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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 advisers Los Angeles127 advisers San Diego126 advisers Newport Beach97 advisers Irvine67 advisers Pasadena55 advisers Walnut Creek44 advisers Santa Barbara41 advisers Westlake Village36 advisers Carlsbad30 advisers San Jose29 advisers La Jolla29 advisers San Mateo29 advisers San Rafael29 advisers Sacramento28 advisers Santa Monica27 advisers Beverly Hills22 advisers Oakland22 advisers Palo Alto22 advisers Menlo Park20 advisers San Ramon20 advisers El Segundo20 advisers Roseville19 advisers San Luis Obispo18 advisers Manhattan Beach18 advisers Torrance17 advisers Woodland Hills16 advisers Thousand Oaks16 advisers Danville14 advisers Orange14 advisers Los Altos13 advisers Laguna Hills13 advisers Lafayette13 advisers Mill Valley13 advisers Huntington Beach13 advisers Tustin12 advisers Santa Rosa12 advisers Mission Viejo12 advisers Los Gatos12 advisers Pleasanton11 advisers Fresno11 advisers Sausalito10 advisers Folsom10 advisers Brea10 advisers Bakersfield10 advisers Mountain View10 advisers Long Beach10 advisers Burbank10 advisers Carmel10 advisers Costa Mesa10 advisers Temecula10 advisers El Dorado Hills10 advisers Santa Ana9 advisers Anaheim9 advisers Berkeley9 advisers Palm Desert9 advisers Petaluma9 advisers Santa Clara9 advisers Calabasas9 advisers Stockton9 advisers Valencia9 advisers Encino9 advisers Aliso Viejo8 advisers Sherman Oaks8 advisers Redlands8 advisers Redding8 advisers San Juan Capistrano8 advisers Encinitas8 advisers Simi Valley7 advisers Campbell7 advisers Redwood City7 advisers Burlingame7 advisers Glendale7 advisers Ventura6 advisers Concord6 advisers Modesto6 advisers Hermosa Beach6 advisers Foster City6 advisers San Clemente6 advisers Orinda6 advisers Camarillo6 advisers Larkspur6 advisers Cupertino6 advisers Laguna Beach6 advisers Del Mar6 advisers Monterey6 advisers Monrovia6 advisers Escondido6 advisers Rancho Santa Fe5 advisers Granite Bay5 advisers Rolling Hills Estates5 advisers Saratoga5 advisers Novato5 advisers Chico5 advisers Corona5 advisers Marina Del Rey5 advisers Rancho Cucamonga5 advisers Lake Forest5 advisers Claremont5 advisers Auburn5 advisers Arcadia5 advisers Rocklin5 advisers Diamond Bar5 advisers Napa4 advisers Turlock4 advisers Fremont4 advisers Coronado4 advisers Redondo Beach4 advisers Riverside4 advisers Laguna Niguel4 advisers Greenbrae4 advisers Tiburon4 advisers Sonoma4 advisers Seal Beach4 advisers Santa Cruz4 advisers Visalia4 advisers Alamo4 advisers Emeryville4 advisers Alameda3 advisers Pleasant Hill3 advisers La Mesa3 advisers Livermore3 advisers San Marcos3 advisers Grass Valley3 advisers Davis3 advisers Lodi3 advisers Los Alamitos3 advisers Murrieta3 advisers Solana Beach3 advisers South Pasadena3 advisers Chino Hills3 advisers Fullerton3 advisers Indian Wells3 advisers Eureka3 advisers Ontario3 advisers Moraga3 advisers Cerritos3 advisers Atascadero3 advisers Redwood Shores3 advisers Cardiff by the Sea3 advisers Cameron Park2 advisers Studio City2 advisers Corte Madera2 advisers Oceanside2 advisers Gold River2 advisers South San Francisco2 advisers Culver City2 advisers Ukiah2 advisers West Hollywood2 advisers Fort Bragg2 advisers Yorba Linda2 advisers Fair Oaks2 advisers Santa Maria2 advisers Poway2 advisers Yucaipa2 advisers Whittier2 advisers Millbrae2 advisers Covina2 advisers Westminster2 advisers Chino2 advisers Palos Verdes Estates2 advisers Fairfield2 advisers Albany2 advisers Dublin2 advisers Healdsburg2 advisers Corona Del Mar2 advisers Montecito2 advisers El Cerrito2 advisers Santa Clarita2 advisers Kentfield2 advisers Moorpark2 advisers Clovis2 advisers Clayton2 advisers Van Nuys2 advisers Loomis2 advisers Glendora2 advisers Menifee2 advisers Dana Point2 advisers Agoura Hills2 advisers Milpitas2 advisers Fallbrook2 advisers Placentia2 advisers St. Helena2 advisers Ladera Ranch2 advisers Oakhurst2 advisers Carmel-By-The-Sea2 advisers Elk Grove2 advisers Sebastopol2 advisers