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1,793 advisors in california
FirmFeeAUMMin.Clients

ION PACIFIC, INC.

Fee-Only, No ConflictsClean Record
Venice, CaliforniaCRD #328607
Typical Fee--
AUM$483M
Minimum--
Clients40

IPG INVESTMENT ADVISORS, LLC

Also Compensated via Product Sales
San Diego, CaliforniaCRD #152990
Typical Fee--
AUM$3.8B
Minimum--
Clients1,154

IRONWOOD CAPITAL MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #109330
Typical Fee--
AUM$7.3B
Minimum--
Clients8

ISHARA INVESTMENTS LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #331869
Typical Fee--
AUM$101M
Minimum--
Clients3

IVANOFF WEALTH MANAGEMENT INC.

Fee-OnlyAlso Compensated via Product Sales
Cypress, CaliforniaCRD #325275
Typical Fee--
AUM$155M
Minimum--
Clients657

J.DEREK LEWIS & ASSOCIATES, INC.

Clean RecordAlso Compensated via Brokerage
Newport Beach, CaliforniaCRD #122307
Typical Fee1.50%
AUM$1.8B
Minimum--
Clients7,459

J.P. KING ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #112109
Typical Fee--
AUM$744M
Minimum--
Clients1,394

JACKSON SQUARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300314
Typical Fee--
AUM$489M
Minimum--
Clients524

JACOB ASSET MANAGEMENT OF NEW YORK LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #112006
Typical Fee--
AUM$78M
Minimum--
Clients3

JACOBS & COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107674
Typical Fee--
AUM$1.2B
Minimum--
Clients809

JANUARY CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #177514
Typical Fee0.95%
AUM$186M
Minimum$500,000
Clients550

JCSD CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #163084
Typical Fee--
AUM$174M
Minimum--
Clients4

JDH WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Rosa, CaliforniaCRD #112474
Typical Fee--
AUM$495M
Minimum--
Clients392

JEPPSON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #305552
Typical Fee--
AUM$703M
Minimum--
Clients938

JOCELYN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #323831
Typical Fee--
AUM$920M
Minimum--
Clients272

JOEL R. MOGY INVESTMENT COUNSEL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #111622
Typical Fee--
AUM$2.1B
Minimum--
Clients628

JOHNSON LYMAN WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #150150
Typical Fee--
AUM$168M
Minimum--
Clients55

JORDAN PARK GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287755
Typical Fee--
AUM$18.1B
Minimum--
Clients4,261

JSF FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #114025
Typical Fee--
AUM$1.7B
Minimum--
Clients2,633

JUNIPER HILL CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #300769
Typical Fee--
AUM$2.4B
Minimum--
Clients3

K FUND CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #318110
Typical Fee--
AUM$342M
Minimum--
Clients9

K1 INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #161953
Typical Fee--
AUM$19.7B
Minimum--
Clients20

K2 FINANCIAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glendora, CaliforniaCRD #300913
Typical Fee--
AUM$162M
Minimum--
Clients1,191

KACHKOVSKY & FISHER, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #117811
Typical Fee--
AUM$244M
Minimum--
Clients413

KAILAI ADVISERS LTD.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #161692
Typical Fee--
AUM$95M
Minimum--
Clients10

KAIROS

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #161321
Typical Fee--
AUM$992M
Minimum--
Clients18

KAIZEN FINANCIAL STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Campbell, CaliforniaCRD #298248
Typical Fee--
AUM$234M
Minimum--
Clients715

KANANI ADVISORY GROUP INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #288314
Typical Fee--
AUM$202M
Minimum--
Clients986

KANE INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #127337
Typical Fee--
AUM$221M
Minimum--
Clients459

KARL KAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333558
Typical Fee--
AUM$179M
Minimum--
Clients5
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