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1,793 advisors in california
FirmFeeAUMMin.Clients

WAVERLEY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #156023
Typical Fee1.00%
AUM$201M
Minimum$500,000
Clients359

WCM INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Laguna Beach, CaliforniaCRD #104702
Typical Fee--
AUM$74.7B
Minimum--
Clients6,438

WE ALLIANCE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Roseville, CaliforniaCRD #175405
Typical Fee--
AUM$207M
Minimum--
Clients327

WE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #298549
Typical Fee--
AUM$127M
Minimum--
Clients648

WEALTH ANALYTICS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #140115
Typical Fee--
AUM$283M
Minimum--
Clients440

WEALTH ARCHITECTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #135373
Typical Fee--
AUM$2.0B
Minimum--
Clients2,890

WEALTH COMPASS FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #290139
Typical Fee--
AUM$106M
Minimum--
Clients546

WEALTH TEAMS ALLIANCE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #168907
Typical Fee--
AUM$206M
Minimum--
Clients950

WEALTHFRONT ADVISERS LLC

Fee-Only, No Conflicts
Palo Alto, CaliforniaCRD #148456
Typical Fee0.25%
AUM$42.9B
Minimum--
Clients642,888

WEALTHFRONT STRATEGIES LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #289148
Typical Fee--
AUM--
Minimum--
Clients--

WEALTHGUARD ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Placerville, CaliforniaCRD #297192
Typical Fee--
AUM$164M
Minimum--
Clients870

WEALTHRISE FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #283764
Typical Fee--
AUM$124M
Minimum--
Clients338

WEALTHSPIRE RETIREMENT ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aliso Viejo, CaliforniaCRD #121254
Typical Fee--
AUM$118.0B
Minimum--
Clients9,394

WEALTHSPRING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Long Beach, CaliforniaCRD #322756
Typical Fee--
AUM$370M
Minimum--
Clients922

WEALTHVALUES, LLC

Fee-Only, No ConflictsClean Record
Redwood City, CaliforniaCRD #140004
Typical Fee--
AUM$411M
Minimum--
Clients146

WEATHERLY ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Del Mar, CaliforniaCRD #106935
Typical Fee--
AUM$1.7B
Minimum--
Clients1,348

WEAVER CONSULTING GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Huntington Beach, CaliforniaCRD #287895
Typical Fee--
AUM$893M
Minimum--
Clients2,570

WEDBUSH FUND ADVISERS, LLC

Fee-Only, No ConflictsClean Record
Pasadena, CaliforniaCRD #334057
Typical Fee--
AUM$754M
Minimum--
Clients1

WEDBUSH SECURITIES INC.

Also Compensated via Brokerage
Pasadena, CaliforniaCRD #877
Typical Fee--
AUM$5.7B
Minimum--
Clients10,048

WEDGEWOOD ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redondo Beach, CaliforniaCRD #312054
Typical Fee--
AUM$210M
Minimum--
Clients2

WEINBERGER ASSET MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106176
Typical Fee--
AUM$444M
Minimum--
Clients566

WELTON INVESTMENT PARTNERS LLC

Fee-Only, No ConflictsClean Record
Carmel, CaliforniaCRD #172452
Typical Fee--
AUM$388M
Minimum--
Clients7

WERBA RUBIN PAPIER WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #139237
Typical Fee1.00%
AUM$1.1B
Minimum--
Clients1,939

WERLEMANN WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #317777
Typical Fee--
AUM$110M
Minimum--
Clients80

WESCAP GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Glendale, CaliforniaCRD #104759
Typical Fee--
AUM$985M
Minimum--
Clients1,225

WESPAC ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orinda, CaliforniaCRD #148242
Typical Fee--
AUM$1.1B
Minimum--
Clients639

WEST WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #316644
Typical Fee--
AUM$472M
Minimum--
Clients2,273

WESTBOUND EQUITY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #306955
Typical Fee--
AUM$146M
Minimum--
Clients5

WESTBRIDGE CAPITAL US ADVISORS, LP

Fee-OnlyAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #161527
Typical Fee--
AUM$7.6B
Minimum--
Clients7

WESTCAP MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #301822
Typical Fee--
AUM$8.8B
Minimum--
Clients56
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