Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

LOS ANGELES CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #119033
Typical Fee--
AUM$31.3B
Minimum--
Clients66

LUCASHILL, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #321069
Typical Fee--
AUM$644M
Minimum--
Clients4

LUMINATE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #269873
Typical Fee--
AUM$3.3B
Minimum--
Clients10

LYELL WEALTH MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #283521
Typical Fee--
AUM$1.3B
Minimum--
Clients295

LYLE & FORSYTH INVESTMENT MANAGERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #10603
Typical Fee--
AUM$203M
Minimum--
Clients145

M PREMIER PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indian Wells, CaliforniaCRD #289044
Typical Fee--
AUM$251M
Minimum--
Clients622

M WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #281532
Typical Fee--
AUM$178M
Minimum--
Clients831

M2 CAPITAL ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Valencia, CaliforniaCRD #288829
Typical Fee--
AUM$40M
Minimum--
Clients73

M37 MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #332714
Typical Fee--
AUM$233M
Minimum--
Clients4

M83 INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #332416
Typical Fee--
AUM$191M
Minimum--
Clients1

MA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Carlos, CaliforniaCRD #291366
Typical Fee--
AUM$584M
Minimum--
Clients352

MACLEAN CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Indian Wells, CaliforniaCRD #156978
Typical Fee--
AUM$222M
Minimum--
Clients393

MADISON AVENUE SECURITIES, LLC

Also Compensated via Brokerage
San Diego, CaliforniaCRD #23224
Typical Fee--
AUM$2.0B
Minimum--
Clients14,100

MADRONE INVESTMENT ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #149549
Typical Fee--
AUM$226M
Minimum--
Clients390

MAIN MANAGEMENT ETF ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288558
Typical Fee--
AUM$2.2B
Minimum--
Clients3

MAIN MANAGEMENT FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281689
Typical Fee--
AUM$582M
Minimum--
Clients1

MAIN MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #120361
Typical Fee1.00%
AUM$1.6B
Minimum--
Clients314

MAIN POST PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #172703
Typical Fee--
AUM$3.6B
Minimum--
Clients7

MAIN STREET ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #305170
Typical Fee--
AUM$8.7B
Minimum--
Clients121

MAINSTREAM CAPITAL MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #297145
Typical Fee--
AUM$210M
Minimum--
Clients190

MAKAIRA PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #153729
Typical Fee--
AUM$423M
Minimum--
Clients3

MAKENA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #156855
Typical Fee--
AUM$23.9B
Minimum--
Clients35

MALAGA COVE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palos Verdes Estates, CaliforniaCRD #146959
Typical Fee--
AUM$311M
Minimum--
Clients462

MANCHESTER FINANCIAL INC

Clean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #106071
Typical Fee--
AUM$947M
Minimum--
Clients1,007

MANHATTAN WEST ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #283630
Typical Fee--
AUM$1.0B
Minimum--
Clients384

MAR VISTA INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #144906
Typical Fee0.75%
AUM$1.5B
Minimum--
Clients268

MAREST CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #315958
Typical Fee--
AUM$240M
Minimum--
Clients120

MARIN BAY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Anselmo, CaliforniaCRD #289184
Typical Fee--
AUM$376M
Minimum--
Clients407

MARIN FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #135872
Typical Fee--
AUM$488M
Minimum--
Clients524

MARIN WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #123237
Typical Fee--
AUM$357M
Minimum--
Clients938
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