Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

TCW PT MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333068
Typical Fee--
AUM$771M
Minimum--
Clients2

TDA INVESTMENT GROUP

Clean RecordAlso Compensated via Insurance
San Mateo, CaliforniaCRD #112016
Typical Fee0.88%
AUM$969M
Minimum--
Clients4

TEAM HEWINS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #291194
Typical Fee--
AUM$4.0B
Minimum--
Clients2,260

TEAM WEALTH & TAX ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Temecula, CaliforniaCRD #309411
Typical Fee--
AUM$233M
Minimum--
Clients777

TED BUCHAN & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #140722
Typical Fee--
AUM$347M
Minimum--
Clients1,155

TELESCOPE PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #286637
Typical Fee--
AUM$820M
Minimum--
Clients10

TELOS CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #149108
Typical Fee--
AUM$1.4B
Minimum--
Clients2,322

TEMPUS WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #285349
Typical Fee2.00%
AUM$507M
Minimum--
Clients1,620

TENNENBAUM CAPITAL PARTNERS, LLC

Fee-Only, No Conflicts
Santa Monica, CaliforniaCRD #113203
Typical Fee--
AUM$3.4B
Minimum--
Clients30

TENSILE CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Larkspur, CaliforniaCRD #164161
Typical Fee--
AUM$2.0B
Minimum--
Clients7

TENZING GLOBAL

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #159696
Typical Fee--
AUM$236M
Minimum--
Clients2

TERRA FIRMA ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #306765
Typical Fee--
AUM--
Minimum--
Clients--

TERRAFIRMA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #331568
Typical Fee--
AUM$109M
Minimum--
Clients91

TESSARA WEALTH

Fee-OnlyAlso Compensated via Product Sales
Burlingame, CaliforniaCRD #283295
Typical Fee--
AUM$162M
Minimum--
Clients456

THE ADVISORY GROUP OF SAN FRANCISCO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #108110
Typical Fee--
AUM$825M
Minimum--
Clients50

THE CHARTIST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #105072
Typical Fee--
AUM$170M
Minimum--
Clients426

THE CLARK GROUP ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dana Point, CaliforniaCRD #164405
Typical Fee--
AUM$292M
Minimum--
Clients694

THE CYPRESS FUNDS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #107502
Typical Fee--
AUM$804M
Minimum--
Clients3

THE FOUNDATION INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #318369
Typical Fee--
AUM$256M
Minimum--
Clients516

THE GORES GROUP, LLC

Fee-Only, No ConflictsClean Record
Beverly Hills, CaliforniaCRD #160598
Typical Fee--
AUM$318M
Minimum--
Clients4

THE INFORMED MOMENTUM COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Solana Beach, CaliforniaCRD #144908
Typical Fee--
AUM$1.1B
Minimum--
Clients13

THE INVESTMENT HOUSE LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redondo Beach, CaliforniaCRD #163493
Typical Fee--
AUM$2.0B
Minimum--
Clients556

THE KOCEN FINANCIAL GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Rancho Mirage, CaliforniaCRD #112129
Typical Fee--
AUM$163M
Minimum--
Clients721

THE O'DONNELL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chico, CaliforniaCRD #162562
Typical Fee--
AUM$492M
Minimum--
Clients846

THE PACIFIC CENTER FOR FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #104557
Typical Fee--
AUM$961M
Minimum--
Clients1,672

THE PUTNEY FINANCIAL GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #111639
Typical Fee--
AUM$187M
Minimum--
Clients992

THE ROXBOROUGH GROUP

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #310949
Typical Fee--
AUM$627M
Minimum--
Clients5

THE SALVETTI GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #324974
Typical Fee--
AUM$634M
Minimum--
Clients1,923

THE STERLING GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #111782
Typical Fee--
AUM$397M
Minimum--
Clients808

THE WEALTH COLLABORATIVE, INC.

Fee-Only, No ConflictsClean Record
Corona Del Mar, CaliforniaCRD #142618
Typical Fee--
AUM$702M
Minimum--
Clients520
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