Financial Advisors in California
Browse 2,667 financial advisors in California — page 45 of 56.
sidepocket incorporated
san francisco, CA
sidoxia capital management, llc
newport beach, CA
sierra asset management
oakhurst, CA
sierra investment management, llc
santa monica, CA
sierra investment partners, inc.
walnut creek, CA
sierra ocean, llc
ripon, CA
sierra pacific private wealth, llc
pleasanton, CA
sierra ventures management iii, l.l.c.
san mateo, CA
sigfig wealth management llc
san francisco, CA
sigma management 6, llc
campbell, CA
sigma prime ventures, llc
campbell, CA
signalfire
san francisco, CA
signature investment advisors, llc
los angeles, CA
signature resources capital management, llc
newport beach, CA
sikorski wealth management, llc
san diego, CA
silicon beach wealth, llc
marina del rey, CA
silicon valley capital partners, l.p.
san jose, CA
silicon valley retirement services, llc
san jose, CA
silver lake technology management, llc
menlo park, CA
silver oak wealth advisors services, llc
los angeles, CA
silver rock financial lp
los angeles, CA
silvia mccoll wealth management, llc
san diego, CA
sim orphan, llc
belvedere, CA
simplifi, inc.
san diego, CA
sirocco partners, llc
newport beach, CA
sitrin capital management, llc
century city, CA
situational awareness lp
san francisco, CA
sivia capital partners, llc
mill valley, CA
sk telecom venture capital, llc
santa clara, CA
skba capital management, llc
san francisco, CA
sky vision wealth management corp.
irvine, CA
skyknight capital, l.p.
burlingame, CA
slated analytics, llc
los angeles, CA
slo money managers
atascadero, CA
slow capital, inc.
greenbrae, CA
slow ventures, llc
san francisco, CA
slw management company
san francisco, CA
smartgatevc
glendale, CA
smash ventures management company lp
west hollywood, CA
smith point capital management, llc
san francisco, CA
snyder capital management lp
san francisco, CA
social capital
menlo park, CA
socialtrader
san diego, CA
socotra management, inc.
sacramento, CA
sofi wealth llc
san francisco, CA
sofinnova investments, inc.
menlo park, CA
softtech vc inc.
san francisco, CA
solace capital partners, l.p.
el segundo, 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.