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1,793 advisors in california
FirmFeeAUMMin.Clients

MARK GILLAM ENTERPRISES

Clean RecordAlso Compensated via Product Sales
Fair Oaks, CaliforniaCRD #108632
Typical Fee--
AUM$201M
Minimum--
Clients500

MARLIN EQUITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #160672
Typical Fee--
AUM$9.0B
Minimum--
Clients30

MARRICK WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #164758
Typical Fee--
AUM$174M
Minimum--
Clients298

MASON & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #141303
Typical Fee--
AUM$829M
Minimum--
Clients2,143

MATRIX PLANNING INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #110812
Typical Fee--
AUM$126M
Minimum--
Clients79

MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #106054
Typical Fee--
AUM$6.9B
Minimum--
Clients45

MAVEN EQUITY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #304461
Typical Fee--
AUM$190M
Minimum--
Clients9

MAXQ ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #336560
Typical Fee--
AUM$400M
Minimum--
Clients1

MAYA ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #144325
Typical Fee--
AUM$138M
Minimum--
Clients157

MAYFIELD ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #144072
Typical Fee--
AUM$127M
Minimum--
Clients117

MAZE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153913
Typical Fee--
AUM$127M
Minimum--
Clients3

MCCARTHY ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood Shores, CaliforniaCRD #118285
Typical Fee--
AUM$378M
Minimum--
Clients829

MCDONALD CAPITAL INVESTORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orinda, CaliforniaCRD #105562
Typical Fee--
AUM$1.9B
Minimum--
Clients91

MCM ADVISERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orinda, CaliforniaCRD #110656
Typical Fee--
AUM$112M
Minimum--
Clients10

MCM WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Novato, CaliforniaCRD #136075
Typical Fee--
AUM$151M
Minimum--
Clients381

MCMORGAN & COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #115060
Typical Fee--
AUM$7.4B
Minimum--
Clients238

MCNAUGHTON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #300330
Typical Fee--
AUM$243M
Minimum--
Clients875

MCT ENTERTAINMENT ADVISORS LLC

Fee-Only, No ConflictsClean Record
West Hollywood, CaliforniaCRD #328135
Typical Fee--
AUM$154M
Minimum--
Clients2

MEANINGFUL PARTNERS LLC

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #306169
Typical Fee--
AUM$518M
Minimum--
Clients7

MEASURED RISK PORTFOLIOS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #141422
Typical Fee--
AUM$400M
Minimum--
Clients1,456

MEDINA VALUE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #155192
Typical Fee--
AUM$512M
Minimum--
Clients7

MEDLEY PARTNERS MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289836
Typical Fee--
AUM$6.8B
Minimum--
Clients18

MEKETA FIDUCIARY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Carlsbad, CaliforniaCRD #323605
Typical Fee--
AUM$17.4B
Minimum--
Clients48

MENLO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #122721
Typical Fee--
AUM$318M
Minimum--
Clients98

MENLO EQUITIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #162139
Typical Fee--
AUM$4.5B
Minimum--
Clients10

MERCURY ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #308960
Typical Fee--
AUM$15.4B
Minimum--
Clients8,879

MERITAGE GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #142622
Typical Fee--
AUM$14.6B
Minimum--
Clients12

MERITAS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #148565
Typical Fee--
AUM$534M
Minimum--
Clients933

MERK INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #112305
Typical Fee--
AUM$3.1B
Minimum--
Clients2

MERRITHEW & THORSTEN, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #133563
Typical Fee--
AUM$155M
Minimum--
Clients372
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