Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ECOR1 CAPITAL, LLC

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #167121
Typical Fee--
AUM$3.9B
Minimum--
Clients5

EDELMAN FINANCIAL ENGINES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #104510
Typical Fee--
AUM$292.9B
Minimum--
Clients1,552,934

EHRLICH FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Niguel, CaliforniaCRD #325595
Typical Fee--
AUM$250M
Minimum--
Clients682

EIGER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #304321
Typical Fee--
AUM$322M
Minimum--
Clients549

ELDRIDGE ACRE PARTNERS, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #328401
Typical Fee--
AUM$893M
Minimum--
Clients6

ELECTRIC CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #296943
Typical Fee--
AUM$2.9B
Minimum--
Clients28

ELEVATION WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #123971
Typical Fee--
AUM$671M
Minimum--
Clients1,000

ELI CIRCLE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #326553
Typical Fee--
AUM$141M
Minimum--
Clients1

ELIOT FINKEL INVESTMENT COUNSEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #104695
Typical Fee--
AUM$184M
Minimum--
Clients183

ELITE PORTFOLIOS

Fee-Only, No ConflictsClean Record
Carmel By The Sea, CaliforniaCRD #327535
Typical Fee--
AUM$497K
Minimum--
Clients2

ELMWOOD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #165639
Typical Fee--
AUM$333M
Minimum--
Clients566

ELYXIUM WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #328603
Typical Fee--
AUM$453M
Minimum--
Clients279

EMBARCADERO FINANCIAL GROUP

Clean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140929
Typical Fee--
AUM$160M
Minimum--
Clients196

EMERALD BAY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tahoe City, CaliforniaCRD #160837
Typical Fee--
AUM$184M
Minimum--
Clients203

EMERALD LAKE CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #300395
Typical Fee1.00%
AUM$1.5B
Minimum--
Clients12

EMERSON EQUITY LLC

Also Compensated via Brokerage
San Mateo, CaliforniaCRD #130032
Typical Fee--
AUM$328M
Minimum--
Clients1,091

EMPYREAN CAPITAL PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #138978
Typical Fee--
AUM$4.9B
Minimum--
Clients4

ENCOMPASS MORE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Danville, CaliforniaCRD #322382
Typical Fee--
AUM$582M
Minimum--
Clients4,025

ENCORE CONSUMER CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157228
Typical Fee--
AUM$723M
Minimum--
Clients4

ENDURING WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Temecula, CaliforniaCRD #323320
Typical Fee--
AUM$112M
Minimum--
Clients412

ENGAGED CAPITAL

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #161251
Typical Fee--
AUM$432M
Minimum--
Clients8

ENHANCED HEALTHCARE MANAGEMENT COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #157622
Typical Fee--
AUM$1.2B
Minimum--
Clients10

ENRICH FINANCE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #337784
Typical Fee--
AUM--
Minimum--
Clients--

ENSPIRE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Rosa, CaliforniaCRD #325723
Typical Fee--
AUM$119M
Minimum--
Clients130

ENTRUITY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #288331
Typical Fee--
AUM$129M
Minimum--
Clients707

ENTRUST INVESTMENT SERVICES, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Campbell, CaliforniaCRD #324860
Typical Fee--
AUM$118M
Minimum--
Clients403

EP WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #111147
Typical Fee--
AUM$35.6B
Minimum--
Clients49,167

EPIC FUNDS

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #311425
Typical Fee--
AUM$146M
Minimum--
Clients7

EPSILON FINANCIAL GROUP, INC.

Fee-Only, No ConflictsClean Record
Fairfield, CaliforniaCRD #111990
Typical Fee--
AUM$554M
Minimum--
Clients495

EQUANIMITY FINANCIAL PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #152050
Typical Fee--
AUM$167M
Minimum--
Clients643
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