Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

NEXXUS HOLDINGS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #166884
Typical Fee--
AUM$263M
Minimum--
Clients4

NICHOLAS INVESTMENT PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe, CaliforniaCRD #140159
Typical Fee--
AUM$1.3B
Minimum--
Clients32

NINEPOINTTWO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #297270
Typical Fee--
AUM$315M
Minimum--
Clients45

NIPUN CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Foster City, CaliforniaCRD #159752
Typical Fee--
AUM$1.9B
Minimum--
Clients12

NO STREET GP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #299240
Typical Fee--
AUM$2.2B
Minimum--
Clients6

NOBLE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #169963
Typical Fee--
AUM$213M
Minimum--
Clients660

NOLAN MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermosa Beach, CaliforniaCRD #312637
Typical Fee--
AUM$507M
Minimum--
Clients3

NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #165451
Typical Fee--
AUM$138M
Minimum--
Clients87

NORLAND CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodside, CaliforniaCRD #288562
Typical Fee--
AUM$288M
Minimum--
Clients6

NORTH BAY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Petaluma, CaliforniaCRD #285523
Typical Fee--
AUM$102M
Minimum--
Clients334

NORTH BERKELEY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #136431
Typical Fee--
AUM$711M
Minimum--
Clients1,482

NORTH PIER FIDUCIARY MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marina Del Rey, CaliforniaCRD #148128
Typical Fee--
AUM$1.1B
Minimum--
Clients116

NORTH REEF CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Beach, CaliforniaCRD #311056
Typical Fee--
AUM$3.9B
Minimum--
Clients10

NORTHGATE CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Danville, CaliforniaCRD #140214
Typical Fee--
AUM$4.0B
Minimum--
Clients62

NORTHSTAR INVESTMENT ADVISORY LLC

Fee-Only, No ConflictsClean Record
West Hollywood, CaliforniaCRD #315965
Typical Fee--
AUM--
Minimum--
Clients--

NOVAWAVE CAPITAL

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #333205
Typical Fee2.50%
AUM$90M
Minimum--
Clients2

NRI WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clara, CaliforniaCRD #162234
Typical Fee--
AUM$224M
Minimum--
Clients747

NUMERAI

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #282851
Typical Fee--
AUM$839M
Minimum--
Clients7

NWF ADVISORY SERVICES INC

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #110410
Typical Fee--
AUM$3.8B
Minimum--
Clients11,979

NWK GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #124186
Typical Fee--
AUM$571M
Minimum--
Clients464

NWM ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #283714
Typical Fee--
AUM$329M
Minimum--
Clients501

O'BOYLE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #292849
Typical Fee--
AUM$370M
Minimum--
Clients1,472

O'BRIEN INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #284057
Typical Fee--
AUM$231M
Minimum--
Clients301

O'CONNOR WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Monrovia, CaliforniaCRD #152316
Typical Fee--
AUM$179M
Minimum--
Clients396

O'DONNELL FINANCIAL SERVICES, LLC

Clean RecordAlso Compensated via Brokerage
San Rafael, CaliforniaCRD #172520
Typical Fee--
AUM$343M
Minimum--
Clients918

O'NEIL GLOBAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #308150
Typical Fee--
AUM$368M
Minimum--
Clients88

OAK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #287856
Typical Fee--
AUM$414M
Minimum--
Clients687

OAKHURST ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #282057
Typical Fee--
AUM$1.2B
Minimum--
Clients22

OAKMONT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #112337
Typical Fee--
AUM$2.2B
Minimum--
Clients89

OAKTREE CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106793
Typical Fee--
AUM$171.0B
Minimum--
Clients610
Browse Fiduciary Financial Advisors | FiduciaryListings