International Investment, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Hahn Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Halbert Hargrove$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Hall Capital, LLC$100M to $500MSEC recordPercentage of assets
- Hamilton Manor & Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hamilton Wealth, LLC$500M to $1BSEC recordPercentage of assets
- Hanke & Apolonio Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hansen & Associates Financial Group Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harbor Hills Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Hardworking Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harmony Point Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Harold Davidson & Associates, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harrington Investments, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Haven Capital Group$100M to $500MSEC recordPercentage of assetsHourly
- HBW Advisory Services LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- HCM Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- HCR Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Heckman Financial & Insurance Services, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heights LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Heritage Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Heron Finance$25M to $100MSEC recordPercentage of assets
- Hesen & Haslam$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Highline Wealth Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hillcrest Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Hippocratic Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Hoertkorn Richard Charles$100M to $500MSEC recordPercentage of assetsHourly
- Hofer & Associates Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Holbrook Global Strategies$100M to $500MSEC recordPercentage of assetsHourly
- Hollencrest Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Howard Capital Management Group, LLC$1B or moreSEC recordPercentage of assets
- Human Interest Advisors LLC$1B or moreSEC recordPercentage of assets
- Hunt Wealth Management$100M to $500MSEC recordPercentage of assets
- Hutchinson & Ziegler Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HW Capital LLC$100M to $500MSEC recordFixed or flat feeOther
- Hyphen Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Icg Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Iconiq Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ieq Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- IFC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- IFC Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ignite Planners LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Igw Advisory Investment Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Illumination Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Impact Fiduciary LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Independent Financial Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-based
- Index Fund Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Infanger Investment Technology, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Infinity 8 Investments, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Infinity Financial Services Advisory$100M to $500MSEC recordPercentage of assetsHourly
- Inflection Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Insight Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Insight Investment Counsel$100M to $500MSEC recordPercentage of assets
- Insight Wealth Strategies, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Insights Investments$25M to $100MSEC recordPercentage of assetsNewsletter subscriptions
- Integral Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Integris Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Intellectus Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Intelligence Driven Advisers, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- International Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- International Private Wealth Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Investlinc Wealth Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Investment Managers Group, LLC$100M to $500MSEC recordPercentage of assets
- Ipg Investment Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-basedOther
- Ivanoff Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsOther
- J K R & Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- J.P. King Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Jackson Square Capital, LLC$500M to $1BSEC recordPercentage of assets
- Jacobs & Company, LLC$1B or moreSEC recordPercentage of assets
- Jaffe Asset Management LLC$100M to $500MSEC recordPercentage of assets
- January Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- JCSD Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- JDH Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- JDL Advisers$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Jeppson Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Jet Wealth Advisors$500M to $1BSEC recordPercentage of assets
- Jocelyn Investment Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Joel R. Mogy Investment Counsel Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Johnson Lyman Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Jordan Park Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- JPC Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- JSF Financial, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Just Futures$25M to $100MSEC recordPercentage of assetsHourlyOther
- K2 Financial Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kachkovsky & Fisher, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kaiyo Wealth LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kaizen Financial Strategies, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kanani Advisory Group Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Kane Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kayne Anderson Rudnick Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- KB Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- KCM Investment Advisors$1B or moreSEC recordPercentage of assets
- Kelsey Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kensington Investment Counsel$100M to $500MSEC recordPercentage of assets
- Kera Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kestrel Investment Management Corp$100M to $500MSEC recordPercentage of assets
- Ketron Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Keystone Private Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Kinetic Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kingswood Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Klein Pavlis & Peasley Financial, Inc.$100M to $500MSEC recordPercentage of assetsNewsletter subscriptionsOther
- KMT Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Knightsbridge Wealth Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Knuff & Company LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kondo Wealth Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Krane Financial Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Kroeger Financial Partners$100M to $500MSEC recordPercentage of assetsHourly
- KTF Investments, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kukui Tree Capital Management LLC$100M to $500MSEC recordPercentage of assets
- KWB Wealth$1B or moreSEC recordPercentage of assets
- L & S Advisors, Inc$1B or moreSEC recordPercentage of assetsHourly
- L Squared Capital Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Lake Avenue Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Larsen Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lavelle Capital$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Lazari Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Lederer & Associates Investment Counsel$100M to $500MSEC recordPercentage of assets
