Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ADVANCED PORTFOLIO STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #284697
Typical Fee--
AUM$159M
Minimum--
Clients372

ADVICE ONLY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #334039
Typical Fee--
AUM--
Minimum--
Clients--

AECOM CAPITAL REAL ESTATE, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #298333
Typical Fee--
AUM$560M
Minimum--
Clients3

AEQUIM ALTERNATIVE INVESTMENTS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #293127
Typical Fee--
AUM$4.8B
Minimum--
Clients4

AFFINITY CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #166226
Typical Fee--
AUM$636M
Minimum--
Clients4,338

AFFINITY INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #108278
Typical Fee--
AUM$1.1B
Minimum--
Clients71

AFT US CAPITAL LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #335448
Typical Fee--
AUM$216
Minimum--
Clients2

AG ASSET ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #154406
Typical Fee--
AUM$409M
Minimum--
Clients188

AHOY CAPITAL

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #300100
Typical Fee--
AUM$540M
Minimum--
Clients10

AII CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Moorpark, CaliforniaCRD #299674
Typical Fee--
AUM$120M
Minimum--
Clients5

AIRE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #307450
Typical Fee--
AUM$1.0B
Minimum--
Clients1,163

AK GLOBAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #137530
Typical Fee--
AUM$118M
Minimum--
Clients104

AKKADIAN CEF MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #338152
Typical Fee--
AUM$417M
Minimum--
Clients1

AKKADIAN VENTURES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171036
Typical Fee--
AUM$833M
Minimum--
Clients17

AKSIA CA LLC

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #159043
Typical Fee--
AUM$2.1B
Minimum--
Clients3

ALAMAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #154413
Typical Fee--
AUM$251M
Minimum--
Clients209

ALAN BILLER AND ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #105283
Typical Fee--
AUM$65.1B
Minimum--
Clients52

ALBERT INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #298006
Typical Fee--
AUM$23M
Minimum--
Clients209,650

ALBITZ/MILOE AND ASSOCIATES, INC.

Clean RecordAlso Compensated via Brokerage
Torrance, CaliforniaCRD #104777
Typical Fee--
AUM$704M
Minimum--
Clients1,286

ALBOURNE AMERICA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #126582
Typical Fee--
AUM--
Minimum--
Clients--

ALCOSTA CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #128679
Typical Fee--
AUM$221M
Minimum--
Clients127

ALESSANDRA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #123305
Typical Fee--
AUM$115M
Minimum--
Clients147

ALGERT GLOBAL LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #125523
Typical Fee--
AUM$7.6B
Minimum--
Clients20

ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #321735
Typical Fee--
AUM$224M
Minimum--
Clients342

ALLIANCE ADVISORY & SECURITIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #18835
Typical Fee--
AUM$639M
Minimum--
Clients2,728

ALLOCATE MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #316814
Typical Fee--
AUM$2.1B
Minimum--
Clients144

ALLSTREET CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283564
Typical Fee--
AUM$218M
Minimum--
Clients475

ALLWORTH FINANCIAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Folsom, CaliforniaCRD #111167
Typical Fee1.85%
AUM$25.1B
Minimum--
Clients64,930

ALMITAS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #166705
Typical Fee--
AUM$986M
Minimum--
Clients2

ALPHA ANALYTICS INVESTMENT GROUP LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #109844
Typical Fee--
AUM$235M
Minimum--
Clients171
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