Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ALPHA CUBED INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Costa Mesa, CaliforniaCRD #159347
Typical Fee--
AUM$3.0B
Minimum--
Clients4,786

ALPHA ONE ASSET MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #338725
Typical Fee--
AUM$115M
Minimum--
Clients1

ALPHA SOLUTIONS INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
South San Francisco, CaliforniaCRD #156541
Typical Fee--
AUM$364M
Minimum--
Clients600

ALPHA WEALTH MANAGEMENT AND PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #163917
Typical Fee--
AUM$356M
Minimum--
Clients1,411

ALPHACORE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #174346
Typical Fee--
AUM$9.0B
Minimum--
Clients11,152

ALPHAPOINT, INC.

Fee-Only, No ConflictsClean Record
Corona Del Mar, CaliforniaCRD #130115
Typical Fee--
AUM$5.0B
Minimum--
Clients115

ALPINE INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157255
Typical Fee--
AUM$18.0B
Minimum--
Clients16

ALTA PARK CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169422
Typical Fee--
AUM$1.4B
Minimum--
Clients9

ALTAMONT CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #160498
Typical Fee--
AUM$4.3B
Minimum--
Clients31

ALTAMONT WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Livermore, CaliforniaCRD #136031
Typical Fee--
AUM$173M
Minimum--
Clients104

ALTERI WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #331100
Typical Fee--
AUM$566M
Minimum--
Clients1,344

ALTERNATIVE ACCESS FUNDS, LLC

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #305210
Typical Fee--
AUM$42M
Minimum--
Clients1

ALTOS VENTURES MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #162777
Typical Fee2.25%
AUM$6.3B
Minimum--
Clients59

ALTRUIST LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Culver City, CaliforniaCRD #299398
Typical Fee--
AUM--
Minimum--
Clients--

ALTUM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chico, CaliforniaCRD #301214
Typical Fee--
AUM$124M
Minimum--
Clients392

ALTURA WEALTH ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #309501
Typical Fee--
AUM$169M
Minimum--
Clients1,005

AMARA FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #308290
Typical Fee--
AUM$200M
Minimum--
Clients572

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #131660
Typical Fee--
AUM$4.9B
Minimum--
Clients11

AMERICAN DISCOVERY INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #301331
Typical Fee--
AUM$286M
Minimum--
Clients3

AMERICAN FUNDSTARS

Clean RecordAlso Compensated via Brokerage
Irvine, CaliforniaCRD #315860
Typical Fee--
AUM$333M
Minimum--
Clients489

AMERICAN INFRASTRUCTURE

Fee-Only, No ConflictsClean Record
Foster City, CaliforniaCRD #299402
Typical Fee--
AUM$1.7B
Minimum--
Clients8

AMERICAN INVESTORS CO

Clean RecordAlso Compensated via Brokerage
San Ramon, CaliforniaCRD #38
Typical Fee--
AUM$578M
Minimum--
Clients1,530

AMERICAN MONEY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe, CaliforniaCRD #115357
Typical Fee--
AUM$734M
Minimum--
Clients1,674

AMERICAN PACIFIC GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #306218
Typical Fee--
AUM$1.4B
Minimum--
Clients4

AMERICAN REALTY ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #107965
Typical Fee--
AUM$3.3B
Minimum--
Clients2

AMI ASSET MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110291
Typical Fee--
AUM$1.9B
Minimum--
Clients1,221

AMIP MANAGEMENT

Clean Record
Seal Beach, CaliforniaCRD #284231
Typical Fee--
AUM$595M
Minimum--
Clients6

AMITY VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #290313
Typical Fee--
AUM$1.3B
Minimum--
Clients32

AMPERSAND CAPITAL GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlingame, CaliforniaCRD #329612
Typical Fee--
AUM$177M
Minimum--
Clients2

ANCHOR BAY CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #116913
Typical Fee--
AUM$219M
Minimum--
Clients191
Browse Fiduciary Financial Advisors | FiduciaryListings