Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

BENGAL ASSET MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Santa Monica, CaliforniaCRD #168688
Typical Fee--
AUM$168M
Minimum--
Clients3

BENNINGFIELD FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #134950
Typical Fee--
AUM$284M
Minimum--
Clients322

BERILIUM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Ana, CaliforniaCRD #327058
Typical Fee--
AUM$4M
Minimum--
Clients50

BERKELEY PARTNERS MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Oakland, CaliforniaCRD #284163
Typical Fee--
AUM$2.6B
Minimum--
Clients5

BERNARD & JOHNSON FAMILY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pasadena, CaliforniaCRD #283871
Typical Fee--
AUM$113M
Minimum--
Clients216

BERNZOTT CAPITAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camarillo, CaliforniaCRD #104583
Typical Fee--
AUM$285M
Minimum--
Clients377

BERTRAM CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #156920
Typical Fee--
AUM$4.0B
Minimum--
Clients11

BERYL CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Redondo Beach, CaliforniaCRD #269959
Typical Fee--
AUM$996M
Minimum--
Clients7

BETA WEALTH GROUP, INC

Fee-OnlyAlso Compensated via Product Sales
San Diego, CaliforniaCRD #165224
Typical Fee--
AUM$429M
Minimum--
Clients430

BETTERWEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Jose, CaliforniaCRD #226661
Typical Fee--
AUM$558M
Minimum--
Clients1,251

BEVERLY HILLS PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #321132
Typical Fee--
AUM$783M
Minimum--
Clients1,079

BEYOND FINANCIAL SERVICES

Fee-Only, No ConflictsClean Record
Fremont, CaliforniaCRD #286350
Typical Fee--
AUM$177M
Minimum--
Clients335

BGV VC MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #298473
Typical Fee--
AUM$409M
Minimum--
Clients11

BINGHAM PRIVATE WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #330598
Typical Fee--
AUM$232M
Minimum--
Clients570

BISON CAPITAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #160562
Typical Fee--
AUM$964M
Minimum--
Clients5

BITWISE INVESTMENT MANAGER, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #317943
Typical Fee--
AUM$68M
Minimum--
Clients7

BIVIUM CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #134529
Typical Fee--
AUM$5.1B
Minimum--
Clients28

BLACK HILL CAPITAL PARTNERS, LLC

Fee-OnlyAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #118291
Typical Fee--
AUM$52M
Minimum--
Clients3

BLACK IMPACT GROUP, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #313748
Typical Fee--
AUM$242M
Minimum--
Clients2

BLACKROCK FUND ADVISORS

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #105247
Typical Fee--
AUM$3.5T
Minimum--
Clients541

BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.

Fee-Only, No ConflictsClean Record
San Luis Obispo, CaliforniaCRD #287683
Typical Fee--
AUM$308M
Minimum--
Clients727

BLANKINSHIP & FOSTER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Solana Beach, CaliforniaCRD #104795
Typical Fee--
AUM$862M
Minimum--
Clients1,013

BLOCKCHAIN CAPITAL, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #283610
Typical Fee2.50%
AUM$2.8B
Minimum--
Clients15

BLOM & HOWELL FINANCIAL PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Modesto, CaliforniaCRD #311830
Typical Fee--
AUM$161M
Minimum--
Clients937

BLOOM INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #317405
Typical Fee--
AUM$12M
Minimum--
Clients60,212

BLUE MARBLE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #141354
Typical Fee--
AUM$181M
Minimum--
Clients407

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Poway, CaliforniaCRD #329575
Typical Fee--
AUM$306M
Minimum--
Clients1,412

BLUE SUMMIT WEALTH MANAGEMENT

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #148782
Typical Fee--
AUM$211M
Minimum--
Clients630

BLUE ZONE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #305943
Typical Fee--
AUM$565M
Minimum--
Clients538

BLUEPRINT INVESTING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #151422
Typical Fee--
AUM$436M
Minimum--
Clients287
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