Fee-OnlyFinder

Advisers in California

2,092 advisers in 273 California cities, 2,092 registered with SEC or state.

Financial planning (1466)Hourly fees (1008)Flat / fixed fees (1225)% of assets managed (1988)Retirement plan consulting (588)

Cities

San Francisco150 advisersLos Angeles127 advisersSan Diego126 advisersNewport Beach97 advisersIrvine67 advisersPasadena55 advisersWalnut Creek44 advisersSanta Barbara41 advisersWestlake Village36 advisersCarlsbad30 advisersSan Jose29 advisersLa Jolla29 advisersSan Mateo29 advisersSan Rafael29 advisersSacramento28 advisersSanta Monica27 advisersBeverly Hills22 advisersOakland22 advisersPalo Alto22 advisersMenlo Park20 advisersSan Ramon20 advisersEl Segundo20 advisersRoseville19 advisersSan Luis Obispo18 advisersManhattan Beach18 advisersTorrance17 advisersWoodland Hills16 advisersThousand Oaks16 advisersDanville14 advisersOrange14 advisersLos Altos13 advisersLaguna Hills13 advisersLafayette13 advisersMill Valley13 advisersHuntington Beach13 advisersTustin12 advisersSanta Rosa12 advisersMission Viejo12 advisersLos Gatos12 advisersPleasanton11 advisersFresno11 advisersSausalito10 advisersFolsom10 advisersBrea10 advisersBakersfield10 advisersMountain View10 advisersLong Beach10 advisersBurbank10 advisersCarmel10 advisersCosta Mesa10 advisersTemecula10 advisersEl Dorado Hills10 advisersSanta Ana9 advisersAnaheim9 advisersBerkeley9 advisersPalm Desert9 advisersPetaluma9 advisersSanta Clara9 advisersCalabasas9 advisersStockton9 advisersValencia9 advisersEncino9 advisersAliso Viejo8 advisersSherman Oaks8 advisersRedlands8 advisersRedding8 advisersSan Juan Capistrano8 advisersEncinitas8 advisersSimi Valley7 advisersCampbell7 advisersRedwood City7 advisersBurlingame7 advisersGlendale7 advisersVentura6 advisersConcord6 advisersModesto6 advisersHermosa Beach6 advisersFoster City6 advisersSan Clemente6 advisersOrinda6 advisersCamarillo6 advisersLarkspur6 advisersCupertino6 advisersLaguna Beach6 advisersDel Mar6 advisersMonterey6 advisersMonrovia6 advisersEscondido6 advisersRancho Santa Fe5 advisersGranite Bay5 advisersRolling Hills Estates5 advisersSaratoga5 advisersNovato5 advisersChico5 advisersCorona5 advisersMarina Del Rey5 advisersRancho Cucamonga5 advisersLake Forest5 advisersClaremont5 advisersAuburn5 advisersArcadia5 advisersRocklin5 advisersDiamond Bar5 advisersNapa4 advisersTurlock4 advisersFremont4 advisersCoronado4 advisersRedondo Beach4 advisersRiverside4 advisersLaguna Niguel4 advisersGreenbrae4 advisersTiburon4 advisersSonoma4 advisersSeal Beach4 advisersSanta Cruz4 advisersVisalia4 advisersAlamo4 advisersEmeryville4 advisersAlameda3 advisersPleasant Hill3 advisersLa Mesa3 advisersLivermore3 advisersSan Marcos3 advisersGrass Valley3 advisersDavis3 advisersLodi3 advisersLos Alamitos3 