Best Financial Advisor Firms California 2023

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Written by investor.com

September 08, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in California are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in California.

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
Aikapa 5/5 Stars $26.5 million 39 1 $680,475
Anchor Capital 5/5 Stars $656.5 million 35 4 $18.8 million
Apella Wealth 5/5 Stars $2.5 billion 2,903 31 $853,655
Atlas Capital Advisors 5/5 Stars $784.2 million 154 9 $5.1 million
Attune Financial Planning 5/5 Stars $19.4 million 40 1 $485,600
Avivar Capital 5/5 Stars $444.4 million 21 5 $21.2 million
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
Better Financial Education logoBetter Financial Education 5/5 Stars $0.0 80 1 $0.0
Blankinship & Foster 5/5 Stars $690.0 million 302 7 $2.3 million
Bluesky Wealth Advisors 5/5 Stars $612.4 million 347 12 $1.8 million
Brian Carruthers & Associates 5/5 Stars $89.0 million 40 1 $2.2 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Bridgeview Capital Advisors 5/5 Stars $57.0 million 171 1 $333,333
Burton Enright Welch 5/5 Stars $922.6 million 597 10 $1.5 million
C.D. Allen Wealth Management 5/5 Stars $2.0 million 4 1 $500,000
Cardiff Park Advisors 5/5 Stars $2.2 billion 378 1 $5.8 million
Chandler Asset Management 5/5 Stars $28.6 billion 863 17 $33.2 million
Cheviot Value Management 5/5 Stars $676.4 million 445 4 $1.5 million
Clearlake Capital Group 5/5 Stars $59.6 billion 81 33 $736.3 million
Clearview Financial 5/5 Stars $44.9 million 45 2 $997,777
Clifford Financial Planning 5/5 Stars $31.9 million 92 1 $346,642
Coburn Barrett 5/5 Stars $143.0 million 1 4 $143.0 million
Dean Roland Russell 5/5 Stars $266.6 million 159 3 $1.7 million
Dorsey Wealth Management 5/5 Stars $0.0 30 1 $0.0
Double Bay Management & Planning 5/5 Stars $100.8 million 25 1 $4.0 million
Doubleline Alternatives 5/5 Stars $4.7 billion 9 9 $520.1 million
Envision Capital Management 5/5 Stars $353.7 million 272 1 $1.3 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Evanson Asset Management 5/5 Stars $4.4 billion 1,057 5 $4.1 million
Evergreen Capital Management 5/5 Stars $3.9 billion 992 19 $3.9 million
Financial Alternatives 5/5 Stars $459.0 million 255 6 $1.8 million
Financial Connections Group 5/5 Stars $384.8 million 290 3 $1.3 million
Fireside Financial Planning 5/5 Stars $23.8 million 50 1 $475,346
First Financial Consulting 5/5 Stars $0.0 544 7 $0.0
Frank, Rimerman Advisors 5/5 Stars $1.7 billion 93 2 $18.3 million
Generation Investment Management US 5/5 Stars $12.1 billion 15 8 $809.2 million
Gould Asset Management 5/5 Stars $701.1 million 342 9 $2.1 million
Halbert Hargrove 5/5 Stars $2.7 billion 1,356 33 $2.0 million
Harbor Road Capital Management 5/5 Stars $50,000 1 0 $50,000
HFM Advisors 5/5 Stars $56.8 million 67 1 $847,350
Human Interest Advisors 5/5 Stars $2.1 billion 207,989 1 $10,123
Index Fund Advisors 5/5 Stars $4.4 billion 2,451 16 $1.8 million
Integris Wealth Management 5/5 Stars $488.3 million 241 7 $2.0 million
Interactive Financial Advisors 5/5 Stars $278.3 million 2,382 37 $116,822
JST Investment Consulting 5/5 Stars $20.5 million 55 1 $372,214
KB Financial Advisors 5/5 Stars $67.8 million 120 2 $564,969
Kemp Financial Management 5/5 Stars $202.4 million 279 3 $725,423
Kildare Partners US 5/5 Stars $2.2 billion 8 28 $273.1 million
