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Best Financial Advisor Firms California 2020




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 188 Financial Advisor Firms in California.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 188 best firms, with at least one office in California, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 01, 2020, 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!



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Are you a top firm in California? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
AWM Global Advisors 2011 View Locations
Advisor Partners 2001 View Locations
Advisory Alpha 2011 View Locations
Aequitas Wealth Management 2021 View Locations
Affinity Investment Advisors 1992 View Locations
Anchor Capital 2002 View Locations
Ashfield Capital Partners 2007 View Locations
Asset Dedication 2010 View Locations
Asset Planning 2004 View Locations
Atlas Capital Advisors 2006 View Locations
Avalon Capital Management 1992 View Locations
BakerAvenue 2004 View Locations
Bedell Frazier Investment Counselling 2000 View Locations
Berkson Asset Management 2004 View Locations
Bernzott Capital Advisors 1999 View Locations
Beverly Investment Advisors 2004 View Locations
Blankinship & Foster 1989 $1,000,000 View Locations
Blue Oak Capital 2000 View Locations
Breckinridge Capital Advisors 1993 View Locations
Brighton Jones 2000 $800,000 View Locations
Brooker Wealth Management 1983 View Locations
Brouwer & Janachowski 2008 View Locations
Burton Enright Welch 2008 View Locations
B|O|S 1996 View Locations
California Financial Advisors 1998 View Locations
Callan 1973 View Locations
Cambria Investment Management 2010 View Locations
Cambridge Associates 1978 View Locations
Camden Capital 2004 View Locations
Capital Advantage 1998 View Locations
Cardiff Park Advisors 2006 View Locations
Cardinal Point Capital Management 2006 View Locations
Carmel Capital Management 2002 View Locations
Charles Fish Investments 1996 View Locations
Clearrock Capital 2021 View Locations
Clelland & Company 1989 View Locations
Cliffwater 2004 View Locations
Creekside Partners 2008 View Locations
Curran & Lewis Investment Management 2002 View Locations
DCI 2005 View Locations
DHR Investment Counsel 1998 View Locations
Dodge & Cox 1959 View Locations
Dowling & Yahnke Wealth Advisors 1987 $1,000,000 View Locations
ELM Advisors 2005 View Locations
EP Wealth Advisors 1987 View Locations
Empyrion Wealth Management 1990 View Locations
Envision Capital Management 1995 View Locations
Epsilon Financial Group 2003 View Locations
Eqis Capital Management 2008 View Locations
Equius Partners 1984 View Locations
Evanson Asset Management 2005 View Locations
Evart, Young & Hobbs Investment Management 1992 View Locations
Evergreen Capital Management 1983 View Locations
FMB Wealth Management 2002 View Locations
Financial Alternatives 2000 View Locations
Financial Connections Group 2000 View Locations
Financial Decisions 2002 View Locations
Focused Investors 2006 View Locations
ForUsAll 2013 View Locations
Frank, Rimerman Advisors 2003 View Locations
GKV Capital Management CO 1976 View Locations
GW Financial 1983 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Gamble Jones Investment Counsel 1990 View Locations
Goldstein Munger + Associates 1999 View Locations
Gould Asset Management 2004 View Locations
Grand Jean Capital Management 1990 View Locations
Grassi Investment Management 2000 View Locations
Guardian Investment Management 1976 View Locations
Guided Choice Asset Management 2002 View Locations
HC Financial Advisors 1985 View Locations
Hahn Capital Management 1988 View Locations
Halbert Hargrove 1988 View Locations
Harris Financial Advisors 2020 View Locations
Howard Capital Management 2021 View Locations
Hutchinson Capital Management 1995 View Locations
Index Fund Advisors 2000 View Locations
Integral Wealth Management 2008 View Locations
Integris Wealth Management 2006 View Locations
Intrinsic Wealth Counsel 1984 View Locations
Investor's Capital Management 2006 View Locations
KCM Investment Advisors 1998 View Locations
Karp Capital Management Corporation 2006 View Locations
Kaye Capital Management 2000 View Locations
Krane Financial Solutions 2010 View Locations
LK&A Investment Counsel 1985 View Locations
Lateef Investment Management 1974 View Locations
Lederer & Associates Investment Counsel 1986 View Locations
