Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

WESTEND CAPITAL MANAGEMENT, LLC.

Fee-OnlyAlso Compensated via Product Sales
Sausalito, CaliforniaCRD #120545
Typical Fee--
AUM$435M
Minimum--
Clients469

WESTERLY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #140089
Typical Fee--
AUM$288M
Minimum--
Clients2

WESTERN ASSET MANAGEMENT COMPANY

Fee-OnlyAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #110441
Typical Fee1.00%
AUM$185.0B
Minimum--
Clients31,897

WESTERN FINANCIAL CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #6118
Typical Fee2.00%
AUM$309M
Minimum$2000M
Clients398

WESTERN STANDARD, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #147864
Typical Fee--
AUM$565M
Minimum--
Clients3

WESTERN TECHNOLOGY INVESTMENT (WTI)

Fee-Only, No ConflictsClean Record
Portola Valley, CaliforniaCRD #110429
Typical Fee--
AUM$2.1B
Minimum--
Clients12

WESTHILL FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #152506
Typical Fee--
AUM$684M
Minimum--
Clients1,212

WESTMOUNT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #158857
Typical Fee--
AUM$5.2B
Minimum--
Clients4,595

WESTSHORE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #283843
Typical Fee--
AUM$534M
Minimum--
Clients735

WESTSIDE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #154522
Typical Fee--
AUM$889M
Minimum--
Clients755

WESTWOOD WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #290658
Typical Fee--
AUM$339M
Minimum--
Clients237

WFA OF SAN DIEGO

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #307404
Typical Fee--
AUM$178M
Minimum--
Clients359

WHELAN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #107227
Typical Fee--
AUM$782M
Minimum--
Clients1,718

WHITE OAK GLOBAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #149659
Typical Fee--
AUM$5.4B
Minimum--
Clients63

WHITMAN/PETERSON, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #296087
Typical Fee--
AUM$2.0B
Minimum--
Clients7

WHITTIER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #318024
Typical Fee--
AUM$1.5B
Minimum--
Clients14

WIL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #170737
Typical Fee--
AUM$2.2B
Minimum--
Clients8

WILLIAM O'NEIL + COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #152620
Typical Fee--
AUM--
Minimum--
Clients--

WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #324173
Typical Fee--
AUM$264M
Minimum--
Clients831

WILLNER & HELLER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Encino, CaliforniaCRD #135406
Typical Fee--
AUM$193M
Minimum--
Clients472

WILLOW CREEK FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #285670
Typical Fee--
AUM$464M
Minimum--
Clients837

WILLOW CREEK WEALTH MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Sebastopol, CaliforniaCRD #109240
Typical Fee--
AUM$1.9B
Minimum--
Clients2,923

WILLOW GROVE ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Berkeley, CaliforniaCRD #151993
Typical Fee--
AUM$300M
Minimum--
Clients720

WILSEY ASSET MANAGEMENT INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #130482
Typical Fee--
AUM$650M
Minimum--
Clients1,825

WILSHIRE

Fee-OnlyAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #6210
Typical Fee--
AUM$99.1B
Minimum--
Clients287,663

WILSHIRE QUINN CAPITAL, INC.

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #148012
Typical Fee--
AUM$188M
Minimum--
Clients1

WIMMER ASSOCIATES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #125243
Typical Fee--
AUM$441M
Minimum--
Clients147

WINDJAMMER CAPITAL INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #160396
Typical Fee--
AUM$3.3B
Minimum--
Clients9

WINDWARD CAPITAL MANAGEMENT CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #106908
Typical Fee--
AUM$1.3B
Minimum--
Clients207

WING

Clean RecordAlso Compensated via Insurance
Newport Beach, CaliforniaCRD #333826
Typical Fee--
AUM$16K
Minimum--
Clients5
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