Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

DANIEL INVESTMENT ASSOCIATES, LLC

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #157284
Typical Fee--
AUM$221M
Minimum--
Clients35

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenbrae, CaliforniaCRD #311926
Typical Fee--
AUM$3.4B
Minimum--
Clients3

DASH INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #135281
Typical Fee--
AUM$620M
Minimum--
Clients1,214

DAVIDSON KAHN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sherman Oaks, CaliforniaCRD #290062
Typical Fee--
AUM$415M
Minimum--
Clients795

DAVIES FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Murrieta, CaliforniaCRD #139764
Typical Fee--
AUM$288M
Minimum--
Clients303

DBA SEASIDE FINANCIAL & INSURANCE SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #289985
Typical Fee--
AUM$79M
Minimum--
Clients354

DCA FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #322047
Typical Fee--
AUM$162M
Minimum--
Clients1

DE GROOTE FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #168178
Typical Fee--
AUM$751M
Minimum--
Clients2,093

DEAN ROLAND RUSSELL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #109480
Typical Fee--
AUM$314M
Minimum--
Clients556

DECAMILLA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #108027
Typical Fee--
AUM$145M
Minimum--
Clients283

DECHENG CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #293073
Typical Fee--
AUM$2.1B
Minimum--
Clients10

DECISION INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #145073
Typical Fee--
AUM$132M
Minimum--
Clients363

DECODE FINANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #331985
Typical Fee--
AUM$1K
Minimum--
Clients5

DEDICATED CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #168132
Typical Fee--
AUM$119M
Minimum--
Clients104

DEDORA CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Napa, CaliforniaCRD #177523
Typical Fee--
AUM$487M
Minimum--
Clients1,291

DEFILADE CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Emeryville, CaliforniaCRD #337997
Typical Fee--
AUM$644M
Minimum--
Clients3

DEFINE FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #286648
Typical Fee1.25%
AUM$276M
Minimum--
Clients524

DEL MAR WEALTH MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Del Mar, CaliforniaCRD #175022
Typical Fee--
AUM$148M
Minimum--
Clients273

DELARME WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palos Verdes Estates, CaliforniaCRD #328372
Typical Fee--
AUM$169M
Minimum--
Clients399

DELTA ACCUMULATION, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sausalito, CaliforniaCRD #286434
Typical Fee--
AUM$210M
Minimum--
Clients9

DELTA INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149596
Typical Fee--
AUM$771M
Minimum--
Clients2,625

DENALI ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #110242
Typical Fee--
AUM$1.2B
Minimum--
Clients312

DERIVE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #284619
Typical Fee--
AUM$141M
Minimum--
Clients298

DESMOND WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #118200
Typical Fee--
AUM$124M
Minimum--
Clients209

DESTINATION WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #110365
Typical Fee--
AUM$4.1B
Minimum--
Clients5,732

DEW POINT CAPITAL

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305010
Typical Fee--
AUM$367M
Minimum--
Clients919

DILIGENT INVESTORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redlands, CaliforniaCRD #158708
Typical Fee--
AUM$663M
Minimum--
Clients2,110

DIMENSIONS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #298928
Typical Fee--
AUM$139M
Minimum--
Clients359

DIPSEA CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #257787
Typical Fee--
AUM$103M
Minimum--
Clients6

DISHMI CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #336392
Typical Fee--
AUM$144M
Minimum--
Clients97
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