Best Financial Advisor Firms California 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in California.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in California, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in California are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Advisor Partners 5/5 Stars $1.9 billion 1,092 5 $1.8 million
Aegis Financial Advisory 5/5 Stars $0.0 29 1 $0.0
Aikapa 5/5 Stars $25.2 million 39 1 $644,935
Anfield Capital Management 5/5 Stars $1.5 billion 14 5 $105.7 million
Attune Financial Planning 5/5 Stars $20.4 million 40 1 $509,350
Bakos Investment Management 5/5 Stars $75.0 million 40 0 $1.9 million
BEN-david Financial Planning 5/5 Stars $55.6 million 24 1 $2.3 million
Berkeley Investment Advisors 5/5 Stars $22.8 million 34 1 $670,260
Berkson Asset Management 5/5 Stars $221.3 million 102 2 $2.2 million
Better Financial Education logoBetter Financial Education 5/5 Stars $0.0 78 1 $0.0
Blankinship & Foster logoBlankinship & Foster 5/5 Stars $786.5 million 298 7 $2.6 million
Breckinridge Capital Advisors 5/5 Stars $46.7 billion 16,834 27 $2.8 million
Brian Carruthers & Associates 5/5 Stars $89.0 million 40 1 $2.2 million
Bridgeview Capital Advisors 5/5 Stars $57.0 million 171 1 $333,333
Callan 5/5 Stars $18.2 billion 616 152 $29.5 million
Cambridge Associates 5/5 Stars $294.3 billion 568 461 $518.2 million
Cardiff Park Advisors 5/5 Stars $2.4 billion 380 1 $6.4 million
Certis Capital Management 5/5 Stars $0.0 15 3 $0.0
Chandler Asset Management 5/5 Stars $25.8 billion 897 16 $28.7 million
Clearlake Capital Group 5/5 Stars $59.4 billion 76 30 $782.2 million
Clearview Financial 5/5 Stars $57.7 million 44 2 $1.3 million
Clifford Financial Planning 5/5 Stars $30.6 million 112 1 $273,519
Cliffwater 5/5 Stars $11.2 billion 42 56 $265.7 million
Coburn Barrett 5/5 Stars $282.9 million 1 4 $282.9 million
Dorsey Wealth Management 5/5 Stars $0.0 27 1 $0.0
Eclectic Associates 5/5 Stars $1.1 billion 860 9 $1.2 million
Empyrion Wealth Management 5/5 Stars $246.0 million 87 1 $2.8 million
EP Wealth Advisors 5/5 Stars $14.7 billion 9,365 62 $1.6 million
Equius Partners 5/5 Stars $1.1 billion 452 8 $2.5 million
Evanson Asset Management 5/5 Stars $5.1 billion 1,091 6 $4.7 million
Fernandez Financial Advisory 5/5 Stars $52.9 million 59 1 $896,220
Financial Alternatives 5/5 Stars $458.5 million 256 7 $1.8 million
First Financial Consulting 5/5 Stars $0.0 450 8 $0.0
ForUsAll 5/5 Stars $1.7 billion 41,054 18 $41,672
Frank, Rimerman Advisors 5/5 Stars $1.4 billion 96 2 $14.4 million
Generation Investment Management US 5/5 Stars $20.4 billion 14 8 $1.5 billion
GW Financial 5/5 Stars $119.4 million 109 3 $1.1 million
Halbert Hargrove logoHalbert Hargrove 5/5 Stars $3.0 billion 1,323 34 $2.3 million
Harbor Road Capital Management 5/5 Stars $1.6 million 1 0 $1.6 million
HFM Advisors 5/5 Stars $61.3 million 76 1 $806,932
Integris Wealth Management 5/5 Stars $511.3 million 216 8 $2.4 million
Interactive Financial Advisors 5/5 Stars $321.3 million 2,170 40 $148,057
Intrinsic Wealth Counsel 5/5 Stars $235.1 million 200 4 $1.2 million
JST Investment Consulting 5/5 Stars $24.0 million 54 1 $445,360
Kemp Financial Management 5/5 Stars $221.7 million 254 3 $872,921
Kensington AMI 5/5 Stars $73.1 million 54 1 $1.4 million
Kildare Partners US 5/5 Stars $2.4 billion 8 48 $296.2 million
Lynch Financial Advisors 5/5 Stars $57.3 million 99 1 $578,934
