Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

TURN/RIVER MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #165897
Typical Fee--
AUM$4.9B
Minimum--
Clients20

TVV ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Pleasanton, CaliforniaCRD #322542
Typical Fee--
AUM$33M
Minimum--
Clients2

TWIN LAKES CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redwood Shores, CaliforniaCRD #137522
Typical Fee--
AUM$246M
Minimum--
Clients429

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #111776
Typical Fee--
AUM$357M
Minimum--
Clients26

UNISON INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #150893
Typical Fee--
AUM$1.7B
Minimum--
Clients3

UNITY WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orange, CaliforniaCRD #316222
Typical Fee--
AUM$7M
Minimum--
Clients20

UPFRONT VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #175144
Typical Fee--
AUM$3.3B
Minimum--
Clients21

URBAN INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #222524
Typical Fee--
AUM$2.6B
Minimum--
Clients12

URBAN WEALTH MANAGEMENT OR UWM

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #285633
Typical Fee--
AUM$202M
Minimum--
Clients797

URSA FUND MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Danville, CaliforniaCRD #283363
Typical Fee--
AUM$634M
Minimum--
Clients2

USCF ADVISERS

Fee-Only, No Conflicts
Walnut Creek, CaliforniaCRD #171962
Typical Fee--
AUM$416M
Minimum--
Clients12

VALEAS CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #317369
Typical Fee--
AUM$1.3B
Minimum--
Clients6

VALIANT CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158071
Typical Fee--
AUM$2.7B
Minimum--
Clients15

VALIDEX GLOBAL INVESTING

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #166575
Typical Fee--
AUM$305M
Minimum--
Clients1,170

VALIDUS CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Segundo, CaliforniaCRD #319212
Typical Fee--
AUM$2.2B
Minimum--
Clients3,020

VALLEY WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lodi, CaliforniaCRD #289737
Typical Fee--
AUM$1.4B
Minimum--
Clients6,774

VALUE TREND CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
El Cajon, CaliforniaCRD #108716
Typical Fee--
AUM$10M
Minimum--
Clients1

VALUEACT CAPITAL MANAGEMENT, L.P.

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #154249
Typical Fee--
AUM$11.4B
Minimum--
Clients17

VAN HULZEN FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
El Dorado Hills, CaliforniaCRD #116632
Typical Fee--
AUM$1.9B
Minimum--
Clients2,701

VAN STRUM & TOWNE INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #106228
Typical Fee--
AUM$430M
Minimum--
Clients267

VANCE STREET CAPITAL LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #155758
Typical Fee--
AUM$3.0B
Minimum--
Clients13

VANCE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Clarita, CaliforniaCRD #310162
Typical Fee--
AUM$736M
Minimum--
Clients1,481

VANGUARD PERSONALIZED INDEXING MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Oakland, CaliforniaCRD #285366
Typical Fee--
AUM$7.3B
Minimum--
Clients2,864

VANTAGE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #111324
Typical Fee--
AUM$684M
Minimum--
Clients489

VANTAGE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #152374
Typical Fee--
AUM$897M
Minimum--
Clients1,751

VARIANT EQUITY ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #297046
Typical Fee--
AUM$279M
Minimum--
Clients2

VARSITY HEALTHCARE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #285151
Typical Fee--
AUM$1.8B
Minimum--
Clients11

VECTOR CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171172
Typical Fee--
AUM$4.2B
Minimum--
Clients10

VERCAP MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #333354
Typical Fee--
AUM$1.2B
Minimum--
Clients1

VERIS WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #143588
Typical Fee--
AUM$2.3B
Minimum--
Clients2,654
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