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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.

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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 42 vetted financial advisors and 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 20 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

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Alano Massi

Palm Capital Management

805-727-2700

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Aleksandar Raskovic

WestPac Wealth Partners

619-354-0609

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Andrew Chabot

Rancho Wealth Management

858-784-1513

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Brian Malkinson

HBW Advisory Services

916-509-3231

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Bryan Foronjy

Foronjy Financial

805-600-1600

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David Bobrowsky

Gateway Financial Advisors, Inc.

925-322-0799

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Hans Reese

New Stage Investment Group®

650-458-0312

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Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

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Jerry Slusiewicz

Pacific Financial Planners

949-219-0692

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John Cordeiro

Vintage Wealth Advisors

707-492-5100

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Michael Macauley

Signature Estate & Investment Advisors (SEIA)

310-712-2365

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Simon Reeves

Pasadena Private Wealth

877-433-3665

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Andrew Eddy

Eddy Financial, LLC

310-451-3339

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Michael Cannone

Westmount Partners

310-556-2502

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Michael Lynch

Lynch Financial Advisors

916-772-3103

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Roy Sherman

Sherman Asset Management

805-655-5062

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Andrew Selu

Edelman Financial Engines, LLC

818-450-8186

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Brandon Bell

Edelman Financial Engines, LLC

619-765-4384

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Bryan Kiernan

Edelman Financial Engines, LLC

714-237-1006

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Christian Johnson

California Financial Partners

818-637-0177

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David Roggenkamp

Commonwealth Financial Network

415-785-4540

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Jaci Iannello

Edelman Financial Engines, LLC

714-237-1004

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Jared West

West Wealth Advisory Powered by LPL Financial

559-860-2191

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Marianne Ehlers

Oakwood Wealth Partners

949-444-8103

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Mark Sikich

Edelman Financial Engines, LLC

916-462-5218

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Matthew Pixa

My Portfolio Guide

562-799-5595

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Pure Financial Advisors LLC

Pure Financial Advisors, LLC

818-805-5500

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 $2,936,601,179,276 18358 A Percentage of AUM, Other (GROSS INVESTMENT INCOME)
BLACKROCK FUND ADVISORS
400 Howard Street,
San Francisco, CA, 94105
105247 $2,406,691,634,676 481 A Percentage of AUM
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive,
Newport Beach, CA, 92660
104559 $2,248,547,388,863 2782 A Percentage of AUM, Performance Based
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street,
San Francisco, CA, 94105
106753 $782,620,910,160 242041 A Percentage of AUM, Fixed Fees, Other (COSTS)
DODGE & COX
555 California Street, 40th Floor
San Francisco, CA, 94104
104596 $322,933,193,102 762 A Percentage of AUM
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
104517 $320,493,365,712 8136 A Percentage of AUM, Performance Based
WESTERN ASSET MANAGEMENT COMPANY
385 E. Colorado Blvd.,
Pasadena, CA, 91101
110441 $319,983,641,290 35513 A Percentage of AUM, Performance Based
ARES MANAGEMENT LLC
2000 Avenue Of The Stars, 12th Floor
Los Angeles, CA, 90067
130074 $253,185,903,529 450 A Percentage of AUM, Performance Based
FINANCIAL ENGINES ADVISORS L.L.C.
3315 Scott Blvd, 4th Floor
Santa Clara, CA, 95054
104510 $241,970,176,743 1594707 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 $198,110,444,376 245 A Percentage of AUM, Fixed Fees, Performance Based, Other (CONSULTING)
KKR CREDIT ADVISORS (US) LLC
555 California Street, 50th Floor
San Francisco, CA, 94104
146629 $176,015,975,844 179 A Percentage of AUM, Performance Based, Other (MANAGEMENT FEES)
SAGEVIEW ADVISORY GROUP, LLC
4000 Macarthur Blvd., Suite 1050
Newport Beach, CA, 92660
126777 $156,399,419,714 21119 A Percentage of AUM, Hourly charges, Fixed Fees
OAKTREE CAPITAL MANAGEMENT, L.P.
333 South Grand Ave, 28th Floor
Los Angeles, CA, 90071
106793 $151,313,799,778 586 A Percentage of AUM, Performance Based
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
111, Pine Street
San Francisco, CA, 94111-5602
108559 $139,511,326,231 84774 A Percentage of AUM, Fixed Fees, Performance Based, Other (PORTFOLIO CONSULTING / FLAT FEE)
PAYDEN & RYGEL
333 S. Grand Avenue, 40th Floor
Los Angeles, CA, 90071
107160 $126,894,613,939 888 A Percentage of AUM, Fixed Fees, Performance Based

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