Lighthouse Financial Services 1988 View Locations
Lindbrook Capital 2011 View Locations
Lowery Thomas 2000 View Locations
MAR Vista Investment Partners 2007 View Locations
MH & Associates Securities Management Corporation 1981 View Locations
McCarthy Asset Management 2002 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Mission Wealth Management 2002 View Locations
Monterey Private Wealth 2002 View Locations
Mozaic 2008 View Locations
Mraz, Amerine & Associates 2011 View Locations
NAMCOA 2006 View Locations
NEPC 1990 View Locations
Natural Investments 2005 View Locations
Navalign 2006 View Locations
Nelson Capital Management 2004 View Locations
Neumann Capital Management 1992 View Locations
Neumeier Poma Investment Counsel 1985 View Locations
Northside Capital Management 1998 View Locations
Ohana Advisors 2012 View Locations
Osterweis Capital Management 1997 View Locations
Pacific Park Financial 2005 View Locations
Pacific Wealth Strategies Group 2007 View Locations
Parallel Advisors 2007 View Locations
Parkside Advisors 2004 View Locations
Peninsula Wealth 2010 View Locations
Personal Capital Advisors Corporation 2011 View Locations
Pillar Pacific Capital Management 1999 View Locations
Plancorp 1984 View Locations
Polaris Wealth Advisory Group 2011 View Locations
Portfolio Advisors 1991 View Locations
Praetorian Guard, A Division OF Praetorian Wealth Management 2008 View Locations
Premier Financial Group 1991 View Locations
Pring Turner Capital Group 1977 View Locations
Private Management Group 1986 View Locations
Private Ocean 1984 View Locations
Pure Financial Advisors 2009 View Locations
R.H. Dinel Investment Counsel 1991 View Locations
RB Capital Management 2003 View Locations
RBO & Co 2001 View Locations
RCM Robinson Capital Management 2007 View Locations
RNC Genter Capital Management 1998 View Locations
RS Crum 2011 View Locations
Rebalance 2011 View Locations
Regal Wealth Group 2006 View Locations
Regatta Capital Group 2007 View Locations
Regency Investment Advisors 1993 View Locations
Retirement Planners OF America 2011 View Locations
Roof, Eidam & Maycock 1996 View Locations
Rowling & Associates 2021 View Locations
Sage Capital Advisors 2005 View Locations
Sand Hill Global Advisors 2000 View Locations
Saratoga Research & Investment Management 2000 View Locations
Savant Investment Group 1991 View Locations
Saybrook Advisors 2006 View Locations
Schnieders Capital Management 2002 View Locations
Schultz Collins 1995 View Locations
Sensible Financial Planning and Management 2005 View Locations
Seven Post Investment Office 2011 View Locations
Sierra Asset Management 1999 View Locations
SigFig Wealth Management 2011 View Locations
Silicon Valley Capital Partners 2003 View Locations
Silicon Valley Wealth Advisors 1992 View Locations
Smart Investor 2003 View Locations
Smart Portfolios 2007 View Locations
Sonen Capital 2011 View Locations
Southport Capital 2001 View Locations
Spectrum Asset Management 1987 View Locations
Spectrum Financial Management 2003 View Locations
Stewart & Patten Co 1998 View Locations
TABR Capital Management 2004 View Locations
TCI Wealth Advisors 1990 View Locations
The Advisory Group of San Francisco 1999 View Locations
The Caprock Group 2002 View Locations
The Chartist 1976 View Locations
The Humphreys Group 2004 View Locations
The Mather Group 2011 View Locations
The Planning Center 2002 View Locations
The Rice Partnership 2005 View Locations
The Wealth Collaborative 2007 View Locations
Thomas Doll 2000 View Locations
Tiedemann Advisors 2009 View Locations
Triad Investment Management 2008 View Locations
Veris Wealth Partners 2007 View Locations
Verity Wealth Advisors 2003 View Locations
Victus Capital Wealth 2010 View Locations
Violich Capital Management 1999 View Locations
WFA Wealth Managers 1982 View Locations
WP Advisors 2004 View Locations
Waypoint Wealth Partners 2008 View Locations
Wealth Analytics Partners 2006 View Locations
Weatherly Asset Management 1995 View Locations
West Coast Financial 1983 View Locations
Whelan Financial 1991 View Locations
Willingdon Wealth Management 2020 View Locations
Willow Creek Wealth Management 1999 View Locations
Wimmer Associates 2004 View Locations
WorthPointe 2007 View Locations
WrapManager 2000 View Locations
Ziegler Capital Management 2020 View Locations


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