Investment Advisors in California

4,815 advisors · 1,816 firms

Cities in California

San Francisco (627) Los Angeles (409) San Diego (331) Irvine (220) Newport Beach (179) Pasadena (155) San Jose (149) Walnut Creek (93) Palo Alto (90) Menlo Park (80) Beverly Hills (76) El Segundo (62) Sacramento (62) San Mateo (49) La Jolla (48) Cupertino (48) Torrance (46) Westlake Village (44) Woodland Hills (43) Fresno (39) San Ramon (36) Long Beach (36) Riverside (34) Pleasanton (32) Santa Monica (32) Oakland (31) Santa Rosa (31) Carlsbad (30) Brea (28) Fremont (26)

Top Firms in California

Firm	AUM	Advisors
SAGEVIEW ADVISORY GROUP, LLC	$201.3B	1
GLOBAL RETIREMENT PARTNERS LLC	$104.9B	7
WEALTHSPIRE RETIREMENT, LLC	$89.1B	5
WORLD INVESTMENT ADVISORS, LLC	$31.9B	2
PANTHEON VENTURES (US) LP	$30.9B	0
ICONIQ CAPITAL, LLC	$23.7B	10
PATHWAY CAPITAL MANAGEMENT, LP	$22.6B	0
ARES MANAGEMENT LLC	$18.8B	0
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$17.4B	0
STOCKBRIDGE CAPITAL GROUP, LLC	$16.1B	0

Advisors in California

Michael Robert Zent

CRD# 2134123

LPL FINANCIAL LLC

San Jose, CA

1 disclosure(s)

Douglas M Zator

CRD# 6321246

EMERSON EQUITY LLC

San Mateo, CA

1 disclosure(s)

Jing Zhang

CRD# 5479758

TRANSAMERICA FINANCIAL ADVISORS, LLC

Irvine, CA

1 disclosure(s)

Nicholas Matthew Zakri

CRD# 7774194

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Campbell, CA

1 disclosure(s)

Joe Jiankang Zheng

CRD# 2318835

Norco, CA

1 disclosure(s)

Zhe Feng Zhang

CRD# 6334674

Irvine, CA

1 disclosure(s)

Lawrence Raymond Zech

CRD# 2747078

UBS FINANCIAL SERVICES INC.

Indian Wells, CA

1 disclosure(s)

Susanne Theresa Zito

CRD# 1424656

LPL FINANCIAL LLC

Sacramento, CA

1 disclosure(s)

Robert Howard Zink

CRD# 5105262

EMERSON EQUITY LLC

Irvine, CA

1 disclosure(s)

Steven Long Zhou

CRD# 5629461

STIFEL, NICOLAUS & COMPANY, INCORPORATED

San Francisco, CA

1 disclosure(s)

James W Choi

CRD# 5118880

U.S. BANCORP ADVISORS, LLC

San Ramon, CA

1 disclosure(s)

Robert W Dalie

CRD# 4282546

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Sherman Oaks, CA

1 disclosure(s)

Brent W Scott

CRD# 2398905

Sacramento, CA

1 disclosure(s)

Bradley W Poock

CRD# 2262554

Beverly Hills, CA

1 disclosure(s)

Chad W Schiel

CRD# 5706184

INDEPENDENT FINANCIAL GROUP, LLC

San Juan Capistrano, CA

1 disclosure(s)

Brett W Berry

CRD# 1926468

J.P. MORGAN SECURITIES LLC

Palo Alto, CA

1 disclosure(s)

Daphne W Lawrence

CRD# 4123848

CHARLES SCHWAB & CO., INC.

Cupertino, CA

1 disclosure(s)

Steven W Lucas

CRD# 2957861

CHARLES SCHWAB & CO., INC.

San Francisco, CA

1 disclosure(s)

James W Anadon

CRD# 6332486

CAITLIN JOHN, LLC

Reedley, CA

1 disclosure(s)

Sean W Summers

CRD# 5078257

MERRILL LYNCH, PIERCE, FENNER & SMITH IN...

Woodland Hills, CA

1 disclosure(s)

Cindy X Chin

CRD# 4091612

Irvine, CA

1 disclosure(s)

Xin Xu

CRD# 6415679

TRANSAMERICA FINANCIAL ADVISORS, LLC

San Jose, CA

1 disclosure(s)

Xiuhua Xu

CRD# 6005872

BAKER AVENUE ASSET MANAGEMENT, LP

San Francisco, CA

1 disclosure(s)

Hui Xu

CRD# 2997482

MORGAN STANLEY SMITH BARNEY LLC

Palo Alto, CA

1 disclosure(s)

Win Xiao

CRD# 7829611

J.P. MORGAN SECURITIES LLC

San Francisco, CA

1 disclosure(s)

Xun Wang

CRD# 4864700

Diamond Bar, CA

1 disclosure(s)

Mei Xia Guo

CRD# 4201624

Monterey Park, CA

1 disclosure(s)

Xi Yan Ruan

CRD# 4504930

TRANSAMERICA FINANCIAL ADVISORS, LLC

San Mateo, CA

1 disclosure(s)

Xiuya Li

CRD# 7560860

San Jose, CA

1 disclosure(s)

Christina Xian Liu

CRD# 2875982

MML INVESTORS SERVICES, LLC

Pleasanton, CA

1 disclosure(s)