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1,793 advisors in california
FirmFeeAUMMin.Clients

MESA WEST CAPITAL

Fee-Only, No Conflicts
Los Angeles, CaliforniaCRD #158959
Typical Fee--
AUM$7.8B
Minimum--
Clients10

MESTMAKER & PETREY WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #148484
Typical Fee--
AUM$191M
Minimum--
Clients591

METIS GLOBAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #167276
Typical Fee--
AUM$4.7B
Minimum--
Clients25

METROPOLITAN WEST ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104571
Typical Fee--
AUM$82.5B
Minimum--
Clients131

METZLER-PAYDEN, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #108870
Typical Fee--
AUM$1.2B
Minimum--
Clients9

MEZZI

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #337818
Typical Fee--
AUM--
Minimum--
Clients--

MFA WEALTH SERVICES

Clean RecordAlso Compensated via Brokerage
Thousand Oaks, CaliforniaCRD #169013
Typical Fee--
AUM$293M
Minimum--
Clients706

MH & ASSOCIATES SECURITIES MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #110516
Typical Fee--
AUM$151M
Minimum--
Clients152

MIG CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #160782
Typical Fee--
AUM$590M
Minimum--
Clients3

MILLENNIUM INVESTMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Van Nuys, CaliforniaCRD #108744
Typical Fee--
AUM$143M
Minimum--
Clients218

MILLER AVENUE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #313523
Typical Fee--
AUM$186M
Minimum--
Clients402

MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Campbell, CaliforniaCRD #118319
Typical Fee--
AUM$292M
Minimum--
Clients205

MIRADOR CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pleasanton, CaliforniaCRD #173764
Typical Fee--
AUM$902M
Minimum--
Clients2,572

MIRAMONTES CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #264786
Typical Fee1.65%
AUM$397M
Minimum--
Clients1,709

MISSION CREEK CAPITAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151514
Typical Fee--
AUM$630M
Minimum--
Clients1,343

MISSION HILLS FINANCIAL ADVISORY LLC

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #328516
Typical Fee--
AUM$209M
Minimum--
Clients717

MISSION WEALTH MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #113057
Typical Fee--
AUM$10.0B
Minimum--
Clients12,456

MKT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #163833
Typical Fee--
AUM$464M
Minimum--
Clients991

MOMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #332691
Typical Fee1.75%
AUM$1.1B
Minimum--
Clients1,345

MONARCH PLAN ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Simi Valley, CaliforniaCRD #286612
Typical Fee--
AUM$762M
Minimum--
Clients136

MONARCH WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #136029
Typical Fee1.95%
AUM$435M
Minimum--
Clients976

MONOGRAM CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Beverly Hills, CaliforniaCRD #290197
Typical Fee--
AUM$1.2B
Minimum--
Clients21

MONOGRAPH WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #173949
Typical Fee--
AUM$2.6B
Minimum--
Clients1,059

MONTCALM TCR LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #164521
Typical Fee--
AUM$223M
Minimum--
Clients930

MORLING FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fremont, CaliforniaCRD #111819
Typical Fee--
AUM$756M
Minimum--
Clients1,331

MORTON WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #141250
Typical Fee--
AUM$3.0B
Minimum--
Clients3,622

MOSLEY WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Anaheim, CaliforniaCRD #318592
Typical Fee--
AUM$279M
Minimum--
Clients1,393

MOSTT INC.

Fee-Only, No ConflictsClean Record
Sherman Oaks, CaliforniaCRD #332063
Typical Fee--
AUM$2K
Minimum--
Clients30

MOZAIC, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #145777
Typical Fee--
AUM$4.1B
Minimum--
Clients76

MRAZ AND ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Modesto, CaliforniaCRD #158338
Typical Fee--
AUM$785M
Minimum--
Clients1,406
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