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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 California 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 & Planners in California

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in California that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in California. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in California

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Aleksandar Raskovic

WestPac Wealth Partners

5280 Carroll Canyon Rd, Suite 300

San Diego, CA 92121

619-354-0609

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Brian Malkinson

HBW Advisory Services

3017 Douglas Blvd
Ste 100

Roseville, CA 95661

916-509-3231

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Bryan Foronjy

Foronjy Financial

401 Chapala St #105

Santa Barbara, CA 93101

805-880-9444

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Bryan Foronjy

Foronjy Financial

956 Walnut St
Suite 200

San Luis Obispo, CA 93401

805-600-1600

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David Bobrowsky

Gateway Financial Advisors, Inc.

1261 Locust St.
Suite #60

Walnut Creek, CA 94596

925-322-0799

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Ira Zito

Financial Peak

5850 Canoga Ave., Suite 400
Suite 400

Woodland Hills, CA 91367

818-639-9278

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Jarret Rodriguez-Conklin

Homestead Wealth Management, Corp

413 East Foothill Boulevard, Suite 100

San Dimas, CA 91773

909-667-0587

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Jerry Slusiewicz

Pacific Financial Planners

30131 Town Center Drive, Suite 105

Laguna Niguel, CA 92677

949-219-0692

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John E. Meinert

Meinert Wealth Management LLC

5000 E. Spring St., Suite 340

Long Beach, CA 90815

562-474-1717

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Mark Pietrofesa

Summit Financial Advisors, LLC

109 Baldwin Ave

San Mateo, CA 94401

650-357-9410

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Michael Geitner

Vintage Wealth Advisors

700 Main St
Suite 305

Napa, CA 94559

707-492-5100

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Mike Mess

Veracity Capital, LLC

4100 Newport Place Dr.
Ste 255

Newport Beach, CA 92660

949-345-1954

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R.J. Kelly

Wealth Legacy Group, Inc.

4540 Kearny Villa Road
Suite 114

San Diego, CA 92123

858-569-0633

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Rick Martinez

RDM Financial

1425 W Foothill Blvd.
Suite 125

Upland, CA 91786

909-261-2749

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Ryan K. Gunn

Gunn Financial Associates/Royal Alliance Associates

616 S El Camino Real, Suite H

San Clemente, CA 92672

888-902-5999

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Simon Reeves

TideRock Financial

9900 Research Drive

Irvine, CA 92618

877-433-3665

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Alano Massi

Palm Capital Management

23622 Calabasas Road, Suite 102

Calabasas, CA 91302

805-727-2700

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Andrew Eddy

Eddy Financial, LLC

100 Wilshire Blvd
Suite 700

Santa Monica, CA 90401

310-451-3339

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Janet Wan

Sierra Pacific Financial Advisors

7077 Koll Center Parkway
Suite 120

Pleasanton, CA 94566

925-223-8868

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Jeff Halbert

Westmount Asset Management

620 Newport Center Drive
Suite 1100

Newport Beach, CA 92660

949-674-5190

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Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500

Los Angeles, CA 90067

310-556-2502

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Michael Jensen

Falcon Wealth Planning, Inc.

