Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

BROADSHORE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #119200
Typical Fee--
AUM$1.1B
Minimum--
Clients13

BROADWING CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #127513
Typical Fee--
AUM$148M
Minimum--
Clients66

BROOKER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #105437
Typical Fee--
AUM$136M
Minimum--
Clients145

BROWNING WEST LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304702
Typical Fee--
AUM$1.6B
Minimum--
Clients7

BUCHANAN STREET PARTNERS, L.P.

Clean RecordAlso Compensated via Insurance
Newport Beach, CaliforniaCRD #169052
Typical Fee--
AUM$1.6B
Minimum--
Clients25

BUCHER WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #154878
Typical Fee--
AUM$147M
Minimum--
Clients230

BUENA CAPITAL ADVISORS D/B/A IVY INVEST

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #328122
Typical Fee--
AUM$7M
Minimum--
Clients1

BULL OAK CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe, CaliforniaCRD #170325
Typical Fee--
AUM$196M
Minimum--
Clients356

BULMAN WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #313552
Typical Fee--
AUM$283M
Minimum--
Clients1,143

BUNKER

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #319690
Typical Fee--
AUM$20M
Minimum--
Clients88

BURTON ENRIGHT WELCH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #118376
Typical Fee--
AUM$1.2B
Minimum--
Clients644

BUTTERFLY EQUITY LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #284667
Typical Fee--
AUM$6.1B
Minimum--
Clients29

BVF PARTNERS L.P.

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #156149
Typical Fee--
AUM$5.6B
Minimum--
Clients7

BW & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orange, CaliforniaCRD #116471
Typical Fee--
AUM$693M
Minimum--
Clients1,229

C.M. CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #157529
Typical Fee--
AUM$2.2B
Minimum--
Clients2

C1 ADVISORS LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #331914
Typical Fee--
AUM--
Minimum--
Clients--

CABLE CAR CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169234
Typical Fee--
AUM$255M
Minimum--
Clients18

CACHE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #323063
Typical Fee--
AUM$962M
Minimum--
Clients7

CAI MANAGER LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #310205
Typical Fee--
AUM$1.5B
Minimum--
Clients12

CALABASAS ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #288224
Typical Fee--
AUM$250M
Minimum--
Clients1,104

CALDWELL SUTTER CAPITAL, INC.

Also Compensated via Brokerage
Sausalito, CaliforniaCRD #10489
Typical Fee1.00%
AUM$606M
Minimum--
Clients1,249

CALERA CAPITAL ADVISORS, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #158050
Typical Fee--
AUM$2.9B
Minimum--
Clients13

CALIFORNIA CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burbank, CaliforniaCRD #130734
Typical Fee--
AUM$358M
Minimum--
Clients867

CALIFORNIA FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #110152
Typical Fee--
AUM$2.3B
Minimum--
Clients3,547

CALLAN

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #107687
Typical Fee--
AUM$37.8B
Minimum--
Clients25

CALMWATER CAPITAL

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #282617
Typical Fee--
AUM$1.2B
Minimum--
Clients7

CALTIER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Poway, CaliforniaCRD #317263
Typical Fee--
AUM$7M
Minimum--
Clients2,304

CALTIUS CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #157007
Typical Fee--
AUM$985M
Minimum--
Clients16

CAMBRIA INVESTMENT MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #141600
Typical Fee--
AUM$2.7B
Minimum--
Clients282

CAMBRIAN ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #291953
Typical Fee--
AUM$171M
Minimum--
Clients3
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