Canter Wealth

RIASEC RegisteredEst. 2019

Total AUM

$386M

Discretionary

$386M

100% of AUM

Avg account

$1.4M

Accounts

280

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 167828
Registered since: December 17, 2019
Website: canterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI78.42%
Individuals21.41%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Canter Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, engaging third‑party managers in addition to providing direct portfolio management. Its fee arrangements include percentage‑of‑AUM, fixed fees and other structures. Core advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, manager selection, pension consulting services, and educational seminars and workshops. The firm identifies as an active ESG investor and maintains an industry affiliation as a real estate broker. Canter Wealth was named to FA Magazine’s Top RIA Firms list in 2020.