Best Financial Advisors in California
1,847 SEC-registered advisory firms across 201 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in California
Top-Ranked Advisors in California
Page 1 of 74 · 1847 firms
CALLAN
SAN FRANCISCO, CA · Since 1973
METROPOLITAN WEST ASSET MANAGEMENT LLC
LOS ANGELES, CA · Since 1996
TCW INVESTMENT MANAGEMENT COMPANY LLC
LOS ANGELES, CA · Since 1987
PAYDEN & RYGEL
LOS ANGELES, CA · Since 1983
WEALTHSPIRE RETIREMENT ADVISORY
ALISO VIEJO, CA · Since 2006
GLOBAL RETIREMENT PARTNERS LLC
SAN RAFAEL, CA · Since 2014
DODGE & COX
SAN FRANCISCO, CA · Since 1959
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
LOS ANGELES, CA · Since 1985
PRIVATE MANAGEMENT GROUP INC
IRVINE, CA · Since 1986
FULLER & THALER ASSET MANAGEMENT INC
SAN MATEO, CA · Since 1993
CHANDLER ASSET MANAGEMENT INC
SAN DIEGO, CA · Since 1993
PATHWAY CAPITAL MANAGEMENT, LP
IRVINE, CA · Since 1997
CAPITAL RESEARCH & CONSULTING LLC
PASADENA, CA · Since 1999
ARISTOTLE CAPITAL MANAGEMENT, LLC
LOS ANGELES, CA · Since 2001
CROSSLINK CAPITAL, INC.
MENLO PARK, CA · Since 2000
HENNESSY ADVISORS, INC.
NOVATO, CA · Since 1990
LM CAPITAL GROUP, LLC
SAN DIEGO, CA · Since 2002
SVB ASSET MANAGEMENT
SAN FRANCISCO, CA · Since 2003
SAGEVIEW ADVISORY GROUP, LLC
NEWPORT BEACH, CA · Since 2005
SUMMITRY, LLC
FOSTER CITY, CA · Since 2003
LEADING EDGE INVESTMENT ADVISORS,LLC
SAN FRANCISCO, CA · Since 2007
CAMBRIA INVESTMENT MANAGEMENT, L.P.
MANHATTAN BEACH, CA · Since 2010
PANTHEON
SAN FRANCISCO, CA · Since 2010
LM ADVISORS LLC
SAN DIEGO, CA · Since 2011
CLEARLAKE CAPITAL GROUP, L.P.
SANTA MONICA, CA · Since 2012
About Financial Advisors in California
How many financial advisors are registered in California?
There are 1,847 SEC-registered investment advisory firms in California, spread across 201 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in California?
The median advisory fee in California is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.