Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

CHARGER INVESTMENT PARTNERS LP

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #307191
Typical Fee--
AUM$613M
Minimum--
Clients8

CHARLES FISH INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #110445
Typical Fee--
AUM$342M
Minimum--
Clients51

CHATTERTON & ASSOCIATES

Clean RecordAlso Compensated via Brokerage
Anaheim, CaliforniaCRD #132295
Typical Fee--
AUM$1.2B
Minimum--
Clients2,771

CHECCHI CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #143478
Typical Fee--
AUM$2.3B
Minimum--
Clients1,198

CHECK CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Costa Mesa, CaliforniaCRD #107058
Typical Fee--
AUM$2.1B
Minimum--
Clients2,311

CHELSEA MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #110399
Typical Fee--
AUM$497M
Minimum--
Clients223

CHEQUERS FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #175209
Typical Fee--
AUM$1.1B
Minimum--
Clients1,272

CHEVIOT VALUE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #166291
Typical Fee--
AUM$1.2B
Minimum--
Clients1,215

CHOKSHI & QUEEN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #313833
Typical Fee--
AUM$263M
Minimum--
Clients775

CHRISTOPHER WEIL & CO INC

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #22090
Typical Fee--
AUM$896M
Minimum--
Clients1,547

CHROME ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #311539
Typical Fee--
AUM$128M
Minimum--
Clients364

CI GLOBAL INVESTMENTS INC.

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #156752
Typical Fee--
AUM$11.4B
Minimum--
Clients25

CIM CAPITAL IC MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #301416
Typical Fee--
AUM$1.1B
Minimum--
Clients3

CIM CAPITAL SA MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #306166
Typical Fee--
AUM$82M
Minimum--
Clients1

CIM CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #277038
Typical Fee--
AUM$2.5B
Minimum--
Clients5

CITRINE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171735
Typical Fee--
AUM$278M
Minimum--
Clients580

CITYVIEW MANAGEMENT SERVICES, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #158370
Typical Fee--
AUM$1.1B
Minimum--
Clients5

CLAIRMONT CAPITAL GROUP, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313639
Typical Fee--
AUM$127M
Minimum--
Clients7

CLARAPHI ADVISORY NETWORK, LLC

Fee-OnlyAlso Compensated via Product Sales
Aliso Viejo, CaliforniaCRD #165868
Typical Fee--
AUM$383M
Minimum--
Clients2,422

CLAREMONT FINANCIAL GROUP,INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Claremont, CaliforniaCRD #107806
Typical Fee--
AUM$119M
Minimum--
Clients518

CLARION ADVISORS INC.

Fee-OnlyAlso Compensated via Product Sales
Auburn, CaliforniaCRD #131081
Typical Fee--
AUM$111M
Minimum--
Clients1,244

CLARITY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #157913
Typical Fee--
AUM$601M
Minimum--
Clients1,289

CLARIVEST ASSET MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #139785
Typical Fee1.00%
AUM$3.0B
Minimum--
Clients27

CLAY NORTHAM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntington Beach, CaliforniaCRD #159002
Typical Fee--
AUM$355M
Minimum--
Clients1,108

CLAYTON PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #127546
Typical Fee--
AUM$169M
Minimum--
Clients88

CLEAR RETIREMENT ADVICE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #292667
Typical Fee--
AUM$108M
Minimum--
Clients178

CLEARLAKE CAPITAL ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #167408
Typical Fee--
AUM$2.1B
Minimum--
Clients23

CLEARLAKE CAPITAL GROUP, L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #157920
Typical Fee--
AUM$79.6B
Minimum--
Clients149

CLEARLIGHT PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #157610
Typical Fee--
AUM$434M
Minimum--
Clients2

CLEARVIEW INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Costa Mesa, CaliforniaCRD #150046
Typical Fee--
AUM$100M
Minimum--
Clients352
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