Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

VERITY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sausalito, CaliforniaCRD #126742
Typical Fee--
AUM$279M
Minimum--
Clients52

VERNAL POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #166587
Typical Fee--
AUM$2.7B
Minimum--
Clients217

VERSO PARTNERS

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #318319
Typical Fee--
AUM$522M
Minimum--
Clients3

VERT ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Sausalito, CaliforniaCRD #288445
Typical Fee--
AUM$464M
Minimum--
Clients2

VICTUS CAPITAL WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #154899
Typical Fee--
AUM$251M
Minimum--
Clients561

VIDA WEALTH PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #140824
Typical Fee--
AUM$111M
Minimum--
Clients45

VIENNA ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga, CaliforniaCRD #299725
Typical Fee--
AUM$239M
Minimum--
Clients133

VILA, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #307186
Typical Fee--
AUM$299M
Minimum--
Clients2

VILLAGE GLOBAL MANAGEMENT, L.L.C.

Fee-Only, No ConflictsClean Record
Covina, CaliforniaCRD #289258
Typical Fee--
AUM$832M
Minimum--
Clients7

VILLAGE WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #296866
Typical Fee--
AUM$212M
Minimum--
Clients462

VINCIMUS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Malibu, CaliforniaCRD #321865
Typical Fee--
AUM$168M
Minimum--
Clients301

VIOLICH CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #111410
Typical Fee--
AUM$912M
Minimum--
Clients259

VIRGO INVESTMENT GROUP LLC

Fee-Only, No ConflictsClean Record
Burlingame, CaliforniaCRD #157297
Typical Fee--
AUM$1.1B
Minimum--
Clients17

VISTA ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #307268
Typical Fee--
AUM$315M
Minimum--
Clients688

VISTA EQUITY PARTNERS MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #156973
Typical Fee--
AUM$100.1B
Minimum--
Clients120

VISTICA WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #147297
Typical Fee--
AUM$132M
Minimum--
Clients301

VIVO CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #159868
Typical Fee--
AUM$5.3B
Minimum--
Clients17

VMG PARTNERS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #157720
Typical Fee--
AUM$3.4B
Minimum--
Clients30

VOLEON CAPITAL MANAGEMENT LP

Fee-OnlyAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #147443
Typical Fee--
AUM$16.4B
Minimum--
Clients21

VOLT EQUITY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #310402
Typical Fee--
AUM$10M
Minimum--
Clients1

VOYAGER MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #135434
Typical Fee--
AUM$209M
Minimum--
Clients7

WAGNER LOFTIN INVESTMENT SERVICES LLC

Clean RecordAlso Compensated via Brokerage
Pleasant Hill, CaliforniaCRD #109770
Typical Fee--
AUM$479M
Minimum--
Clients1,031

WALK-ON CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #331407
Typical Fee--
AUM$142M
Minimum--
Clients1

WALKER FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mission Viejo, CaliforniaCRD #106268
Typical Fee--
AUM$216M
Minimum--
Clients354

WALLACE ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lafayette, CaliforniaCRD #281049
Typical Fee--
AUM$269M
Minimum--
Clients390

WALLENDER, TIMOTHY JOSEPH

Fee-Only, No ConflictsClean Record
Manhattan Beach, CaliforniaCRD #138301
Typical Fee--
AUM$115M
Minimum--
Clients295

WARD & ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #107878
Typical Fee--
AUM$191M
Minimum--
Clients55

WARM SPRINGS ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #306501
Typical Fee--
AUM$131M
Minimum--
Clients47

WARREN STREET WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #173447
Typical Fee--
AUM$458M
Minimum--
Clients1,021

WAVE DIGITAL ASSETS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305726
Typical Fee--
AUM$352M
Minimum--
Clients30
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