Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

ASPIREAN WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #173138
Typical Fee--
AUM$233M
Minimum--
Clients452

ASPIRIANT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #146720
Typical Fee--
AUM$15.5B
Minimum--
Clients11,731

ASSEMBLY WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #108834
Typical Fee--
AUM$433M
Minimum--
Clients568

ASSET DEDICATION, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151988
Typical Fee--
AUM$2.6B
Minimum--
Clients2,002

ASSET PLANNING, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Alamitos, CaliforniaCRD #111535
Typical Fee--
AUM$553M
Minimum--
Clients973

ASSETMARK, INC.

Fee-OnlyAlso Compensated via Product Sales
Concord, CaliforniaCRD #109018
Typical Fee--
AUM$77.4B
Minimum--
Clients410,749

ATALA FINANCIAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Calabasas, CaliforniaCRD #318371
Typical Fee--
AUM$319M
Minimum--
Clients255

ATLAS CAPITAL ADVISORS INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #127036
Typical Fee1.00%
AUM$1.1B
Minimum--
Clients481

ATLAS FINANCIAL ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Oroville, CaliforniaCRD #160276
Typical Fee--
AUM$108M
Minimum--
Clients985

ATLAS LEGACY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #329888
Typical Fee1.50%
AUM$630M
Minimum--
Clients730

ATOMIC VAULTS ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #330278
Typical Fee--
AUM--
Minimum--
Clients--

ATS WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #137705
Typical Fee--
AUM$384M
Minimum--
Clients1,229

ATTENTIVE INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Stockton, CaliforniaCRD #315478
Typical Fee--
AUM$197M
Minimum--
Clients1,079

ATWATER CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #299075
Typical Fee--
AUM$430M
Minimum--
Clients14

AUDENT GLOBAL ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
West Hollywood, CaliforniaCRD #308166
Typical Fee--
AUM$434M
Minimum--
Clients398

AURA FINANCE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Covina,, CaliforniaCRD #318940
Typical Fee--
AUM$685K
Minimum--
Clients238

AURORA CAPITAL PARTNERS MANAGEMENT VI L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #304605
Typical Fee--
AUM$6.4B
Minimum--
Clients14

AURORA WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #322947
Typical Fee--
AUM$134M
Minimum--
Clients675

AUSPICIOUS FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #297962
Typical Fee--
AUM$274M
Minimum--
Clients614

AUTHENTIC VENTURES INVESTMENT MANAGER, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #304938
Typical Fee--
AUM$163M
Minimum--
Clients13

AUTHENTIKOS WEALTH ADVISORY LLC

Clean RecordAlso Compensated via Product Sales
Morgan Hill, CaliforniaCRD #286646
Typical Fee--
AUM$155M
Minimum--
Clients850

AUTILUS PARTNERS LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #322882
Typical Fee--
AUM$101M
Minimum--
Clients1

AVALAN, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #156109
Typical Fee--
AUM$489M
Minimum--
Clients629

AVALON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Port Of Redwood City, CaliforniaCRD #107501
Typical Fee--
AUM$487M
Minimum--
Clients487

AVALON GLOBAL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #107785
Typical Fee--
AUM$444M
Minimum--
Clients4

AVANATH CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Irvine, CaliforniaCRD #172704
Typical Fee--
AUM$3.6B
Minimum--
Clients12

AVILA REAL ESTATE CAPITAL

Fee-Only, No ConflictsClean Record
Corte Madera, CaliforniaCRD #325431
Typical Fee--
AUM$227M
Minimum--
Clients3

AVISE FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #328790
Typical Fee--
AUM$169M
Minimum--
Clients505

AVISEN ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Sacramento, CaliforniaCRD #113791
Typical Fee--
AUM$356M
Minimum--
Clients422

AWM GLOBAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #159094
Typical Fee--
AUM$91M
Minimum--
Clients143
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