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1,793 advisors in california
FirmFeeAUMMin.Clients

SENTINEL GLOBAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #326444
Typical Fee--
AUM$211M
Minimum--
Clients2

SENTRY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #174042
Typical Fee--
AUM$2.5B
Minimum--
Clients621

SEPULVEDA MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #284290
Typical Fee--
AUM$315M
Minimum--
Clients3

SEQUOIA CAPITAL OPERATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157373
Typical Fee--
AUM$60.5B
Minimum--
Clients64

SER CAPITAL PARTNERS MANAGEMENT, LP

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #307713
Typical Fee--
AUM$677M
Minimum--
Clients12

SERENT CAPITAL MANAGEMENT COMPANY, L.L.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160292
Typical Fee--
AUM$5.2B
Minimum--
Clients11

SERENUS WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #332034
Typical Fee2.00%
AUM$1.3B
Minimum--
Clients1,354

SESTANTE FAMILY OFFICE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coronado, CaliforniaCRD #335152
Typical Fee--
AUM$376M
Minimum--
Clients19

SEVEN POST INVESTMENT OFFICE LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157435
Typical Fee--
AUM$8.4B
Minimum--
Clients231

SF EQUITY PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #162396
Typical Fee--
AUM$575M
Minimum--
Clients6

SFE INVESTMENT COUNSEL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #145530
Typical Fee0.50%
AUM$748M
Minimum--
Clients902

SHAMROCK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #153100
Typical Fee--
AUM$6.6B
Minimum--
Clients23

SHARPER & GRANITE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #136719
Typical Fee--
AUM$318M
Minimum--
Clients461

SHEPHERD STREET ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #306021
Typical Fee--
AUM$108M
Minimum--
Clients172

SHERIDAN CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #156705
Typical Fee--
AUM$184M
Minimum--
Clients261

SHERMAN ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ventura, CaliforniaCRD #170861
Typical Fee--
AUM$141M
Minimum--
Clients151

SHERWOOD FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #301329
Typical Fee--
AUM$258M
Minimum--
Clients194

SHIMA CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #320929
Typical Fee--
AUM$165M
Minimum--
Clients3

SHIRA RIDGE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #117627
Typical Fee--
AUM$323M
Minimum--
Clients829

SHORECLIFF ASSET MANAGEMENT COMPANY LLC

Fee-Only, No ConflictsClean Record
Newport Beach, CaliforniaCRD #324111
Typical Fee--
AUM$1.3B
Minimum--
Clients1

SHORENSTEIN INVESTMENT ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #328584
Typical Fee--
AUM$852M
Minimum--
Clients3

SHRIER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332673
Typical Fee1.50%
AUM$391M
Minimum--
Clients402

SHUM FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Alameda, CaliforniaCRD #285426
Typical Fee--
AUM$322M
Minimum--
Clients990

SHUSTER ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #170233
Typical Fee--
AUM$7.9B
Minimum--
Clients884

SIDEPOCKET INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312031
Typical Fee--
AUM$492K
Minimum--
Clients123

SIDOXIA CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #145969
Typical Fee--
AUM$127M
Minimum--
Clients221

SIERRA ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakhurst, CaliforniaCRD #108685
Typical Fee--
AUM$462M
Minimum--
Clients1,758

SIERRA INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #106615
Typical Fee--
AUM$385M
Minimum--
Clients832

SIERRA INVESTMENT PARTNERS, INC.

Fee-Only, No ConflictsClean Record
Walnut Creek, CaliforniaCRD #110954
Typical Fee0.65%
AUM$5.5B
Minimum$50M
Clients120

SIERRA OCEAN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ripon, CaliforniaCRD #313829
Typical Fee--
AUM$447M
Minimum--
Clients544
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