- Legacy Capital Group California, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissionsOther
- Legacy PCG, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Legacy Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Leisure Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Lewis Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lewis Capital Management$100M to $500MSEC recordPercentage of assetsHourly
- Lewis Financial, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Liberty Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Libra Wealth LLC$500M to $1BSEC recordHourlyFixed or flat fee
- Lido$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Life Line Wealth Management LLC$500M to $1BSEC recordPercentage of assets
- Life Strategies, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lifesteps Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Light Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Lighthouse Financial Services Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Linepoint Partners & Co.$500M to $1BSEC recordPercentage of assetsPerformance-based
- Lk&A Investment Counsel$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Lloyd Tevis Investments, LLCUnder $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- LM Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Lockerman Financial Group, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lodestar Private Asset Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Logic Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Logica Capital Advisers, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Longevity Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Longtail Alpha, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Luna Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lyell Wealth Management LP$1B or moreSEC recordPercentage of assets
- Lyle & Forsyth Investment Managers$100M to $500MSEC recordPercentage of assets
- Lynch Financial Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- M Premier Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- M Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- M2 Capital Advisors$100M to $500MSEC recordPercentage of assets
- Ma Private Wealth, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Maclean Capital Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Madison Avenue Securities, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Madrid Retirement Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Madrone Investment Advisory, LLC$100M to $500MSEC recordFixed or flat fee
- Madson Wealth Advisors Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Main Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Main Street Advisors$1B or moreSEC recordPercentage of assetsPerformance-based
- Mainstream Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Malaga Cove Capital, LLC$100M to $500MSEC recordPercentage of assets
- Manchester Financial Inc$1B or moreSEC recordPercentage of assetsHourlyCommissionsPerformance-based
- Manhattan West Asset Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Mar Vista Investment Partners, LLC$1B or moreSEC recordPercentage of assets
- Marest Capital, LLC$100M to $500MSEC recordPercentage of assets
- Marin Bay Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Mark Gillam Enterprises$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsOther
- Marrick Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mason & Associates, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Matrix Planning Inc$100M to $500MSEC recordHourlyFixed or flat feeOther
- Maya Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mayfield Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McCarthy Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- McDonald Capital Investors Inc$1B or moreSEC recordPercentage of assets
- MCM Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- McMorgan & Company LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- McNaughton Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Measured Risk Portfolios$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Meketa Fiduciary Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Menlo Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-basedOther
- Mercury Advisory, LLC$1B or moreSEC recordPercentage of assets
- Meritas Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Merrithew & Thorsten, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Mestmaker & Petrey Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Metropolitan West Asset Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Mfa Wealth Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- MH & Associates Securities Management Corporation$100M to $500MSEC recordPercentage of assets
- Mile Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Millennium Investment Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Miller Avenue Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Miller Financial Services, Inc.$100M to $500MSEC recordPercentage of assets
- Mine & Arao Wealth Creation and Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Mirador Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Miramontes Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mission Creek Capital Partners, Inc.$500M to $1BSEC recordPercentage of assetsHourlyPerformance-based
- Mission Hills Financial Advisory LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mission Wealth Management, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- MKT Advisors LLC$100M to $500MSEC recordPercentage of assets
- Moment Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Monarch Wealth Strategies$100M to $500MSEC recordPercentage of assetsHourly
- Monograph Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Montcalm TCR LLC$100M to $500MSEC recordPercentage of assetsHourly
- Morling Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Morton Wealth$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Mosley Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Mostt Inc.Under $25MSEC recordFixed or flat fee
- Mozaic, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mraz and Associates$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Mundoval Capital Management, Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Munifi, LLCUnder $25MSEC recordPercentage of assets
- Murray Financial Services, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Muse Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- MW Investment Strategy$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- My Portfolio Guide, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Natural Bridges Financial Advisors$100M to $500MSEC recordFixed or flat fee
- Nautilus Advisors LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Navalign, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Navigation Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Navigoe, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Nelson Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Nerad + Deppe Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Neumann Capital Management$500M to $1BSEC recordPercentage of assets
- Neumeier Poma Investment Counsel LLC$1B or moreSEC recordPercentage of assets
- New Insight Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Newbury Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Newport Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Nicholas Investment Partners, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Nim Wealth Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ninepointtwo Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Noble Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- North Bay Wealth Management$100M to $500MSEC recordPercentage of assets
