Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

CLEARVIEW WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #288978
Typical Fee--
AUM$159M
Minimum--
Clients608

CLEARWAVE CAPITAL

Clean RecordAlso Compensated via Product Sales
Upland, CaliforniaCRD #337738
Typical Fee--
AUM$375M
Minimum--
Clients921

CLELLAND & COMPANY INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #105406
Typical Fee--
AUM$432M
Minimum--
Clients279

CLERA

Fee-Only, No ConflictsClean Record
Costa Mesa, CaliforniaCRD #338073
Typical Fee--
AUM--
Minimum--
Clients--

CLEVERALPHA

Fee-Only, No ConflictsClean Record
Hawthorne, CaliforniaCRD #301620
Typical Fee--
AUM$28M
Minimum--
Clients55

CLG LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #282605
Typical Fee--
AUM$1.1B
Minimum--
Clients2,771

CLIFFORD SWAN INVESTMENT COUNSELORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #108033
Typical Fee--
AUM$4.5B
Minimum--
Clients2,598

CLIFFWATER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marina Del Rey, CaliforniaCRD #132167
Typical Fee--
AUM$35.1B
Minimum--
Clients25

CLOCKTOWER GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #158142
Typical Fee--
AUM$1.9B
Minimum--
Clients29

CLUTINGER WILLIAMS & VERHOYE INC

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #111082
Typical Fee--
AUM$163M
Minimum--
Clients255

CMR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #284054
Typical Fee--
AUM$249M
Minimum--
Clients10

COASTEDGE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #149685
Typical Fee--
AUM$1.8B
Minimum--
Clients1,151

COASTLANDS CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #335329
Typical Fee--
AUM$409M
Minimum--
Clients1

COASTWISE CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #139564
Typical Fee--
AUM$184M
Minimum--
Clients397

COBURN BARRETT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #166464
Typical Fee--
AUM$113M
Minimum--
Clients1

COGENUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332474
Typical Fee--
AUM$554M
Minimum--
Clients4

COHEN CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #107903
Typical Fee--
AUM$1.0B
Minimum--
Clients474

COLTON WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Arcadia, CaliforniaCRD #150486
Typical Fee--
AUM$135M
Minimum--
Clients268

COMMUNITY INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #174204
Typical Fee--
AUM$1.1B
Minimum--
Clients3

COMPAK ASSET MANAGEMENT

Clean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #109930
Typical Fee--
AUM$1.3B
Minimum--
Clients3,264

COMPOSITION CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332182
Typical Fee--
AUM$1.1B
Minimum--
Clients6

COMPOSITION WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #143483
Typical Fee--
AUM$6.7B
Minimum--
Clients8,671

COMPREHENSIVE FINANCIAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #159641
Typical Fee--
AUM$17.9B
Minimum--
Clients30

CONCENTRIC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #321633
Typical Fee--
AUM$7.7B
Minimum--
Clients3,552

CONCENTRUM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #167151
Typical Fee--
AUM$809M
Minimum--
Clients1,334

CONCORD INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #107901
Typical Fee--
AUM$327M
Minimum--
Clients458

CONFIDENCE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #127383
Typical Fee--
AUM$344M
Minimum--
Clients1,843

CONGRUENCE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #328559
Typical Fee0.38%
AUM$124M
Minimum--
Clients2

CONNECTIVE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #161099
Typical Fee--
AUM$100M
Minimum--
Clients2

CONNOR CAPITAL SB, LLC

Fee-Only, No ConflictsClean Record
Santa Barbara, CaliforniaCRD #283073
Typical Fee--
AUM$213M
Minimum--
Clients8
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