Maya Advisors 5/5 Stars $95.5 million 45 1 $2.1 million
Mcfarland Associates 5/5 Stars $75.0 million 51 3 $1.5 million
Meritas Wealth Management 5/5 Stars $560.6 million 355 6 $1.6 million
Merk Investments 5/5 Stars $1.1 billion 4 5 $284.0 million
Money Intelligence 5/5 Stars $163.2 million 318 1 $513,263
Monterey Private Wealth 5/5 Stars $858.3 million 581 8 $1.5 million
Moss Adams Wealth Advisors 5/5 Stars $3.6 billion 1,194 19 $3.0 million
Navigoe 5/5 Stars $306.6 million 144 2 $2.1 million
NEPC 5/5 Stars $69.7 billion 403 1 $173.0 million
NEW England Asset Management 5/5 Stars $97.6 billion 113 44 $863.4 million
Octavewealth 5/5 Stars $14.3 million 3,158 2 $4,522
Pacific Park Financial 5/5 Stars $193.6 million 218 2 $887,882
Paragon Financial Partners 5/5 Stars $263.9 million 129 2 $2.0 million
Parallel Advisors 5/5 Stars $5.4 billion 2,763 37 $2.0 million
Parkshore Wealth Management 5/5 Stars $374.0 million 502 5 $745,040
Peak Wealth Advisors 5/5 Stars $90.8 million 232 2 $391,457
Pierpont Investment Group 5/5 Stars $11.1 million 30 1 $371,640
Private Capital Management 5/5 Stars $218.3 million 61 3 $3.6 million
Private Ocean 5/5 Stars $2.8 billion 943 23 $3.0 million
Prudent Investor Advisors 5/5 Stars $1.2 billion 116 4 $10.8 million
Pure Financial Advisors 5/5 Stars $4.1 billion 3,431 39 $1.2 million
Retirement Planners OF America 5/5 Stars $4.7 billion 8,092 31 $581,976
Ribera Investment Management 5/5 Stars $52.1 million 67 1 $778,307
RS Crum 5/5 Stars $617.1 million 296 6 $2.1 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Salvini Financial Planning 5/5 Stars $52.9 million 29 1 $1.8 million
Saybrook Advisors 5/5 Stars $246.7 million 5 3 $49.3 million
Sensible Financial Planning and Management 5/5 Stars $730.7 million 298 12 $2.5 million
Seven Post Investment Office 5/5 Stars $6.9 billion 45 12 $154.2 million
Spectrum Asset Management 5/5 Stars $644.8 million 337 8 $1.9 million
Spectrum Financial Management 5/5 Stars $211.9 million 128 1 $1.7 million
TABR Capital Management 5/5 Stars $180.0 million 229 2 $785,868
Tarbox Family Office 5/5 Stars $1.0 billion 218 6 $4.8 million
The Advisory Group of San Francisco 5/5 Stars $1.1 billion 159 6 $7.0 million
The Caprock Group 5/5 Stars $5.7 billion 259 28 $22.2 million
The Wealth Collaborative 5/5 Stars $760.5 million 230 3 $3.3 million
The Wealth Conservatory 5/5 Stars $89.1 million 116 3 $767,813
Thielen Capital Corporation 5/5 Stars $95.0 million 103 1 $922,220
Thomas Doll 5/5 Stars $1.3 billion 1,030 11 $1.3 million
Thrive Financial Planning 5/5 Stars $28.5 million 70 1 $407,584
Towneley Capital Management 5/5 Stars $954.0 million 201 7 $4.7 million
Triad Investment Management 5/5 Stars $124.9 million 62 2 $2.0 million
Waypoint Wealth Partners 5/5 Stars $896.4 million 167 7 $5.4 million
Whelan Financial 5/5 Stars $484.1 million 327 7 $1.5 million
Williams Wealth Management 5/5 Stars $52.8 million 12 1 $4.4 million
Willow Creek Wealth Management 5/5 Stars $1.7 billion 865 8 $1.9 million
Wilsey Asset Management Incorporated 5/5 Stars $479.7 million 718 2 $668,036
Winans Investments logoWinans Investments 5/5 Stars $299.7 million 285 3 $1.1 million
Withum Wealth Management 5/5 Stars $1.2 billion 504 13 $2.3 million
WorthPointe 5/5 Stars $816.8 million 551 11 $1.5 million
WrapManager 5/5 Stars $433.4 million 268 5 $1.6 million
Yeske Buie 5/5 Stars $852.4 million 417 7 $2.0 million

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


close