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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in California.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

11,323 financial advisors1,780 advisory firms195 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

1,780 advisory firmsCompare public facts. Verify experience directly.
11,323 financial advisors1,780 advisory firms195 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

137 VENTURES MANAGEMENT, LLCCRD 162351

Advisory firm

Filed advisory firm office: San Francisco, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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15 EQUITYCRD 310628

Advisory firm

Filed advisory firm office: Santa Barbara, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1SHARPE CAPITAL LLCCRD 285866

Advisory firm

Filed advisory firm office: San Francisco, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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21 WEST WEALTH MANAGEMENT LLCCRD 304532

Advisory firm

Filed advisory firm office: Tustin, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3(38) INVESTMENT FIDUCIARIESCRD 298053

Advisory firm

Filed advisory firm office: Simi Valley, CA

Filed firm type: Registered

Pension and profit sharing plansPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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3L CAPITAL MANAGEMENT, LLCCRD 294003

Advisory firm

Filed advisory firm office: Los Angeles, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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4D ADVISORS, LLCCRD 315045

Advisory firm

Filed advisory firm office: Redondo Beach, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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5AM VENTURESCRD 160395

Advisory firm

Filed advisory firm office: San Francisco, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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5T WEALTH, LLCCRD 112552

Advisory firm

Filed advisory firm office: Napa, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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7 STREETS FINANCIAL, LLCCRD 282577

Advisory firm

Filed advisory firm office: San Diego, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Educational seminars/workshopsFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A16Z PERENNIAL MANAGEMENT, L.P.CRD 324429

Advisory firm

Filed advisory firm office: Menlo Park, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPooled investment vehicles (other than ICs)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABACUS WEALTH PARTNERSCRD 128590

Advisory firm

Filed advisory firm office: Santa Monica, CA

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABOUND FINANCIALCRD 327724

Advisory firm

Filed advisory firm office: Granite Bay, CA

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABRA CAPITAL MANAGEMENT, LPCRD 323353

Advisory firm

Filed advisory firm office: San Francisco, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABUNDANT WEALTH PARTNERS, LLCCRD 317221

Advisory firm

Filed advisory firm office: Santa Barbara, CA

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ACAP ASSET MANAGEMENT, INC.CRD 149452

Advisory firm

Filed advisory firm office: Studio City, CA

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCEL MANAGEMENT CO. L.L.CCRD 331435

Advisory firm

Filed advisory firm office: Palo Alto, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCEL-KKRCRD 156498

Advisory firm

Filed advisory firm office: Menlo Park, CA

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCELERATE RETIREMENTCRD 325859

Advisory firm

Filed advisory firm office: Aliso Viejo, CA

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

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Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

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