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1,793 advisors in california
FirmFeeAUMMin.Clients

AWR INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Rafael, CaliforniaCRD #118538
Typical Fee--
AUM$128M
Minimum--
Clients175

AXXCESS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Carlsbad, CaliforniaCRD #164081
Typical Fee--
AUM$6.3B
Minimum--
Clients22,242

B.B. GRAHAM & COMPANY, INC.

Also Compensated via Brokerage
Orange, CaliforniaCRD #41533
Typical Fee--
AUM$196M
Minimum--
Clients303

BACKER

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #281813
Typical Fee--
AUM$48M
Minimum--
Clients11,885

BAILARD, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #110550
Typical Fee--
AUM$6.5B
Minimum--
Clients2,573

BAKER STREET ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #128066
Typical Fee--
AUM$17.8B
Minimum--
Clients535

BAKERAVENUE

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #132657
Typical Fee--
AUM$3.8B
Minimum--
Clients3,138

BALANCE CASH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #333867
Typical Fee--
AUM$13M
Minimum--
Clients88

BALMORAL MANAGEMENT II L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #164956
Typical Fee--
AUM$1.4B
Minimum--
Clients4

BAMBOO WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #170093
Typical Fee--
AUM$236M
Minimum--
Clients807

BANCREEK CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #328736
Typical Fee--
AUM$146M
Minimum--
Clients2

BANCREEK CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #312900
Typical Fee--
AUM$125M
Minimum--
Clients4

BANNEKER PARTNERS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #296624
Typical Fee--
AUM$2.2B
Minimum--
Clients9

BANTA ASSET MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #142987
Typical Fee--
AUM$129M
Minimum--
Clients211

BANYAN ALPHA INVESTMENT L.P.

Fee-Only, No ConflictsClean Record
South San Francisco, CaliforniaCRD #311857
Typical Fee--
AUM$434M
Minimum--
Clients5

BANYAN TREE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #168384
Typical Fee--
AUM$1.0B
Minimum--
Clients89

BARNES WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #132189
Typical Fee--
AUM$412M
Minimum--
Clients1,292

BARRIER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #312294
Typical Fee1.50%
AUM$125M
Minimum--
Clients2

BAY HILLS CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #158603
Typical Fee--
AUM$874M
Minimum--
Clients14

BAYBRIDGE CAPITAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Livermore, CaliforniaCRD #284867
Typical Fee--
AUM$193M
Minimum--
Clients554

BAYHUNT CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #333514
Typical Fee--
AUM$362M
Minimum--
Clients2

BEACH POINT CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #148885
Typical Fee--
AUM$23.9B
Minimum--
Clients82

BEACON POINTE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #119290
Typical Fee0.95%
AUM$39.8B
Minimum--
Clients54,870

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #107326
Typical Fee--
AUM$805M
Minimum--
Clients1,890

BELAY INVESTMENT GROUP, LLC

Fee-Only, No ConflictsClean Record
Sherman Oaks, CaliforniaCRD #281985
Typical Fee--
AUM$360M
Minimum--
Clients4

BELL & BROWN WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #175419
Typical Fee--
AUM$487M
Minimum--
Clients608

BELL INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Orinda, CaliforniaCRD #108383
Typical Fee--
AUM$788M
Minimum--
Clients1,189

BELVERON REAL ESTATE PARTNERS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #282072
Typical Fee--
AUM$1.3B
Minimum--
Clients39

BENCHMARK ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #305662
Typical Fee--
AUM--
Minimum--
Clients--

BENEFIT FINANCIAL SERVICES GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #143617
Typical Fee--
AUM$1.3B
Minimum--
Clients855
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