Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

PMB ADVISORS

Also Compensated via Product Sales
Larkspur, CaliforniaCRD #137495
Typical Fee--
AUM$117M
Minimum--
Clients232

PNMAC CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Westlake Village, CaliforniaCRD #147101
Typical Fee--
AUM$21.3B
Minimum--
Clients1

POINT OLEMA CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #304303
Typical Fee0.65%
AUM$2.0B
Minimum--
Clients27

POLYCHAIN CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #285022
Typical Fee--
AUM$5.6B
Minimum--
Clients19

POPLAR POINT CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #165411
Typical Fee--
AUM$104M
Minimum--
Clients2

PORT STREET INVESTMENTS, LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #168596
Typical Fee--
AUM$201M
Minimum--
Clients1

PORTFOLIO ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #106111
Typical Fee--
AUM$224M
Minimum--
Clients755

PORTFOLIO DESIGN LABS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #318127
Typical Fee--
AUM$502M
Minimum--
Clients481

PORTFOLIO MANAGEMENT TECHNOLOGY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106135
Typical Fee--
AUM--
Minimum--
Clients--

POST ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108860
Typical Fee--
AUM$14.3B
Minimum--
Clients42

POTENTIA WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #329135
Typical Fee--
AUM$486M
Minimum--
Clients1,162

POTRERO CAPITAL RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #125909
Typical Fee--
AUM$382M
Minimum--
Clients4

POWER ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #128580
Typical Fee--
AUM$189M
Minimum--
Clients38

PRACTICECFO INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #167771
Typical Fee--
AUM$332M
Minimum--
Clients429

PRAETORIAN GUARD, A DIVISION OF PRAETORIAN WEALTH MANAGEMENT,INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel, CaliforniaCRD #147814
Typical Fee--
AUM$599M
Minimum--
Clients1,839

PRATTES WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #298746
Typical Fee--
AUM$180M
Minimum--
Clients109

PREMIER FINANCIAL GROUP INC

Fee-Only, No ConflictsClean Record
Eureka, CaliforniaCRD #107314
Typical Fee--
AUM$721M
Minimum--
Clients1,311

PREMIER WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #285510
Typical Fee--
AUM$695M
Minimum--
Clients1,824

PRESERVATION EQUITY FUND ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #300968
Typical Fee--
AUM$419M
Minimum--
Clients3

PRESIDIO CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #304501
Typical Fee--
AUM$397M
Minimum--
Clients967

PRESTON CAPITAL

Fee-Only, No ConflictsClean Record
Aliso Viejo, CaliforniaCRD #328417
Typical Fee--
AUM$1.3B
Minimum--
Clients3

PRIME FINANCE ADVISOR, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159971
Typical Fee--
AUM$20.5B
Minimum--
Clients72

PRIME MERIDIAN CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #166003
Typical Fee--
AUM$187M
Minimum--
Clients4

PRIMECAP MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #105516
Typical Fee--
AUM$135.9B
Minimum--
Clients26

PRIMESTOR INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Culver City, CaliforniaCRD #322066
Typical Fee--
AUM$239M
Minimum--
Clients4

PRING TURNER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alamo, CaliforniaCRD #110931
Typical Fee--
AUM$262M
Minimum--
Clients475

PRISM ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Studio City, CaliforniaCRD #286474
Typical Fee--
AUM$462M
Minimum--
Clients697

PRIVATE FINANCIAL COUNSELING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #110648
Typical Fee--
AUM$262M
Minimum--
Clients382

PRIVATE MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #104707
Typical Fee--
AUM$4.5B
Minimum--
Clients6,784

PRIVATE PORTFOLIOS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #111905
Typical Fee--
AUM$293M
Minimum--
Clients454
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