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1,793 advisors in california
FirmFeeAUMMin.Clients

SUNSTONE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #324002
Typical Fee--
AUM$96M
Minimum--
Clients9

SUNSTONE PARTNERS

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #305064
Typical Fee--
AUM$2.0B
Minimum--
Clients8

SUPERBLOOM PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Venice, CaliforniaCRD #330218
Typical Fee--
AUM$239M
Minimum--
Clients1

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Clean RecordAlso Compensated via Brokerage
San Diego, CaliforniaCRD #130711
Typical Fee--
AUM$192M
Minimum--
Clients810

SVB ASSET MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #124567
Typical Fee--
AUM$33.0B
Minimum--
Clients523

SVOF/MM, LLC

Fee-Only, No Conflicts
Santa Monica, CaliforniaCRD #132205
Typical Fee--
AUM$118M
Minimum--
Clients1

SWEENEY & MICHEL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chico, CaliforniaCRD #282595
Typical Fee--
AUM$626M
Minimum--
Clients1,418

SWEETWATER PRIVATE EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encinitas, CaliforniaCRD #297613
Typical Fee--
AUM$1.4B
Minimum--
Clients12

SYLEBRA CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #316856
Typical Fee--
AUM$4.7B
Minimum--
Clients9

SYMBIOTIC CAPITAL

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #325844
Typical Fee--
AUM$839M
Minimum--
Clients5

SYMPHONY TECHNOLOGY GROUP, LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #160676
Typical Fee--
AUM$341M
Minimum--
Clients7

SYNDICATED CAPITAL, INC.

Also Compensated via Brokerage
Diamond Bar, CaliforniaCRD #29037
Typical Fee--
AUM$123M
Minimum--
Clients393

SYNTHETICFI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #330200
Typical Fee--
AUM$153M
Minimum--
Clients147

SYON CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #322776
Typical Fee--
AUM$2.9B
Minimum--
Clients869

SYRIOS WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #332139
Typical Fee--
AUM$404M
Minimum--
Clients797

TABR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orange, CaliforniaCRD #129959
Typical Fee--
AUM$231M
Minimum--
Clients699

TAMALPAIS ASSET MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Larkspur, CaliforniaCRD #301017
Typical Fee--
AUM$251M
Minimum--
Clients485

TAMAR SECURITIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodland Hills, CaliforniaCRD #153991
Typical Fee2.25%
AUM$1.3B
Minimum--
Clients6,262

TANO CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Mateo, CaliforniaCRD #160367
Typical Fee--
AUM$118M
Minimum--
Clients2

TARBOX FAMILY OFFICE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #106079
Typical Fee--
AUM$967M
Minimum--
Clients862

TATE PRIVATE WEALTH ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #120938
Typical Fee--
AUM$288M
Minimum--
Clients442

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Costa Mesa, CaliforniaCRD #146778
Typical Fee--
AUM$115M
Minimum--
Clients223

TAYLOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #132955
Typical Fee--
AUM$171M
Minimum--
Clients226

TCFG INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Laguna Niguel, CaliforniaCRD #166606
Typical Fee--
AUM$575M
Minimum--
Clients2,344

TCG CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Playa Vista, CaliforniaCRD #298007
Typical Fee--
AUM$2.6B
Minimum--
Clients13

TCG CROSSOVER MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #311718
Typical Fee--
AUM$1.8B
Minimum--
Clients2

TCV

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #160389
Typical Fee--
AUM$20.1B
Minimum--
Clients31

TCW ASSET BACKED FINANCE MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #332802
Typical Fee--
AUM--
Minimum--
Clients--

TCW ASSET MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #105742
Typical Fee--
AUM$70.4B
Minimum--
Clients212

TCW INVESTMENT MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106546
Typical Fee--
AUM$40.1B
Minimum--
Clients4,758
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