Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

LIBERTY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #286001
Typical Fee--
AUM$1.5B
Minimum--
Clients3,896

LIBRA WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #288098
Typical Fee--
AUM$474M
Minimum--
Clients679

LIBRETTO

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #292052
Typical Fee--
AUM--
Minimum--
Clients--

LIDO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #269866
Typical Fee--
AUM$29.1B
Minimum--
Clients27,931

LIFE LINE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #171051
Typical Fee--
AUM$476M
Minimum--
Clients399

LIFE STRATEGIES, INC.

Fee-Only, No ConflictsClean Record
La Jolla, CaliforniaCRD #167732
Typical Fee1.45%
AUM$121M
Minimum--
Clients269

LIFESTEPS FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Claremont, CaliforniaCRD #153852
Typical Fee--
AUM$443M
Minimum--
Clients1,191

LIGHT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #323373
Typical Fee--
AUM$115M
Minimum--
Clients151

LIGHT STREET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #155215
Typical Fee--
AUM$1.1B
Minimum--
Clients22

LIGHTBAY CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #288432
Typical Fee2.00%
AUM$2.2B
Minimum--
Clients6

LIGHTHOUSE FINANCIAL SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brea, CaliforniaCRD #110367
Typical Fee--
AUM$473M
Minimum--
Clients461

LIGHTSPEED FACTION

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #318821
Typical Fee--
AUM$466M
Minimum--
Clients4

LIGHTSPEED VENTURE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #160187
Typical Fee--
AUM$31.2B
Minimum--
Clients43

LINDA A. BARLOW, CFP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Ana, CaliforniaCRD #111643
Typical Fee--
AUM$240M
Minimum--
Clients686

LINEPOINT PARTNERS & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332598
Typical Fee--
AUM$567M
Minimum--
Clients26

LIQUID CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #299577
Typical Fee--
AUM$334M
Minimum--
Clients3

LITFUND

Fee-Only, No ConflictsClean Record
Mill Valley, CaliforniaCRD #330517
Typical Fee--
AUM$215M
Minimum--
Clients5

LK&A INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #106635
Typical Fee--
AUM$530M
Minimum--
Clients86

LLOYD TEVIS INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Lafayette, CaliforniaCRD #323061
Typical Fee--
AUM$297K
Minimum--
Clients3

LM ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #153940
Typical Fee--
AUM$2.3B
Minimum--
Clients1,158

LM CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #120277
Typical Fee--
AUM$5.8B
Minimum--
Clients38

LOCKERMAN FINANCIAL GROUP, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #316860
Typical Fee--
AUM$110M
Minimum--
Clients271

LODESTAR PRIVATE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alamo, CaliforniaCRD #107638
Typical Fee--
AUM$1.1B
Minimum--
Clients1,809

LOGIC WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Insurance
Pasadena, CaliforniaCRD #153453
Typical Fee--
AUM$165M
Minimum--
Clients585

LOGICA CAPITAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #168906
Typical Fee--
AUM$541M
Minimum--
Clients5

LOGOS GLOBAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #305162
Typical Fee--
AUM$1.4B
Minimum--
Clients6

LONE VIEW CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #321209
Typical Fee--
AUM$1.3B
Minimum--
Clients7

LONGEVITY CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #328283
Typical Fee--
AUM$160M
Minimum--
Clients177

LONGITUDE CAPITAL MANAGEMENT CO., LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #161916
Typical Fee--
AUM$2.1B
Minimum--
Clients5

LONGTAIL ALPHA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #282615
Typical Fee--
AUM$822M
Minimum--
Clients12
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