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203 firms
ActiveState: AL×State: CA×Custodian: LPL Financial×Custodian: Altruist×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B60CONNOR CAPITAL SB, LLC
CRD 283073
CA$196.7M—JPMorgan→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B59PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888
CA$96.3M1Altruist→
B58HIGHBAR MANAGEMENT, LLC
CRD 166244
CA$114.6M—JPMorgan→
B58STRUCK CAPITAL MANAGEMENT LLC
CRD 283905
CA$84.9M—JPMorgan→
B57EXCOLERE EQUITY PARTNERS, LLC
CRD 324822
CA$212.2M—JPMorgan→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B53BANCREEK CAPITAL MANAGEMENT, LP
CRD 312900
CA$49.3M—JPMorgan→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B52PETIX & BOTTE COMPANY
CRD 170020
CA$411.9M4LPL Financial→
B52LEGACY PARTNERS, LLC
CRD 159473
CA$777.9M2JPMorgan→
B52RUBICON ADVISORS, GP
CRD 174447
CA$420.7M11LPL Financial→
B52SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
CA$249.5M4LPL Financial→
B51KAILAI ADVISERS LTD.
CRD 161692
CA$57.8M—JPMorgan→
B50SAGENT WEALTH MANAGEMENT
CRD 147890
CA$100.4M1Altruist→
B50LEWIS FINANCIAL, LLC
CRD 170324
CA$133.9M3LPL Financial→
B50KERUX, LLC
CRD 327724
CA$428.0M3LPL Financial→
C50SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD 322037
CA$331.9M2LPL Financial→
C49INNOVIUS CAPITAL MANAGEMENT, LLC
CRD 311568
CA$365.5M—JPMorgan→
C48COPPERPLATE CAPITAL LLC
CRD 174528
CA$293.7M—JPMorgan→
C48CARDINAL POINT CAPITAL LLC
CRD 141166
CA$100.0M—JPMorgan→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46INCLUSIVE CAPITAL PARTNERS, L.P.
CRD 309419
CA$591.1M—JPMorgan→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
C45TAYLOR WEALTH MANAGEMENT, LLC
CRD 132955
CA$170.5M1Altruist→
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial→
C45SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
CA$445.4M4LPL Financial→
C45AUTHENTIC VENTURES INVESTMENT MANAGER, LLC
CRD 304938
CA$201.2M—JPMorgan→
C45LAKE AVENUE FINANCIAL LLC
CRD 315746
CA$154.7M5LPL Financial→
C44XPV MANAGEMENT LLC
CRD 322445
CA$193.6M—JPMorgan→
C44HEIGHTS LLC
CRD 315969
CA$239.2M1JPMorgan→
C43ARROWROOT CAPITAL MANAGEMENT, LLC
CRD 285193
CA$469.5M—JPMorgan→
C43TCW INVESTMENT MANAGEMENT COMPANY LLC
CRD 106546
CA$38.82B1JPMorgan→
C42LEEDS CAPITAL GROUP, LLC
CRD 327004
CA$179.7M2LPL Financial→
C42SHORENSTEIN INVESTMENT ADVISERS LLC
CRD 328584
CA$787.5M—JPMorgan→
C42BENGAL ASSET MANAGEMENT, LLC
CRD 168688
CA$197.6M—JPMorgan→
C42CLAIRMONT CAPITAL GROUP, LLC
CRD 313639
CA$160.3M—JPMorgan→
C42PROVENANCE MANAGEMENT CO., LP
CRD 307347
CA$454.1M—JPMorgan→
C42EVOLUTION PRIVATE INVESTMENT COLLECTIVE LLC
CRD 311425
CA$166.5M—JPMorgan→
C41FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
CA$250.3M1LPL Financial→
C41HESEN & HASLAM, LLC
CRD 286235
CA$283.7M2LPL Financial→
C41MAVEN EQUITY PARTNERS, LLC
CRD 304461
CA$250.3M—JPMorgan→
C41NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD 148056
CA$155.8M3Altruist→
C41PARALLAXES CAPITAL MANAGEMENT, LLC
CRD 291657
CA$620.8M—JPMorgan→