California · 1,929 firms
Financial Planners in California
Advisers offering comprehensive financial planning services. Browse 1,929 advisers in California matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in California
EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
GLOBAL RETIREMENT PARTNERS LLC
San Rafael, CA
AUM
$169.58B
Team
442 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-526-2753
CIBC GLOBAL ASSET MANAGEMENT
Toronto, On, CA
AUM
$162.84B
Team
333 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
877-363-5620
IEQ CAPITAL, LLC
Foster City, CA
AUM
$56.77B
Team
193 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-581-9807
BEACON POINTE ADVISORS, LLC
Newport Beach, CA
AUM
$54.87B
Team
440 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
949-718-1600
EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
LIDO
Los Angeles, CA
AUM
$42.50B
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$39.36B
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
310-556-2721
WEALTHSPIRE RETIREMENT ADVISORY
Aliso Viejo, CA
AUM
$38.61B
Team
139 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
949.460.9898
ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
JORDAN PARK GROUP LLC
San Francisco, CA
AUM
$23.26B
Team
99 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(415) 417-3000
SEIA
Los Angeles, CA
AUM
$22.54B
Team
128 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
310-712-2323
BAKER STREET ADVISORS, LLC
San Francisco, CA
AUM
$20.77B
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-344-6180
ASPIRIANT, LLC
Los Angeles, CA
AUM
$18.05B
Team
105 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-806-4000
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
FARTHER
San Francisco, CA
AUM
$16.01B
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$13.91B
Team
117 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
805-882-2360
INDEPENDENT FINANCIAL GROUP, LLC
San Diego, CA
AUM
$12.93B
Team
476 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
858-436-3180
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Oakland, CA
AUM
$11.35B
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-317-5190
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
PURE FINANCIAL ADVISORS, LLC
San Diego, CA
AUM
$11.05B
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-876-7873
NICOLA WEALTH MANAGEMENT LTD.
Vancouver, CA
AUM
$11.04B
Team
217 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
604-739-6450
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984
5,002 total advisers in California. Browse all California advisors