Search Results
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1
Focused Finances, LLC
Oakland,
CA (7.48 miles)
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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2
Walnut Hill Advisors, LLC
San Francisco,
CA (8.38 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $250,000
We are a discreet comprehensive financial planning firm serving a limited number of families. Our NEW CLIENT minimum portfolio size = $250,000....
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3
North Capital
San Francisco,
CA (8.82 miles)
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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4
D'Annunzio Consulting Group, LLC
San Francisco,
CA (8.82 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $3,000,000
We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M.....
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5
CPIC International
San Francisco,
CA (9.05 miles)
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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6
Aikapa Financial Planning and Investment Management
San Francisco,
CA (9.05 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now...
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7
Rosenblum Silverman Sutton
San Francisco,
CA (9.85 miles)
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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8
Acap Asset Management Inc.
San Francisco,
CA (9.88 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $250,000
ACap Asset Management is an independent, Fee-Only Investment Advisory Firm. At ACap, we believe in investing, not speculating.
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9
West Portal Investment Group LLC
San Francisco,
CA (9.89 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $250,000
We are a comprehensive financial planning and investment management firm, based in San Francisco, CA. Our NEW CLIENT minimum size = $250,000...
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10
Kevin Bryant - Financial Advisor
San Mateo,
CA (10.64 miles)
Services offered: Money Management, Retirement Planning, Estate Planning, 529 College Savings, 401K to IRA Rollover
Portfolio requirement: $50,000
Our firm advises couples, families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience.
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11
SoundBridge Capital Management, LLC
San Francisco,
CA (10.77 miles)
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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12
Niehaus Liberty Investing, LLC
Berkley,
CA (11.39 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $100,000
We provide independent financial strategy advice and wealth management services to individuals and families. We provide high caliber-portfolio performance and accessible, informative advice. NEW CLIENT min. portfolio size = $100,000..
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13
Atlas Capital Advisors LLC
San Francisco,
CA (11.99 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning
Portfolio requirement: $500,000
We are an independent, Fee-Only investment advisor firm dedicated to providing unbiased advice and specializing in the area of currency risk management. Our NEW CLIENT Minimum Portfolio Size = $500,000...
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14
Garner Financial Management
Lafayette,
CA (15.74 miles)
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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15
Summit Portfolio Management Inc.
Walnut Creek,
CA (18.37 miles)
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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16
Pring Turner Capital Group
Walnut Creek,
CA (18.37 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $1,000,000
We have provided highly personalized investment management services on a fee-only basis since 1977. Our NEW CLIENT minimum portfolio size = $1,000,000...
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17
Parkworth Wealth Management
Palo Alto,
CA (19.34 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings
Portfolio requirement: $1,000,000
We offer personal financial planning, investment management, tax and other wealth management services on a Fee-Only basis to families and individuals throughout the San Francisco Bay Area. Our NEW CLIENT Minimum Portfolio Size = $1,000,000...
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18
Holbrook Global Strategies
Palo Alto,
CA (19.65 miles)
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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19
Financial Solutions
Mill Valley,
CA (20.21 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
Portfolio requirement: $500,000
We are a Fee-Only Portfolio Management and Financial Plannning firm with a client-centered approach. Our NEW CLIENT minimum portfolio size = $500,000...
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20
Aikapa Financial Planning and Investment Management
Larkspur,
CA (20.95 miles)
Services offered: Money Management, Retirement Planning, 401K to IRA Rollover
We are a San Francisco Bay Area based Independent Registered Investment Advisor and Certified Financial Planner™ firm. Whether you need a second opinion, a full plan, a workshop or an adviser, the time to act is now...
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21
Annadel Capital
San Rafael,
CA (26.07 miles)
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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22
Marin Capital Management
San Rafael,
CA (26.07 miles)
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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23
Family Wealth Consulting Group
San Jose,
CA (32.54 miles)
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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24
Silicon Valley Capital Partners, L.P.
San Jose,
CA (33.13 miles)
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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25
Fluent Wealth Partners
San Jose,
CA (33.25 miles)
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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