Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

PRIVATE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #141971
Typical Fee--
AUM$369M
Minimum--
Clients1,125

PRIVATE WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #133802
Typical Fee--
AUM$2.0B
Minimum--
Clients609

PRIVATE WEALTH SOLUTIONS, LLC

Clean RecordAlso Compensated via Brokerage
Calabasas, CaliforniaCRD #289437
Typical Fee--
AUM$500M
Minimum--
Clients700

PROCORE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #289037
Typical Fee--
AUM$111M
Minimum--
Clients402

PROPEL BIO MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #322858
Typical Fee--
AUM$131M
Minimum--
Clients5

PROPEL VENTURE PARTNERS MANAGEMENT CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Carlos, CaliforniaCRD #283261
Typical Fee--
AUM$836M
Minimum--
Clients7

PROSPECT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sausalito, CaliforniaCRD #119531
Typical Fee--
AUM$288M
Minimum--
Clients3

PROSPERITAS FINANCIAL, LLC

Fee-Only, No ConflictsClean Record
Valencia, CaliforniaCRD #315768
Typical Fee--
AUM$613M
Minimum--
Clients3,933

PROSPERITY FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #339321
Typical Fee--
AUM$359M
Minimum--
Clients1,202

PROSPERITY ROAD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Ana, CaliforniaCRD #281894
Typical Fee--
AUM$157M
Minimum--
Clients167

PROSPERITY WEALTH MANAGEMENT, INC.

Also Compensated via Brokerage
San Ramon, CaliforniaCRD #174328
Typical Fee--
AUM$442M
Minimum--
Clients2,832

PROSPERITY WEALTH PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #315163
Typical Fee--
AUM$216M
Minimum--
Clients583

PROSPETTIVA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #148760
Typical Fee--
AUM$116M
Minimum--
Clients292

PROSSER CREEK ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Corte Madera, CaliforniaCRD #318883
Typical Fee1.50%
AUM$136M
Minimum--
Clients2

PROSSIMO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #289347
Typical Fee--
AUM$196M
Minimum--
Clients90

PROVENANCE MANAGEMENT CO., LP

Fee-Only, No ConflictsClean Record
Beverly Hills, CaliforniaCRD #307347
Typical Fee--
AUM$392M
Minimum--
Clients8

PROVENIO CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #333009
Typical Fee--
AUM$1.6B
Minimum--
Clients128

PROVIDENCE FINANCIAL AND INSURANCES, INC.

Clean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #141988
Typical Fee--
AUM$190M
Minimum--
Clients1,362

PRUDENT INVESTOR ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Folsom, CaliforniaCRD #121922
Typical Fee--
AUM$1.2B
Minimum--
Clients168

PRUDENT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lake Forest, CaliforniaCRD #127284
Typical Fee--
AUM$409M
Minimum--
Clients580

PRUNEYARD FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #117378
Typical Fee--
AUM$140M
Minimum--
Clients121

PURE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #144316
Typical Fee--
AUM$11.1B
Minimum--
Clients7,509

PURUS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #174490
Typical Fee--
AUM$548M
Minimum--
Clients1,436

QCA CAPITAL MANAGEMENT INC

Clean RecordAlso Compensated via Brokerage
Los Angeles, CaliforniaCRD #112104
Typical Fee--
AUM$233M
Minimum--
Clients131

QUANTUM FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #317386
Typical Fee--
AUM$1.5B
Minimum--
Clients1,707

QUID CAPITAL GROUP HOLDINGS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #297179
Typical Fee--
AUM$3.5B
Minimum--
Clients40

QUIET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #287484
Typical Fee--
AUM$2.5B
Minimum--
Clients63

QVR ADVISORS

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #288357
Typical Fee--
AUM$391M
Minimum--
Clients6

R.H. DINEL INVESTMENT COUNSEL,INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106688
Typical Fee--
AUM$169M
Minimum--
Clients29

RAI WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Placentia, CaliforniaCRD #277137
Typical Fee--
AUM$136M
Minimum--
Clients493
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