Written by investor.com
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 |
|
$26.5 million | 39 | 1 | $680,475 |
| Anchor Capital |
|
$656.5 million | 35 | 4 | $18.8 million |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Atlas Capital Advisors |
|
$784.2 million | 154 | 9 | $5.1 million |
| Attune Financial Planning |
|
$19.4 million | 40 | 1 | $485,600 |
| Avivar Capital |
|
$444.4 million | 21 | 5 | $21.2 million |
| Bakos Investment Management |
|
$75.0 million | 40 | 0 | $1.9 million |
| BEN-david Financial Planning |
|
$55.6 million | 24 | 1 | $2.3 million |
 Better Financial Education
|
|
$0.0 | 80 | 1 | $0.0 |
| Blankinship & Foster |
|
$690.0 million | 302 | 7 | $2.3 million |
| Bluesky Wealth Advisors |
|
$612.4 million | 347 | 12 | $1.8 million |
| Brian Carruthers & Associates |
|
$89.0 million | 40 | 1 | $2.2 million |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Bridgeview Capital Advisors |
|
$57.0 million | 171 | 1 | $333,333 |
| Burton Enright Welch |
|
$922.6 million | 597 | 10 | $1.5 million |
| C.D. Allen Wealth Management |
|
$2.0 million | 4 | 1 | $500,000 |
| Cardiff Park Advisors |
|
$2.2 billion | 378 | 1 | $5.8 million |
| Chandler Asset Management |
|
$28.6 billion | 863 | 17 | $33.2 million |
| Cheviot Value Management |
|
$676.4 million | 445 | 4 | $1.5 million |
| Clearlake Capital Group |
|
$59.6 billion | 81 | 33 | $736.3 million |
| Clearview Financial |
|
$44.9 million | 45 | 2 | $997,777 |
| Clifford Financial Planning |
|
$31.9 million | 92 | 1 | $346,642 |
| Coburn Barrett |
|
$143.0 million | 1 | 4 | $143.0 million |
| Dean Roland Russell |
|
$266.6 million | 159 | 3 | $1.7 million |
| Dorsey Wealth Management |
|
$0.0 | 30 | 1 | $0.0 |
| Double Bay Management & Planning |
|
$100.8 million | 25 | 1 | $4.0 million |
| Doubleline Alternatives |
|
$4.7 billion | 9 | 9 | $520.1 million |
| Envision Capital Management |
|
$353.7 million | 272 | 1 | $1.3 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Evanson Asset Management |
|
$4.4 billion | 1,057 | 5 | $4.1 million |
| Evergreen Capital Management |
|
$3.9 billion | 992 | 19 | $3.9 million |
| Financial Alternatives |
|
$459.0 million | 255 | 6 | $1.8 million |
| Financial Connections Group |
|
$384.8 million | 290 | 3 | $1.3 million |
| Fireside Financial Planning |
|
$23.8 million | 50 | 1 | $475,346 |
| First Financial Consulting |
|
$0.0 | 544 | 7 | $0.0 |
| Frank, Rimerman Advisors |
|
$1.7 billion | 93 | 2 | $18.3 million |
| Generation Investment Management US |
|
$12.1 billion | 15 | 8 | $809.2 million |
| Gould Asset Management |
|
$701.1 million | 342 | 9 | $2.1 million |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Harbor Road Capital Management |
|
$50,000 | 1 | 0 | $50,000 |
| HFM Advisors |
|
$56.8 million | 67 | 1 | $847,350 |
| Human Interest Advisors |
|
$2.1 billion | 207,989 | 1 | $10,123 |
| Index Fund Advisors |
|
$4.4 billion | 2,451 | 16 | $1.8 million |
| Integris Wealth Management |
|
$488.3 million | 241 | 7 | $2.0 million |
| Interactive Financial Advisors |
|
$278.3 million | 2,382 | 37 | $116,822 |
| JST Investment Consulting |
|
$20.5 million | 55 | 1 | $372,214 |
| KB Financial Advisors |
|
$67.8 million | 120 | 2 | $564,969 |
| Kemp Financial Management |
|
$202.4 million | 279 | 3 | $725,423 |
| Kildare Partners US |
|
$2.2 billion | 8 | 28 | $273.1 million |
| LM Capital Group |
|
$4.6 billion | 34 | 8 | $135.5 million |
| Lynch Financial Advisors |
