Financial Advisors in California
Browse 2,667 financial advisors in California — page 36 of 56.
offline ventures, llc
mill valley, CA
ogborne capital management, llc.
san francisco, CA
ohana advisors
san rafael, CA
okapi capital, llc
newport beach, CA
okapi venture capital
newport beach, CA
old west investment management, llc
los angeles, CA
olive partners management
palo alto, CA
olive street capital partners llc
los angeles, CA
olive technology ventures management, llc
palo alto, CA
oliveira wealth
modesto, CA
olsem asset management inc
irvine, CA
omega financial group, llc
santa barbara, CA
omega venture partners
menlo park, CA
omnicap group llc
el segundo, CA
omniquest capital, llc
los angeles, CA
on-chain systematic trading, inc.
irvine, CA
one capital management, llc
westlake village, CA
one degree advisors, inc.
san diego, CA
one fin capital management lp
san francisco, CA
one wealth advisors, llc
san francisco, CA
oneprime capital
palo alto, CA
onesource wealth management
granite bay, CA
onward advisors llc
pasadena, CA
open door investment management ltd.
san francisco, CA
open family office (ofo) wealth management llc
fremont, CA
openai startup fund management, llc
san francisco, CA
operator collective management, l.l.c.
palo alto, CA
opes wealth management, llc
menlo park, CA
optimize financial inc.
laguna hills, CA
optivest, inc.
san juan capistrano, CA
opus capital group llc
burlingame, CA
opus private wealth group, llc
orange, CA
orbis investment management (u.s.), l.p.
san francisco, CA
orion capital management llc
coronado, CA
oriza ventures management, llc
san jose, CA
orrell capital management
livermore, CA
orso partners, lp
south san francisco, CA
os partners llc
san francisco, CA
osborne partners
san francisco, CA
osmium partners, llc
san anselmo, CA
oss capital, llc
san francisco, CA
osterweis capital management
san francisco, CA
osterweis capital management
san francisco, CA
ostra capital
menlo park, CA
ostrofe financial consultants inc
grass valley, CA
otay village iii manager, llc
carlsbad, CA
otherwise fund management, llc
mill valley, CA
outcast ventures, llc
burlingame, 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.