California has the largest concentration of registered investment advisors in the nation, centered in Los Angeles, San Francisco, San Diego, and Silicon Valley. The state's high income tax rates (up to 13.3%) make tax-efficient investing a top priority. California advisors frequently specialize in equity compensation planning for tech workers, real estate portfolio management, venture capital wealth transitions, and cross-border planning for the state's diverse international communities. The California Department of Financial Protection and Innovation oversees state-registered advisors.
Alhambra, California
Mandalay Insurance and Financial Services is based in Alhambra, California and provides insurance analysis services. The firm operates in English and holds a 5-star rating on Google.
View detailsAliso Viejo, California
Eden Financial, based in Aliso Viejo, California, provides investment management services with a focus on tax strategy. The firm holds a 5-star rating across 18 Google reviews. Services are conducted in English.
View detailsAnaheim, California
Diversified Investment Services is based in Anaheim, California. The firm provides investment advisory services and operates in English.
View detailsAnaheim, California
Insurance-Based
Nazih Yehya, Wealth Advisor with Eagle Strategies, operates from Anaheim, California and provides financial planning and insurance analysis services. The firm operates on an insurance-based model and conducts business in English.
View detailsAnaheim, California
Jack Keeter & Associates is located in Anaheim, California and provides investment advisory services. The firm operates in English.
View detailsAnaheim, California
Robert Meaux at Thrivent in Anaheim, California provides estate planning and financial planning services. The firm operates in English and serves clients in the Southern California area.
View detailsAnaheim, California
US Financial Services & Solutions, based in Anaheim, California, provides estate planning and insurance analysis services. The firm specializes in estate planning matters for its clients.
View detailsAnaheim, California
Insurance-Based
Northwestern Mutual in Anaheim, California provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients in the area. Services are conducted in English.
View detailsBakersfield, California
Insurance-Based
Northwestern Mutual operates in Bakersfield, California, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. English is spoken at this location.
View detailsBakersfield, California
Insurance-Based
Northwestern Mutual - Bakersfield is an insurance-based firm located in Bakersfield, California. The firm provides financial planning, insurance analysis, and investment management services, with a focus on insurance planning. Services are offered in English.
View detailsBakersfield, California
Pensionmark Retirement Group is located in Bakersfield, California and specializes in retirement planning services. The firm serves clients seeking guidance on retirement-related financial matters.
View detailsBakersfield, California
The Ameriflex Group is a financial planning and investment management firm based in Bakersfield, California. The firm serves clients in English and maintains a 5-star rating on Google.
View detailsBakersfield, California
Wirehouse
Merrill Lynch Wealth Management operates in Bakersfield, California, offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management support to clients seeking portfolio guidance and financial strategy development. The office conducts business in English.
View detailsBakersfield, California
Just Build Wealth is an investment advisor based in Bakersfield, California. The firm operates in English and serves clients in the local area.
View detailsBerkeley, California
Tammy Plotkin-Oren operates TPO Financial and Insurance Services in Berkeley, California, offering retirement planning, investment management, and financial planning services. The firm works with clients in English.
View detailsBerkeley, California
North Berkeley Wealth Management is located in Berkeley, California and provides investment management, wealth management, and financial planning services. The firm operates in English.
View detailsBeverly Hills, California
FACT ADVISORS - BEVERLY HILLS, based in Beverly Hills, California, provides financial planning and tax planning services. The firm operates in English and has a 5-star rating from Google reviews.
View detailsBeverly Hills, California
M&A Wealth is a Beverly Hills–based investment advisory firm serving clients in California. The firm operates in English and provides financial advisory services to its client base.
View detailsBeverly Hills, California
Michael Saint George operates a financial planning practice in Beverly Hills, California, with a focus on insurance planning and analysis. The firm provides financial planning services integrated with detailed insurance analysis to address client coverage needs.
View detailsBeverly Hills, California
SteelPeak Wealth is located in Beverly Hills, California and provides investment management and wealth management services. Additional details about fee structure, service offerings, and team credentials are not available.
View detailsBeverly Hills, California
Grimsdale Financial Solutions is a financial advisory firm based in Beverly Hills, California. The firm provides tax planning services to clients. They conduct business in English.
View detailsBeverly Hills, California
California Financial Consulting is a Beverly Hills-based firm offering financial planning, insurance analysis, and investment management services. The practice specializes in insurance planning and serves clients in English.
View detailsBeverly Hills, California
TWP Financial & Insurance Services LLC operates in Beverly Hills and provides insurance analysis and retirement planning services. The firm specializes in insurance planning and retirement planning for its clients.
View detailsBrea, California
Wealth Enhancement Group provides financial planning and investment management services to clients in Brea, California. The firm operates on an undisclosed fee basis. Services are offered in English.
View detailsCalabasas, California
Morton Wealth is a financial planning and investment management firm located in Calabasas, California. The firm serves clients in English and Spanish. Morton Wealth has a 5-star rating based on 25 Google reviews.
View detailsCardiff, California
Fee-Only
Seawise Financial, Inc. is a fee-only financial planning firm based in Cardiff, California. The firm operates as a fiduciary and holds CFP certification on its team. Services are provided in English.
View detailsCarlsbad, California
Atterbury Investment Management is based in Carlsbad, California and provides investment management services. The firm specializes in investment management for its clients.
View detailsCarlsbad, California
Financial Focus is located in Carlsbad, California and provides financial planning services. The firm operates in English.
View detailsCarlsbad, California
West & Walters Tax and Wealth Management is based in Carlsbad, California and provides financial planning, investment management, and tax planning services. The firm specializes in investment management and wealth management. Services are available in English.
View detailsCarlsbad, California
Trek Financial, located in Carlsbad, California, is led by Gavin Schmitt. The firm serves clients in English and has received positive client feedback on Google.
View detailsCarlsbad, California
Halbert Hargrove Carlsbad is located in Carlsbad, California and provides investment management, financial planning, and retirement planning services. The firm works with clients on wealth management and retirement strategy. Services are offered in English.
View detailsCarlsbad, California
Wealthrise Financial Planning, LLC is located in Carlsbad, California and provides financial planning services. The firm operates in English and holds a 5-star rating on Google.
View detailsCeres, California
Inspired Growth is an investment management and wealth management firm based in Ceres, California. The firm serves clients seeking assistance with investment and wealth strategy. English is spoken.
View detailsCerritos, California
The Financial Alliance & Insurance Solutions is located in Cerritos, California and provides investment management, retirement planning, and wealth management services. The firm specializes in retirement planning for clients seeking to organize their financial strategy around this life transition.
View detailsChico, California
Independent RIA
Sweeney & Michel, LLC is an independent registered investment adviser based in Chico, California, offering financial planning and investment management services. As a fiduciary, the firm acts in clients' best interests. The firm operates as an RIA and holds a 5-star rating on Google based on 23 client reviews.
View detailsCitrus Heights, California
Evans Wealth Management is located in Citrus Heights, California and provides investment management and wealth management services. The firm operates in English.
View detailsColton, California
Suitable Insurance Services, based in Colton, California, provides insurance analysis and tax planning services. The firm specializes in insurance planning and serves clients in both English and Spanish.
View detailsCorona, California
BuildingMyAssets is an investment advisory firm located in Corona, California. The firm provides investment advisory services to clients. English is spoken.
View detailsCorte Madera, California
NC Financial Group provides estate planning, financial planning, insurance analysis, and tax planning services to clients in Corte Madera, California. The firm operates in English and accepts clients seeking guidance across multiple planning disciplines.
View detailsCosta Mesa, California
CAPTRUST is an investment advisory firm based in Costa Mesa, California, offering financial planning and investment management services. The firm serves clients with small business and wealth management needs. CAPTRUST holds a 4.5-star rating on Google based on client reviews.
View detailsCosta Mesa, California
Eclipse Financial Advisors, based in Costa Mesa, California, offers financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in retirement planning for its clients. English is spoken at the office.
View detailsCosta Mesa, California
Cash Keeper Financial is an investment advisory firm located in Costa Mesa, California. The firm operates in English and has a 4.5-star rating based on 17 Google reviews. Additional details about specialties, service offerings, fee structure, and team credentials are not currently available.
View detailsCovina, California
Chatfield Wealth Management is an investment management and wealth management firm located in Covina, California. The firm serves clients in English and maintains a 4.5-star rating on Google based on client reviews.
View detailsCovina, California
Insurance-Based
Northwestern Mutual in Covina, California offers financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are conducted in English.
View detailsCupertino, California
Independent RIA
Capital V Group is an independent registered investment advisor located in Cupertino, California. The firm serves clients in English and maintains a 5-star rating on Google reviews.
View detailsDanville, California
Blackhawk Financial Advisors is based in Danville, California and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsDiamond Bar, California
Merit Financial Advisors is based in Diamond Bar, California and provides financial planning and investment management services. The firm specializes in retirement planning and investment management. English is spoken.
View detailsEl Cerrito, California
Wealth Enhancement Group is located in El Cerrito, California and provides financial planning and investment management services. The firm operates in English and has received a 5-star rating based on customer reviews.
View detailsEl Dorado Hills, California
Creative Planning in El Dorado Hills, California offers estate planning, financial planning, insurance analysis, and investment management. The firm specializes in estate planning services for its clients.
View detailsEncinitas, California
Tidewater Financial is a financial planning firm based in Encinitas, California. The firm serves clients in English and Spanish. It holds a 4.8-star rating on Google based on 13 client reviews.
View detailsEncinitas, California
Independent RIA
Independent Wealth Solutions is a registered investment advisor based in Encinitas, California. The firm provides financial planning services to clients. Further details on specializations, fee structures, and team credentials are not available.
View detailsEncino, California
Wirehouse
Merrill Lynch Wealth Management operates in Encino, California, offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are delivered in English.
View detailsEncino, California
Navalign Wealth Partners is a fiduciary wealth management firm based in Encino, California, offering financial planning and investment management services. The firm serves clients seeking integrated wealth and investment guidance. They operate under a fiduciary standard of care.
View detailsEncino, California
PREMIER FINANCIAL TAX & Accounting Services, based in Encino, California, provides insurance analysis and tax planning services. The firm specializes in insurance planning and operates in English.
View detailsEureka, California
Insurance-Based
Northwestern Mutual in Eureka, California provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients. Services are conducted in English.
View detailsEureka, California
Kingsview Partners Eureka Office is located in Eureka, California and provides financial planning services to clients in the area. The firm operates in English.
View detailsFair Oaks, California
Retire 101 is an investment advisory firm based in Fair Oaks, California, offering investment management and retirement planning services. The firm works with clients on strategies related to retirement readiness and portfolio management. Services are available in English.
View detailsFolsom, California
Natoma Wealth is a fiduciary financial advisory firm based in Folsom, California. The firm provides financial planning and investment management services to clients. Natoma Wealth operates under a fiduciary standard, meaning advisors are obligated to act in their clients' best interests.
View detailsFolsom, California
Lake Tahoe Wealth Management, Inc. is located in Folsom, California and provides investment management, wealth management, and financial planning services. The firm serves clients in English.
View detailsFoster City, California
Team Hewins is located in Foster City, California and provides estate planning, financial planning, and investment management services. The firm specializes in estate planning for its clients. Team Hewins operates in English and holds a 5-star Google rating based on 43 reviews.
View detailsFresno, California
Falcon Financial & Insurance Solutions, Inc. is an insurance planning firm based in Fresno, California. The firm provides insurance analysis services to clients. They operate in English.
View detailsFresno, California
Anthony Camacho - Fig Garden Wealth Management is located in Fresno, California and provides investment management, wealth management, and financial planning services. The firm works with clients in English.
View detailsFresno, California
John Horstmann, Financial Services Professional operates Horstmann Financial And Insurance Services in Fresno, California, offering financial planning services. The firm conducts business in English.
View detailsFresno, California
Insurance-Based
Northwestern Mutual operates in Fresno, California, offering insurance planning, investment management, and wealth management services. The firm provides financial planning, insurance analysis, and investment management to clients. Services are conducted in English.
View detailsFresno, California
Thiesen Dueker Modern Wealth Management provides investment management, wealth management, and financial planning services to clients in Fresno, California. The firm offers tax planning as part of its service offerings. Staff members are bilingual in English and Spanish.
View detailsFresno, California
Portfolio Advisors Inc. is based in Fresno, California and provides estate planning, financial planning, and investment management services. The firm specializes in estate planning for clients seeking to structure their assets and plan for wealth transfer. Services are available in English.
View detailsFresno, California
Wirehouse
Merrill Lynch Wealth Management operates in Fresno, California, providing financial planning and investment management services. As a wirehouse firm, it offers wealth management solutions across a range of client portfolios. The office serves clients primarily in English and maintains a 4.3-star rating based on customer feedback.
View detailsFresno, California
Fee-Only Independent RIA
Coffeehouse Capital is a fee-only registered investment advisor in Fresno, California, providing financial planning and investment management. The firm serves clients in retirement planning, small business wealth management, and general wealth management, with team members holding CFP certification. Services are delivered on a fiduciary basis, and the firm conducts business in English and Spanish.
View detailsFresno, California
Derrick Linman operates Falcon Financial And Insurance Solutions, Inc. in Fresno, California, offering retirement planning and investment management services. The firm provides financial planning and insurance analysis to clients. Services are available in English.
View detailsFresno, California
Insurance-Based
Kory Brown, Wealth Advisor at Strategyze Financial & Insurance Solutions, operates in Fresno, California, providing financial planning and insurance analysis services. The practice specializes in insurance planning as part of a broader financial advisory approach.
View detailsGalt, California
Insurance-Based
Northwestern Mutual in Galt, California provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients in the area. Services include comprehensive financial planning and insurance analysis to support client financial needs.
View detailsGlendale, California
California Financial Partners is located in Glendale, California and offers estate planning and financial planning services. The firm specializes in estate planning matters for its clients.
View detailsGlendale, California
Universal Capital Wealth Management, based in Glendale, California, provides financial planning, insurance analysis, and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsGlendale, California
WestPac Wealth Partners operates from Glendale, California, offering investment management and wealth management services. The firm serves clients in English and holds a 5-star rating based on 13 Google reviews.
View detailsGlendale, California
Insurance-Based
Jennifer Joseph, Financial Advisor at Eagle Strategies in Glendale, California, provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management for clients seeking guidance on insurance products and retirement strategy.
View detailsGlendale, California
Marshall Wealth Advisors is an investment advisory firm based in Glendale, California. The firm serves clients in English and operates as a registered investment advisor.
View detailsGlendale, California
Enjoy Financial, based in Glendale, California, provides financial planning, insurance analysis, investment management, and retirement planning services. The firm specializes in insurance planning and retirement planning. Staff members serve clients in Chinese, English, Spanish, Tagalog, and Vietnamese.
View detailsGranite Bay, California
Kerux is an investment management firm based in Granite Bay, California, offering financial planning, investment management, and retirement planning services. The firm specializes in investment management and retirement planning for its clients.
View detailsGranite Bay, California
Steele Financial Partners is located in Granite Bay, California and serves clients in English. The firm provides investment advisory services.
View detailsGrass Valley, California
Encompass Financial Planning LLC is an estate planning and financial planning firm located in Grass Valley, California. The firm serves clients in English and holds a 5-star rating based on Google reviews.
View detailsGrass Valley, California
Capstone Financial Engineering & Insurance Services is an estate planning firm based in Grass Valley, California. The firm provides estate planning services to help clients structure their affairs.
View detailsGrass Valley, California
Zion Capital Wealth Management LLC is located in Grass Valley, California and provides investment management and wealth management services. The firm operates in English and has received a 5-star rating from Google reviews.
View detailsHealdsburg, California
Thurow Wealth Management Inc, based in Healdsburg, California, provides investment management and wealth management services. The firm offers estate planning and investment management to clients. Services are conducted in English.
View detailsHuntington Beach, California
Matt Passaquindici provides investment management and wealth management services to clients in Huntington Beach, California. Service details and fee structure information are available upon inquiry.
View detailsIndian Wells, California
Wirehouse
Merrill Lynch Financial Advisor John Thomas operates in Indian Wells, California, providing financial planning and investment management services. The practice specializes in retirement planning and serves clients seeking professional guidance on investment-related matters. Services are delivered through Merrill Lynch's wirehouse platform.
View detailsIrvine, California
ClarityBridge is an investment advisory firm based in Irvine, California. The firm provides services to clients in English.
View detailsIrvine, California
Mike Valiente - Legacy & Wealth Financial Advisors operates in Irvine, California and provides financial planning services. Additional details about specialties, fee structure, and advisor credentials are not currently available.
View detailsIrvine, California
KPP Financial Inc. is based in Irvine, California and offers financial planning and investment management services. The firm operates in English and has received a 4.7 rating from 30 Google reviews.
View detailsIrvine, California
BML Wealth Management, based in Irvine, California, provides investment management and wealth management services alongside financial planning and insurance analysis. The firm serves clients seeking guidance across multiple areas of financial decision-making.
View detailsIrvine, California
Independent RIA
Index Fund Advisors, Inc. is an independent registered investment adviser based in Irvine, California. The firm provides financial planning services and operates as a fiduciary. It holds a 4-star rating on Google based on client reviews.
View detailsIrvine, California
Wirehouse
Merrill Lynch Wealth Management operates in Irvine, California, offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management specialties to clients in the region. The firm conducts business in English and holds a 4.2 rating based on five Google reviews.
View detailsIrvine, California
Eight Oaks Financial, based in Irvine, California, offers financial planning and investment management services. The firm operates in English and serves clients seeking guidance across these core service areas.
View detailsIrvine, California
Michael Moises, Wealth Advisor at Skylight Financial & Insurance Solutions, operates in Irvine, California and provides financial planning services. The firm holds a 5-star rating based on 10 Google reviews. English is spoken.
View detailsIrvine, California
Choreo Advisors is an investment advisory firm based in Irvine, California. The firm serves clients in English.
View detailsIrvine, California
Oakwood Wealth Partners is based in Irvine, California and provides investment advisory services. The firm serves clients in English.
View detailsIrvine, California
Apella Wealth is a financial planning firm based in Irvine, California. The firm provides financial planning services to clients. Additional details about specialties, credentials, and fee structure are not publicly available.
View detailsIrvine, California
WealthWise Financial Services is a financial planning firm based in Irvine, California. The firm provides financial planning services to clients in the area and operates in English.
View detailsJackson, California
Primerica Financial Services is an insurance planning firm based in Jackson, California. The firm provides insurance analysis and investment management services to clients. More detailed information about credentials, fee structures, and service scope is not currently available.
View detailsLa Jolla, California
Ocean View Financial is located in La Jolla, California and operates as an investment advisory firm. The firm serves English-speaking clients. It holds a 5-star rating based on 19 Google reviews.
View detailsLa Jolla, California
Holland Strategic Wealth Advisors is an investment advisory firm based in La Jolla, California, providing estate planning, financial planning, investment management, and retirement planning services. The firm works with clients on matters including small business planning. Services are conducted in English.
View detailsLa Jolla, California
Shorelight Wealth Group is based in La Jolla, California and provides investment advisory services. The firm operates in English and serves clients in the San Diego area.
View detailsLa Mesa, California
LPL Financial Joel L Rohn AAMS operates in La Mesa, California and holds the Accredited Asset Management Specialist (AAMS) credential.
View detailsLa Mesa, California
Tweet Management Services is based in La Mesa, California and provides services to English-speaking clients.
View detailsLaguna Beach, California
Sagent Wealth Management is based in Laguna Beach, California and provides investment management and wealth management services to clients. The firm operates in English.
View detailsLarkspur, California
Fee-Only
Financial Connections Group, Inc. is a fee-only financial advisory firm in Larkspur, California, staffed by CFP professionals. The firm provides financial planning and investment management services and operates under a fiduciary standard.
View detailsLivermore, California
Williams Estate Planning, LPL is located in Livermore, California and specializes in estate planning services. The firm operates under LPL Financial oversight.
View detailsLodi, California
Insurance-Based
Northwestern Mutual in Lodi, California provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English.
View detailsLodi, California
Albert Paula, Financial Advisor at Parkwest Financial & Insurance Solutions, provides financial planning services in Lodi, California. The firm specializes in retirement planning and investment management. Services are offered in English.
View detailsLong Beach, California
Serenity Wealth Management is a Long Beach-based financial planning firm specializing in insurance planning and retirement planning. The firm provides financial planning, insurance analysis, investment management, and retirement planning services to clients. Services are available in English.
View detailsLong Beach, California
Wolfley Wealth Management is located in Long Beach, California and specializes in retirement planning and small business advisory services. The firm's team holds the CLU credential. Services are provided in English.
View detailsLong Beach, California
Randall Wealth Management Group, based in Long Beach, California, provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management.
View detailsLong Beach, California
Halbert Hargrove is an investment advisory firm in Long Beach, California, offering financial planning, investment management, and retirement planning services. The firm works with clients on wealth management across these core areas. Halbert Hargrove holds a 4.5-star rating on Google based on client reviews.
View detailsLos Altos, California
Traveka Wealth, LLC is a wealth management firm located in Los Altos, California, serving clients in English. The firm has received a 5-star rating based on 26 Google reviews.
View detailsLos Angeles, California
Insurance-Based
Northwestern Mutual, based in Los Angeles, provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are offered in English
View detailsLos Angeles, California
Wealth Enhancement Group is a financial planning and investment management firm based in Los Angeles, California. The firm serves clients in English and Spanish. Specific details about specialties, fee structure, and team credentials are not publicly available.
View detailsLos Angeles, California
Mason & Associates, Inc. is based in Los Angeles and provides estate planning, financial planning, investment management, and tax planning services. The firm serves clients in English, Korean, and Spanish.
View detailsLos Angeles, California
Pacific Sun Financial Corp provides financial planning and investment management services to clients in Los Angeles, California. The firm operates in English and has received a 5-star rating based on 19 Google reviews.
View detailsLos Angeles, California
Composition Wealth is an investment management firm based in Los Angeles, California. The firm serves clients in English and maintains a 4.3-star rating on Google based on client reviews.
View detailsLos Angeles, California
Wirehouse
Merrill Lynch Wealth Management operates in Los Angeles and offers financial planning and investment management services. As a wirehouse firm, it provides wealth management and investment management to clients. The firm conducts business in English.
View detailsLos Angeles, California
Retirement Solutions, LLC provides financial planning and investment management services in Los Angeles, California, with a focus on retirement planning.
View detailsLos Angeles, California
Insurance-Based
Souheir M. Alrachid, Financial Advisor with Eagle Strategies, operates from Los Angeles and provides financial planning and insurance analysis services. The firm specializes in retirement planning and investment management. Services are offered in English.
View detailsLos Angeles, California
Lynn A. Newman, Financial Advisor with Eagle Strategies in Los Angeles, provides financial planning services with specialization in retirement planning and investment management. The firm serves clients in English.
View detailsLos Angeles, California
Brentwood Financial Advisors is based in Los Angeles and specializes in retirement planning and investment management. The firm works with clients on strategies across these core service areas.
View detailsLos Angeles, California
EFC Wealth Management Firm is a Los Angeles-based wealth management firm offering financial planning and investment management services. The firm serves clients seeking guidance across portfolio strategy and wealth planning. With a 4.9 rating from 40 Google reviews, EFC operates in English and is available to Los Angeles-area clients.
View detailsLos Gatos, California
MainStreet Financial Planning, Inc is based in Los Gatos, California and offers financial planning services. The firm operates in English and has a 5-star rating from nine Google reviews.
View detailsLos Gatos, California
Dieter Ramaekers is an investment advisor with Raymond James in Los Gatos, California, specializing in retirement planning and small business matters. The team holds CLU credentials and provides services in English.
View detailsMenlo Park, California
Corient is based in Menlo Park, California and operates as an investment advisory firm serving English-speaking clients.
View detailsModesto, California
Defined Plan Advisors is a financial planning firm based in Modesto, California. The firm provides financial planning services to clients in the region. More details about specialties, credentials, and fee arrangements are available directly from the firm.
View detailsModesto, California
Wirehouse
Merrill Lynch Wealth Management operates a Modesto office providing financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management to clients in the region. The firm serves English-speaking clients and maintains a 3.7 customer rating.
View detailsModesto, California
United Capital Financial Advisors is located in Modesto, California and provides financial planning and investment management services. The firm specializes in retirement planning and investment management for its clients.
View detailsModesto, California
GnarledOak Financial, based in Modesto, California, provides estate planning, financial planning, and investment management services. Jacob Gunter holds the ChFC credential and FSS designation. The firm has a 4.5-star rating based on eight Google reviews.
View detailsMontecito, California
Partnervest Advisory Group is located in Montecito, California and provides advisory services to clients. The firm operates in English.
View detailsMontecito, California
William T. Toner, CFP, AIF is a financial planning firm based in Montecito, California. The firm principal holds the Certified Financial Planner and Accredited Investment Fiduciary credentials. Services include financial planning.
View detailsMontecito, California
Harbor Hills Wealth Management is located in Montecito, California and provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and serves clients in English and Spanish.
View detailsMorgan Hill, California
J Ward Financial is located in Morgan Hill, California and provides financial advisory services. The firm operates primarily in English.
View detailsMurphys, California
Insurance-Based
Northwestern Mutual in Murphys, California provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management. Services are delivered in English.
View detailsMurrieta, California
Michael J. Beiter is a financial advisor with LPL Financial's Silverback Wealth Management office in Murrieta, California. He provides investment management and retirement planning services. English is spoken at the office.
View detailsNewport Beach, California
Beacon Pointe Advisors is a financial planning firm based in Newport Beach, California. The firm provides financial planning services to clients. More specific details about specialties, fee structure, and team credentials are not currently available.
View detailsNewport Beach, California
Noble Financial Advisors is based in Newport Beach, California and specializes in retirement planning and investment management. The firm serves clients in English.
View detailsNovato, California
Wealth Enhancement Group is located in Novato, California and provides financial planning and investment management services. The firm operates in English.
View detailsNovato, California
Alpha Wealth Management and Planning is located in Novato, California and provides investment management, wealth management, and financial planning services. The firm operates in English.
View detailsOakland, California
Wealth Enhancement Group is an investment advisory firm based in Oakland, California, offering financial planning and investment management services. The firm serves clients in English and Chinese.
View detailsOntario, California
Mallory Wealth Management is based in Ontario, California and provides investment management and wealth management services. The firm operates in English and has received a 5-star rating on Google
View detailsOntario, California
JDK Services LLC is based in Ontario, California and provides investment advisory services. The firm operates in English and has received positive client feedback on Google reviews.
View detailsOntario, California
Insurance-Based
Northwestern Mutual - Ontario is an insurance-based firm located in Ontario, California that provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and conducts business in English.
View detailsOntario, California
Xel Wealth Management is an estate planning firm located in Ontario, California. The firm provides estate planning services to clients in the region. More information about fees, credentials, and service details is available by contacting the firm directly.
View detailsOntario, California
Wirehouse
Merrill Lynch Wealth Management in Ontario, California offers financial planning and investment management services. As a wirehouse firm, they provide wealth management across a range of client situations. The office serves clients in English and currently holds a 5-star rating based on customer reviews.
View detailsOntario, California
Concours Capital Advisors is based in Ontario, California and provides investment advisory services. Additional details about the firm's specialties, service offerings, and fee structure are not currently available.
View detailsOrange, California
Scott Eichler at Savvy Advisors offers retirement planning and investment management services to clients in Orange County, California. The firm provides investment management as a core service. Operating in English, the practice is based in Orange and has received a 5-star rating from 13 Google reviews.
View detailsOrange, California
Joshua E. Hernandez is a Certified Financial Educator based in Orange, California, offering financial planning services. He works with clients in English, Spanish, Chinese, and Vietnamese.
View detailsOrange, California
Sound Financial Services is located in Orange, California and provides investment advisory services. The firm operates in English and holds a 5-star rating based on customer reviews.
View detailsOrange, California
Modern Wealth Design is based in Orange, California and conducts business in English.
View detailsOrange, California
Cano Wealth Management, Inc. is based in Orange, California and provides investment management, wealth management, and financial planning services. The firm conducts business in English.
View detailsOroville, California
Gilb Financial is located in Oroville, California and provides financial advisory services. The firm serves clients in English.
View detailsOxnard, California
Skeels & Fox Wealth Management is based in Oxnard, California and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsOxnard, California
Wirehouse
Merrill Lynch Wealth Management operates in Oxnard, California, offering financial planning and investment management services. As a wirehouse firm, the practice provides wealth management and investment management to clients in the region.
View detailsPalm Desert, California
Brandon Rosi is a CFP-credentialed financial advisor based in Palm Desert, California, operating with Keystone Private Wealth. He provides financial planning and retirement planning services. The firm holds a 5-star rating on Google.
View detailsPalm Desert, California
Keystone Private Wealth is a financial planning firm in Palm Desert, California, specializing in retirement planning. The firm offers financial planning, investment management, and retirement planning services. The team includes CFP-certified advisors and communicates in English.
View detailsPalo Alto, California
Wirehouse
Merrill Lynch Palo Alto is a wirehouse office located in Palo Alto, California, offering investment advisory services. The office operates under Merrill Lynch's broader platform and serves English-speaking clients in the region
View detailsPasadena, California
Marquez Private Wealth Management of Raymond James is located in Pasadena, California and provides investment management and wealth management services. The firm operates as part of Raymond James Financial Services
View detailsPasadena, California
Cetera Investors is located in Pasadena, California and provides financial planning, insurance analysis, and investment management services. The firm operates in English.
View detailsPasadena, California
Lake Avenue Financial is a financial planning firm based in Pasadena, California. The firm serves clients in English and Spanish. It holds a 5-star rating on Google from 41 reviews.
View detailsPasadena, California
Fee-Only Independent RIA
Fiducia Wealth Management is an independent RIA based in Pasadena, California, offering estate planning, financial planning, and investment management on a fee-only basis. Investment Advisor Representative Juan Salazar works with clients in English and Spanish. The firm operates as a fiduciary.
View detailsPasadena, California
Wescom Financial operates in Pasadena, California and specializes in debt management services. The firm serves clients in English.
View detailsPasadena, California
Integrative Wealth Partners is an investment advisor based in Pasadena, California, offering insurance analysis and investment management services. The firm operates in English.
View detailsPasadena, California
Fair Harbor Financial Advisory is a Pasadena-based firm offering retirement planning and investment management services. The firm holds CFP credentials and conducts business in English.
View detailsPasadena, California
TheMoneyDiaries is an investment advisory firm based in Pasadena, California. The firm serves clients in English.
View detailsPasadena, California
Independent RIA
Oliria Financial is an independent registered investment advisor based in Pasadena, California, offering financial planning and investment management services. The firm operates under a fiduciary standard and provides services in English.
View detailsPasadena, California
Bank-Affiliated
The Boring Financial Company is a bank-affiliated advisory firm located in Pasadena, California that specializes in estate planning. The firm provides estate planning services to clients. Additional details regarding fee structure and team credentials were not available.
View detailsPasadena, California
Raymond James & Associates in Pasadena provides retirement planning and small business advisory services. The firm's advisors hold CLU credentials. Services are conducted in English.
View detailsPasadena, California
CLA (CliftonLarsonAllen) in Pasadena, California provides financial planning, investment management, and tax planning services. The firm serves clients seeking integrated advisory support across multiple financial disciplines.
View detailsPasadena, California
Fiduciary Trust International is based in Pasadena, California and operates as a fiduciary. The firm provides estate planning and investment management services. It serves clients in English.
View detailsPasadena, California
Beneficent Financial is a retirement planning firm based in Pasadena, California. The firm specializes in retirement planning services and operates in English. It has a 4.6-star rating from 15 Google reviews.
View detailsPasadena, California
Independent RIA
WealthArch Investment Services is an independent registered investment advisor based in Pasadena, California, providing investment management services to clients. The firm operates on a fiduciary basis and is licensed to conduct business in English.
View detailsPaso Robles, California
Oak & Vine Wealth Management, based in Paso Robles, California, offers investment management, wealth management, and financial planning services. The firm serves clients in English and holds a 5-star rating on Google.
View detailsPetaluma, California
Lucey Wealth Advisors LLC is a financial planning firm based in Petaluma, California that specializes in insurance planning. The firm provides financial planning, insurance analysis, and investment management services to clients. English is spoken at the firm.
View detailsPlacentia, California
Insurance-Based
Larry Bennett, Adviser at Bennett Financial & Insurance Services in Placentia, California, provides financial planning and insurance analysis with a focus on insurance planning. The firm operates on an insurance-based model. Services are available in English.
View detailsRancho Cordova, California
Rehoboth Financial Planning is based in Rancho Cordova, California and provides financial planning services to clients in the region.
View detailsRancho Cucamonga, California
Insurance-Based
Transamerica Financial Advisors, Inc. is an insurance-based firm located in Rancho Cucamonga, California, serving clients in retirement planning and investment management. The firm provides services in English.
View detailsRancho Cucamonga, California
Insurance-Based
Anthony Mcgowan is an insurance-based advisor located in Rancho Cucamonga, California, and conducts business in English.
View detailsRancho Mirage, California
Transitions Financial Planning is located in Rancho Mirage, California and provides financial planning services. The firm operates in English and holds a 5-star rating based on eight Google reviews.
View detailsRancho Mirage, California
SC Capital Advisors is an investment advisor based in Rancho Mirage, California, offering advisory services to clients in the region.
View detailsRancho Santa Fe, California
Fee-Only
Bull Oak is a fee-only investment advisor in Rancho Santa Fe, California that provides financial planning and investment management services. The firm specializes in investment management and small business matters and operates on a fiduciary basis.
View detailsRedding, California
Bright Lake Wealth Management in Redding, California provides financial planning and retirement planning services. The firm specializes in retirement planning for clients in the area. English is spoken at the office.
View detailsRedding, California
Wealthwise Partners is an investment-advisory firm located in Redding, California. The firm serves clients in English and holds a 5-star rating on Google based on 18 reviews.
View detailsRedding, California
Chris Hall, AAMS™, CPFA™ - Redding Financial Advisors, based in Redding, California, provides retirement planning, investment management, and estate planning services. Chris Hall holds the Accredited Asset Management Specialist and Chartered Personal Financial Advisor designations. The firm operates in English.
View detailsRedding, California
Independent RIA
Brian Scarr Investment Management is an independent registered investment advisor in Redding, California offering financial planning and investment management services. The firm operates on a fiduciary basis. Services are available in English.
View detailsRedding, California
David Chapple LPL Financial is based in Redding, California and provides financial planning services. Additional details about specialties, fee structure, and advisor credentials are not currently available.
View detailsRedding, California
Kevin Riley, CPFA, operates as a financial advisor with LPL Financial in Redding, California. He provides financial planning, investment management, and retirement planning services. Riley holds the Certified Private Financial Advisor credential and works primarily with English-speaking clients.
View detailsRedding, California
Convergence Wealth Partners, LLC, based in Redding, California, provides financial planning and investment management services. The firm operates in English and has a 5-star rating from 22 Google reviews.
View detailsRedlands, California
PlanMember Securities is located in Redlands, California and specializes in retirement planning services. The firm works with clients on retirement-related financial planning matters.
View detailsRedlands, California
Insurance-Based
Prudential Financial operates an office in Redlands, California, offering insurance-based financial services. The firm serves clients in the region with a focus on insurance products and related financial planning. English is spoken at this location.
View detailsRedwood City, California
Fee-Only Independent RIA
Schneider Wealth Management is an independent registered investment adviser based in Redwood City, California, offering financial planning and investment management on a fee-only basis. The firm holds CFP credentials and operates under fiduciary standards. Services include wealth management and investment management across English-speaking clients.
View detailsRedwood City, California
Bay Area Financial Wellness is based in Redwood City, California and serves clients in English.
View detailsRialto, California
Independent RIA
Valores Latinos Inc, Global Financial & Associates Inc is an independent registered investment advisor based in Rialto, California that specializes in insurance planning. The firm provides insurance analysis and tax planning services and operates as a fiduciary. It serves clients in English and Spanish.
View detailsRio Vista, California
Rio Vista Insurance & Financial Services is located in Rio Vista, California and provides insurance analysis services. The firm operates in English.
View detailsRiverbank, California
Wirehouse
Edward Jones - Financial Advisor: Clay Fegett operates in Riverbank, California and specializes in retirement planning and investment management. As a wirehouse firm, the advisor provides services to clients seeking guidance in these areas.
View detailsRiverside, California
Wirehouse
Merrill Lynch Wealth Management operates in Riverside, California as a wirehouse firm offering financial planning and investment management services. The practice specializes in investment management and wealth management for clients in the region. Services are provided in English.
View detailsRiverside, California
Asegure Su Legado is an investment advisory firm based in Riverside, California. The firm provides financial advice to clients in the region.
View detailsRoseville, California
Cornerstone Wealth and Tax Advisory Group, Inc. is based in Roseville, California and offers investment management, retirement planning, and wealth management services. The firm specializes in retirement planning support for clients. Services are available in English.
View detailsRoseville, California
Sierra Ridge Advisor Group is based in Roseville, California and provides financial planning services. The firm operates in English and holds a 4.6-star rating on Google.
View detailsRoseville, California
Diligence Wealth Management, LLC is based in Roseville, California and provides financial planning, investment management, and retirement planning services. The firm specializes in debt management, insurance planning, Social Security planning, and retirement strategy. Team members hold the CLU (Chartered Life Underwriter) credential. Services include insurance analysis and Social Security optimization.
View detailsRoseville, California
Sierra Ridge Wealth Management is based in Roseville, California and provides investment management and wealth management services. The firm works with clients in English.
View detailsRoseville, California
Thrive Stewardship Financial Advisors, Inc. is based in Roseville, California and provides retirement planning and investment management services. The firm holds a 4.5-star rating across eight Google reviews. Additional details about fee structure, specific credentials, and service offerings are not available.
View detailsSacramento, California
Wealth Advancement, Inc. is a financial planning firm based in Sacramento, California. The firm provides financial planning services to clients in the region. Additional details about specialties, fee structure, and advisor credentials are not currently available
View detailsSacramento, California
Capitol Park Wealth Management and Insurance Solutions operates in Sacramento, California, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning as part of its advisory practice.
View detailsSacramento, California
Insurance-Based
Northwestern Mutual in Sacramento provides financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning and operates as an insurance-based advisory practice. Services are available in English.
View detailsSacramento, California
Financial Network Wealth Advisors is located in Sacramento, California and provides financial planning services. The firm operates in English.
View detailsSacramento, California
Alphanso Inc is an investment-advisor firm based in Sacramento, California, offering services to clients in English.
View detailsSacramento, California
Legacy Asset Shield is an investment advisory firm based in Sacramento, California. The firm provides services to clients in English.
View detailsSacramento, California
Ted Young, Financial Adviser operates Financial Strategies Of California from Sacramento, California. The firm provides financial planning services. English is spoken.
View detailsSalinas, California
Diamond Financial Group is located in Salinas, California and provides debt management and tax planning services. The firm serves clients in English.
View detailsSan Bernardino, California
Optimal Wealth Network Inc., operating as OWN Business Plus, is based in San Bernardino, California. The firm provides insurance analysis and tax planning services, with a focus on insurance planning. Services are available in English.
View detailsSan Carlos, California
Red Tower Advisors is a financial planning and investment management firm based in San Carlos, California. The firm offers financial planning and investment management services to clients. Red Tower Advisors operates in English.
View detailsSan Diego, California
ATS Wealth Management operates in San Diego, California and provides estate planning, insurance analysis, and investment management services. The firm specializes in estate planning and investment management for its clients. The firm has a 4.7-star rating based on nine Google reviews and serves English-speaking clients
View detailsSan Diego, California
Aurora Wealth Advisors is an investment management firm located in San Diego, California. The firm provides investment management services to clients and conducts business in English.
View detailsSan Diego, California
Strong Valley Wealth & Pension is a San Diego-based financial planning firm specializing in retirement planning services. The firm works with clients on retirement-focused financial planning needs. English is spoken at the firm.
View detailsSan Diego, California
Philip Bradshaw & Michael Bradshaw at Raymond James provide retirement planning and small business advisory services from their San Diego office. The team holds the CLU credential and conducts business in English.
View detailsSan Diego, California
Sedberry Wealth Solutions is a San Diego-based firm specializing in retirement planning and small business financial matters. The team holds CLU credentials and works with clients in English.
View detailsSan Diego, California
Stratos Private Wealth is a financial planning firm based in San Diego, California. The firm provides financial planning services to clients in the area.
View detailsSan Diego, California
LourdMurray is a San Diego-based investment advisory firm offering financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsSan Diego, California
GH Wealth Management, based in San Diego, provides investment management, wealth management, and financial planning services. The firm serves clients in English and operates in California.
View detailsSan Diego, California
Presidio Capital Management is a San Diego-based investment advisory firm offering financial planning and investment management services. The firm operates in English and has maintained a 5-star rating across six Google reviews.
View detailsSan Diego, California
Traction Wealth Management is an investment advisory firm based in San Diego, California, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSan Diego, California
Imeson Wealth Partners LLC is a San Diego-based firm specializing in retirement planning. The firm serves Spanish-speaking clients and has received a 5-star rating from Google reviews.
View detailsSan Diego, California
Platt Wealth Management is an investment-advisory firm based in San Diego, California. The firm provides financial planning and investment management services. It holds a 5-star rating on Google based on 22 reviews.
View detailsSan Diego, California
D'Arcy Capital Management is based in San Diego, California and operates as an investment advisory firm. The firm serves clients in English.
View detailsSan Diego, California
CCS Capital Management is located in San Diego, California and provides estate planning and retirement planning services. The firm specializes in college savings, estate planning, and retirement planning.
View detailsSan Diego, California
Wirehouse
Merrill Lynch Wealth Management operates in San Diego and provides financial planning and investment management services. The firm specializes in wealth management for individuals and families. Services are delivered in English. The firm maintains a 5-star rating based on available client reviews.
View detailsSan Diego, California
Lightcap Financial Group is a financial planning firm based in San Diego, California. The firm provides financial planning services to clients in the area.
View detailsSan Diego, California
MPD Wealth provides retirement planning services to clients in San Diego, California. The firm specializes in helping individuals prepare for retirement through comprehensive financial planning guidance.
View detailsSan Diego, California
Sage Financial Planning is a San Diego-based firm specializing in retirement planning and financial planning services. The team serves clients in English and Spanish. The firm holds a 5-star rating on Google based on 8 client reviews.
View detailsSan Diego, California
C.B. Financial Insurance Services, Inc. is based in San Diego and provides investment management and retirement planning services. The firm serves clients in English and Spanish. Additional details regarding credentials, fee structure, and team specialties are not currently available.
View detailsSan Diego, California
Next Gen Financial Planning, based in San Diego, California, provides financial planning, investment management, and tax planning services. The firm operates in English and serves clients seeking integrated advisory support across multiple financial domains.
View detailsSan Diego, California
Encompass Financial Services is a San Diego-based firm offering investment management, wealth management, and financial planning services. The firm operates in English and has received a 5-star rating across 53 Google reviews.
View detailsSan Diego, California
Van Nostrand Wealth Management LLC is a San Diego-based financial planning and investment management firm specializing in retirement planning. The firm provides financial planning and investment management services to clients. English is spoken.
View detailsSan Diego, California
United Capital Financial Advisors, based in San Diego, California, provides financial planning and investment management services. The firm specializes in retirement planning and investment management for clients seeking to structure their financial affairs.
View detailsSan Diego, California
HSL & Associates is an investment advisory firm located in San Diego, California.
View detailsSan Diego, California
Stirling Financial Group is an investment advisory firm based in San Diego, California. The firm serves clients in English. Further details about specialties, services, and credentials are not currently available.
View detailsSan Diego, California
The Manning Companies is a San Diego-based firm providing financial planning and investment management services. The firm operates primarily in English.
View detailsSan Diego, California
Wealth Legacy Group, Inc. is an investment advisory firm based in San Diego, California. The firm provides estate planning, financial planning, insurance analysis, and investment management services. Services are available in English.
View detailsSan Diego, California
Lucia Capital Group is a financial planning firm located in San Diego, California. The firm serves clients in English and holds a 4.6 rating based on 21 Google reviews.
View detailsSan Francisco, California
The Advisory Group of San Francisco provides financial planning and investment management services to clients in the San Francisco area. The firm specializes in investment management and small business advisory services. English is spoken by the team
View detailsSan Francisco, California
Darren Ting is a financial advisor based in San Francisco offering financial planning and investment management services. He specializes in estate planning. Services are provided in English.
View detailsSan Francisco, California
Thomas Manning, founder of Bay Rhode Financial And Insurance Solutions in San Francisco, provides financial planning services. The firm operates in English and holds a 5-star rating based on client reviews.
View detailsSan Francisco, California
Dogpatch Wealth is a financial planning firm located in San Francisco that provides estate planning, financial planning, and investment management services. The firm operates in English and has received a 5-star rating from Google reviewers.
View detailsSan Francisco, California
Roy Satterthwaite is a financial advisor at Farther based in San Francisco, California. He provides financial planning and investment management services with a focus on estate planning. Services are available in English.
View detailsSan Francisco, California
Lengrand & Henri is an estate planning firm located in San Francisco, California. The firm provides estate planning services to help clients organize and manage their assets and affairs.
View detailsSan Francisco, California
Keith Furuya is a financial advisor at Farther based in San Francisco, California. He provides financial planning and investment management services with a focus on estate planning. He works with clients in English.
View detailsSan Francisco, California
Tim McNeely is a CFP® and CIMA® credential holder based in San Francisco who provides financial planning and investment management services. He holds a CEPA® credential and specializes in estate planning. Fee structure and additional service details are available upon consultation.
View detailsSan Francisco, California
Burkland Associates is an investment advisory firm located in San Francisco, California. The firm serves clients in English and maintains a 4.3 rating based on 12 Google reviews.
View detailsSan Francisco, California
Merissa Benitez Jackson is a financial advisor at Farther, based in San Francisco, California, who specializes in estate planning. English is spoken.
View detailsSan Francisco, California
Anthony M. Thomas is a financial advisor at Farther in San Francisco, California. He specializes in estate planning and provides financial planning and investment management services. He conducts business in English.
View detailsSan Francisco, California
NC Financial Group in San Francisco provides estate planning, financial planning, insurance analysis, investment management, and tax planning services. The firm serves English-speaking clients and holds a 3.7-star rating on Google based on six reviews.
View detailsSan Francisco, California
Wealth Script Advisors LLC is a San Francisco-based firm providing financial planning and investment management services. The firm operates in English and has received a 5-star rating across 21 Google reviews.
View detailsSan Francisco, California
Christine Thibodeaux, CFP®, is a financial advisor at Farther in San Francisco. She provides financial planning and investment management services with a focus on estate planning. She holds the Certified Financial Planner credential and works with clients in English.
View detailsSan Francisco, California
Haven Wealth Management is a San Francisco-based firm providing financial planning and retirement planning services. The firm specializes in retirement planning for its clients.
View detailsSan Francisco, California
Wealthspire provides financial planning and investment management services to clients in San Francisco, California. The firm specializes in investment management and operates in English.
View detailsSan Francisco, California
Perigon Wealth Management is located in San Francisco and provides financial planning and investment management services. The firm specializes in investment management and wealth management for its clients.
View detailsSan Francisco, California
Raymond Gin is a financial advisor with the Focus Team at Farther in San Francisco, California. He provides financial planning and investment management services, with a specialization in estate planning. Services are offered in English.
View detailsSan Francisco, California
Kevin P. Roche, CFP®, provides financial planning and investment management services with a focus on estate planning. Based in San Francisco, Roche holds the Certified Financial Planner credential and works with clients in English.
View detailsSan Jose, California
Insurance-Based
Qi Zhang is a financial services professional with New York Life based in San Jose, California. Services include financial planning and insurance analysis. English-speaking
View detailsSan Jose, California
Loan Factory is a San Jose-based firm offering estate planning services. The firm operates in Chinese, English, Korean, Spanish, Tagalog, and Vietnamese to serve a multilingual client base.
View detailsSan Jose, California
Beacon Pointe Advisors is located in San Jose, California and provides financial planning and investment management services. The firm works with clients in English.
View detailsSan Jose, California
GMG Taxes, Insurance & Business Services is located in San Jose, California and provides insurance analysis and tax planning services. The firm serves clients in English and Spanish.
View detailsSan Jose, California
Koshy P. George is a CPA-credentialed tax planning advisor based in San Jose, California. The firm provides tax planning services and maintains a 4.6 rating across 45 Google reviews. English is the primary language of service.
View detailsSan Jose, California
Silicon Valley Capital Partners is located in San Jose, California and serves clients in English. The firm holds a 5-star rating based on 3 Google reviews.
View detailsSan Jose, California
Insurance-Based
Henry Frazier III, Financial Advisor at Eagle Strategies, is located in San Jose, California. The firm provides financial planning and insurance analysis services, with specialties in retirement planning and investment management. Services are conducted in English.
View detailsSan Jose, California
Sun Wealth Advisor of LPL Financial is located in San Jose, California and provides financial planning, investment management, estate planning, insurance analysis, and retirement planning services. The firm specializes in insurance planning and retirement planning.
View detailsSan Jose, California
Wirehouse
Merrill Lynch Wealth Management operates in San Jose, California as a wirehouse offering investment management and wealth management services. The firm provides financial planning and investment management to clients. Services are available in English.
View detailsSan Juan Capistrano, California
CD Financial, based in San Juan Capistrano, California, offers financial planning and retirement planning services. The firm serves clients in English and Spanish.
View detailsSan Luis Obispo, California
San Luis Wealth Advisors is based in San Luis Obispo, California and provides investment management, wealth management, and estate planning services. The firm works with clients in English.
View detailsSan Luis Obispo, California
Cerro Pacific Wealth Advisors is based in San Luis Obispo, California and conducts business in English.
View detailsSan Luis Obispo, California
Corvus Wealth Advisors is a financial planning firm located in San Luis Obispo, California. The firm provides financial planning services to its clients.
View detailsSan Marcos, California
Jacob Driver operates as a 1031 Exchange Specialist in San Marcos, California. The practice provides estate planning services. English is spoken.
View detailsSan Marcos, California
Linnea Westlake Advisory, Inc., operating as Transworld Business Advisors, is based in San Marcos, California. The firm serves clients in English. Additional details about services, specialties, and credentials are not currently available.
View detailsSan Rafael, California
Carson Wealth is based in San Rafael, California, and provides estate planning, financial planning, and retirement planning services. The firm specializes in estate planning, investment management, retirement planning, and wealth management. Team members hold the CLU credential and conduct business in English.
View detailsSan Rafael, California
Cohen Investment Management of Raymond James, based in San Rafael, California, specializes in retirement planning and small business advisory services. The firm's team holds CLU credentials. Services are conducted in English.
View detailsSanta Barbara, California
Cerity Partners is a financial planning firm located in Santa Barbara, California. The firm provides financial planning services to clients and operates primarily in English.
View detailsSanta Barbara, California
Channel Wealth is an investment-advisory firm based in Santa Barbara, California, providing investment management and retirement planning services. The firm specializes in wealth management for clients seeking guidance on portfolio strategy and retirement income planning.
View detailsSanta Barbara, California
Insurance-Based
Northwestern Mutual's Santa Barbara office provides insurance planning, investment management, and wealth management services. The firm offers financial planning, insurance analysis, and investment management to clients in the area. Services are conducted in English.
View detailsSanta Barbara, California
Painted Porch Advisors is a Santa Barbara-based firm providing financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSanta Barbara, California
Raymond James & Associates in Santa Barbara provides retirement planning services with particular focus on small business owners. The firm's advisors hold the CLU credential and work with clients in English.
View detailsSanta Barbara, California
California Wealth Advisors is a Santa Barbara-based firm offering investment management services. Limited information is available about their service specialties, fee structure, or team credentials. The firm operates in English.
View detailsSanta Barbara, California
Wirehouse
Merrill Lynch Wealth Management in Santa Barbara offers financial planning and investment management services to clients in the area. As a wirehouse firm, the office provides access to a broad range of investment and wealth management resources. The team works with clients in English and is available to discuss your financial situation and planning needs.
View detailsSanta Barbara, California
Davis Wealth Advisors of Raymond James, based in Santa Barbara, California, focuses on retirement planning and small business matters. The team holds the CLU (Chartered Life Underwriter) credential. Services include retirement planning consultation. English is spoken.
View detailsSanta Barbara, California
Montecito Capital Management is an investment management firm based in Santa Barbara, California. The firm provides financial planning and investment management services to clients. English is spoken by the team.
View detailsSanta Barbara, California
The AmeriFlex Group Santa Barbara provides financial planning and investment management services to clients in the Santa Barbara area. The firm operates in California and conducts business in English.
View detailsSanta Clara, California
Altura Wealth Advisors is located in Santa Clara, California and provides financial planning and investment management services. The firm operates in English and has a 4.8 rating based on Google reviews.
View detailsSanta Clarita, California
Wirehouse
Merrill Lynch Wealth Management operates in Santa Clarita, California, providing financial planning and investment management services. As a wirehouse firm, the office serves clients seeking wealth management support. Services are available in English.
View detailsSanta Maria, California
Insurance-Based
Randy Giorgi is a financial services professional affiliated with New York Life, operating from Santa Maria, California. The practice offers financial planning services and operates on an insurance-based model. English-language consultations are available.
View detailsSanta Maria, California
Bradley Johnson, Financial Advisor at Eagle Strategies, operates in Santa Maria, California, offering financial planning services with specializations in retirement planning and investment management. The firm works with clients in English and provides guidance across these core service areas.
View detailsSanta Monica, California
WellAcre Global Wealth Advisors is a Santa Monica-based financial planning firm where advisors hold CFP certification. The firm provides financial planning, retirement planning, and investment management services. Services are delivered in English
View detailsSanta Monica, California
Wirehouse
Merrill Lynch Wealth Management is a wirehouse office located in Santa Monica, California, offering financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSanta Monica, California
Eddy Financial provides investment management, wealth management, and financial planning services to clients in Santa Monica, California. The firm's advisors hold CFP certifications. Services are conducted in English.
View detailsSanta Monica, California
Fee-Only
Windfall Financial Advisors is a fee-only fiduciary firm in Santa Monica specializing in retirement planning and investment management. The firm provides financial planning and investment management services and operates under a fiduciary standard. It serves English-speaking clients and has received a 5-star rating from 43 Google reviews.
View detailsSanta Rosa, California
Trent Wealth Management of LPL Financial is based in Santa Rosa, California and provides investment management and wealth management services. The firm operates through LPL Financial's platform. English is spoken
View detailsSanta Rosa, California
Sanford Eric Bressick is a financial advisor based in Santa Rosa, California, offering retirement planning and investment management services. The practice provides financial planning assistance to clients seeking guidance in these areas. Additional details regarding fee structure and specific credentials are not available
View detailsSanta Rosa, California
Sonoma County Wealth Advisors is based in Santa Rosa and provides financial planning and investment management services to clients in the region. The firm operates in English and has a 5-star rating on Google based on client reviews.
View detailsSanta Rosa, California
Casey Barrett Financial & Insurance Services operates in Santa Rosa, California, offering investment management, wealth management, and financial planning services. The firm conducts business in English.
View detailsSanta Rosa, California
Cipolla Financial Advisors is a financial planning firm based in Santa Rosa, California. The firm provides retirement planning, investment management, estate planning, and financial planning services. English is spoken.
View detailsSanta Rosa, California
Enspire Wealth Management, LLC provides investment management, wealth management, and financial planning services to clients in Santa Rosa, California. The firm conducts business in English.
View detailsSanta Rosa, California
Fee-Based Independent RIA
Sonoma Wealth Advisors is an independent registered investment advisor based in Santa Rosa, California. The firm provides financial planning and investment management services on a fee-based basis.
View detailsSanta Rosa, California
Raymond James & Associates in Santa Rosa offers retirement planning services with a focus on small business owners. The firm's advisors hold the CLU (Chartered Life Underwriter) credential. Services are conducted in English.
View detailsSanta Rosa, California
Kobrin Financial & Insurance Services, based in Santa Rosa, California, provides financial planning and retirement planning services. The firm specializes in retirement planning and operates in English.
View detailsSanta Rosa, California
Alpha Wealth Management and Planning is based in Santa Rosa, California and provides financial planning and investment management services. The firm specializes in wealth management and investment management for its clients.