|
$58.0 million | 103 | 1 | $563,403 |
| Macroclimate |
|
$157.9 million | 54 | 2 | $2.9 million |
| Marin Financial Advisors |
|
$403.1 million | 169 | 2 | $2.4 million |
| Maya Advisors |
|
$82.7 million | 43 | 1 | $1.9 million |
| Mcfarland Associates |
|
$80.2 million | 51 | 3 | $1.6 million |
| Money Intelligence |
|
$156.0 million | 417 | 1 | $374,098 |
| Monterey Private Wealth |
|
$911.3 million | 792 | 8 | $1.2 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Navigoe |
|
$283.4 million | 148 | 2 | $1.9 million |
| NEPC |
|
$63.6 billion | 417 | 1 | $152.5 million |
| Neumann Capital Management |
|
$443.9 million | 173 | 3 | $2.6 million |
| NEW England Asset Management |
|
$100.5 billion | 116 | 42 | $866.0 million |
| Octavewealth |
|
$14.3 million | 3,510 | 2 | $4,084 |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Pierpont Investment Group |
|
$6.2 million | 31 | 1 | $200,000 |
| Private Capital Management |
|
$200.4 million | 70 | 2 | $2.9 million |
| Prudent Investor Advisors |
|
$1.1 billion | 89 | 4 | $12.1 million |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| Raub Brock Capital Management |
|
$2.8 billion | 6,720 | 6 | $418,525 |
| Rebalance |
|
$1.2 billion | 695 | 6 | $1.7 million |
| Ribera Investment Management |
|
$48.4 million | 68 | 1 | $711,742 |
| Rubicon Technology Management |
|
$3.8 billion | 9 | 21 | $422.7 million |
| Saybrook Advisors |
|
$234.7 million | 5 | 3 | $46.9 million |
| Sensible Financial Planning and Management |
|
$705.4 million | 327 | 13 | $2.2 million |
| SigFig Wealth Management |
|
$2.1 billion | 60,484 | 5 | $34,644 |
| Spectrum Asset Management |
|
$619.7 million | 331 | 8 | $1.9 million |
| Spectrum Capital Management |
|
$104.7 million | 41 | 1 | $2.6 million |
| Spectrum Financial Management |
|
$185.9 million | 140 | 1 | $1.3 million |
| Springwater Wealth Management |
|
$170.8 million | 150 | 2 | $1.1 million |
| Stolper & Co. |
|
$580.9 million | 104 | 2 | $5.6 million |
| TABR Capital Management |
|
$182.3 million | 239 | 2 | $762,705 |
| The Caprock Group |
|
$5.9 billion | 291 | 29 | $20.3 million |
| The Wealth Collaborative |
|
$656.1 million | 227 | 2 | $2.9 million |
| THE Wealth Conservatory |
|
$81.0 million | 94 | 3 | $862,038 |
| Thielen Capital Corporation |
|
$85.7 million | 85 | 1 | $1.0 million |
| Thomas Doll |
|
$1.3 billion | 1,046 | 10 | $1.2 million |
| Three Bell Capital |
|
$2.7 billion | 511 | 10 | $5.3 million |
| Thrive Financial Planning |
|
$26.9 million | 71 | 1 | $379,080 |
| Towneley Capital Management |
|
$819.0 million | 204 | 8 | $4.0 million |
| Ulivi Wealth Management |
|
$9.1 million | 19 | 1 | $476,906 |
| Verity Wealth Advisors |
|
$189.5 million | 61 | 2 | $3.1 million |
| Wealth Analytics Partners |
|
$209.0 million | 158 | 4 | $1.3 million |
| Williams Wealth Management |
|
$50.0 million | 19 | 1 | $2.6 million |
| Willow Creek Wealth Management |
|
$1.5 billion | 918 | 9 | $1.7 million |
| Wilsey Asset Management Incorporated |
|
$446.0 million | 809 | 2 | $551,265 |
| Withum Wealth Management |
|
$1.3 billion | 585 | 13 | $2.3 million |
| WorthPointe |
|
$733.3 million | 568 | 10 | $1.3 million |
| WrapManager |
|
$340.1 million | 268 | 6 | $1.3 million |
| Yeske Buie |
|
$767.7 million | 429 | 7 | $1.8 million |
More Top Firms by State
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About the Editorial Team
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