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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 37 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
Allworth Financial
888-242-6766
Address
- 8775 Folsom Blvd Suite 100,
Sacramento, CA 95826 See Details - 1550 The Alameda, Suite 125,
San Jose, CA 95126 See Details - 116 Henshaw Ave,
Chico, CA 95973 See Details - 3017 Douglas Blvd,
Roseville, CA 95661 See Details - 8775 Folsom Blvd Suite 100,
Sacramento, CA 95826 See Details - 644 North Santa Cruz Ave Suite 4,
Los Gatos, CA 95030 See Details
Top Financial Advisor Firms in California (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 |
Select other cities around California to broaden your search for a financial advisor
- Financial Advisors in Anaheim, California
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- Financial Advisors in Porter Ranch, California
- Financial Advisors in Rancho Cucamonga, California
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- Financial Advisors in Sacramento, California
- Financial Advisors in San Diego, California
- Financial Advisors in San Francisco, California
- Financial Advisors in San Jose, California
- Financial Advisors in San Mateo, California
- Financial Advisors in Santa Clara, California
- Financial Advisors in Santa Monica, California
- Financial Advisors in Seal Beach, California
- Financial Advisors in Thousand Oaks, California
- Financial Advisors in Walnut Creek, California
- Financial Advisors in Woodland Hills, California
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