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 |
|
$26.5 million | 39 | 1 | $680,475 |
| Anfield Capital Management |
|
$1.4 billion | 15 | 5 | $94.0 million |
| Attune Financial Planning |
|
$19.4 million | 40 | 1 | $485,600 |
| 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 |
| Cambridge Associates |
|
$276.0 billion | 581 | 463 | $475.1 million |
| 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 |
| Cliffwater |
|
$14.3 billion | 43 | 56 | $331.7 million |
| Coburn Barrett |
|
$143.0 million | 1 | 4 | $143.0 million |
| Cove Street Capital |
|
$406.7 million | 84 | 5 | $4.8 million |
 Dash Investments
|
|
$247.5 million | 299 | 4 | $827,640 |
| Dean Roland Russell |
|
$266.6 million | 159 | 3 | $1.7 million |
| Dorsey Wealth Management |
|
$0.0 | 30 | 1 | $0.0 |
| Doubleline Alternatives |
|
$4.7 billion | 9 | 9 | $520.1 million |
| Eclectic Associates |
|
$923.4 million | 886 | 9 | $1.0 million |
| Empyrion Wealth Management |
|
$238.0 million | 106 | 1 | $2.2 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Equius Partners |
|
$1.0 billion | 475 | 7 | $2.1 million |
| Evanson Asset Management |
|
$4.4 billion | 1,057 | 6 | $4.1 million |
| Financial Alternatives |
|
$459.0 million | 255 | 7 | $1.8 million |
| Financial Designs Corporation |
|
$379.2 million | 510 | 2 | $743,540 |
| 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 |
| GW Financial |
|
$93.5 million | 101 | 3 | $925,881 |
| Halbert Hargrove |
|
$2.7 billion | 1,356 | 33 | $2.0 million |
| Harbor Road Capital Management |
|
$1.6 million | 1 | 0 | $1.6 million |
| HFM Advisors |
|
$56.8 million | 67 | 1 | $847,350 |
| Horizon Wealth Management |
|
$783.0 million | 1,948 | 5 | $401,956 |
| Hutchinson Capital Management |
|
$825.3 million | 294 | 3 | $2.8 million |
| Index Fund Advisors |
|
$4.4 billion | 2,451 | 16 | $1.8 million |
| Integral Wealth Management |
|
$209.9 million | 258 | 3 | $813,492 |
| 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 |
| Lighthouse Financial Services |
|
$353.1 million | 461 | 5 | $766,013 |
| Lynch Financial Advisors |
|
$58.0 million | 103 | 1 | $563,403 |
| Marin Financial Advisors |
|
$403.1 million | 169 | 2 | $2.4 million |
| Maya Advisors |
|
$82.7 million | 43 | 1 | $1.9 million |
| Mcfarland Associates |
|
$75.0 million | 51 | 3 | $1.5 million |
| Meritas Wealth Management |
|
$523.2 million | 369 | 7 | $1.4 million |
| Money Intelligence |
|
$163.2 million | 318 | 1 | $513,263 |
| Monterey Private Wealth |
|
$841.9 million | 604 | 8 | $1.4 million |
| Moss Adams Wealth Advisors |
|
$3.3 billion | 1,213 | 22 | $2.7 million |
| Navigoe |
|
$283.4 million | 148 | 2 | $1.9 million |
| NEW England Asset Management |
|
$100.5 billion | 116 | 42 | $866.0 million |
| Northside Capital Management |
|
$4.6 billion | 40 | 2 | $115.9 million |
| Octavewealth |
|
$14.3 million | 3,510 | 2 | $4,084 |
| Parkshore Wealth Management |
|
$363.2 million | 521 | 4 | $697,150 |
| 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 |
| Prudent Investors Network |
|
$238.3 million | 375 | 4 | $635,504 |
| Pure Financial Advisors |
|
$4.6 billion | 4,137 | 46 | $1.1 million |
| Rebalance |
|
$1.2 billion | 695 | 6 | $1.7 million |
| Ribera Investment Management |
|
$48.4 million | 68 | 1 | $711,742 |
| Saratoga Research & Investment Management |
|
$2.6 billion | 3,287 | 16 | $792,144 |
| Saxon Securities |
|
$182.2 million | 21 | 1 | $8.7 million |
| Saybrook Advisors |
|
$234.7 million | 5 | 3 | $46.9 million |
| Sensible Financial Planning and Management |
|
$705.4 million | 327 | 13 | $2.2 million |
| 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 |
| TABR Capital Management |
|
$182.3 million | 239 | 2 | $762,705 |
| Tarbox Family Office |
|
$758.8 million | 220 | 6 | $3.4 million |
| 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 |
| Thrive Financial Planning |
|
$26.9 million | 71 | 1 | $379,080 |
| Towneley Capital Management |
|
$819.0 million | 204 | 8 | $4.0 million |
| Triad Investment Management |
|
$76.9 million | 32 | 2 | $2.4 million |
| Ulivi Wealth Management |
|
$9.1 million | 19 | 1 | $476,906 |
| Verity Wealth Advisors |
|
$189.5 million | 61 | 2 | $3.1 million |
| Whelan Financial |
|
$453.1 million | 382 | 7 | $1.2 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 |
More Top Firms by State
About the Editorial Team
investor.com
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