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 you 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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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

Alano Massi

Palm Capital Management

805-727-2700

Address

23622 Calabasas Road, Suite 102,
Calabasas, CA 91302 See Details

Andrew Chabot

Rancho Wealth Management

858-784-1513

Address

11810 Sebastian Way Suite 105,
Rancho Cucamonga, CA 91730 See Details

Brian Malkinson

HBW Advisory Services

916-509-3231

Address

3017 Douglas Blvd,
Roseville, CA 95661 See Details

David Bobrowsky

Gateway Financial Advisors, Inc.

925-322-0799

Address

1990 N California Blvd, 8th floor,
Suite #867,
Walnut Creek, CA 94596 See Details

David Roggenkamp

Commonwealth Financial Network

415-785-4540

Address

700 Larkspur Landing Circle, Suite 199,
Larkspur, CA 94939 See Details

Hans Reese

New Stage Investment Group^®

650-458-0312

Address

1900 S Norfolk St, Ste 350,
San Mateo, CA 94403 See Details

Ira Zito

Financial Peak

818-639-9278

Address

30700 Russell Ranch Rd,
Suite 250,
Westlake Village, CA 91362 See Details

Jarret Rodriguez-Conklin

Homestead Wealth Management

909-667-0587

Address

413 East Foothill Boulevard, Suite 100,
San Dimas, CA 91773 See Details

Jerry Slusiewicz

Pacific Financial Planners

949-219-0692

Address

30131 Town Center Drive, Suite 105,
Laguna Niguel, CA 92677 See Details

John Cordeiro

Vintage Wealth Advisors

707-492-5100

Address

513 Lincoln Avenue,
Napa, CA 94558 See Details

Robert Gloss

Prudential

619-246-7365

Address

6935 Cowles Mountain Blvd,
San Diego, CA 92119 See Details

Ryan Gunn, CFP^®

Wealthcare Advisory Partners DBA Gunn Financial Associates

888-902-5999

Address

1010 S El Camino Real, Suite 203,
San Clemente, CA 92672 See Details

Andrew Eddy

Eddy Financial, LLC

310-451-3339

Address

100 Wilshire Blvd,
Suite 700,
Santa Monica, CA 90401 See Details

Hetal Saki

AMC Wealth

408-420-2270

Address

Serving San Francisco-Oakland-San Jose,
Fremont, CA 94555 See Details

Matthew Pixa

My Portfolio Guide, LLC

562-799-5595

Address

3020 Old Ranch Parkway,
Suite 300,
Seal Beach, CA 90740 See Details

Michael DeSantis

Farther Finance LLC

310-742-9633

Address

24049 Stratus Street,
Santa Clarita, CA 91350 See Details

Nancy Listiawan

Vera Wealth

626-219-0288

Address

1055 E. Colorado Blvd 5th Floor,
Pasadena, CA 91106 See Details

Parker O'Sullivan

Farther Finance, LLC

310-697-6795

Address

600 Moraga Rd,
Moraga, CA 94556 See Details

Serena Kim

Prudential

760-930-7629

Address

2173 Salk Ave,
Suite 250 #42,
Carlsbad, CA 92008 See Details

Pasadena Private Wealth

949-215-4872

Address

9900 Research Drive,
2 N. Lake Ave, Suite 520,
Pasadena, CA 91101 See Details

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

415-438-2926

Address

580 California St #2300,
San Francisco, CA 94104 See Details

Dash Investments

469-915-4786

Address

21600 Oxnard Street Ste 1755,
Woodland Hills, CA 91367 See Details

MC Financial Partners

925-575-8881

Address

1855 Gateway Blvd,
Ste 570,
Concord, CA 94520 See Details

Pure Financial Advisors, LLC

818-805-5500

Address

6320 Canoga Ave #920,
Woodland Hills, CA 91367 See Details

Pure Financial Advisors, LLC

619-814-4100

Address

3131 Camino del Rio N,
Suite 1550,
San Diego, CA 92108 See Details

Homestead Wealth Management

909-418-1866

Address

413 E. Foothill Blvd Suite 100,
San Dimas, CA 91773 See Details

X Advisors, LLC

661-505-6311

Address

6345 Balboa Blvd,
Building 1, Suite 100,
Encino, CA 91406 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

225 South Lake Avenue,
Suite 1185,
Pasadena, CA 91101 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

3950 Civic Center Drive Suite 315,
San Rafael, CA 94903 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Edelman Financial Engines, LLC

877-208-7414

Address

1960 E Grand Avenue,
Suite 710,
El Segundo, CA 90245 See Details

Stratos Private Wealth

844-249-6534

Address

12348 High Bluff Drive,
Suite 200,
San Diego, CA 92130 See Details

Weaver Consulting Group

714-536-4065

Address

101 Main Street,
Suite 220,
Huntington Beach, CA 92648 See Details

Mission Wealth Management, LP

805-882-2360

Address

1111 Chapala St.,
3rd Floor,
Santa Barbara, CA 93101 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	$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

Select other cities around California to broaden your search for a financial advisor

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Find The Best Financial Advisors in California

How To Find The Best Financial Advisors in CaliforniaLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in California

Palm Capital Management

Address

Rancho Wealth Management

Address

HBW Advisory Services

Address

Gateway Financial Advisors, Inc.

Address

Commonwealth Financial Network

Address

New Stage Investment Group®

Address

Financial Peak

Address

Homestead Wealth Management

Address

Pacific Financial Planners

Address

Vintage Wealth Advisors

Address

Prudential

Address

Wealthcare Advisory Partners DBA Gunn Financial Associates

Address

Eddy Financial, LLC

Address

AMC Wealth

Address

My Portfolio Guide, LLC

Address

Farther Finance LLC

Address

Vera Wealth

Address

Farther Finance, LLC

Address

Prudential

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in California (Ranked by AUM)

Select other cities around California to broaden your search for a financial advisor

Frequently Asked Questions

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How To Find The Best Financial Advisors in California
Last Updated - 13-Jun-2023

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