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Best Financial Advisor Firms California 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 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 100 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 September 24, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Advisor Partners 2001 View Locations
Aegis Financial Advisory 2006 View Locations
Affinity Investment Advisors 1992 View Locations
Aikapa 2007 View Locations
Anfield Capital Management 2013 View Locations
Berkson Asset Management 2004 View Locations
Better Financial Education 2010 $100,000 View Locations
Blankinship & Foster 1989 $1,000,000 View Locations
Bluesky Wealth Advisors 2013 View Locations
Breckinridge Capital Advisors 1993 View Locations
Brian Carruthers & Associates 2012 View Locations
Bridgeview Capital Advisors 2006 View Locations
B|O|S 1996 View Locations
Callan 1973 View Locations
Cambridge Associates 1978 View Locations
Cardiff Park Advisors 2006 View Locations
Cardinal Point Capital Management 2006 View Locations
Certis Capital Management 2008 View Locations
Chandler Asset Management 1993 View Locations
Clearlake Capital Group 2012 View Locations
Clifford Financial Planning 1998 View Locations
Cliffwater 2004 View Locations
Coburn Barrett 2013 View Locations
Cove Street Capital 2011 View Locations
David J. Peters Financial Services 1989 View Locations
Dorsey Wealth Management 2011 View Locations
EP Wealth Advisors 1987 View Locations
Eclectic Associates 1984 View Locations
Empyrion Wealth Management 1990 View Locations
Eqis Capital Management 2008 View Locations
Equius Partners 1984 View Locations
Evanson Asset Management 2005 View Locations
Financial Alternatives 2000 View Locations
Financial Connections Group 2000 View Locations
First Financial Consulting 2003 View Locations
Focus Investment Advisors 2000 View Locations
ForUsAll 2013 View Locations
Frank, Rimerman Advisors 2003 View Locations
GW Financial 1983 View Locations
Gould Asset Management 2004 View Locations
Guided Choice Asset Management 2002 View Locations
HC Financial Advisors 1985 View Locations
HFM Advisors 1999 View Locations
Halbert Hargrove 1988 View Locations
Integris Wealth Management 2006 View Locations
Interactive Financial Advisors 2005 View Locations
Intrinsic Wealth Counsel 1984 View Locations
JST Investment Consulting 2011 View Locations
Jeffrey Gall Wealth Advisors 2002 View Locations
KIM Financial Advisors 2001 View Locations
Kemp Financial Management 2006 View Locations
Kensington AMI 2011 View Locations
Lynch Financial Advisors 2002 View Locations
Maya Advisors 2007 View Locations
Mcfarland Associates 1991 View Locations
Meritas Wealth Management 2008 View Locations
Merk Investments 2001 View Locations
Monterey Private Wealth 2002 View Locations
Moss Adams Wealth Advisors 2000 View Locations
NEPC 1990 View Locations
NEW England Asset Management 1984 View Locations
Nadler Accountancy Corporation 1988 View Locations
Navigoe 2013 View Locations
Pacific Park Financial 2005 View Locations
Paragon Financial Partners 2011 View Locations
Parallel Advisors 2007 View Locations
Parkshore Wealth Management 2013 View Locations
Pierpont Investment Group 2011 View Locations
Planned Solutions 1988 View Locations
Polaris Wealth Advisory Group 2011 View Locations
Private Capital Management 2002 View Locations
Private Ocean 1984 View Locations
Prudent Investor Advisors 2004 View Locations
Pure Financial Advisors 2009 View Locations
RS Crum 2011 View Locations
Ribera Investment Management 1999 View Locations
Savant Investment Group 1991 View Locations
Saybrook Advisors 2006 View Locations
Sensible Financial Planning and Management 2005 View Locations
Seven Post Investment Office 2011 View Locations
Silicon Valley Wealth Advisors 1992 View Locations
Spectrum Asset Management 1987 View Locations
Spectrum Financial Management 2003 View Locations
TABR Capital Management 2004 View Locations
TDA Investment Group 1991 View Locations
TOP GUN Financial Planning 2006 View Locations
Tarbox Family Office 1986 View Locations
The Advisory Group of San Francisco 1999 View Locations
The Caprock Group 2002 View Locations
The Planning Center 2002 View Locations
The Wealth Collaborative 2007 View Locations
Thomas Doll 2000 View Locations
Triad Investment Management 2008 View Locations
Ulivi Wealth Management 1991 View Locations
Waypoint Wealth Partners 2008 View Locations
Whelan Financial 1991 View Locations
Willow Creek Wealth Management 1999 View Locations
Wilsey Asset Management Incorporated 2009 View Locations
Winans Investments 1993 $400,000 View Locations
WrapManager 2000 View Locations


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