Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

CARMEL PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #160892
Typical Fee--
AUM$7.5B
Minimum--
Clients8

CARRICK CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #165915
Typical Fee--
AUM$1.6B
Minimum--
Clients30

CARTER FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #298327
Typical Fee--
AUM$252M
Minimum--
Clients536

CASCADE FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #326620
Typical Fee--
AUM$1.2B
Minimum--
Clients1,069

CASILIO LEITCH INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #173152
Typical Fee--
AUM$256M
Minimum--
Clients397

CASTLE COAST WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #298439
Typical Fee--
AUM$412M
Minimum--
Clients1,055

CASTLE CREEK CAPITAL

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #158079
Typical Fee--
AUM$1.2B
Minimum--
Clients13

CASTLE ROCK WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Walnut Creek, CaliforniaCRD #199513
Typical Fee--
AUM$522M
Minimum--
Clients1,904

CASTLE WEALTH PLANNING

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #141601
Typical Fee--
AUM$216M
Minimum--
Clients404

CATALINA CAPITAL GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Torrance, CaliforniaCRD #172556
Typical Fee--
AUM$616M
Minimum--
Clients573

CATALYST PRIVATE WEALTH, LLC

Clean RecordAlso Compensated via Brokerage
San Mateo, CaliforniaCRD #305565
Typical Fee--
AUM$331M
Minimum--
Clients487

CATALYST WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #297503
Typical Fee--
AUM$149M
Minimum--
Clients87

CAUSEWAY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #113308
Typical Fee--
AUM$42.7B
Minimum--
Clients255

CAVU WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lakeside, CaliforniaCRD #299089
Typical Fee--
AUM$175M
Minimum--
Clients859

CEDAR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #167149
Typical Fee--
AUM$361M
Minimum--
Clients113

CEDARSTONE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #172653
Typical Fee--
AUM$171M
Minimum--
Clients189

CENDANA CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165555
Typical Fee--
AUM$1.7B
Minimum--
Clients13

CENTAURUS FINANCIAL, INC.

Also Compensated via Brokerage
Anaheim, CaliforniaCRD #30833
Typical Fee--
AUM$7.3B
Minimum--
Clients38,049

CENTER CAPITAL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Beverly Hills, CaliforniaCRD #315464
Typical Fee--
AUM$377M
Minimum--
Clients7

CENTURA WEALTH ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #296985
Typical Fee--
AUM$769M
Minimum--
Clients1,467

CENTURY PARK CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #331368
Typical Fee--
AUM$262M
Minimum--
Clients9

CERDA MUNOZ ADVISORS, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Whittier, CaliforniaCRD #170784
Typical Fee--
AUM$209M
Minimum--
Clients810

CERRO PACIFIC WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #310825
Typical Fee--
AUM$558M
Minimum--
Clients846

CERTIFIED PLANNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #105364
Typical Fee--
AUM$197M
Minimum--
Clients536

CETERA ADVISORY SERVICES LLC

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #285648
Typical Fee--
AUM--
Minimum--
Clients--

CFT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #319348
Typical Fee--
AUM$3.4B
Minimum--
Clients7

CHALLENGER WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Aliso Viejo, CaliforniaCRD #121498
Typical Fee--
AUM$258M
Minimum--
Clients505

CHANDLER ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #107287
Typical Fee--
AUM$41.6B
Minimum--
Clients1,049

CHANGING PARAMETERS, LLC

Fee-Only, No ConflictsClean Record
Los Altos, CaliforniaCRD #132551
Typical Fee--
AUM$105M
Minimum--
Clients249

CHANNEL WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #323461
Typical Fee--
AUM$833M
Minimum--
Clients1,796
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