Search Results
1,793 advisors in californiaFirmFeeAUMMin.Clients
CRESCENT CAP ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients1
CRESCENT CAP NT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$348M
Minimum--
Clients1
CRESCENT CAPITAL GROUP LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$43.8B
Minimum--
Clients171
CRESCENT COVE ADVISORS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$630M
Minimum--
Clients21
CRESCENT PARK MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$351M
Minimum--
Clients8
CROSSLINK CAPITAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$4.8B
Minimum--
Clients34
CROSSPOINT CAPITAL PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$6.9B
Minimum--
Clients10
CROSSPOINT FINANCIAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$138M
Minimum--
Clients448
CROWN ADVISORS MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$213M
Minimum--
Clients1
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$468M
Minimum--
Clients145
CRUX WEALTH ADVISORS
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$410M
Minimum--
Clients1,466
CS CAPITAL MANAGEMENT INC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.2B
Minimum--
Clients2
CSC UPSHOT VENTURES MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$237M
Minimum--
Clients1
CTA WEALTH ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$151M
Minimum--
Clients188
CUADRILLA CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$625M
Minimum--
Clients4
CURATED WEALTH PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients328
CUREWELL CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$197M
Minimum--
Clients2
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$254M
Minimum--
Clients462
CURTIS ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$485M
Minimum--
Clients516
CW INVESTMENT ADVISERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$884M
Minimum--
Clients27
CWS CAPITAL PARTNERS LLC
Also Compensated via InsuranceTypical Fee--
AUM$293M
Minimum--
Clients30
CYPRESS POINT INVESTMENT MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$284M
Minimum--
Clients4
CYPRESS WEALTH SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.3B
Minimum--
Clients2,215
D'ARCY CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$226M
Minimum--
Clients313
D. M. BRENNER, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$176M
Minimum--
Clients389
DACHTLER WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$102M
Minimum--
Clients85
DAFNA CAPITAL MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$538M
Minimum--
Clients4
DAI ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$330M
Minimum--
Clients630
DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$292M
Minimum--
Clients2
DALTON INVESTMENTS, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$4.1B
Minimum--
Clients39