Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

BLUME CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #111768
Typical Fee--
AUM$696M
Minimum--
Clients871

BMB ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #118410
Typical Fee--
AUM$523M
Minimum--
Clients64

BOLDIN ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #294881
Typical Fee--
AUM--
Minimum--
Clients--

BOLTHOUSE INVESTMENT MANAGEMENT SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bakersfield, CaliforniaCRD #148531
Typical Fee--
AUM$545M
Minimum--
Clients269

BOLTWOOD CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walnut Creek, CaliforniaCRD #110293
Typical Fee--
AUM$381M
Minimum--
Clients430

BONDBLOXX

Fee-OnlyClean RecordAlso Compensated via Product Sales
Larkspur, CaliforniaCRD #317318
Typical Fee--
AUM$3.4B
Minimum--
Clients25

BOSMAN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redlands, CaliforniaCRD #290550
Typical Fee--
AUM$123M
Minimum--
Clients280

BOURKE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #297957
Typical Fee--
AUM$141M
Minimum--
Clients256

BOXER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #330106
Typical Fee--
AUM$1.4B
Minimum--
Clients2

BOYD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #293990
Typical Fee--
AUM$345M
Minimum--
Clients452

BOYER FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #331868
Typical Fee1.50%
AUM$145M
Minimum--
Clients565

BPM WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #325909
Typical Fee--
AUM$268M
Minimum--
Clients128

BRACKET CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Hollywood, CaliforniaCRD #291692
Typical Fee--
AUM$1.8B
Minimum--
Clients45

BRAESWOOD CARBON MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #311686
Typical Fee--
AUM$288M
Minimum--
Clients2

BRANDES INVESTMENT PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Jolla, CaliforniaCRD #105404
Typical Fee--
AUM$26.7B
Minimum--
Clients10,588

BRANSON FRANK A INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Palo Alto, CaliforniaCRD #110451
Typical Fee--
AUM$263M
Minimum--
Clients16

BRASA CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #316265
Typical Fee--
AUM$1.1B
Minimum--
Clients8

BREAKTHROUGH PROPERTIES

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #309668
Typical Fee--
AUM$2.6B
Minimum--
Clients11

BREEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Petaluma, CaliforniaCRD #286513
Typical Fee--
AUM$319M
Minimum--
Clients626

BRENTWOOD PRIVATE EQUITY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #156558
Typical Fee--
AUM$3.3B
Minimum--
Clients22

BRETTON CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #154344
Typical Fee--
AUM$104M
Minimum--
Clients1

BRIAN D. LOWDER, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #105972
Typical Fee--
AUM$388M
Minimum--
Clients643

BRICKLEY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Mateo, CaliforniaCRD #287487
Typical Fee--
AUM$824M
Minimum--
Clients539

BRIDGEBAY FINANCIAL, INC.

Fee-Only, No ConflictsClean Record
San Ramon, CaliforniaCRD #130279
Typical Fee--
AUM--
Minimum--
Clients--

BRIDGEWEALTH ADVISORY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Fresno, CaliforniaCRD #293514
Typical Fee--
AUM$740M
Minimum--
Clients1,903

BRIGHTPATH WEALTH PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Camarillo, CaliforniaCRD #160563
Typical Fee--
AUM$187M
Minimum--
Clients461

BRIGHTPLAN LLC

Fee-Only, No ConflictsClean Record
San Jose, CaliforniaCRD #283790
Typical Fee--
AUM--
Minimum--
Clients--

BRIO FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #289889
Typical Fee--
AUM$843M
Minimum--
Clients3,082

BRISTLECONE VALUE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #128117
Typical Fee--
AUM$188M
Minimum--
Clients323

BRISTOL GROUP INC

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #105087
Typical Fee--
AUM$2.4B
Minimum--
Clients6
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