Tracy1 adviser Norwalk1 adviser Buena Park1 adviser Palo Cedro1 adviser Hemet1 adviser Alpine Meadows1 adviser San Gabriel1 adviser Lakewood1 adviser Jackson1 adviser La Palma1 adviser Oroville1 adviser Hanford1 adviser Bellflower1 adviser Foothill Ranch1 adviser Benicia1 adviser Lakeside1 adviser Apple Valley1 adviser Newark1 adviser Hawthorne1 adviser San Bernardino1 adviser Templeton1 adviser Grand Terrace1 adviser Castro Valley1 adviser Tahoe City1 adviser West Covina1 adviser Red Bluff1 adviser Lompoc1 adviser Aptos1 adviser Solvang1 adviser Goleta1 adviser W Los Angeles1 adviser Gardena1 adviser West Hills1 adviser Granada Hills1 adviser Sf1 adviser Los Banos1 adviser Carson1 adviser Tarzana1 adviser Cypress1 adviser Morgan Hill1 adviser Lakeport1 adviser Downey1 adviser Hollister1 adviser Newport1 adviser Cardiff1 adviser Stanton1 adviser Sunnyvale1 adviser San Carlos1 adviser Valley Village1 adviser San Anselmo1 adviser Thousand Oaks Drive1 adviser Venice1 adviser Azusa1 adviser Anderson1 adviser Portola Hills1 adviser Brentwood1 adviser Soquel1 adviser Palmdale1 adviser Windsor1 adviser Rohnert Park1 adviser Stevenson Ranch1 adviser Canoga Park1 adviser Carmel Valley1 adviser Carpinteria1 adviser Burlington1 adviser Daly City1 adviser Vallejo1 adviser Rancho Cordova1 adviser Northridge1 adviser Ripon1 adviser Century City1 adviser Wilton1 adviser Rancho Santa Margarita1 adviser Rancho Mirage1 adviser Hacienda Heights1 adviser Rosemead1 adviser El Cajon1 adviser Reedley1 adviser Malibu1 adviser Montrose1 adviser Placerville1 adviser Walut Creek1 adviser Garden Grove1 adviser Anaheim Hills1 adviser Carslbad1 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 reported 10 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 reported 10 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 reported 15 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 reported 21 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 reported 245 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 reported 361 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 reported 401k Engineers INC.120 E 12th St · Tracy, CA 95376 · (916) 600-1892 · % of assets managedCRD 309129 · % of assets · $45.3 million AUMState registeredNo commissions reported 5 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 reported 5t 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 reported 7 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 reported 7 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 reported 77 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 reported 7summit Advisors, LLC6080 Center Drive, Suite 600 · Los Angeles, CA 90045 · (310) 684-3650 · Financial planningCRD 171409 · % of assets · $25.7 million AUMState registeredNo commissions reported 86 Republic, LLC530 Technology Dr. Ste 100 · Irvine, CA 92618 · (714) 251-8403 · % of assets managedCRD 307733 · % of assets · $6.1 million AUMState registeredNo commissions reported A.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 reported A16z 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 reported Aaron 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 reported Abacus 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 reported Abacus 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 reported Abound 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 reported Abra 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 reported Abunda 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 reported Abundance 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 reported Abundant 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 reported Abundit 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 reported Acap 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 reported Accelerate 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 reported Acclaro 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 reported Accretive 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