- North Berkeley Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- North Pier Fiduciary Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Nri Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- NWF Advisory Services Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- NWK Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- NWM Advisors, LLC$100M to $500MSEC recordPercentage of assets
- O'Boyle Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- O'Brien Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- O'Connor Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsOther
- O'Donnell Financial Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oak Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Oakmont Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Occidental Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Ocean Park Asset Management, LLC$1B or moreSEC recordPercentage of assets
- Ocean Path Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Oceaniq Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Octavewealth$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Oder Investment Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ohana Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Old West Investment Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Olive Street Capital Partners LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Oliveira Wealth$100M to $500MSEC recordPercentage of assetsHourly
- Omega Financial Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- One Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- One Degree Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- One Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Onesource Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Optimize Financial Inc.$100M to $500MSEC recordPercentage of assets
- Optivest, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Opus Private Wealth Group, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Orchard City Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Orion Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Osborne Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Osterweis Capital Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Osterweis Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Ostrofe Financial Consultants Inc$100M to $500MSEC recordPercentage of assets
- Pacific Capital$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- Pacific Capital Associates$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Excel Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pacific Financial Strategies, Inc$100M to $500MSEC recordPercentage of assetsOther
- Pacific Global Investment Management Company$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pacific Income Advisers Inc$1B or moreSEC recordPercentage of assets
- Pacific Investment Management Company LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Pacific Park Financial, Inc.$100M to $500MSEC recordPercentage of assets
- Pacific Point Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Pacific Specialty Investment Group, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Pacific Sun Financial Corp$100M to $500MSEC recordPercentage of assets
- Pacific Wealth Advisory Services LLC$25M to $100MSEC recordPercentage of assets
- Pacific Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Pacific Wealth Strategies Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Painted Porch Advisors LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Palisades Investment Partners, LLC$100M to $500MSEC recordPercentage of assets
- Pan Global Advisers, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Paragon Asset Management Inc.$100M to $500MSEC recordPercentage of assets
- Paragon Financial Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Parallel Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Pariax Private Wealth Management$100M to $500MSEC recordPercentage of assets
- Park, Miller, LLC$100M to $500MSEC recordPercentage of assets
- Parkshore Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Parnassus Investments, LLC$1B or moreSEC recordPercentage of assets
- Pasadena Private Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Pathview Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Pathways Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Pathwise$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Pavion Blue Capital, LLC$100M to $500MSEC recordPercentage of assets
- Payden & Rygel$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Peak Financial Planning$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Penserra Wealth ManagementUnder $25MSEC recordPercentage of assetsHourlyFixed or flat fee
- Perennial Financial Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Perigon Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Petix & Botte Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Phillip B. White Co., Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Phocas Financial Corporation$500M to $1BSEC recordPercentage of assets
- Pier 88 Investment Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Plan Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Planmember Securities Corporation$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Planned Solutions, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Platt Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- PMB Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Point Olema Capital Partners, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Pointone Family Office$100M to $500MSEC recordPercentage of assets
- Portfolio Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Portfolio Design Labs, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Potentia Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Power Asset Management LLC$100M to $500MSEC recordPercentage of assets
- Practicecfo Investments$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Praetorian Guard, A Division of Praetorian Wealth Management, Inc$500M to $1BSEC recordPercentage of assets
- Prattes Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Premier Financial Group Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Premier Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Presidio Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Pring Turner$100M to $500MSEC recordPercentage of assets
- Prism Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Private Financial Counseling$100M to $500MSEC recordPercentage of assets
- Private Management Group Inc$1B or moreSEC recordPercentage of assets
- Private Portfolios, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Private Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Private Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Private Wealth Solutions, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Procore Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperitas Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperity Financial Group, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperity Road, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prosperity Wealth Planning LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Prospettiva Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Prossimo Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Provenio Capital$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Providence Financial and Insurances, Inc.$100M to $500MSEC recordPercentage of assetsCommissions
- Prudent Investor Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Prudent Investors$500M to $1BSEC recordPercentage of assetsHourly
- Pruneyard Financial Group, Inc.$25M to $100MSEC recordPercentage of assets
