Financial Advisors in California
Browse 2,667 financial advisors in California — page 10 of 56.
byers capital investment advisory, llc
menlo park, CA
c.m. capital advisors, llc
palo alto, CA
c1 advisors llc
palo alto, CA
caa connect, llc
los angeles, CA
caa venture management, llc
los angeles, CA
cable car capital, lp
san francisco, CA
cache advisors llc
san francisco, CA
cai manager lp
mill valley, CA
calabasas advisory group, llc
westlake village, CA
caldwell sutter capital, inc.
sausalito, CA
calera capital advisors, lp
san francisco, CA
calibrate ventures management, llc
pasadena, CA
california capital management
burbank, CA
california financial advisors
san ramon, CA
callan
san francisco, CA
calmwater capital
el segundo, CA
caltier advisors, llc
poway, CA
caltius capital management, lp
los angeles, CA
cambria investment management, l.p.
manhattan beach, CA
cambrian asset management, inc.
mill valley, CA
camden asset management
los angeles, CA
camelot capital partners llc
laguna beach, CA
camelotta advisors
san francisco, CA
camford capital management, llc
menlo park, CA
candide group
oakland, CA
cannon beach financial advisors
san ramon, CA
canter wealth
la jolla, CA
canterbury consulting incorporated
newport beach, CA
cantos ventures, llc
san francisco, CA
canvas ventures
portola valley, CA
capital advantage, inc.
walnut creek, CA
capital bank and trust company
irvine, CA
capital client group, inc.
los angeles, CA
capital cs group, llc
irvine, CA
capital group private client services, inc.
los angeles, CA
capital international, inc.
los angeles, CA
capital management advisor group, llc
walnut creek, CA
capital planning advisors llc
roseville, CA
capital research & consulting llc
pasadena, CA
capital research and management company
los angeles, CA
capital research company
los angeles, CA
capital trust advisors
san rafael, CA
capitalmath ltd
los angeles, CA
capra ventures management, llc
san francisco, CA
caprock partners management, inc.
newport beach, CA
carbahal olsen financial services group llc
davis, CA
carbide ventures
palo alto, CA
carbon collective investing, llc
oakland, CA
Frequently Asked Questions
How much does a financial advisor cost in California?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.