Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

CONQUIS FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Millbrae, CaliforniaCRD #319579
Typical Fee--
AUM$280M
Minimum--
Clients234

CONTANGO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #337757
Typical Fee--
AUM$123M
Minimum--
Clients260

CONTEXT CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #115167
Typical Fee--
AUM$5.0B
Minimum--
Clients3

CONWAY CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burbank, CaliforniaCRD #133260
Typical Fee--
AUM$213M
Minimum--
Clients155

COOKE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #127309
Typical Fee--
AUM$137M
Minimum--
Clients303

COOPER CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encinitas, CaliforniaCRD #305121
Typical Fee--
AUM$283M
Minimum--
Clients502

COOPER MCMANUS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #111458
Typical Fee--
AUM$2.9B
Minimum--
Clients7,111

COPLEY FINANCIAL GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #283070
Typical Fee--
AUM$319M
Minimum--
Clients3,270

COPPERPLATE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #174528
Typical Fee--
AUM$208M
Minimum--
Clients3

CORAL TREE MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313118
Typical Fee--
AUM$510M
Minimum--
Clients2

CORBEL CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #171849
Typical Fee--
AUM$1.2B
Minimum--
Clients17

CORDILLERA INVESTMENT PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #277036
Typical Fee--
AUM$1.6B
Minimum--
Clients25

CORE AND VALUE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #156093
Typical Fee--
AUM$20.5B
Minimum--
Clients20

CORE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #155205
Typical Fee--
AUM$285M
Minimum--
Clients594

CORE FINANCIAL ADVISORS

Clean RecordAlso Compensated via Brokerage
San Bernardino, CaliforniaCRD #168839
Typical Fee--
AUM$179M
Minimum--
Clients507

CORE WEALTH PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Rosa, CaliforniaCRD #322365
Typical Fee--
AUM$393M
Minimum--
Clients840

CORNERSTONE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #105396
Typical Fee--
AUM$1.3B
Minimum--
Clients273

CORNERSTONE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #309544
Typical Fee--
AUM$146M
Minimum--
Clients425

CORRIDOR CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #160922
Typical Fee--
AUM$250M
Minimum--
Clients15

CORVUS WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Templeton, CaliforniaCRD #311261
Typical Fee--
AUM$871M
Minimum--
Clients1,320

COTA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #226750
Typical Fee--
AUM$1.1B
Minimum--
Clients15

COUNTERPOINT FUNDS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #172379
Typical Fee--
AUM$2.6B
Minimum--
Clients5

COVE

Fee-Only, No ConflictsClean Record
Santa Clara, CaliforniaCRD #329900
Typical Fee--
AUM--
Minimum--
Clients--

COVE STREET CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #156260
Typical Fee--
AUM$127M
Minimum--
Clients37

CRABEL CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #167332
Typical Fee--
AUM--
Minimum--
Clients--

CRANE & ASSOCIATES WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Fullerton, CaliforniaCRD #314432
Typical Fee--
AUM$935M
Minimum--
Clients1,048

CRAWFORD FINANCIAL PLANNING & CONSULTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Modesto, CaliforniaCRD #134936
Typical Fee--
AUM$172M
Minimum--
Clients378

CRCM L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160976
Typical Fee--
AUM$802M
Minimum--
Clients15

CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #286567
Typical Fee--
AUM$668M
Minimum--
Clients1,126

CREEKSIDE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Petaluma, CaliforniaCRD #125401
Typical Fee--
AUM$505M
Minimum--
Clients788
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