LM Capital Group 5/5 Stars $4.6 billion 34 8 $135.5 million
Lynch Financial Advisors 5/5 Stars $58.0 million 103 1 $563,403
Macroclimate 5/5 Stars $157.9 million 54 2 $2.9 million
Marin Financial Advisors 5/5 Stars $403.1 million 169 2 $2.4 million
Maya Advisors 5/5 Stars $82.7 million 43 1 $1.9 million
Mcfarland Associates 5/5 Stars $80.2 million 51 3 $1.6 million
Money Intelligence 5/5 Stars $156.0 million 417 1 $374,098
Monterey Private Wealth 5/5 Stars $911.3 million 792 8 $1.2 million
Moss Adams Wealth Advisors 5/5 Stars $3.3 billion 1,213 22 $2.7 million
Navigoe 5/5 Stars $283.4 million 148 2 $1.9 million
NEPC 5/5 Stars $63.6 billion 417 1 $152.5 million
Neumann Capital Management 5/5 Stars $443.9 million 173 3 $2.6 million
NEW England Asset Management 5/5 Stars $100.5 billion 116 42 $866.0 million
Octavewealth 5/5 Stars $14.3 million 3,510 2 $4,084
Parallel Advisors 5/5 Stars $5.7 billion 3,525 43 $1.6 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 61 $1.4 million
Pierpont Investment Group 5/5 Stars $6.2 million 31 1 $200,000
Private Capital Management 5/5 Stars $200.4 million 70 2 $2.9 million
Prudent Investor Advisors 5/5 Stars $1.1 billion 89 4 $12.1 million
Pure Financial Advisors 5/5 Stars $4.6 billion 4,137 46 $1.1 million
Raub Brock Capital Management 5/5 Stars $2.8 billion 6,720 6 $418,525
Rebalance 5/5 Stars $1.2 billion 695 6 $1.7 million
Ribera Investment Management 5/5 Stars $48.4 million 68 1 $711,742
Rubicon Technology Management 5/5 Stars $3.8 billion 9 21 $422.7 million
Saybrook Advisors 5/5 Stars $234.7 million 5 3 $46.9 million
Sensible Financial Planning and Management 5/5 Stars $705.4 million 327 13 $2.2 million
SigFig Wealth Management 5/5 Stars $2.1 billion 60,484 5 $34,644
Spectrum Asset Management 5/5 Stars $619.7 million 331 8 $1.9 million
Spectrum Capital Management 5/5 Stars $104.7 million 41 1 $2.6 million
Spectrum Financial Management 5/5 Stars $185.9 million 140 1 $1.3 million
Springwater Wealth Management 5/5 Stars $170.8 million 150 2 $1.1 million
Stolper & Co. 5/5 Stars $580.9 million 104 2 $5.6 million
TABR Capital Management 5/5 Stars $182.3 million 239 2 $762,705
The Caprock Group 5/5 Stars $5.9 billion 291 29 $20.3 million
The Wealth Collaborative 5/5 Stars $656.1 million 227 2 $2.9 million
THE Wealth Conservatory 5/5 Stars $81.0 million 94 3 $862,038
Thielen Capital Corporation 5/5 Stars $85.7 million 85 1 $1.0 million
Thomas Doll 5/5 Stars $1.3 billion 1,046 10 $1.2 million
Three Bell Capital 5/5 Stars $2.7 billion 511 10 $5.3 million
Thrive Financial Planning 5/5 Stars $26.9 million 71 1 $379,080
Towneley Capital Management 5/5 Stars $819.0 million 204 8 $4.0 million
Ulivi Wealth Management 5/5 Stars $9.1 million 19 1 $476,906
Verity Wealth Advisors 5/5 Stars $189.5 million 61 2 $3.1 million
Wealth Analytics Partners 5/5 Stars $209.0 million 158 4 $1.3 million
Williams Wealth Management 5/5 Stars $50.0 million 19 1 $2.6 million
Willow Creek Wealth Management 5/5 Stars $1.5 billion 918 9 $1.7 million
Wilsey Asset Management Incorporated 5/5 Stars $446.0 million 809 2 $551,265
Withum Wealth Management 5/5 Stars $1.3 billion 585 13 $2.3 million
WorthPointe 5/5 Stars $733.3 million 568 10 $1.3 million
WrapManager 5/5 Stars $340.1 million 268 6 $1.3 million
Yeske Buie 5/5 Stars $767.7 million 429 7 $1.8 million

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