Fiduciary advisors in California

1,793registered advisers
1,713fee-only verified

No state comes close to California's advisory density. The state lists 1,793 SEC-registered fiduciary advisors, with 1,713 operating fee-only. San Francisco, Los Angeles, and San Diego each support distinct financial ecosystems -- tech equity compensation on one end, entertainment industry wealth on the other. California's top marginal income tax rate of 13.3% makes tax-aware portfolio management a near-universal client priority. Advisors here frequently specialize in concentrated stock positions, RSU planning, and cross-border considerations for clients with international ties.

Cities

Alameda3Alamo4Albany1Aliso Viejo8Anaheim4Arcadia1Atascadero1Auburn2Bakersfield6Bel Air1Belmont1Berkeley10Beverly Hills27Brea2Burbank3Burlingame15Calabasas8Camarillo3Campbell5Carlsbad19Carmel4Carmel By The Sea2Carpinteria2Century City1Chico4Claremont5Concord3Corona2Corona Del Mar2Coronado3Corte Madera3Costa Mesa7Covina2Culver City6Cupertino3Cypress1Dana Point1Danville9Davis2Del Mar4Diamond Bar1Downey1East Palo Alto1El Cajon1El Dorado Hills5El Segundo34Elk Grove1Emeryville3Encinitas3Encino6Escondido1Eureka2Fair Oaks1Fairfield2Folsom7Fort Bragg2Foster City9Fremont2Fresno8Fullerton2Glendale2Glendora1Granite Bay5Grass Valley2Greenbrae4Hawthorne1Hermosa Beach7Huntington Beach4Indian Wells3Irvine44Jackson1Kentfield1La Jolla22La Mesa1Ladera Ranch1Lafayette8Laguna Beach4Laguna Hills3Laguna Niguel2Lake Forest2Lakeside1Larkspur20Livermore3Lodi1Long Beach8Los Alamitos1Los Altos9Los Angeles198Los Gatos9Malibu1Manhattan Beach14Marina Del Rey8Menlo Park51Mill Valley20Millbrae1Mission Viejo3Modesto5Monrovia2Montecito1Monterey2Moorpark2Moraga1Morgan Hill1Mountain View6Murrieta1Napa3Newport1Newport Beach71Novato6Oakhurst1Oakland16Ontario1Orange7Orinda9Oroville1Palm Desert5Palo Alto51Palos Verdes Estates2Pasadena41Petaluma6Placentia1Placerville1Playa Vista1Pleasant Hill2Pleasanton5Point Richmond1Port Of Redwood City1Portola Valley2Poway2Rancho Mirage1Rancho Santa Fe6Redding1Redlands3Redondo Beach6Redwood City7Redwood Shores3Ripon1Riverside1Rocklin1Rolling Hills1Roseville11Sacramento11San Anselmo1San Bernardino1San Carlos2San Clemente2San Diego97San Francisco281San Gabriel1San Jose17San Juan Capistrano2San Luis Obispo9San Mateo25San Rafael22San Ramon15Santa Ana3Santa Barbara27Santa Clara4Santa Clarita1Santa Cruz1Santa Maria1Santa Monica44Santa Rosa4Saratoga3Sausalito8Seal Beach3Sebastopol1Sherman Oaks5Simi Valley4Solana Beach8Sonoma2South Pasadena2South San Francisco3St. Helena1Stockton3Studio City6Tahoe City1Temecula4Templeton1Thousand Oaks11Tiburon4Torrance10Turlock1Tustin4Upland1Valencia4Van Nuys1Venice4Ventura2Walnut Creek34West Hollywood7Westlake Village22Whittier1Wilton1Windsor1Woodland Hills10Woodside1

Top advisors

"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

ADVANCED PORTFOLIO STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Torrance, CaliforniaCRD #284697
Typical Fee--
AUM$159M
Minimum--
Clients372

ADVICE ONLY

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Diego, CaliforniaCRD #334039
Typical Fee--
AUM--
Minimum--
Clients--

AECOM CAPITAL REAL ESTATE, LLC

Fee-Only, No ConflictsClean Record
Los Angeles, CaliforniaCRD #298333
Typical Fee--
AUM$560M
Minimum--
Clients3

AEQUIM ALTERNATIVE INVESTMENTS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mill Valley, CaliforniaCRD #293127
Typical Fee--
AUM$4.8B
Minimum--
Clients4

AFFINITY CAPITAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Berkeley, CaliforniaCRD #166226
Typical Fee--
AUM$636M
Minimum--
Clients4,338

AFFINITY INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport Beach, CaliforniaCRD #108278
Typical Fee--
AUM$1.1B
Minimum--
Clients71

AFT US CAPITAL LLC

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #335448
Typical Fee--
AUM$216
Minimum--
Clients2

AG ASSET ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Los Angeles, CaliforniaCRD #154406
Typical Fee--
AUM$409M
Minimum--
Clients188

AHOY CAPITAL

Fee-Only, No ConflictsClean Record
Palo Alto, CaliforniaCRD #300100
Typical Fee--
AUM$540M
Minimum--
Clients10

AII CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Moorpark, CaliforniaCRD #299674
Typical Fee--
AUM$120M
Minimum--
Clients5

AIRE ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Beverly Hills, CaliforniaCRD #307450
Typical Fee--
AUM$1.0B
Minimum--
Clients1,163

AK GLOBAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Oakland, CaliforniaCRD #137530
Typical Fee--
AUM$118M
Minimum--
Clients104

AKKADIAN CEF MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #338152
Typical Fee--
AUM$417M
Minimum--
Clients1

AKKADIAN VENTURES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #171036
Typical Fee--
AUM$833M
Minimum--
Clients17

AKSIA CA LLC

Fee-Only, No ConflictsClean Record
San Diego, CaliforniaCRD #159043
Typical Fee--
AUM$2.1B
Minimum--
Clients3

ALAMAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #154413
Typical Fee--
AUM$251M
Minimum--
Clients209

ALAN BILLER AND ASSOCIATES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Menlo Park, CaliforniaCRD #105283
Typical Fee--
AUM$65.1B
Minimum--
Clients52

ALBERT INVESTMENTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Santa Barbara, CaliforniaCRD #298006
Typical Fee--
AUM$23M
Minimum--
Clients209,650

ALBITZ/MILOE AND ASSOCIATES, INC.

Clean RecordAlso Compensated via Brokerage
Torrance, CaliforniaCRD #104777
Typical Fee--
AUM$704M
Minimum--
Clients1,286

ALBOURNE AMERICA LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
San Francisco, CaliforniaCRD #126582
Typical Fee--
AUM--
Minimum--
Clients--
View all 1,793 advisors in California
Fiduciary Financial Advisors in California | FiduciaryListings