Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

THE WEALTHGARDEN F.S. LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #311927
Typical Fee--
AUM$182M
Minimum--
Clients588

THEPARTNERS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carmel By The Sea, CaliforniaCRD #314816
Typical Fee--
AUM$455M
Minimum--
Clients2,304

THIELEN CAPITAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ladera Ranch, CaliforniaCRD #169139
Typical Fee--
AUM$100M
Minimum--
Clients210

THINK INVESTMENTS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #169347
Typical Fee--
AUM$4.1B
Minimum--
Clients6

THOROFARE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #171293
Typical Fee--
AUM$1.3B
Minimum--
Clients2

THREE ARCH WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #333733
Typical Fee--
AUM$503M
Minimum--
Clients734

THREE BRIDGE WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Los Altos, CaliforniaCRD #150460
Typical Fee--
AUM$818M
Minimum--
Clients561

TICINO WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mission Viejo, CaliforniaCRD #335808
Typical Fee--
AUM$395M
Minimum--
Clients772

TIDECREST WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #332422
Typical Fee--
AUM$212M
Minimum--
Clients307

TIDEMARK MANAGEMENT COMPANY LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #313541
Typical Fee--
AUM$669M
Minimum--
Clients4

TIDEMARK, LLC

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #327611
Typical Fee--
AUM$345M
Minimum--
Clients1,567

TIEMANN INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #125360
Typical Fee--
AUM$312M
Minimum--
Clients310

TILLER PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #170429
Typical Fee--
AUM$261M
Minimum--
Clients7

TOP TIER CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #144546
Typical Fee--
AUM$7.0B
Minimum--
Clients42

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #285538
Typical Fee--
AUM$300M
Minimum--
Clients610

TOPTURN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Monterey, CaliforniaCRD #151464
Typical Fee--
AUM$178M
Minimum--
Clients336

TORONADO PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #283612
Typical Fee--
AUM$333M
Minimum--
Clients2

TORREN MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #329263
Typical Fee--
AUM$334M
Minimum--
Clients134

TORREY GROWTH & INCOME ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Del Mar, CaliforniaCRD #139940
Typical Fee--
AUM$328M
Minimum--
Clients294

TORREY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #310688
Typical Fee--
AUM$153M
Minimum--
Clients246

TORREY-PAYNE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #336703
Typical Fee--
AUM$180M
Minimum--
Clients423

TORREYANA CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #329075
Typical Fee--
AUM$753M
Minimum--
Clients6

TORTUGA ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Simi Valley, CaliforniaCRD #137514
Typical Fee--
AUM$527M
Minimum--
Clients40

TORTUGA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #153737
Typical Fee--
AUM$223M
Minimum--
Clients604

TOTAL WEALTH SERVICES, LLC

Fee-Only, No ConflictsClean Record
Westlake Village, CaliforniaCRD #331833
Typical Fee--
AUM$121M
Minimum--
Clients247

TOWERPOINT WEALTH, LLC

Fee-OnlyAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #288593
Typical Fee1.30%
AUM$470M
Minimum--
Clients1,390

TOWNELEY CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Hills, CaliforniaCRD #169863
Typical Fee--
AUM$1.0B
Minimum--
Clients423

TRAN CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #107049
Typical Fee--
AUM$890M
Minimum--
Clients348

TRANSGLOBAL ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Monrovia, CaliforniaCRD #168709
Typical Fee--
AUM$47M
Minimum--
Clients226

TRANSOM CAPITAL GROUP

Fee-Only, No ConflictsClean Record
El Segundo, CaliforniaCRD #170459
Typical Fee--
AUM$1.5B
Minimum--
Clients9
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