advisersMurrieta3 advisersSolana Beach3 advisersSouth Pasadena3 advisersChino Hills3 advisersFullerton3 advisersIndian Wells3 advisersEureka3 advisersOntario3 advisersMoraga3 advisersCerritos3 advisersAtascadero3 advisersRedwood Shores3 advisersCardiff by the Sea3 advisersCameron Park2 advisersStudio City2 advisersCorte Madera2 advisersOceanside2 advisersGold River2 advisersSouth San Francisco2 advisersCulver City2 advisersUkiah2 advisersWest Hollywood2 advisersFort Bragg2 advisersYorba Linda2 advisersFair Oaks2 advisersSanta Maria2 advisersPoway2 advisersYucaipa2 advisersWhittier2 advisersMillbrae2 advisersCovina2 advisersWestminster2 advisersChino2 advisersPalos Verdes Estates2 advisersFairfield2 advisersAlbany2 advisersDublin2 advisersHealdsburg2 advisersCorona Del Mar2 advisersMontecito2 advisersEl Cerrito2 advisersSanta Clarita2 advisersKentfield2 advisersMoorpark2 advisersClovis2 advisersClayton2 advisersVan Nuys2 advisersLoomis2 advisersGlendora2 advisersMenifee2 advisersDana Point2 advisersAgoura Hills2 advisersMilpitas2 advisersFallbrook2 advisersPlacentia2 advisersSt. Helena2 advisersLadera Ranch2 advisersOakhurst2 advisersCarmel-By-The-Sea2 advisersElk Grove2 advisersSebastopol2 advisersTracy1 adviserNorwalk1 adviserBuena Park1 adviserPalo Cedro1 adviserHemet1 adviserAlpine Meadows1 adviserSan Gabriel1 adviserLakewood1 adviserJackson1 adviserLa Palma1 adviserOroville1 adviserHanford1 adviserBellflower1 adviserFoothill Ranch1 adviserBenicia1 adviserLakeside1 adviserApple Valley1 adviserNewark1 adviserHawthorne1 adviserSan Bernardino1 adviserTempleton1 adviserGrand Terrace1 adviserCastro Valley1 adviserTahoe City1 adviserWest Covina1 adviserRed Bluff1 adviserLompoc1 adviserAptos1 adviserSolvang1 adviserGoleta1 adviserW Los Angeles1 adviserGardena1 adviserWest Hills1 adviserGranada Hills1 adviserSf1 adviserLos Banos1 adviserCarson1 adviserTarzana1 adviserCypress1 adviserMorgan Hill1 adviserLakeport1 adviserDowney1 adviserHollister1 adviserNewport1 adviserCardiff1 adviserStanton1 adviserSunnyvale1 adviserSan Carlos1 adviserValley Village1 adviserSan Anselmo1 adviserThousand Oaks Drive1 adviserVenice1 adviserAzusa1 adviserAnderson1 adviserPortola Hills1 adviserBrentwood1 adviserSoquel1 adviserPalmdale1 adviserWindsor1 adviserRohnert Park1 adviserStevenson Ranch1 adviserCanoga Park1 adviserCarmel Valley1 adviserCarpinteria1 adviserBurlington1 adviserDaly City1 adviserVallejo1 adviserRancho Cordova1 adviserNorthridge1 adviserRipon1 adviserCentury City1 adviserWilton1 adviserRancho Santa Margarita1 adviserRancho Mirage1 adviserHacienda Heights1 adviserRosemead1 adviserEl Cajon1 adviserReedley1 adviserMalibu1 adviserMontrose1 adviserPlacerville1 adviserWalut Creek1 adviserGarden Grove1 adviserAnaheim Hills1 adviserCarslbad1 adviser