- Pure Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Purus Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Qca Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Quantum Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- R.H. Dinel Investment Counsel, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- R.I.T. Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rai Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Raub Brock Capital Management, LP$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Rba Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- RBC Securities, Inc.$1B or moreSEC recordPercentage of assetsOther
- Rbo & Co, LLC$500M to $1BSEC recordPercentage of assets
- RCM Robinson Capital Management LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feeOther
- Rebalance LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Red Crane Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Red Seven$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Redwood Coast Financial Partners$100M to $500MSEC recordPercentage of assets
- Redwood Grove Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Investment Group, Inc$100M to $500MSEC recordPercentage of assets
- Redwood Park Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redwood Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Regatta Capital Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Regis Metro Associates, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Relevant Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Remy Investors & Consultants, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Resolute Partners Group$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Retirement Capital Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Retirement Wellness Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Retirementadvice | Jka$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Reyes Financial Architecture Inc.$100M to $500MSEC recordPercentage of assets
- RHS Financial, LLC$100M to $500MSEC recordPercentage of assets
- Rice Hall James & Associates LLC$1B or moreSEC recordPercentage of assets
- Ridgecrest Wealth Partners, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Riley Friedman Asset Management$500M to $1BSEC recordPercentage of assets
- Ring Mountain Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Rittmann Capital Management Co$100M to $500MSEC recordPercentage of assets
- RJ Patterson Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- RMR Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Robert L. Bender, Inc. dba Robert Bender & Associates$500M to $1BSEC recordPercentage of assets
- Roberts Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Robertson Stephens$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Robinhood Asset Management$1B or moreSEC recordPercentage of assetsOther
- Roof Eidam Maycock Peralta LLC$500M to $1BSEC recordPercentage of assets
- Roseman Wagner Wealth Management$1B or moreSEC recordPercentage of assetsPerformance-based
- Rosenblum Silverman Sutton SF Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Round Hill Asset Management Inc$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- RPG Investment Advisory, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- RS Crum Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Rubicon Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rudney Associates$500M to $1BSEC recordPercentage of assetsOther
- RVW Wealth LLC$1B or moreSEC recordPercentage of assets
- S&F Investment Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sackett Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Safeguard Investment Advisory Group, LLC$500M to $1BSEC recordPercentage of assetsHourly
- Sage Rhino Capital LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sage Stone Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Sagent Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Salem Partners Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Salient Wealth Planning$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- San Luis Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sand Hill Global Advisors, LLC$1B or moreSEC recordPercentage of assetsHourly
- Saratoga Research & Investment Management$1B or moreSEC recordPercentage of assets
- Sas Financial Advisors, LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sasser Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsOther
- Saxon Securities LLC$25M to $100MSEC recordPercentage of assets
- Scharf Investments, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Schauer Investment Management, Inc.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Schmitz Capital Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Schnieders Capital Management, LLC.$1B or moreSEC recordPercentage of assets
- Seabird Investment Partners$100M to $500MSEC recordPercentage of assetsPerformance-based
- Seagull Lane Asset Management LLC$100M to $500MSEC recordPercentage of assetsOther
- Seaside Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Second 50 Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Secura Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Secure Retirement Financial & Insurance Services Corp.$100M to $500MSEC recordPercentage of assets
- Seek First Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Seia$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Selby Wealth Management$500M to $1BSEC recordPercentage of assetsHourly
- Seldon Capital LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Select Money Management, Inc.$1B or moreSEC recordPercentage of assets
- Seneca Private Wealth, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sentry Advisors, LLC$1B or moreSEC recordPercentage of assets
- Serenus Wealth Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sestante Family Office$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Seven Post Investment Office LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sfe Investment Counsel Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Shah Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sharper & Granite LLC$100M to $500MSEC recordPercentage of assets
- Shepherd Street Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sherman Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sherwood Financial Partners, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Shira Ridge Wealth Management$100M to $500MSEC recordPercentage of assets
- Shrier Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shum Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Shuster Advisory Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sidepocket IncorporatedUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Sidoxia Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sierra Asset Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sierra Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Sierra Ocean, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Sierra Pacific Private Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sigfig Wealth Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Signature Investment Advisors, LLC$1B or moreSEC recordPercentage of assets
- Signature Resources Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sikorski Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Silicon Beach Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Silicon Valley Capital Partners, L.P.$1B or moreSEC recordPercentage of assets
- Silicon Valley Retirement Services, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Silver Oak Wealth Advisors Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Silvia McColl Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Simplifi, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sitrin Capital Management, LLC$100M to $500MSEC recordPercentage of assets
- Sivia Capital Partners, LLC$1B or moreSEC recordPercentage of assets
- Skba Capital Management, LLC$500M to $1BSEC recordPercentage of assetsOther
- Sky Vision Wealth Management Corp.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Slo Money Managers$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Slow Capital, Inc.$500M to $1BSEC recordPercentage of assets