2030 Main St
13th Floor

Irvine, CA 92614

855-963-2526

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William Hu

LPL Financial

251 S Lake Ave
Suite 800

Pasadena, CA 91101

323-542-8003

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Allegra Swan

Allworth Financial

644 North Santa Cruz Ave Suite 4

Los Gatos, CA 95030

888-242-6766

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Andrew Chabot

Rancho Wealth Management

4225 Executive Square Suite 600

La Jolla, CA 92037

858-784-1513

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Andrew Kessler

Allworth Financial

1550 The Alameda, Suite 125

San Jose, CA 95126

888-242-6766

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Benjamin Bowen

Edelman Financial Engines, LLC

3570 Carmel Mountain Road
Suite 450

San Diego, CA 92130

858-345-4254

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Corey Fast

Edelman Financial Engines, LLC

2400 E. Katella Ave.
Suite 410

Anaheim, CA 92806

714-841-0982

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Cynthia Leal

Edelman Financial Engines, LLC

3950 Civic Center Drive,
Suite 315

San Rafael, CA 94903

415-941-4905

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David Roggenkamp

Commonwealth Financial Network

700 Larkspur Landing Circle, Suite 199

Larkspur, CA 94939

415-785-4540

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Eddie Lee

Edelman Financial Engines, LLC

3945 Freedom Circle, Suite 950

Santa Clara, CA 95054

408-565-8572

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Ken Sakamoto

Edelman Financial Engines, LLC

2175 North California Boulevard
Suite 800

Walnut Creek, CA 94596

925-660-4720

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Ken Sakamoto

Edelman Financial Engines, LLC

4301 Hacienda Drive, Suite 100

Pleasanton, CA 94588

925-660-4720

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Kevin Duffy

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Lance Blount

Edelman Financial Engines, LLC

600 Anton Blvd
Suite 1750

Costa Mesa, CA 92626

657-212-3060

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Matthew Pixa

My Portfolio Guide

3020 Old Ranch Parkway
Suite 300

Seal Beach, CA 90740

562-799-5595

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Michael Harris

TriVant Custom Portfolio Group, LLC

600 West Broadway, Suite 225

San Diego, CA 92101

619-286-3930

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Sasha Shteyn

Edelman Financial Engines, LLC

225 South Lake Avenue
Suite 1185

Pasadena, CA 91101

626-768-2972

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Tad Doughty

Allworth Financial

3017 Douglas Blvd

Roseville, CA 95661

888-242-6766

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Ted Smalling

Allworth Financial

8775 Folsom Blvd Suite 100

Sacramento, CA 95826

888-242-6766

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Zach Lindemann

Edelman Financial Engines, LLC

2901 Douglas Blvd Suite 250
Sacramento I - Roseville (East)

Roseville, CA 95661

916-462-5220

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James Peters

Centaurus Financial

18662 Macarthur Blvd
Suite 200

Irvine, CA 92612

949-631-3840

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Value Monitoring Inc.

Value Monitoring Inc.

250 Oak Grove Ave
2nd Floor Suite A

Menlo Park, CA 94025

650-451-3410

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Andrew Selu

Edelman Financial Engines, LLC

21550 Oxnard Street
Suite 950

Woodland Hills, CA 91367

818-450-8186

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The AdvisoryOne Group

The AdvisoryOne Group

Grover Beach

Grover Beach, CA 93433

312-819-2408

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Dash Investments

Dash Investments

21600 Oxnard Street Ste 1755

Woodland Hills, CA 91367

818-309-4065

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Pure Financial Advisors, LLC

Pure Financial Advisors, LLC

3131 Camino del Rio N
Suite 1550

San Diego, CA 92108

619-814-4100

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Personal Capital

Personal Capital

3 Lagoon Drive
Suite 200

Redwood City, CA 94065

650-556-1310

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Personal Capital

Personal Capital

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Los Angeles, CA 90012

650-556-1310

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

650-556-1310

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Personal Capital

Personal Capital

250 Montgomery Street
Suite 700

San Francisco, CA 94104

855-855-8005

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Vision Capital Investment Management

