Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

SOFINNOVA INVESTMENTS, INC.

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #160297
Typical Fee--
AUM$3.8B
Minimum--
Clients18

SOLACE CAPITAL PARTNERS, L.P.

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #175319
Typical Fee--
AUM$535M
Minimum--
Clients1

SOLANO WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fairfield, CaliforniaCRD #322037
Typical Fee--
AUM$332M
Minimum--
Clients740

SOLSTEIN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #157888
Typical Fee--
AUM$645M
Minimum--
Clients25

SOMA EQUITY PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #283613
Typical Fee--
AUM$2.1B
Minimum--
Clients4

SONEN CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #159461
Typical Fee--
AUM$1.0B
Minimum--
Clients41

SONOMA ALLOCATIONS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Rosa, CaliforniaCRD #335435
Typical Fee--
AUM$350M
Minimum--
Clients902

SONOMA BRANDS CAPITAL

Fee-Only, No ConflictsClean Record
Sonoma, CaliforniaCRD #296285
Typical Fee--
AUM$362M
Minimum--
Clients8

SOUTH BAY FINANCIAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #175015
Typical Fee--
AUM$109M
Minimum--
Clients126

SOVRAN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #329415
Typical Fee--
AUM$1.3B
Minimum--
Clients4,470

SP ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cupertino, CaliforniaCRD #323369
Typical Fee--
AUM$1.7B
Minimum--
Clients808

SPECTRUM ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #111007
Typical Fee--
AUM$640M
Minimum--
Clients941

SPECTRUM FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #127746
Typical Fee--
AUM$256M
Minimum--
Clients150

SPECTRUM WEALTH ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Granite Bay, CaliforniaCRD #298632
Typical Fee3.00%
AUM$370M
Minimum--
Clients604

SPIEGELMAN WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #336637
Typical Fee--
AUM$432M
Minimum--
Clients531

SPINNAKER INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #283414
Typical Fee--
AUM$1.1B
Minimum--
Clients2,337

SPYGLASS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281266
Typical Fee--
AUM$1.8B
Minimum--
Clients80

SQUARE NINE CAPITAL, LP

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #336297
Typical Fee--
AUM$182M
Minimum--
Clients1

SSI INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #104889
Typical Fee--
AUM$2.2B
Minimum--
Clients87

SST BENEFITS CONSULTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aliso Viejo, CaliforniaCRD #288129
Typical Fee--
AUM$280M
Minimum--
Clients4

ST. CLAIR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #151251
Typical Fee--
AUM$141M
Minimum--
Clients282

STAINES FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #299405
Typical Fee--
AUM$166M
Minimum--
Clients2

STAMOS CAPITAL PARTNERS, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #134660
Typical Fee--
AUM$6.5B
Minimum--
Clients14

STATHEROS FINANCIAL SOLUTIONS, INC.

Fee-Only, No ConflictsClean Record
El Dorado Hills, CaliforniaCRD #306217
Typical Fee--
AUM$810M
Minimum--
Clients1,346

STEADVIEW CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #164661
Typical Fee--
AUM$3.0B
Minimum--
Clients11

STEELPEAK WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #165168
Typical Fee1.00%
AUM$3.4B
Minimum--
Clients8,369

STEP ADVISERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #322349
Typical Fee--
AUM--
Minimum--
Clients--

STEPHENSON AND COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Clemente, CaliforniaCRD #111453
Typical Fee--
AUM$312M
Minimum--
Clients543

STEPSTONE GROUP LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #143635
Typical Fee--
AUM$95.6B
Minimum--
Clients363

STEPSTONE GROUP PRIVATE DEBT LLC

Fee-Only, No ConflictsClean Record
La Jolla, CaliforniaCRD #323711
Typical Fee--
AUM$3.2B
Minimum--
Clients8
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