Financial Advisors in California
Browse 2,667 financial advisors in California — page 35 of 56.
nicholas investment partners, l.p.
san diego, CA
nightdragon management company, llc
san francisco, CA
nile capital group holdings llc
los angeles, CA
nim wealth solutions
san jose, CA
ninepointtwo capital llc
los angeles, CA
nipun capital, l.p.
foster city, CA
niremia collective management, llc
palo alto, CA
no street gp lp
san francisco, CA
noble wealth management, inc.
newport beach, CA
nolan management llc
hermosa beach, CA
noosphere ventures management company, llc
mountain view, CA
north bay wealth management
petaluma, CA
north berkeley wealth management, llc
berkeley, CA
north pier fiduciary management, llc
marina del rey, CA
north reef capital management lp
laguna beach, CA
northgate capital, l.p.
danville, CA
northstar investment advisory llc
west hollywood, CA
notable capital management, l.l.c.
menlo park, CA
novawave capital
menlo park, CA
novirian capital llc
san francisco, CA
nri wealth management, llc
santa clara, CA
nti managers, llc
mountain view, CA
numerai
san francisco, CA
nwf advisory services inc
los angeles, CA
nwk group
san francisco, CA
nwm advisors, llc
san luis obispo, CA
o'boyle wealth management, inc.
beverly hills, CA
o'brien investment management, llc
torrance, CA
o'connor wealth management, inc.
monrovia, CA
o'donnell financial services, llc
san rafael, CA
o'neil global advisors, inc.
los angeles, CA
oak asset management, llc
westlake village, CA
oakhurst advisors
los angeles, CA
oakmont corporation
los angeles, CA
oaktree capital management, l.p.
los angeles, CA
oaktree fund advisors, llc
los angeles, CA
obvious ventures
san francisco, CA
oc capital management ltd
irvine, CA
occidental asset management, llc
burlingame, CA
ocean avenue capital partners, l.p.
santa monica, CA
ocean park asset management, llc
santa monica, CA
ocean path advisors, llc
manhattan beach, CA
oceaniq capital, llc
redwood city, CA
octahedron capital management, l.p.
burlingame, CA
octavewealth
san francisco, CA
ocv management, llc
los angeles, CA
ocvc, llc
newport beach, CA
oder investment management, llc
woodland hills, 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.