Vision Capital Investment Management

3450 Geary Blvd, Ste 203

San Francisco, CA 94118

800-366-8700

Top Financial Advisor Firms in California (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive, Newport Beach, CA 92660
104559 $2,615,063,433,625 2527 A percentage of AUM
Performance Based
WILSHIRE ADVISORS LLC
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401-1085
6210 $96,494,557,024 574123 A percentage of AUM
Fixed fees
Performance Based
Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS; REVENUE SHARE)
BRANDES INVESTMENT PARTNERS, LP
4275 Executive Square, 5th Floor, La Jolla, CA 92037
105404 $20,199,234,840 4692 A percentage of AUM
Fixed fees
Performance Based
FLAHERTY & CRUMRINE INCORPORATED
301 E Colorado Blvd, Suite 800 Pasadena, CA 91101-1911
105499 $4,862,553,227 18 A percentage of AUM
UNIONBANC INVESTMENT SERVICES, LLC
800 N. Brand Boulevard, 16th Floor Glendale, CA 91203
14455 $1,907,750,574 5203 A percentage of AUM
THE PATTERSON CAPITAL CORPORATION
11100 Santa Monica Blvd, Suite 1950 Los Angeles, CA 90025
105507 $1,244,627,751 12 A percentage of AUM
B.B. GRAHAM & COMPANY, INC.
1700 W. Katella Ave., Orange, CA 92867
41533 $322,028,638 740 A percentage of AUM
Hourly charges
Fixed fees
HOERTKORN RICHARD CHARLES
1112 Sir Francis Drake Blvd., Kentfield, CA 94904-1419
104649 $265,639,800 204 A percentage of AUM
Hourly charges
FELL CAPITAL MANAGEMENT
1001 Dove Street, Suite 230, Newport Beach, CA 92660
104986 $165,000,000 256 A percentage of AUM
Hourly charges
Fixed fees
Performance Based
G.W. SHERWOLD ASSOCIATES, INC.
22994 El Toro Rd, Lake Forest, CA 92630
42186 $155,652,602 991 A percentage of AUM
Hourly charges
PAINTER, SMITH AND AMBERG INC.
1200 California Street, Suite 220 Redlands, CA 92374-2948
10865 $134,958,931 420 A percentage of AUM
SPECTRUM CAPITAL MANAGEMENT
13620 Lincoln Way, Suite 290 Auburn, CA 95603-3264
105830 $128,113,002 63 A percentage of AUM
WULFF, HANSEN & CO.
100 Smith Ranch Road, Suite 330 San Rafael, CA 94903
908 $125,907,535 132 A percentage of AUM
Hourly charges
Fixed fees
ALPHA & OMEGA
8580 La Mesa Blvd Ste 100, La Mesa, CA 91942
105548 $19,239,924 227 A percentage of AUM
Hourly charges
Fixed fees
PORTFOLIO MANAGEMENT TECHNOLOGY
4630 Geary Blvd #304, San Francisco, CA 94118
106135 $0 0 Hourly charges
Fixed fees

Additional Financial Advisors in California

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
2E Wealth Management
Inquire with 2E
140 South Chaparral Court, Suite 130 Anaheim, CA 92808 714-998-8200
Alice Larisa Wilms
Inquire with Alice
2882 Sand Hill Rd, Ste 200 Menlo Park, CA 94025 650-234-5106
401K Engineers
Inquire with 401K
1227 Pleasant Grove Boulevard, Suite 200 Roseville, CA 95678 916-297-6394
Andrew T Dunnigan
Inquire with Andrew
2365 Iron Point Road, Ste 235 Folsom, CA 95630 916-984-3322
Bill Bastien
Inquire with Bill
100 Wilshire Blvd, Ste 1900 Santa Monica, CA 90401 310-319-5242
Andy Lee
Inquire with Andy
555 California Street, 14th, Fl San Francisco, CA 94104 650-234-5938
Andrew Basch
Inquire with Andrew
10960 Wilshire Blvd, Ste 2000 Los Angeles, CA 90024 310-443-0538
Alex Pulido
Inquire with Alex
101 California St 23rd, Fl San Francisco, CA 94111 415-693-6067
Bruce Denker
Inquire with Bruce
750 Lindaro St, Suite 300 San Rafael, CA 94901 415-451-1437
American Wealth Management
Inquire with American
765 Baywood Dr., Ste. 225 Peteluma, CA 94954 707-763-1330

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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