DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
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 5718 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 19 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
Jarret Rodriguez-Conklin
Homestead Wealth Management
413 East Foothill Boulevard, Suite 100
909-667-0587
Michael Macauley
Signature Estate & Investment Advisors (SEIA)
2121 Avenue of the Stars, Suite 1600
310-712-2365
Paul Stanley
Granite Bay Wealth Management LLC
22 Deer Street, Suite 200 Portsmouth, NH 03801
Serving San Francisco Bay Area
415-598-0876
Ryan K. Gunn
Gunn Financial Associates/Royal Alliance Associates
616 S El Camino Real, Suite H
888-902-5999
Daniel Scott Johnson
Windfall Advisors
100 Wilshire Blvd Suite 700, Santa Monica, CA 90401
620 Newport Center Dr, Suite 1100, Newport Beach, CA 92660
310-405-5114
Pure Financial Advisors, LLC
Pure Financial Advisors, LLC
3131 Camino del Rio N
Suite 1550
619-814-4100
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 | $3,099,186,116,994 | 14150 | A percentage of AUM, Other (GROSS INVESTMENT INCOME) |
| BLACKROCK FUND ADVISORS 400 Howard Street, San Francisco, CA, 94105 | 105247 | $2,757,348,004,181 | 471 | A percentage of AUM |
| 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 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street, San Francisco, CA, 94105 | 106753 | $700,818,097,648 | 250485 | A percentage of AUM, Fixed fees, Other (COSTS) |
| ALLSPRING GLOBAL INVESTMENTS, LLC 525 Market St, 12th Floor San Francisco, CA, 94105 | 104973 | $473,065,765,991 | 4071 | A percentage of AUM, Fixed fees, Performance Based |
| WESTERN ASSET MANAGEMENT COMPANY 385 E. Colorado Blvd., Pasadena, CA, 91101 | 110441 | $419,507,657,699 | 37642 | A percentage of AUM, Performance Based |
| FRANKLIN ADVISERS, INC. One Franklin Parkway, San Mateo, CA, 94403-1906 | 104517 | $411,660,129,118 | 2774 | A percentage of AUM, Performance Based |
| DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104 | 104596 | $371,276,993,898 | 772 | A percentage of AUM |
| ALLSPRING FUNDS MANAGEMENT, LLC 525 Market Street 12th Floor, 12th Floor San Francisco, CA, 94105 | 110841 | $299,693,277,123 | 7174 | A percentage of AUM, Performance Based |
| FINANCIAL ENGINES ADVISORS L.L.C. 3315 Scott Blvd, 4th Floor Santa Clara, CA, 95054 | 104510 | $290,354,747,708 | 1586142 | 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 | $251,040,322,545 | 251 | A percentage of AUM, Performance Based, Other (CONSULTING) |
| ARES MANAGEMENT LLC 2000 Avenue Of The Stars, 12th Floor Los Angeles, CA, 90067 | 130074 | $203,424,579,297 | 341 | A percentage of AUM, Performance Based |
| SAGEVIEW ADVISORY GROUP, LLC 4000 Macarthur Blvd., Suite 1050 Newport Beach, CA, 92660 | 126777 | $176,336,258,193 | 4270 | A percentage of AUM, Hourly charges, Fixed fees |
| KKR CREDIT ADVISORS (US) LLC 555 California Street, 50th Floor San Francisco, CA, 94104 | 146629 | $174,332,763,000 | 155 | A percentage of AUM, Performance Based, Other (MANAGEMENT FEES) |
| PRIMECAP MANAGEMENT CO 177 E Colorado Blvd., 11th Floor Pasadena, CA, 91105 | 105516 | $153,658,443,874 | 41 | A percentage of AUM |
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 |
Select other cities around California to broaden your search for a financial advisor
- Financial Advisors in Calabasas, California
- Financial Advisors in Irvine, California
- Financial Advisors in La Jolla, California
- Financial Advisors in Laguna Niguel, California
- Financial Advisors in Larkspur, California
- Financial Advisors in Los Angeles, California
- Financial Advisors in Newport Beach, California
- Financial Advisors in Ojai, California
- Financial Advisors in Pasadena, California
- Financial Advisors in Pleasanton, California
- Financial Advisors in Roseville, California
- Financial Advisors in San Clemente, California
- Financial Advisors in San Diego, California
- Financial Advisors in San Francisco, California
- Financial Advisors in Santa Monica, California
- Financial Advisors in Seal Beach, California
- Financial Advisors in Ventura, California
- Financial Advisors in Walnut Creek, California
- Financial Advisors in Woodland Hills, California
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR