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