Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ERA PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #307400
Typical Fee--
AUM$1.0B
Minimum--
Clients9

ESO MANAGEMENT SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #165564
Typical Fee--
AUM$391M
Minimum--
Clients5

ESSENTIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe,, CaliforniaCRD #315959
Typical Fee--
AUM$325M
Minimum--
Clients142

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #110263
Typical Fee--
AUM$239M
Minimum--
Clients705

EVEREST PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #142945
Typical Fee0.50%
AUM$307M
Minimum--
Clients330

EVERETT HARRIS & CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106830
Typical Fee--
AUM$10.9B
Minimum--
Clients1,884

EVERMONT WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Claremont, CaliforniaCRD #168581
Typical Fee--
AUM$278M
Minimum--
Clients1,051

EVERY SECURITIES LLC

Fee-Only, No ConflictsClean Record
Sacramento, CaliforniaCRD #333167
Typical Fee--
AUM$120M
Minimum--
Clients193

EVOKE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300856
Typical Fee--
AUM$27.7B
Minimum--
Clients12,365

EVOLVE PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333932
Typical Fee--
AUM$2.1B
Minimum--
Clients3,940

EXCOLERE EQUITY PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #324822
Typical Fee--
AUM$252M
Minimum--
Clients4

EXTRACT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #285535
Typical Fee--
AUM$652M
Minimum--
Clients7

FACTORIAL FUNDS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #319107
Typical Fee--
AUM$804M
Minimum--
Clients33

FAIRBANKS CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe, CaliforniaCRD #107650
Typical Fee--
AUM$370M
Minimum--
Clients219

FAIRCHILD FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Folsom, CaliforniaCRD #165434
Typical Fee--
AUM$121M
Minimum--
Clients509

FAIRFIELD REALTY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #300633
Typical Fee--
AUM$5.2B
Minimum--
Clients12

FAIRVIEW CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenbrae, CaliforniaCRD #108102
Typical Fee--
AUM$2.0B
Minimum--
Clients701

FALCON BRIDGE CAPITAL

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #156661
Typical Fee--
AUM$249M
Minimum--
Clients6

FALCON WEALTH PLANNING, INC.

Fee-Only, No ConflictsClean Record
Ontario, CaliforniaCRD #174092
Typical Fee--
AUM$1.6B
Minimum--
Clients5,242

FALL LINE CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #283625
Typical Fee--
AUM$518M
Minimum--
Clients4

FAMILY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #316723
Typical Fee1.50%
AUM$233M
Minimum$3000M
Clients361

FARALLON CAPITAL MANAGEMENT, L.L.C.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107322
Typical Fee--
AUM$48.3B
Minimum--
Clients70

FARTHER

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #302050
Typical Fee--
AUM$7.5B
Minimum--
Clients24,245

FARTHER ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #325807
Typical Fee--
AUM$291M
Minimum--
Clients1,016

FC360 WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #171788
Typical Fee--
AUM$127M
Minimum--
Clients365

FELICITAS GLOBAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #292411
Typical Fee--
AUM$866M
Minimum--
Clients15

FELL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #104986
Typical Fee--
AUM$175M
Minimum--
Clients210

FERMATA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sonoma, CaliforniaCRD #305614
Typical Fee0.75%
AUM$1.1B
Minimum--
Clients4,095

FERNBRIDGE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309334
Typical Fee--
AUM$1.9B
Minimum--
Clients3

FFL

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156980
Typical Fee--
AUM$3.6B
Minimum--
Clients28
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