- Snyder Capital Management LP$1B or moreSEC recordPercentage of assets
- SocialtraderUnder $25MSEC recordPercentage of assetsNewsletter subscriptionsPerformance-based
- SoFi Wealth LLC$1B or moreSEC recordPercentage of assets
- Solano Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Solstein Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Sonen Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sonoma Allocations$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Sonoma Private Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- South Bay Financial Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sovran Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- SP Asset Management LLC$1B or moreSEC recordPercentage of assets
- Spectrum Asset Management Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Spectrum Financial Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Spectrum Wealth Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Spiegelman Wealth Management, Inc.$100M to $500MSEC recordPercentage of assets
- Spinnaker Investment Group, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Spyglass Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Ssi Investment Management LLC$1B or moreSEC recordPercentage of assetsOther
- St. Clair Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stamos Capital Partners, L.P.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Statheros Financial Solutions, Inc.$500M to $1BSEC recordPercentage of assets
- Steelpeak Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Stephenson and Company, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- StepStone Group LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Sterling Retirement Group of Sacramento$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Stewardship Wealth Management Solutions$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stewart Wealth Management, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stillwater Capital Management$100M to $500MSEC recordPercentage of assets
- Stirling Financial Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stites Financial Consulting$100M to $500MSEC recordPercentage of assets
- Stoic Point Capital Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Stolper & Co., Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stone Steps Financial, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Stonebridge Capital Management Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Stonebridge Financial Group$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Stonemark Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Global Advisors, LLC$1B or moreSEC recordPercentage of assets
- Strategic Retirement Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Strategic Wealth Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Strategy Asset Managers L.L.C.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Summit Wealth Management Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Summitry, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sun Group Wealth Partners LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Superior Planning Wealth Management & Family Office$100M to $500MSEC recordPercentage of assetsHourlyOther
- Swad Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sweeney & Michel, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Syndicated Capital, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- Syntheticfi LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Syon Capital LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Syrios Wealth Management Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tabr Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tamalpais Asset Management$100M to $500MSEC recordPercentage of assets
- Tamar Securities, LLC$1B or moreSEC recordPercentage of assetsHourly
- Tarbox Family Office, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- "Tate Asset Management" and "Dco Wealth Management"$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tate Private Wealth Advisers$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tax Efficient Asset Management Solution, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Taylor Wealth Management, LLC$100M to $500MSEC recordHourlyFixed or flat fee
- TCFG Investment Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourly
- TCW Asset Management Company LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- TCW Investment Management Company LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Team Hewins, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Team Wealth & Tax Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Ted Buchan & Company$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Telos Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyOther
- Tempus Wealth Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Terrafirma Wealth Partners$100M to $500MSEC recordPercentage of assets
- Tessara Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Advisory Group of San Francisco, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeOther
- The Chartist$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- The Clark Group Asset Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Foundation Investment Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Investment House LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- The Kocen Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- The Pacific Center for Financial Services$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Putney Financial Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Salvetti Group$500M to $1BSEC recordPercentage of assets
- The Sterling Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Wealth Collaborative, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- The Wealthgarden F.S. LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Thepartners Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Thielen Capital Corporation$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Three Arch Wealth Management LLC$500M to $1BSEC recordPercentage of assets
- Three Bridge Wealth Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Oaks Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Thryve Wealth Management$100M to $500MSEC recordPercentage of assets
- Ticino Wealth$100M to $500MSEC recordPercentage of assets
- Tidecrest Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tidemark, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tidwell Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- Tiemann Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Tiller Partners, LLC$100M to $500MSEC recordFixed or flat feePerformance-based
- Topel & Distasi Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Topturn Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Torren Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torrey Growth & Income Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torrey-Payne Wealth Management$100M to $500MSEC recordPercentage of assets
- Torrey Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Torreyana Capital$500M to $1BSEC recordPercentage of assetsPerformance-based
- Tortuga Advisers LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tortuga Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Total Wealth Services, LLC$100M to $500MSEC recordPercentage of assets
- Total Wealth Solutions$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Towerpoint Wealth, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Towneley Capital Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tran Capital Management, L.P.$500M to $1BSEC recordPercentage of assets
- Transglobal Advisory, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Traveka Wealth, LLC$500M to $1BSEC recordPercentage of assets
