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1,793 advisors in california
FirmFeeAUMMin.Clients

OAKTREE FUND ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #290193
Typical Fee--
AUM$11.6B
Minimum--
Clients13

OCCIDENTAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlingame, CaliforniaCRD #168650
Typical Fee--
AUM$1.1B
Minimum--
Clients1,921

OCEAN AVENUE CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #160122
Typical Fee--
AUM$2.2B
Minimum--
Clients18

OCEAN PARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #145634
Typical Fee2.40%
AUM$4.9B
Minimum--
Clients292

OCEANIQ CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Redwood City, CaliforniaCRD #168062
Typical Fee--
AUM$212M
Minimum--
Clients274

OCTAHEDRON CAPITAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #309209
Typical Fee--
AUM$359M
Minimum--
Clients12

OCTAVEWEALTH

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #170975
Typical Fee--
AUM$22M
Minimum--
Clients7,700

ODER INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #134506
Typical Fee--
AUM$367M
Minimum--
Clients584

OGBORNE CAPITAL MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #165833
Typical Fee--
AUM$423M
Minimum--
Clients3

OHANA ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #158515
Typical Fee--
AUM$2.8B
Minimum--
Clients22

OLD WEST INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #148343
Typical Fee1.00%
AUM$477M
Minimum--
Clients554

OLIVE STREET CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #300115
Typical Fee--
AUM$145M
Minimum--
Clients8

OLIVE TECHNOLOGY VENTURES MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #289384
Typical Fee--
AUM$985M
Minimum--
Clients29

OLIVEIRA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Modesto, CaliforniaCRD #315326
Typical Fee1.50%
AUM$273M
Minimum--
Clients905

OMEGA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #164147
Typical Fee--
AUM$552M
Minimum--
Clients974

OMNICAP GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #133387
Typical Fee--
AUM$6.4B
Minimum--
Clients320

ONE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #114861
Typical Fee0.20%
AUM$7.0B
Minimum$500,000
Clients8,302

ONE DEGREE ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #170392
Typical Fee--
AUM$342M
Minimum--
Clients1,012

ONE FIN CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #283490
Typical Fee--
AUM$868M
Minimum--
Clients3

ONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #170910
Typical Fee--
AUM$1.3B
Minimum--
Clients2,183

ONEPRIME CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #299697
Typical Fee--
AUM$577M
Minimum--
Clients18

ONESOURCE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Granite Bay, CaliforniaCRD #319078
Typical Fee--
AUM$140M
Minimum--
Clients258

ONWARD ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #316214
Typical Fee--
AUM--
Minimum--
Clients--

OPEN DOOR INVESTMENT MANAGEMENT LTD.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #159123
Typical Fee--
AUM$152M
Minimum--
Clients2

OPES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #299704
Typical Fee--
AUM$665M
Minimum--
Clients387

OPTIMIZE FINANCIAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Hills, CaliforniaCRD #315963
Typical Fee--
AUM$185M
Minimum--
Clients99

OPTIVEST, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Juan Capistrano, CaliforniaCRD #137070
Typical Fee--
AUM$316M
Minimum--
Clients423

OPUS PRIVATE WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orange, CaliforniaCRD #171317
Typical Fee--
AUM$128M
Minimum--
Clients401

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158511
Typical Fee--
AUM$125M
Minimum--
Clients1

ORION CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coronado, CaliforniaCRD #119428
Typical Fee--
AUM$257M
Minimum--
Clients450
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