Best Financial Advisor Firms California 2023

investor.com

Written by investor.com

April 05, 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 April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in California are as follows:

  • Must be rated 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
Anfield Capital Management 5/5 Stars $1.4 billion 15 5 $94.0 million
Attune Financial Planning 5/5 Stars $19.4 million 40 1 $485,600
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
Cambridge Associates 5/5 Stars $276.0 billion 581 463 $475.1 million
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
Cliffwater 5/5 Stars $14.3 billion 43 56 $331.7 million
Coburn Barrett 5/5 Stars $143.0 million 1 4 $143.0 million
Cove Street Capital 5/5 Stars $406.7 million 84 5 $4.8 million
Dash Investments logoDash Investments 5/5 Stars $247.5 million 299 4 $827,640
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
Doubleline Alternatives 5/5 Stars $4.7 billion 9 9 $520.1 million
Eclectic Associates 5/5 Stars $923.4 million 886 9 $1.0 million
Empyrion Wealth Management 5/5 Stars $238.0 million 106 1 $2.2 million
EP Wealth Advisors 5/5 Stars $17.1 billion 11,485 176 $1.5 million
Equius Partners 5/5 Stars $1.0 billion 475 7 $2.1 million
Evanson Asset Management 5/5 Stars $4.4 billion 1,057 6 $4.1 million
Financial Alternatives 5/5 Stars $459.0 million 255 7 $1.8 million
Financial Designs Corporation 5/5 Stars $379.2 million 510 2 $743,540
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
GW Financial 5/5 Stars $93.5 million 101 3 $925,881
Halbert Hargrove 5/5 Stars $2.7 billion 1,356 33 $2.0 million
Harbor Road Capital Management 5/5 Stars $1.6 million 1 0 $1.6 million
HFM Advisors 5/5 Stars $56.8 million 67 1 $847,350
Horizon Wealth Management 5/5 Stars $783.0 million 1,948 5 $401,956
Hutchinson Capital Management 5/5 Stars $825.3 million 294 3 $2.8 million
Index Fund Advisors 5/5 Stars $4.4 billion 2,451 16 $1.8 million
Integral Wealth Management 5/5 Stars $209.9 million 258 3 $813,492
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
Lighthouse Financial Services 5/5 Stars $353.1 million 461 5 $766,013
Lynch Financial Advisors 5/5 Stars $58.0 million 103 1 $563,403
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 $75.0 million 51 3 $1.5 million
Meritas Wealth Management 5/5 Stars $523.2 million 369 7 $1.4 million
Money Intelligence 5/5 Stars $163.2 million 318 1 $513,263
Monterey Private Wealth 5/5 Stars $841.9 million 604 8 $1.4 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
NEW England Asset Management 5/5 Stars $100.5 billion 116 42 $866.0 million
Northside Capital Management 5/5 Stars $4.6 billion 40 2 $115.9 million
Octavewealth 5/5 Stars $14.3 million 3,510 2 $4,084
Parkshore Wealth Management 5/5 Stars $363.2 million 521 4 $697,150
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
Prudent Investors Network 5/5 Stars $238.3 million 375 4 $635,504
Pure Financial Advisors 5/5 Stars $4.6 billion 4,137 46 $1.1 million
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
Saratoga Research & Investment Management 5/5 Stars $2.6 billion 3,287 16 $792,144
Saxon Securities 5/5 Stars $182.2 million 21 1 $8.7 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
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
TABR Capital Management 5/5 Stars $182.3 million 239 2 $762,705
Tarbox Family Office 5/5 Stars $758.8 million 220 6 $3.4 million
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
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
Triad Investment Management 5/5 Stars $76.9 million 32 2 $2.4 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
Whelan Financial 5/5 Stars $453.1 million 382 7 $1.2 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

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, investing, retirement planning, and more.


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