Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

MUNDOVAL CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #132553
Typical Fee--
AUM$92M
Minimum--
Clients117

MUNIFI, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #331613
Typical Fee--
AUM$20K
Minimum--
Clients2

MURRAY FINANCIAL SERVICES, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chico, CaliforniaCRD #176528
Typical Fee--
AUM$122M
Minimum--
Clients287

MUSE CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #304463
Typical Fee--
AUM$104M
Minimum--
Clients13

MW INVESTMENT STRATEGY

Fee-Only, No ConflictsClean Record
El Dorado Hills, CaliforniaCRD #118433
Typical Fee--
AUM$40M
Minimum--
Clients49

MY PORTFOLIO GUIDE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Seal Beach, CaliforniaCRD #153188
Typical Fee--
AUM$201M
Minimum--
Clients653

NASSAU CORAMERICA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #334332
Typical Fee--
AUM$3.2B
Minimum--
Clients10

NATURAL BRIDGES FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Cruz, CaliforniaCRD #148056
Typical Fee--
AUM$156M
Minimum--
Clients319

NAUTILUS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #154169
Typical Fee--
AUM$304M
Minimum--
Clients607

NAVALIGN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #119919
Typical Fee1.25%
AUM$732M
Minimum--
Clients1,906

NAVIGATION GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood Shores, CaliforniaCRD #130982
Typical Fee--
AUM$928M
Minimum--
Clients426

NAVIGOE, LLC

Fee-Only, No ConflictsClean Record
Redondo Beach, CaliforniaCRD #168716
Typical Fee--
AUM$342M
Minimum--
Clients588

NECTARINE

Fee-Only, No Conflicts
San Diego, CaliforniaCRD #327155
Typical Fee--
AUM--
Minimum--
Clients--

NELSON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #129776
Typical Fee--
AUM$811M
Minimum--
Clients685

NEOS PARTNERS, LP

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #323847
Typical Fee--
AUM$3.0B
Minimum--
Clients8

NERAD + DEPPE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #151284
Typical Fee--
AUM$176M
Minimum--
Clients613

NESTYIELD ETFS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Downey, CaliforniaCRD #332971
Typical Fee--
AUM$519M
Minimum--
Clients2,892

NEUMANN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #112182
Typical Fee--
AUM$569M
Minimum--
Clients584

NEUMEIER POMA INVESTMENT COUNSEL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, CaliforniaCRD #110672
Typical Fee--
AUM$1.1B
Minimum--
Clients108

NEW ENTERPRISE ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #161004
Typical Fee--
AUM$27.8B
Minimum--
Clients21

NEW FORESTS INC.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165267
Typical Fee--
AUM$982M
Minimum--
Clients4

NEW INSIGHT WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #318083
Typical Fee--
AUM$339M
Minimum--
Clients1,109

NEWBURY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Pasadena, CaliforniaCRD #148516
Typical Fee--
AUM$144M
Minimum--
Clients406

NEWFRONT RETIREMENT SERVICES, INC.

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #167641
Typical Fee--
AUM$1.0B
Minimum--
Clients106

NEWPORT ASIA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118682
Typical Fee--
AUM$165M
Minimum--
Clients4

NEWPORT WEALTH ADVISORS, INC.

Clean RecordAlso Compensated via Brokerage
Newport Beach, CaliforniaCRD #137159
Typical Fee--
AUM$193M
Minimum--
Clients1,124

NEWVIEW CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #298161
Typical Fee--
AUM$3.3B
Minimum--
Clients17

NEXA EQUITY LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #317201
Typical Fee--
AUM$773M
Minimum--
Clients8

NEXT LEGACY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portola Valley, CaliforniaCRD #156640
Typical Fee--
AUM$3.7B
Minimum--
Clients41

NEXUS CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #168618
Typical Fee--
AUM$4.6B
Minimum--
Clients14
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