Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ORRELL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Livermore, CaliforniaCRD #112487
Typical Fee--
AUM$91M
Minimum--
Clients2

ORSO PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
South San Francisco, CaliforniaCRD #304196
Typical Fee--
AUM$374M
Minimum--
Clients1

OSBORNE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108100
Typical Fee--
AUM$2.4B
Minimum--
Clients2,015

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #105421
Typical Fee--
AUM$452M
Minimum--
Clients39

OSTERWEIS CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #109580
Typical Fee--
AUM$7.6B
Minimum--
Clients323

OSTROFE FINANCIAL CONSULTANTS INC

Clean RecordAlso Compensated via Brokerage
Grass Valley, CaliforniaCRD #110064
Typical Fee--
AUM$386M
Minimum--
Clients1,625

OUTWING PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #322444
Typical Fee--
AUM$302M
Minimum--
Clients66

OWL VENTURES

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #172513
Typical Fee--
AUM$2.3B
Minimum--
Clients19

P4G CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300645
Typical Fee--
AUM$479M
Minimum--
Clients9

PAAMCO PRISMA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #108989
Typical Fee--
AUM$5.2B
Minimum--
Clients56

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #311351
Typical Fee--
AUM$1.4B
Minimum--
Clients11

PACIFIC CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corona, CaliforniaCRD #159294
Typical Fee--
AUM$655M
Minimum--
Clients298

PACIFIC CAPITAL ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #160407
Typical Fee--
AUM$259M
Minimum--
Clients1,082

PACIFIC EXCEL WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #172356
Typical Fee--
AUM$111M
Minimum--
Clients115

PACIFIC FINANCIAL STRATEGIES, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Thousand Oaks, CaliforniaCRD #151434
Typical Fee--
AUM$201M
Minimum--
Clients980

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Fee-Only, No ConflictsClean Record
Glendale, CaliforniaCRD #106962
Typical Fee--
AUM$99M
Minimum--
Clients260

PACIFIC HEIGHTS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #124365
Typical Fee--
AUM$7.3B
Minimum--
Clients4

PACIFIC INCOME ADVISERS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #104719
Typical Fee--
AUM$2.1B
Minimum--
Clients2,521

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #104559
Typical Fee--
AUM$3.0T
Minimum--
Clients2,793

PACIFIC LIFE FUND ADVISORS LLC

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #105169
Typical Fee--
AUM$41.1B
Minimum--
Clients67

PACIFIC PARK FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Hills, CaliforniaCRD #122867
Typical Fee--
AUM$210M
Minimum--
Clients620

PACIFIC POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #310731
Typical Fee--
AUM$346M
Minimum--
Clients172

PACIFIC PRIVATE FUND ADVISORS LLC

Fee-Only, No Conflicts
Newport Beach, CaliforniaCRD #168830
Typical Fee--
AUM$9.5B
Minimum--
Clients27

PACIFIC SUN FINANCIAL CORP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #284286
Typical Fee1.25%
AUM$290M
Minimum--
Clients879

PACIFIC WEALTH ADVISORY SERVICES LLC

Fee-OnlyAlso Compensated via Product Sales
Danville, CaliforniaCRD #330888
Typical Fee--
AUM$96M
Minimum--
Clients532

PACIFIC WEALTH MANAGEMENT

Clean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #113217
Typical Fee--
AUM$318M
Minimum--
Clients524

PACIFIC WEALTH STRATEGIES GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #144789
Typical Fee--
AUM$218M
Minimum--
Clients565

PAINTED PORCH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #304375
Typical Fee--
AUM$518M
Minimum--
Clients788

PALISADES INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #128173
Typical Fee--
AUM$271M
Minimum--
Clients92

PALO ALTO INVESTORS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #109171
Typical Fee--
AUM$667M
Minimum--
Clients12
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