Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

KARMEL CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Solana Beach, CaliforniaCRD #307701
Typical Fee--
AUM$170M
Minimum--
Clients6

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104599
Typical Fee--
AUM$45.5B
Minimum--
Clients27,435

KB FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134374
Typical Fee--
AUM$115M
Minimum--
Clients386

KBS CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #166213
Typical Fee--
AUM$2.1B
Minimum--
Clients1

KBS REALTY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #119662
Typical Fee--
AUM$2.9B
Minimum--
Clients7

KCM INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Greenbrae, CaliforniaCRD #109629
Typical Fee--
AUM$5.9B
Minimum--
Clients3,579

KEENAN CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #167390
Typical Fee--
AUM$692M
Minimum--
Clients1

KELSEY FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Moorpark, CaliforniaCRD #314950
Typical Fee--
AUM$150M
Minimum--
Clients263

KENSINGTON INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #108012
Typical Fee--
AUM$298M
Minimum--
Clients276

KERA CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #312875
Typical Fee2.00%
AUM$1.1B
Minimum--
Clients889

KERR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #277142
Typical Fee--
AUM$126M
Minimum--
Clients858

KESTREL INVESTMENT MANAGEMENT CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #106789
Typical Fee--
AUM$186M
Minimum--
Clients9

KETRON FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #330807
Typical Fee--
AUM$384M
Minimum--
Clients733

KEYSTONE PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palm Desert, CaliforniaCRD #301924
Typical Fee--
AUM$861M
Minimum--
Clients1,542

KILONOVA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #323293
Typical Fee--
AUM$91M
Minimum--
Clients3

KINETIC INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283034
Typical Fee--
AUM$348M
Minimum--
Clients2,857

KINGSFORD CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Point Richmond, CaliforniaCRD #161445
Typical Fee--
AUM$149M
Minimum--
Clients5

KINGSWOOD CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304649
Typical Fee--
AUM$2.9B
Minimum--
Clients15

KINGSWOOD WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #288792
Typical Fee--
AUM$2.5B
Minimum--
Clients9,250

KKR CREDIT ADVISORS (US) LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #146629
Typical Fee--
AUM$230.1B
Minimum--
Clients221

KLEIN PAVLIS & PEASLEY FINANCIAL, INC.

Fee-OnlyAlso Compensated via Product Sales
Irvine, CaliforniaCRD #112414
Typical Fee--
AUM$233M
Minimum--
Clients808

KMT WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #328911
Typical Fee--
AUM$222M
Minimum--
Clients34

KNIGHTSBRIDGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #110347
Typical Fee--
AUM$833M
Minimum--
Clients1,386

KNOX LANE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #306657
Typical Fee--
AUM$3.1B
Minimum--
Clients20

KNUFF & COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #298203
Typical Fee--
AUM$385M
Minimum--
Clients28

KONDO WEALTH ADVISORS, INC

Clean RecordAlso Compensated via Brokerage
Pasadena, CaliforniaCRD #175347
Typical Fee--
AUM$306M
Minimum--
Clients1,108

KRANE FINANCIAL SOLUTIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #153594
Typical Fee--
AUM$257M
Minimum--
Clients588

KTF INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seal Beach, CaliforniaCRD #337465
Typical Fee--
AUM$692M
Minimum--
Clients183

KURV INVESTMENT MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #323149
Typical Fee--
AUM$39M
Minimum--
Clients1

KWB WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redlands, CaliforniaCRD #300921
Typical Fee--
AUM$1.2B
Minimum--
Clients3,280
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