Search Results

1,793 advisors in california
FirmFeeAUMMin.Clients

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rancho Santa Fe, CaliforniaCRD #160657
Typical Fee--
AUM$323M
Minimum--
Clients624

137 VENTURES MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #162351
Typical Fee--
AUM$5.6B
Minimum--
Clients37

15 EQUITY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #310628
Typical Fee--
AUM$123M
Minimum--
Clients107

1SHARPE CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #285866
Typical Fee--
AUM$2.1B
Minimum--
Clients7

21 WEST WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Tustin, CaliforniaCRD #304532
Typical Fee--
AUM$129M
Minimum--
Clients79

3 MANAGEMENT CO, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #324187
Typical Fee--
AUM$177M
Minimum--
Clients3

3(38) INVESTMENT FIDUCIARIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Simi Valley, CaliforniaCRD #298053
Typical Fee--
AUM$843M
Minimum--
Clients176

3L CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #294003
Typical Fee--
AUM$851M
Minimum--
Clients12

4D ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Redondo Beach, CaliforniaCRD #315045
Typical Fee--
AUM$262M
Minimum--
Clients1

5AM VENTURES

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #160395
Typical Fee2.50%
AUM$1.3B
Minimum--
Clients14

5T WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Napa, CaliforniaCRD #112552
Typical Fee--
AUM$331M
Minimum--
Clients533

7 STREETS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #282577
Typical Fee--
AUM$88M
Minimum--
Clients270

A16Z PERENNIAL MANAGEMENT, L.P.

Fee-Only, No ConflictsClean Record
Menlo Park, CaliforniaCRD #324429
Typical Fee--
AUM$1.8B
Minimum--
Clients48

ABACUS WEALTH PARTNERS

Fee-OnlyAlso Compensated via Product Sales
Santa Monica, CaliforniaCRD #128590
Typical Fee--
AUM$3.3B
Minimum--
Clients5,866

ABOUND FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Granite Bay, CaliforniaCRD #327724
Typical Fee--
AUM$436M
Minimum--
Clients1,800

ABRA CAPITAL MANAGEMENT, LP

Fee-Only, No Conflicts
San Francisco, CaliforniaCRD #323353
Typical Fee--
AUM$701M
Minimum--
Clients87

ABUNDANT WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #317221
Typical Fee--
AUM$103M
Minimum--
Clients156

ACAP ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Studio City, CaliforniaCRD #149452
Typical Fee--
AUM$218M
Minimum--
Clients1,204

ACCEL MANAGEMENT CO. L.L.C

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #331435
Typical Fee--
AUM$31.1B
Minimum--
Clients80

ACCEL-KKR

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #156498
Typical Fee--
AUM$23.7B
Minimum--
Clients29

ACCELERATE RETIREMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Aliso Viejo, CaliforniaCRD #325859
Typical Fee1.50%
AUM$243M
Minimum$25,000
Clients704

ACCORD EQUITY ADVISORS LLC

Fee-Only, No ConflictsClean Record
San Francisco, CaliforniaCRD #166977
Typical Fee--
AUM$186M
Minimum--
Clients6

ACCRETIVE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Ramon, CaliforniaCRD #164341
Typical Fee--
AUM$267M
Minimum--
Clients548

ACME

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #168736
Typical Fee--
AUM$689M
Minimum--
Clients19

ACORE CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #175054
Typical Fee--
AUM$19.1B
Minimum--
Clients31

ACORNS

Fee-OnlyAlso Compensated via Product Sales
Irvine, CaliforniaCRD #165926
Typical Fee1.00%
AUM$10.4B
Minimum--
Clients4,813,137

ACQUIRERS FUNDS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rolling Hills, CaliforniaCRD #298309
Typical Fee--
AUM$33M
Minimum--
Clients1

ADAMS ASHBY FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Sacramento, CaliforniaCRD #149683
Typical Fee--
AUM$737M
Minimum--
Clients99

ADELANTE CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Alameda, CaliforniaCRD #107382
Typical Fee--
AUM$1.6B
Minimum--
Clients133

ADVANCED FINANCIAL STRATEGIES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Irvine, CaliforniaCRD #108296
Typical Fee--
AUM$242M
Minimum--
Clients404
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