Top advisers in California

"Tate Asset Management" and "Dco Wealth Management"5531 Cancha De Golf, Suite #105 · Rancho Santa Fe, CA 92091 · (888) 500-9267 · Financial planningCRD 160657 · % of assets, Hourly charges, Fixed fees · $393.4 million AUMSEC registeredNo commissions reported10 Star Asset Management5760 Fleet Street, Suite 120 · Carlsbad, CA 92008 · (760) 930-1010 · % of assets managedCRD 145873 · % of assets · $32.4 million AUMState registeredNo commissions reported10 West Advisors, INC.145 S Fairfax Ave, Suite 200 · Los Angeles, CA 90036 · (312) 933-8617 · % of assets managedCRD 290598 · % of assets · $10.0 million AUMState registeredNo commissions reported15 Equity10 East Yanonali Street, Suite 109 · Santa Barbara, CA 93101 · (805) 456-4426 · Hourly feesCRD 310628 · % of assets, Hourly charges, Fixed fees · $135.9 million AUMSEC registeredNo commissions reported21 West Wealth Management LLC2522 Chambers Road, Suite 100 · Tustin, CA 92780 · (949) 774-2121 · Financial planningCRD 304532 · % of assets · $137.1 million AUMSEC registeredNo commissions reported245 Investments LLC2108 N Street #6798 · Sacramento, CA 95816 · (415) 349-3256 · Financial planningCRD 330299 · % of assets, Performance-based fees · $4.5 million AUMState registeredNo commissions reported361 Financial Planning, INC.1255 Treat Boulevard, Suite 300 · Walnut Creek, CA 94597 · (925) 315-7526 · Financial planningCRD 283581 · % of assets · $5.2 million AUMState registeredNo commissions reported401k Engineers INC.120 E 12th St · Tracy, CA 95376 · (916) 600-1892 · % of assets managedCRD 309129 · % of assets · $45.3 million AUMState registeredNo commissions reported5 Talents Advisors, INC2531 Merrychase Dr., Suite 200 · Cameron Park, CA 95682 · Financial planningCRD 333270 · % of assets, Hourly charges, Fixed fees · $54.0 million AUMState registeredNo commissions reported5t Wealth, LLC595 Coombs Street · Napa, CA 94559 · (707) 224-1340 · Financial planningCRD 112552 · % of assets, Hourly charges, Fixed fees · $331.4 million AUMSEC registeredNo commissions reported7 Streets Financial, LLC8372 University Ave · San Diego, CA 91942 · (619) 798-3372 · Financial planningCRD 282577 · % of assets, Fixed fees · $88.4 million AUMSEC registeredNo commissions reported7 Summits Investment Management, LLC19800 Macarthur Boulevard, Santa Ana CA · Santa Ana, CA 92704 · (714) 914-0408 · % of assets managedCRD 331963 · % of assets · $1.2 million AUMState registeredNo commissions reported77 Financial Group1241 Carlsbad Village Drive, Suite 100/a · Carlsbad, CA 92008 · (858) 283-7185 · Financial planningCRD 312367 · % of assets, Subscription fees, Fixed fees · $27.1 million AUMState registeredNo commissions reported7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reported86 Republic, LLC530 Technology Dr. Ste 100 · Irvine, CA 92618 · (714) 251-8403 · % of assets managedCRD 307733 · % of assets · $6.1 million AUMState registeredNo commissions reportedA.e.i. Financial Group3558 Round Barn Blvd. Ste 200 · Santa Rosa, CA 95403 · (707) 538-8027 · Financial planningCRD 307099 · % of assets, Hourly charges, Fixed fees · $3.3 million AUMState registeredNo commissions reportedA16z Perennial Management, L.P.2875 Sand Hill Rd · Menlo Park, CA 94025 · (650) 798-5800 · Financial planningCRD 324429 · % of assets, Performance-based fees, Other · $2.8 billion AUMSEC registeredNo commissions reportedAaron Geoffrey Turner2100 Northrop Avenue Suite 500 · Sacramento, CA 95825 · (916) 354-9804 · Hourly feesCRD 133240 · % of assets, Hourly charges · $76.2 million AUMState registeredNo commissions reportedAbacus Wealth International (Awi)132 East Dyer Rd. · Santa Ana, CA 92707 · (949) 436-6083 · Financial planningCRD 308998 · % of assets, Hourly charges, Fixed fees · $274,000 AUMState registeredNo commissions reportedAbacus Wealth Partners429 Santa Monica Blvd., Suite 500 · Santa Monica, CA 90401 · (888) 422-2287 · Financial planningCRD 128590 · % of assets, Fixed fees, Performance-based fees · $3.6 billion AUMSEC registeredNo commissions reportedAbound Financial4180 Douglas Blvd, Suite 200 · Granite Bay, CA 95746 · (916) 846-7780 · Financial planningCRD 327724 · % of assets, Fixed fees · $428.0 million AUMSEC registeredNo commissions reportedAbra Capital Management, LP1160 Battery Street East, Suite 100 · San Francisco, CA 94111 · (707) 340-3722 · % of assets managedCRD 323353 · % of assets · $334.7 million AUMSEC registeredNo commissions reportedAbunda Financial, LLCOne Harbor Drive, Suite 300 · Sausalito, CA 94965 · (415) 339-8944 · Financial planningCRD 120177 · % of assets, Fixed fees · $103.1 million AUMState registeredNo commissions reportedAbundance Advisers5700 Stoneridge Mall Road., Suite 360 · Pleasanton, CA 94588 · (925) 400-8333 · Financial planningCRD 310887 · % of assets, Hourly charges, Fixed fees · $9.5 million AUMState registeredNo commissions reportedAbundant Wealth Partners, LLC4961 La Gama Way · Santa Barbara, CA 93111 · (805) 451-9131 · Financial planningCRD 317221 · % of assets, Hourly charges, Fixed fees · $103.2 million AUMSEC registeredNo commissions reportedAbundit Wealth1226 Lincoln Ave, Suite 200 · San Jose, CA 95125 · (669) 288-5508 · Financial planningCRD 329268 · % of assets, Fixed fees · $23.8 million AUMState registeredNo commissions reportedAcap Asset Management, INC.12031 Ventura Blvd, Suite 1 · Studio City, CA 91604 · (818) 272-8511 · Financial planningCRD 149452 · % of assets, Hourly charges, Fixed fees · $255.0 million AUMSEC registeredNo commissions reportedAccelerate Retirement120 Vantis Dr., Suite 330 · Aliso Viejo, CA 92656 · (888) 439-7071 · Financial planningCRD 325859 · % of assets, Hourly charges, Fixed fees · $315.4 million AUMSEC registeredNo commissions reportedAcclaro Wealth Management1840 San Miguel Drive, 202 · Walnut Creek, CA 94596 · (925) 954-4604 · Financial planningCRD 183518 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedAccretive Wealth Management, LLC12657 Alcosta Boulevard, Suite 150 · San Ramon, CA 94583 · (925) 365-1533 · Financial planningCRD 164341 · % of assets · $290.7 million AUMSEC registeredNo commissions reported