Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

PAYDEN & RYGEL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #107160
Typical Fee--
AUM$150.9B
Minimum--
Clients866

PCCP, LLC

Fee-Only, No Conflicts
Los Angeles, CaliforniaCRD #157505
Typical Fee--
AUM$16.4B
Minimum--
Clients32

PEAKVIEW CAPITAL

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #305663
Typical Fee--
AUM$568M
Minimum--
Clients9

PEGASUS TECH VENTURES, INC.

Fee-Only, No ConflictsClean Record
San Jose, CaliforniaCRD #164588
Typical Fee--
AUM$2.3B
Minimum--
Clients42

PENCE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #281739
Typical Fee--
AUM$1.7B
Minimum--
Clients315

PENSERRA CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Orinda, CaliforniaCRD #159042
Typical Fee--
AUM$11.5B
Minimum--
Clients44

PENSERRA GLOBAL INVESTORS LLC

Fee-Only, No ConflictsClean Record
Orinda, CaliforniaCRD #174309
Typical Fee--
AUM$96M
Minimum--
Clients5

PENSERRA WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
Orinda, CaliforniaCRD #333218
Typical Fee--
AUM$2M
Minimum--
Clients8

PERCHERON CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312004
Typical Fee--
AUM$3.6B
Minimum--
Clients13

PERENNIAL FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #286477
Typical Fee--
AUM$1.9B
Minimum--
Clients2,833

PERIGON WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #131037
Typical Fee--
AUM$8.7B
Minimum--
Clients15,456

PERMIRA CREDIT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #330996
Typical Fee--
AUM$425M
Minimum--
Clients1

PERSONAL FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coronado, CaliforniaCRD #108801
Typical Fee--
AUM$505M
Minimum--
Clients299

PETIX & BOTTE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Mesa, CaliforniaCRD #170020
Typical Fee--
AUM$364M
Minimum--
Clients748

PFM HEALTH SCIENCES, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #146747
Typical Fee--
AUM$2.0B
Minimum--
Clients8

PHILADELPHIA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #131413
Typical Fee--
AUM$748M
Minimum--
Clients3

PHILLIP B. WHITE CO., INC

Fee-Only, No ConflictsClean Record
San Luis Obispo, CaliforniaCRD #300623
Typical Fee--
AUM$268M
Minimum--
Clients591

PHILOSOPHY CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Alamo, CaliforniaCRD #308425
Typical Fee--
AUM$1.6B
Minimum--
Clients5

PHOCAS FINANCIAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alameda, CaliforniaCRD #135470
Typical Fee--
AUM$793M
Minimum--
Clients40

PIER 88 INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #169316
Typical Fee--
AUM$665M
Minimum--
Clients13

PINEGROVE ADVISER LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #170811
Typical Fee--
AUM$2.0B
Minimum--
Clients5

PINEGROVE VENTURE PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #326747
Typical Fee--
AUM$11.7B
Minimum--
Clients75

PINNACLE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #315578
Typical Fee--
AUM$211M
Minimum--
Clients767

PLAN FINANCIAL

Fee-Only, No ConflictsClean Record
Fresno, CaliforniaCRD #44960
Typical Fee--
AUM$181M
Minimum--
Clients744

PLANMEMBER ASSET MANAGEMENT CORPORATION

Fee-Only, No Conflicts
Carpinteria, CaliforniaCRD #289591
Typical Fee--
AUM--
Minimum--
Clients--

PLANMEMBER SECURITIES CORPORATION

Also Compensated via Brokerage
Carpinteria, CaliforniaCRD #11869
Typical Fee2.00%
AUM$9.0B
Minimum--
Clients68,978

PLANNED SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Folsom, CaliforniaCRD #105052
Typical Fee--
AUM$540M
Minimum--
Clients2,126

PLATINUM EQUITY ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #161491
Typical Fee--
AUM$49.7B
Minimum--
Clients146

PLATT WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #297487
Typical Fee--
AUM$391M
Minimum--
Clients663

PLUS CAPITAL

Clean RecordAlso Compensated via Product Sales
Venice, CaliforniaCRD #167459
Typical Fee--
AUM$221M
Minimum--
Clients13
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