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Find The Best Financial Advisors in California

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in California

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in California, FinancialAdvisor.net is a useful resource. We've compiled a list of the 40 vetted financial advisors and 1813 non-vetted financial advisors in California, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in California have an average of 21 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in California

advisor

Alano Massi

Palm Capital Management

call805-727-2700

Address
advisor

Andrew Chabot

Rancho Wealth Management

call858-784-1513

Address
advisor

Brian Malkinson

HBW Advisory Services

call916-509-3231

Address
advisor

David Bobrowsky

Gateway Financial Advisors, Inc.

call925-322-0799

Address
advisor

David Roggenkamp

Commonwealth Financial Network

call415-785-4540

Address
advisor

Guillermo Saade

Prudential

call213-884-1724

Address
advisor

Hans Reese

New Stage Investment Group®

call650-458-0312

Address
advisor

Ira Zito

Financial Peak

call818-639-9278

Address
advisor

Jarret Rodriguez-Conklin

Homestead Wealth Management

call909-667-0587

Address
advisor

Jerry Slusiewicz

Pacific Financial Planners

call949-219-0692

Address
advisor

John Cordeiro

Vintage Wealth Advisors

call707-492-5100

Address
advisor

Robert Gloss

Prudential

call619-246-7365

Address
advisor

Ryan Gunn, CFP®

Wealthcare Advisory Partners DBA Gunn Financial Associates

call888-902-5999

Address
advisor

Andrew Eddy

Eddy Financial, LLC

call310-451-3339

Address
advisor

Erick Conway

Strong Valley Wealth & Pension

call619-480-1413

Address
advisor

Hetal Saki

AMC Wealth

call408-420-2270

Address
advisor

Matthew Pixa

My Portfolio Guide, LLC

call562-799-5595

Address
advisor

Michael DeSantis

Farther Finance LLC

call310-742-9633

Address
advisor

Parker O'Sullivan

Farther Finance, LLC

call310-697-6795

Address
advisor

Jeff Kritzberg

Prudential

call818-832-3652

Address
advisor

Serena Kim

Prudential

call760-930-7629

Address
advisor

Pasadena Private Wealth

call949-215-4872

Address
advisor

The Peregrine Private Client Group of Oppenheimer & Co. Inc.

call415-438-2926

Address
advisor

Dash Investments - CFP

call469-915-4786

Address
advisor

MC Financial Partners

call925-575-8881

Address
advisor

Pure Financial Advisors LLC

Pure Financial Advisors, LLC

call818-805-5500

Address
advisor

Pure Financial Advisors, LLC

call619-814-4100

Address
advisor

Homestead Wealth Management

call909-418-1866

Address
advisor

X Advisors, LLC

call661-505-6311

Address
advisor

Edelman Financial Engines, LLC

call877-208-7414

Address
advisor

Edelman Financial Engines, LLC

call877-208-7414

Address
advisor

Edelman Financial Engines, LLC

call877-208-7414

Address
advisor

Edelman Financial Engines, LLC

call877-208-7414

Address
advisor

Stratos Private Wealth

call844-249-6534

Address
advisor

Mission Wealth Management, LP

call805-882-2360

Address

Top Financial Advisor Firms in California (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406		110885 $3,315,358,763,219 22262 A percentage of AUM, Other (GROSS INVESTMENT INCOME)
BLACKROCK FUND ADVISORS
400 Howard Street,
San Francisco, CA, 94105		105247 $3,047,294,350,591 522 A percentage of AUM
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive,
Newport Beach, CA, 92660		104559 $2,615,929,249,500 2811 A percentage of AUM, Performance Based
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105		106753 $1,098,805,397,188 304509 A percentage of AUM, Fixed fees, Other (COSTS)
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403		104517 $467,015,634,913 18979 A percentage of AUM, Performance Based
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104		104596 $362,992,567,571 746 A percentage of AUM
ARES MANAGEMENT LLC
1800 Avenue Of The Stars, Suite 1400
Los Angeles, CA, 90067		130074 $314,926,162,888 535 A percentage of AUM, Performance Based
WESTERN ASSET MANAGEMENT COMPANY
385 E. Colorado Blvd.,
Pasadena, CA, 91101		110441 $298,749,800,684 36775 A percentage of AUM, Performance Based
EDELMAN FINANCIAL ENGINES
3945 Freedom Circle, Suite 950
Santa Clara, CA, 95054		104510 $270,770,414,647 1561555 A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Other (SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS)
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
100 Wilshire Blvd, Suite 500
Santa Monica, CA, 90401		137432 $208,753,633,756 220 A percentage of AUM, Fixed fees, Performance Based
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104		146629 $205,116,297,686 187 A percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
SAGEVIEW ADVISORY GROUP, LLC
4000 Macarthur Blvd., Suite 1050
Newport Beach, CA, 92660		126777 $202,573,491,630 34543 A percentage of AUM, Hourly charges, Fixed fees
OAKTREE CAPITAL MANAGEMENT, L.P.
333 South Grand Ave, 28th Floor
Los Angeles, CA, 90071		106793 $161,477,442,132 637 A percentage of AUM, Performance Based
PAYDEN & RYGEL
333 S. Grand Avenue, 40th Floor
Los Angeles, CA, 90071		107160 $142,283,304,330 869 A percentage of AUM, Fixed fees, Performance Based
GLOBAL RETIREMENT PARTNERS LLC
4340 Redwood Highway, Suite B-60
San Rafael, CA, 94903		172011 $140,720,840,748 28908 A percentage of AUM, Hourly charges, Fixed fees

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