View detailsSanta Rosa, California
Madson Wealth Advisors is based in Santa Rosa, California and serves clients in English.
View detailsSanta Rosa, California
Pardini Wulbrecht Financial Group of Raymond James is located in Santa Rosa, California and specializes in retirement planning and small business financial matters. The team includes a CLU credential holder. Services focus on retirement planning strategy and implementation.
View detailsSanta Rosa, California
Insurance-Based
Harrison Saal, Financial Advisor operates through Three Groves Insurance and Financial Services LLC in Santa Rosa, California. The firm provides financial planning and insurance analysis services, with specialties in retirement planning and investment management. The advisor works with clients in English.
View detailsSanta Rosa, California
Apex Private Wealth Advisors is based in Santa Rosa, California and serves clients in English. The firm provides investment advisory services to private clients.
View detailsSelma, California
Garnica & Co is an investment advisory firm based in Selma, California. The firm serves clients in English and Spanish.
View detailsSherman Oaks, California
Premier Financial Consultants is located in Sherman Oaks, California and provides financial planning, investment management, and tax planning services. The firm serves clients in English and Spanish.
View detailsSolana Beach, California
Fee-Only
Blankinship & Foster, LLC Fiduciary Financial Advisors is a fee-only firm located in Solana Beach, California that specializes in investment management and retirement planning. The firm provides financial planning and investment management services and operates under a fiduciary standard.
View detailsSonoma, California
Fee-Based Independent RIA
Sonoma Wealth Advisors is an independent registered investment adviser in Sonoma, California offering financial planning and investment management services. The firm operates on a fee-based structure and serves clients in English and Spanish.
View detailsSonora, California
Wirehouse
Edward Jones - Financial Advisor: Jordan R Sergent is located in Sonora, California and specializes in retirement planning and investment management. As a wirehouse firm, the practice offers services through Edward Jones's platform and regulatory framework.
View detailsSouth San Francisco, California
Wealth Enhancement Group is based in South San Francisco and offers financial planning and investment management services. The firm serves clients in English and Chinese.
View detailsSt Helena, California
Wealth Enhancement Group is a financial planning and investment management firm located in St Helena, California. The firm provides financial planning and investment management services to clients in the region.
View detailsSt Helena, California
Visionary Insight is located in St Helena, California and serves clients in English.
View detailsStockton, California
SL Financial Group is located in Stockton, California and provides insurance analysis services to clients.
View detailsStockton, California
Goldstrand Planning Group, Inc. is an investment advisory firm based in Stockton, California. The firm provides insurance analysis and investment management services to clients. Additional details regarding specialties, fee structure, and advisor credentials are not publicly available.
View detailsTemecula, California
La Pointe Wealth Advisors is a financial planning firm located in Temecula, California. The firm provides financial planning services to clients in the area and conducts business in English.
View detailsTemecula, California
Independent RIA
Team Wealth & Tax Advisors is an independent registered investment advisor based in Temecula, California. The firm provides financial planning, investment management, and tax planning services to clients. English-language services are available.
View detailsThousand Oaks, California
Wealth Enhancement Group provides financial planning and investment management services to clients in Thousand Oaks, California. The firm operates in English and serves investors seeking professional guidance on portfolio construction and financial strategy.
View detailsThousand Oaks, California
Mitch Rosenberg, Financial Adviser operates MDR Insurance & Financial Services in Thousand Oaks, California. The firm provides financial planning services. Contact details are available through the directory listing.
View detailsTruckee, California
Insurance-Based
Northwestern Mutual operates an insurance-based advisory practice in Truckee, California, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management for clients in the region. English is spoken.
View detailsTurlock, California
Integral Wealth Management is an investment-advisory firm located in Turlock, California. The firm provides investment management and financial planning services. The firm conducts business in English.
View detailsUkiah, California
LPL Financial operates a financial planning practice in Ukiah, California. The firm provides financial planning services to clients in the region. Additional details regarding specialties, fee structure, and adviser credentials are not currently available.
View detailsVacaville, California
Stars & Sand Financial is a financial advisory firm based in Vacaville, California. The firm operates in English and holds a 5-star rating based on Google reviews.
View detailsVacaville, California
MDG Legacy Advisors, Inc. is located in Vacaville, California and serves clients in English. Additional details about the firm's specialties, services, fee structure, and team credentials are not currently available.
View detailsValencia, California
Halbert Hargrove Valencia is an investment management firm located in Valencia, California. The firm provides financial planning, investment management, and retirement planning services. English is spoken at the office.
View detailsVentura, California
Legacy One Financial in Ventura, California offers financial planning and insurance analysis services. The firm operates through LPL Financial and conducts business in English.
View detailsVictorville, California
American Freedom | Wealth Management & Asset Protection is located in Victorville, California and provides financial planning and insurance analysis services. The firm specializes in insurance planning as part of its wealth management and asset protection offerings. It holds a 5-star rating on Google based on 9 client reviews.
View detailsWalnut Creek, California
Dennis Goins & Associates is located in Walnut Creek, California and provides investment advisory services. The firm operates in English. More detailed information about specialties, services, and credentials is not currently available.
View detailsWalnut Creek, California
Independent RIA
Burton Enright Welch is an independent registered investment advisor located in Walnut Creek, California. The firm provides financial planning and investment management services to clients. English is spoken at the office.
View detailsWalnut Creek, California
Ginsberg Financial Strategies, based in Walnut Creek, California, offers financial planning and investment management services. The firm holds a 4.4-star rating from 23 Google reviews and conducts business in English.
View detailsWest Covina, California
Trilogy Financial Services is a West Covina-based firm providing financial planning, investment management, and retirement planning services. The firm specializes in retirement planning and conducts business in English
View detailsWest Covina, California
Regal Financial Group-Carlos Guzman Financial Advisor operates in West Covina and provides investment management and retirement planning services. The firm serves English and Spanish-speaking clients. Specific fee structures and advisor credentials were not available.
View detailsWest Covina, California
Strategic Fortune Wealth Management provides investment management and wealth management services to clients in West Covina, California. The firm operates in English and maintains a 4.7 rating on Google based on 14 client reviews.
View detailsWestlake Village, California
Sherwood Financial Partners is located in Westlake Village, California and specializes in estate planning. The firm serves English-speaking clients.
View detailsWestlake Village, California
Shidoosh Wealth Management LLC is a wealth management firm located in Westlake Village, California, offering estate planning, financial planning, insurance analysis, and investment management services. The firm serves clients in English and Spanish.
View detailsWhittier, California
Independent RIA
Integrity Independent Financial & Insurance Services is a Whittier-based independent registered investment advisor. The firm serves clients in English and maintains a 5-star Google rating based on client reviews.
View detailsWhittier, California
Modern Woodmen Fraternal Financial is located in Whittier, California and operates as a fraternal financial organization serving English-speaking clients.
View detailsWillits, California
Insurance-Based
Northwestern Mutual operates an insurance-based advisory practice in Willits, California, offering financial planning, insurance analysis, and investment management services. The firm specializes in insurance planning, investment management, and wealth management.
View detailsWillits, California
NC Financial Group in Willits, California provides estate planning, financial planning, insurance analysis, and tax planning services. The firm works with clients in English.
View detailsYuba City, California
Shaw & Associates, based in Yuba City, California, provides financial planning, investment management, and tax planning services. The firm specializes in investment management, tax strategy, and wealth management. Services are available in English
View detailsYuba City, California
Sean Andersen, Wealth Advisor - Aligned Insurance And Financial Solutions provides investment management, retirement planning, and wealth management services in Yuba City, California. The firm offers financial planning, insurance analysis, and retirement planning. Services are available in English.
View detailsYuba City, California
Core Financial Group, based in Yuba City, California, provides financial planning, investment management, retirement planning, and estate planning services. The firm operates as a fiduciary. The firm holds a 4-star rating on Google based on 9 reviews.
View detailsThis listing shows advisory firms with offices in California. Each entry discloses its credentials, fee structure, and minimum account size. The table above is sortable; the city filter on the left narrows results; every firm links to its FINRA BrokerCheck and SEC IAPD record on the detail page.
If you're considering an advisor not on this list, the same verification applies: check their credentials, confirm fiduciary status in writing, and ask for the fee disclosure before you sign.