Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

PAN GLOBAL ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Costa Mesa, CaliforniaCRD #301863
Typical Fee--
AUM$226M
Minimum--
Clients309

PANORAMIC CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #153450
Typical Fee--
AUM$238M
Minimum--
Clients4

PANTERA CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #284342
Typical Fee--
AUM$5.6B
Minimum--
Clients16

PANTHEON

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #110091
Typical Fee--
AUM$11
Minimum--
Clients10

PANTHEON

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #153425
Typical Fee--
AUM$75.3B
Minimum--
Clients151

PANTHEON INFRA ADVISORS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #335463
Typical Fee--
AUM--
Minimum--
Clients--

PARADIGM OPERATIONS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #299210
Typical Fee--
AUM$12.7B
Minimum--
Clients8

PARAGON ASSET MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orinda, CaliforniaCRD #107863
Typical Fee--
AUM$116M
Minimum--
Clients60

PARAGON FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #158041
Typical Fee--
AUM$337M
Minimum--
Clients523

PARALLAX VOLATILITY ADVISERS, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158143
Typical Fee--
AUM$8.9B
Minimum--
Clients3

PARALLAXES CAPITAL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #291657
Typical Fee--
AUM$500M
Minimum--
Clients12

PARALLEL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140800
Typical Fee--
AUM$8.7B
Minimum--
Clients14,928

PARIAX PRIVATE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #301474
Typical Fee--
AUM$119M
Minimum--
Clients106

PARK PRESIDIO CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #168954
Typical Fee--
AUM$781M
Minimum--
Clients6

PARK WEST ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157660
Typical Fee--
AUM$2.5B
Minimum--
Clients9

PARK, MILLER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #146856
Typical Fee--
AUM$288M
Minimum--
Clients215

PARKSHORE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Granite Bay, CaliforniaCRD #148052
Typical Fee--
AUM$455M
Minimum--
Clients1,607

PARNASSUS INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #316904
Typical Fee--
AUM$45.7B
Minimum--
Clients30

PARTHENON CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157398
Typical Fee--
AUM$13.8B
Minimum--
Clients14

PARTNERS FOR GROWTH

Fee-Only, No ConflictsClean Record
Tiburon, CaliforniaCRD #163495
Typical Fee--
AUM$928M
Minimum--
Clients6

PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Gatos, CaliforniaCRD #173288
Typical Fee--
AUM$105M
Minimum--
Clients13

PASADENA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #295178
Typical Fee--
AUM$1.6B
Minimum--
Clients2,124

PASSPORT CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134484
Typical Fee--
AUM$346M
Minimum--
Clients14

PATHVIEW WEALTH ADVISORS

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #308292
Typical Fee--
AUM$580M
Minimum--
Clients1,332

PATHWAY CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108016
Typical Fee--
AUM$92.9B
Minimum--
Clients115

PATHWAYS ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #143817
Typical Fee--
AUM$388M
Minimum--
Clients1,013

PATHWISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #174215
Typical Fee--
AUM$255M
Minimum--
Clients505

PATIENT SQUARE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #312203
Typical Fee--
AUM$12.0B
Minimum--
Clients26

PAUL CAPITAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #121168
Typical Fee--
AUM$539M
Minimum--
Clients7

PAVION BLUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #301968
Typical Fee--
AUM$399M
Minimum--
Clients568
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