Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

DISTRIBUTION COGNIZANT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #322048
Typical Fee--
AUM$5M
Minimum--
Clients1

DIVCO WEST REAL ESTATE SERVICES, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #156762
Typical Fee--
AUM$15.7B
Minimum--
Clients31

DIVERSIFI CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #242788
Typical Fee--
AUM$457M
Minimum--
Clients821

DIVERSIS CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300773
Typical Fee--
AUM$2.1B
Minimum--
Clients14

DIVISAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149091
Typical Fee--
AUM$988M
Minimum--
Clients2

DKM WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Stockton, CaliforniaCRD #316778
Typical Fee1.00%
AUM$317M
Minimum--
Clients502

DLK INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Solana Beach, CaliforniaCRD #149096
Typical Fee--
AUM$435M
Minimum--
Clients1,122

DOBSON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Petaluma, CaliforniaCRD #112079
Typical Fee--
AUM$197M
Minimum--
Clients385

DODGE & COX

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #104596
Typical Fee--
AUM$400.3B
Minimum--
Clients735

DOHENY ASSET MANAGEMENT, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106434
Typical Fee--
AUM$164M
Minimum--
Clients79

DORCHESTER CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #157965
Typical Fee--
AUM$1.6B
Minimum--
Clients14

DORSAL CAPITAL MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #160224
Typical Fee--
AUM$6.6B
Minimum--
Clients7

DOUBLE BAY MANAGEMENT & PLANNING

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #136373
Typical Fee--
AUM$111M
Minimum--
Clients81

DRAGONEER INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #161443
Typical Fee--
AUM$25.6B
Minimum--
Clients34

DRAGONFLY DIGITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300750
Typical Fee--
AUM$4.1B
Minimum--
Clients13

DRC INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #332680
Typical Fee--
AUM$391M
Minimum--
Clients6

DREAMERS MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #299919
Typical Fee--
AUM$118M
Minimum--
Clients1

DRH INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #164945
Typical Fee--
AUM$159M
Minimum--
Clients333

DST WEALTH MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Indian Wells, CaliforniaCRD #302110
Typical Fee--
AUM$532M
Minimum--
Clients703

DUCENTA SQUARED ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #308920
Typical Fee--
AUM$3.2B
Minimum--
Clients467

DUCERE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #337471
Typical Fee--
AUM$504M
Minimum--
Clients478

DUNHAM

Clean RecordAlso Compensated via Brokerage
San Diego, CaliforniaCRD #13162
Typical Fee2.00%
AUM$4.7B
Minimum--
Clients12,032

DWR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #133743
Typical Fee--
AUM$221M
Minimum--
Clients647

DYNAMIC WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Granite Bay, CaliforniaCRD #167594
Typical Fee--
AUM$145M
Minimum--
Clients429

EAGLE WEALTH MANAGEMENT GROUP INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valencia, CaliforniaCRD #327052
Typical Fee--
AUM$364M
Minimum--
Clients456

EAGLESON ARNDT FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #134098
Typical Fee--
AUM$107M
Minimum--
Clients307

EARNED WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #108052
Typical Fee--
AUM$1.9B
Minimum--
Clients3,544

EAST BEACH ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #310563
Typical Fee--
AUM$125M
Minimum--
Clients1

ECHO45 ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #307265
Typical Fee--
AUM$195M
Minimum--
Clients566

ECLECTIC ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fullerton, CaliforniaCRD #111041
Typical Fee--
AUM$1.5B
Minimum--
Clients4,290
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