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1,793 advisors in california
FirmFeeAUMMin.Clients

WINTERS FINANCIAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Westlake Village, CaliforniaCRD #309549
Typical Fee--
AUM$202M
Minimum--
Clients250

WOLFGANG CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Temecula, CaliforniaCRD #283525
Typical Fee--
AUM$129M
Minimum--
Clients729

WOMACK WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manhattan Beach, CaliforniaCRD #146126
Typical Fee1.20%
AUM$403M
Minimum--
Clients592

WOODLINE PARTNERS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #301480
Typical Fee--
AUM$22.7B
Minimum--
Clients6

WOODWARD DIVERSIFIED CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #306299
Typical Fee--
AUM$571M
Minimum--
Clients1,035

WORLD INVESTMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #208512
Typical Fee--
AUM$56.3B
Minimum--
Clients25,897

WOVENEARTH VENTURES, LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #322556
Typical Fee--
AUM$221M
Minimum--
Clients2

WP ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118268
Typical Fee--
AUM$506M
Minimum--
Clients877

WRIGHT WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Luis Obispo, CaliforniaCRD #304289
Typical Fee--
AUM$124M
Minimum--
Clients318

WULFF, HANSEN & CO.

Also Compensated via Brokerage
San Rafael, CaliforniaCRD #908
Typical Fee--
AUM$133M
Minimum--
Clients138

WWM ADVISORY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Culver City, CaliforniaCRD #133611
Typical Fee--
AUM$230M
Minimum--
Clients263

WWM FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #157620
Typical Fee--
AUM$342M
Minimum--
Clients1,548

X ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Santa Maria, CaliforniaCRD #315838
Typical Fee--
AUM$190M
Minimum--
Clients572

XOOMFI ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #314872
Typical Fee--
AUM$300
Minimum--
Clients3

XPV MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Bel Air, CaliforniaCRD #322445
Typical Fee--
AUM$144M
Minimum--
Clients8

YIHENG CAPITAL MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #163812
Typical Fee--
AUM$1.2B
Minimum--
Clients2

YODER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #291826
Typical Fee--
AUM$331M
Minimum--
Clients341

YOSEMITE CAPITAL MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #124298
Typical Fee--
AUM$340M
Minimum--
Clients806

YOSEMITE MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #326764
Typical Fee--
AUM$866M
Minimum--
Clients5

YUCAIPA MASTER MANAGER, LLC

Fee-OnlyAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #158216
Typical Fee--
AUM$1.4B
Minimum--
Clients8

ZANBATO ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mountain View, CaliforniaCRD #311620
Typical Fee--
AUM$2.1B
Minimum--
Clients58

ZEPHYR WEALTH MANAGEMENT

Clean RecordAlso Compensated via Brokerage
Westlake Village, CaliforniaCRD #166303
Typical Fee--
AUM$421M
Minimum--
Clients666

ZERMATT WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #105736
Typical Fee--
AUM$116M
Minimum--
Clients254
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