Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

HOERTKORN RICHARD CHARLES

Clean RecordAlso Compensated via Insurance
Kentfield, CaliforniaCRD #104649
Typical Fee--
AUM$282M
Minimum--
Clients80

HOFER & ASSOCIATES WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #282005
Typical Fee--
AUM$216M
Minimum--
Clients300

HOLBROOK GLOBAL STRATEGIES

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #127059
Typical Fee--
AUM$160M
Minimum--
Clients35

HOLLENCREST CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #46217
Typical Fee--
AUM$2.7B
Minimum--
Clients1,296

HOMESTEAD CAPITAL USA, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #281186
Typical Fee--
AUM$1.6B
Minimum--
Clients6

HONTE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #308341
Typical Fee--
AUM$704M
Minimum--
Clients2

HORSLEY BRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #110877
Typical Fee--
AUM$22.3B
Minimum--
Clients46

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #114649
Typical Fee--
AUM$33.2B
Minimum--
Clients104

HOUSATONIC PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157618
Typical Fee--
AUM$1.5B
Minimum--
Clients13

HOWARD CAPITAL MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #310510
Typical Fee--
AUM$2.3B
Minimum--
Clients1,380

HUBER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #143344
Typical Fee--
AUM$542M
Minimum--
Clients10

HUMAN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #296844
Typical Fee--
AUM$2.7B
Minimum--
Clients38

HUMAN INTEREST ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #269875
Typical Fee--
AUM$8.1B
Minimum--
Clients762,032

HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Novato, CaliforniaCRD #145096
Typical Fee--
AUM$201M
Minimum--
Clients223

HW CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #298731
Typical Fee--
AUM$305M
Minimum--
Clients28

HYPHEN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #338134
Typical Fee--
AUM$120M
Minimum--
Clients162

IBN ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #290114
Typical Fee--
AUM$485M
Minimum--
Clients63

ICG ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #148066
Typical Fee--
AUM$7.8B
Minimum--
Clients108

ICONIQ CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159198
Typical Fee--
AUM$95.1B
Minimum--
Clients1,537

IEQ CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Foster City, CaliforniaCRD #301819
Typical Fee1.00%
AUM$35.4B
Minimum--
Clients1,963

IFC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Auburn, CaliforniaCRD #283976
Typical Fee--
AUM$152M
Minimum--
Clients1,335

IFC ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332157
Typical Fee1.75%
AUM$2.3B
Minimum--
Clients1,901

IGNITE PLANNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Clemente, CaliforniaCRD #289797
Typical Fee0.25%
AUM$1.1B
Minimum--
Clients4,614

IGP INDUSTRIES, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #157214
Typical Fee--
AUM$1.5B
Minimum--
Clients5

ILLUMEN CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #305411
Typical Fee--
AUM$274M
Minimum--
Clients5

ILLUMINATION WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #149576
Typical Fee--
AUM$377M
Minimum--
Clients1,091

IM GLOBAL PARTNER FUND MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #110005
Typical Fee--
AUM$3.3B
Minimum--
Clients16

IMPACT FIDUCIARY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #288345
Typical Fee--
AUM$127M
Minimum--
Clients705

IMPACT INVESTMENT ADVISER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149929
Typical Fee--
AUM$742M
Minimum--
Clients9

IMPACT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289028
Typical Fee--
AUM$283M
Minimum--
Clients770
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