Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

CAMDEN ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #106772
Typical Fee--
AUM$8.8B
Minimum--
Clients19

CAMELOT CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Beach, CaliforniaCRD #281843
Typical Fee--
AUM$1.4B
Minimum--
Clients3

CAMELOTTA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #128053
Typical Fee--
AUM$201M
Minimum--
Clients283

CANDIDE GROUP

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #286086
Typical Fee--
AUM$125M
Minimum--
Clients15

CANNON BEACH FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #140959
Typical Fee--
AUM$176M
Minimum--
Clients558

CANTER WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #167828
Typical Fee--
AUM$276M
Minimum--
Clients258

CANTERBURY CONSULTING INCORPORATED

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #22875
Typical Fee--
AUM$7.4B
Minimum--
Clients4,276

CAPITAL ADVANTAGE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108985
Typical Fee--
AUM$1.1B
Minimum--
Clients2,830

CAPITAL BANK AND TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #170017
Typical Fee--
AUM$139.3B
Minimum--
Clients579

CAPITAL CLIENT GROUP, INC.

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #6247
Typical Fee--
AUM--
Minimum--
Clients--

CAPITAL CS GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #304523
Typical Fee--
AUM$175M
Minimum--
Clients473

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #312837
Typical Fee--
AUM$42.7B
Minimum--
Clients12,073

CAPITAL INTERNATIONAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110682
Typical Fee--
AUM$51.9B
Minimum--
Clients118

CAPITAL MANAGEMENT ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #304617
Typical Fee--
AUM$188M
Minimum--
Clients242

CAPITAL PLANNING ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #170266
Typical Fee--
AUM$1.4B
Minimum--
Clients1,144

CAPITAL RESEARCH & CONSULTING LLC

Fee-Only, No ConflictsClean Record
Pasadena, CaliforniaCRD #109868
Typical Fee--
AUM$6.1B
Minimum--
Clients64

CAPITAL RESEARCH AND MANAGEMENT COMPANY

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110885
Typical Fee--
AUM$3.8T
Minimum--
Clients22,833

CAPITAL RESEARCH COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110684
Typical Fee--
AUM--
Minimum--
Clients--

CAPITAL TRUST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #134174
Typical Fee--
AUM$357M
Minimum--
Clients587

CAPRICE CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #307048
Typical Fee--
AUM$214M
Minimum--
Clients3

CAPRICORN INVESTMENT GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #147417
Typical Fee--
AUM$12.5B
Minimum--
Clients32

CAPROCK PARTNERS MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #296925
Typical Fee--
AUM$1.6B
Minimum--
Clients13

CARBAHAL OLSEN FINANCIAL SERVICES GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Davis, CaliforniaCRD #151765
Typical Fee--
AUM$213M
Minimum--
Clients547

CARBON COLLECTIVE INVESTING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #310129
Typical Fee--
AUM$233M
Minimum--
Clients1,306

CARDINAL POINT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #141166
Typical Fee--
AUM$104M
Minimum--
Clients3

CAREY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #173885
Typical Fee--
AUM$223M
Minimum--
Clients283

CARLSBAD WEALTH ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #146587
Typical Fee--
AUM$204M
Minimum--
Clients730

CARMANDALIAN FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #292458
Typical Fee--
AUM$130M
Minimum--
Clients263

CARMEL CAPITAL MANAGEMENT L.L.C.

Fee-OnlyAlso Compensated via Product Sales
Carmel, CaliforniaCRD #120675
Typical Fee--
AUM$392M
Minimum--
Clients109

CARMEL CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #123907
Typical Fee--
AUM$380M
Minimum--
Clients718
Browse Fiduciary Financial Advisors | FiduciaryListings