- Treehouse Wealth Advisors$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Trellis Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Trend Trade Pro, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Tri-Ad Capital Management I, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Triad Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Triagen Wealth Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Tricord Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trillium Investments$100M to $500MSEC recordPercentage of assets
- Trilogy Capital, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Trinity Alps Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Trinity Capital Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Trivant Custom Portfolio Group LLC$100M to $500MSEC recordPercentage of assets
- True Link Financial Advisors$1B or moreSEC recordPercentage of assets
- True Wave Financial Planners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Truelink Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- TTP Investments, Inc.$500M to $1BSEC recordPercentage of assetsOther
- Tweet Management Services, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Twin Lakes Capital$100M to $500MSEC recordPercentage of assets
- Twin Rivers Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ultra Advisory Group$100M to $500MSEC recordPercentage of assetsHourly
- Union Square Global Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Urban Investment Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Validex Global Investing$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Validus Capital LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Valley Wealth Strategies, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Van Hulzen Financial Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Van Strum & Towne Inc$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vance Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Vanguard Personalized Indexing Management$1B or moreSEC recordPercentage of assetsHourly
- Vantage Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vantage Wealth Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Veraz Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Veris Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Verita Strategic Wealth Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Verity Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vernal Point Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Victus Capital Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vida Wealth Partners, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vienna Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourly
- Village Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vincimus Capital, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Violich Capital Management$1B or moreSEC recordPercentage of assets
- Vista Advisor Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Vistica Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Walker Financial Advisors Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wallace Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wallender, Timothy Joseph$100M to $500MSEC recordPercentage of assets
- Ward & Associates$100M to $500MSEC recordPercentage of assetsHourly
- Warm Springs Advisors Inc.$100M to $500MSEC recordPercentage of assets
- Warren Street Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wave Digital Assets LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Waverley Wealth Management LLC$100M to $500MSEC recordPercentage of assets
- WCM Investment Management$1B or moreSEC recordPercentage of assetsPerformance-based
- We Alliance Wealth Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- We Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Analytics Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Architects, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Compass Financial, Inc.$100M to $500MSEC recordPercentage of assets
- Wealth Script Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Wealth Strategies Group$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Wealth Teams Alliance$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wealthfront Advisers LLC$1B or moreSEC recordPercentage of assetsOther
- Wealthguard Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthlynk, Inc.$100M to $500MSEC recordPercentage of assets
- Wealthrise Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Wealthspire Retirement Advisory$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthspring$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealthvalues, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Weatherly Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Weaver Consulting Group, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Wedbush Securities Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Weinberger Asset Management, Inc$500M to $1BSEC recordPercentage of assetsOther
- Wellacre Global Wealth Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Werba Rubin Papier Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Werlemann Wealth Management$100M to $500MSEC recordPercentage of assets
- Wescap Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Wespac Advisors, LLC$1B or moreSEC recordPercentage of assetsHourly
- West Wealth Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Westend Capital Management, LLC.$100M to $500MSEC recordPercentage of assetsPerformance-based
- Western Asset Management Company$1B or moreSEC recordPercentage of assetsPerformance-based
- Western Financial Corporation$100M to $500MSEC recordPercentage of assets
- Westhill Financial Advisors, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Westmount Partners, LLC$1B or moreSEC recordPercentage of assets
- Westpark Capital, Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Westshore Wealth$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Westside Investment Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Westwood Wealth Management$100M to $500MSEC recordPercentage of assets
- Whelan Financial$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Whittier Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Williams & Novak Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Willner & Heller LLC$100M to $500MSEC recordPercentage of assets
- Willow Creek Financial$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Willow Creek Wealth Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Willow Grove Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourly
- Wilsey Asset Management Incorporated$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Wimmer Associates LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Windward Capital Management Co$1B or moreSEC recordPercentage of assets
- WingUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Winters Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wolfgang Capital$100M to $500MSEC recordPercentage of assets
- Womack Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Woodward Diversified Capital, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wright Wealth Strategies, LLC$100M to $500MSEC recordPercentage of assets
- Wulff, Hansen & Co.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- WWM Advisory Inc.$100M to $500MSEC recordOther
- WWM Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wynn Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourly
- X Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Yoder Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Yosemite Capital Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Zephyr Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Zermatt Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Zermatt Wealth Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Zero Labs Inc.Under $25MSEC recordNewsletter subscriptions
- Zuckerman Capital Management, LLC$100M to $500MSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.