Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

SAVANT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #312567
Typical Fee--
AUM$273M
Minimum--
Clients11

SAXON SECURITIES LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #155168
Typical Fee--
AUM$137M
Minimum--
Clients151

SAYBROOK FUND ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #158634
Typical Fee--
AUM$219M
Minimum--
Clients7

SB CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #126826
Typical Fee--
AUM$1.2B
Minimum--
Clients1,433

SB INVESTMENT ADVISERS (US) INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #286323
Typical Fee--
AUM$60.9B
Minimum--
Clients1

SBJ CAPITAL

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #293841
Typical Fee--
AUM$591M
Minimum--
Clients17

SCGE MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157402
Typical Fee--
AUM$9.8B
Minimum--
Clients4

SCHARF INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Gatos, CaliforniaCRD #105508
Typical Fee--
AUM$4.2B
Minimum--
Clients1,523

SCHMITZ CAPITAL PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Mill Valley, CaliforniaCRD #105702
Typical Fee--
AUM$125M
Minimum--
Clients311

SCHNIEDERS CAPITAL MANAGEMENT, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #120952
Typical Fee--
AUM$864M
Minimum--
Clients1,099

SCI CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #332592
Typical Fee--
AUM$2.9B
Minimum--
Clients1

SDS REAL ESTATE ADVISORS

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309932
Typical Fee--
AUM$460M
Minimum--
Clients5

SEA CLIFF PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #316909
Typical Fee--
AUM$239M
Minimum--
Clients3

SEABIRD INVESTMENT PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #284125
Typical Fee--
AUM$354M
Minimum--
Clients270

SEAFARER CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Larkspur, CaliforniaCRD #158671
Typical Fee--
AUM$3.0B
Minimum--
Clients2

SEASIDE EQUITY PARTNERS

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #307171
Typical Fee--
AUM$606M
Minimum--
Clients6

SEASIDE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #271039
Typical Fee--
AUM$459M
Minimum--
Clients1,175

SECOND 50 FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #318626
Typical Fee--
AUM$272M
Minimum--
Clients425

SECTION PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #314618
Typical Fee--
AUM$577M
Minimum--
Clients11

SECURA FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orange, CaliforniaCRD #137324
Typical Fee--
AUM$262M
Minimum--
Clients1,141

SECURE RETIREMENT FINANCIAL & INSURANCE SERVICES CORP.

Also Compensated via Brokerage
San Ramon, CaliforniaCRD #132777
Typical Fee2.00%
AUM$92M
Minimum--
Clients446

SEEK FIRST INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Campbell, CaliforniaCRD #312546
Typical Fee--
AUM$203M
Minimum--
Clients464

SEIA

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #108163
Typical Fee--
AUM$18.7B
Minimum--
Clients23,777

SEIDLER KUTSENDA MANAGEMENT COMPANY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Marina Del Rey, CaliforniaCRD #156909
Typical Fee--
AUM$5.4B
Minimum--
Clients19

SELBY LANE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #325345
Typical Fee--
AUM$318M
Minimum--
Clients9

SELBY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Emeryville, CaliforniaCRD #334084
Typical Fee--
AUM$545M
Minimum--
Clients480

SELDON CAPITAL LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #300755
Typical Fee--
AUM$536M
Minimum--
Clients6

SELECT MONEY MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153256
Typical Fee--
AUM$1.5B
Minimum--
Clients2,304

SENECA PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #334161
Typical Fee1.50%
AUM--
Minimum--
Clients--

SENTINEL DOME PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlingame, CaliforniaCRD #172019
Typical Fee--
AUM$1.3B
Minimum--
Clients18
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