Search Results
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1
Annadel Capital
San Rafael,
CA
Services offered: Money Management, Retirement Planning, Estate Planning, 401K to IRA Rollover
Portfolio requirement: $250,000
With over 60 years of combined experience in the financial world, we are uniquely positioned to help clients plan for and make smart investments. We serve Marin and Sonoma CA Counties. NEW CLIENT minimum portfolio size = $250,000...
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2
Covington Capital Management
Los Angeles,
CA
Services offered: Money Management
Portfolio requirement: $1,000,000
Our firm was founded in 2004 as an independent, employee-owned investment advisor, and is currently staffed by professionals with over 200 years of combined experience in financial services. NEW CLIENT minimum portfolio size = 1,000,000...
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3
CPIC International
San Francisco,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
Put our 25 years experience managing portfolios for U.S. individuals, family groups, trusts, and retirement plans to work for you! NEW CLIENT minimum portfolio size = $500,000...
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4
Family Wealth Consulting Group
San Jose,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We are a family owned and operated Fee-Only financial planning firm serving clients throughout Silicon Valley. NEW CLIENT minimum portfolio size = $500,000…
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5
Fluent Wealth Partners
San Jose,
CA
Services offered: Money Management, Retirement Planning, Estate Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We build long term relationships with clients, providing guidance and services based on our experience in the financial industry. Our NEW CLIENT minimum portfolio size = $1,000,000…
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6
Fried Asset Management, Inc. / Buyback Strategies
Pacific Palisades,
CA
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $100,000
Our firm's managed accounts have outperformed the S&P 500 by 89% since inception in January 1998. We offer separate investor advisory and money management services which use the "Buyback Stragegy" principles. NEW CLIENT min. portfolio size = $100,000...
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7
Holbrook Global Strategies
Palo Alto,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We are committed in helping our clients meet their investment goals. Investment strategies are tailored to meet the needs of each client. NEW CLIENT minimum portfolio size = $1,000,000…
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8
Kenfield Capital Strategies
Los Angeles,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
As an Independent RIA firm, we are free to choose the investments that best meet our clients' needs. Our fees are based on Assets Under Management (AUM) rather than commissions, so our goals are aligned with yours. NEW CLIENT Min Portfolio Size = $500K...
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9
McComsey Asset Management, LLC
Los Angeles,
CA
Services offered: Money Management
Portfolio requirement: $250,000
Our firm specializes in disciplined, quantitative approaches to actively manage large capitalization equities. We serve clients in southern CA. Our NEW CLIENT minimum portfolio size = $250,000...
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10
Rosenblum Silverman Sutton
San Francisco,
CA
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $500,000
We specialize in two services: managing investment portfolios and acting as a fiduciary assisting our clients with all their financial matters. Contact us to discuss your financial planning goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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11
Silicon Valley Capital Partners, L.P.
San Jose,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We offer separately managed accounts (SMA) to affluent individuals, trusts and foundations. Contact us to discuss your exact financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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12
Stolper & Co Inc.
San Diego,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $1,000,000
We serve select High Net Worth (HNW) clientele globally. Your money should be organized in a way that supports your lifestyle, not a template from a consumer finance magazine. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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13
ALM Advisors, Inc.
Pasadena,
CA
Services offered: Money Management
Portfolio requirement: $100,000
We are focused on a research driven approach -- toward the goal of bringing the Best Value and Highest-Quality of Service to each client. NEW CLIENT minimum portfolio size = $100,000...
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14
Aequitas Wealth Management
Los Angeles,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $1,000,000
**NAPFA Member** We aim to provide our clients with a strategy to achieve their goals, confidence in their financial decisions and the professional assistance to implement them. NEW CLIENT minimum portfolio size = $500,000...
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15
Ventura Advisors
Woodland Hills,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are a Fee-Only Registered Investment Advisor firm located in the San Fernando Valley. We are extremely dedicated to helping our clients achieve personal and financial success. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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16
Marin Capital Management
San Rafael,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** We are a Fee-Only investment advisory and financial planning firm. Our mission is to offer unbiased investment advice where the interests of the client is always our top priority. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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17
Focused Finances, LLC
Oakland,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
**NAPFA Member** You will learn new and creative ways to work with your finances, and you will develop a powerful sense of financial security for yourself and the important people in your life. NEW CLIENT minimum portfolio size = $500,000…
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18
Garner Financial Management
Lafayette,
CA
Services offered: Money Management, 401K to IRA Rollover
Portfolio requirement: $250,000
**NAPFA Member** We are an independent, Fee-Only investment advisor. Our mission is to make your financial goals a reality. NEW CLIENT minimum portfolio size = $250,000…
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19
WESCAP Group
Burbank,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
**NAPFA Member** We are an independent financial advisor firm providing investment management and financial planning services to individuals, trusts, and institutional clients since 1988. Our NEW CLIENT Minimum Portfolio Size = $250,000...
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20
Lynch Financial Advisors
Roseville,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
**NAPFA Member** We provide comprehensive financial, tax and life planning for a fee and receive no commissions from the purchase or sale of products. We are located NE of Sacramento.
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21
The Advisory Group
Diamond Bar,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We provide professional investment and planning services for both business and individual clients. Contact us today to discuss your financial planning objectives and goals. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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22
North Capital
San Francisco,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, 529 College Savings
Portfolio requirement: $50,000
North Capital is an investment management company with a singular focus: delivering best in class investment solutions for your specific needs. Our NEW CLIENT Minimum Portfolio Size = $50,000...
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23
SoundBridge Capital Management, LLC
San Francisco,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
We design and manage global portfolios based upon academic and professional research in behavioral finance. We strive to achieve superior investment returns using a disciplined, risk management approach. NEW CLIENT minimum portfolio size = $500,000...
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24
Summit Portfolio Management Inc.
Los Angeles,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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25
Summit Portfolio Management Inc.
Walnut Creek,
CA
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $500,000
We are an independent Fee-Only financial advisory firm that provides wealth management consulting and portfolio management based on Nobel Prize winning research. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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