Financial advisors in California
33,711 active registered advisors in California, across 695 cities and 695 firms. The biggest cities are below; narrow by firm, or search a name.
Cities in California
- San Diego 2,971
- Los Angeles 2,633
- San Francisco 2,387
- Irvine 1,413
- Newport Beach 1,268
- Pasadena 978
- San Jose 868
- Walnut Creek 852
- Beverly Hills 596
- Roseville 572
- Sacramento 519
- Palo Alto 515
- Westlake Village 494
- Fresno 394
- La Jolla 367
- El Segundo 366
- Menlo Park 347
- Carlsbad 317
- Woodland Hills 309
- Torrance 302
- Long Beach 277
- Brea 256
- Santa Rosa 256
- San Rafael 253
- San Mateo 248
- Santa Barbara 245
- Folsom 216
- Pleasanton 209
- Anaheim 203
- Oakland 201
- Riverside 197
- San Ramon 194
- Modesto 171
- Glendale 162
- Encino 155
- Santa Monica 153
- Cupertino 152
- Mission Viejo 150
- Orange 150
- Seal Beach 150
- Concord 146
- Huntington Beach 145
- Bakersfield 144
- Carpinteria 143
- Sherman Oaks 143
- Campbell 141
- Napa 136
- Temecula 136
- Chico 129
- Palm Desert 128
- Laguna Niguel 126
- Redding 124
- Costa Mesa 117
- Fremont 115
- Rolling Hills Estates 109
- San Luis Obispo 109
- Thousand Oaks 109
- Los Gatos 108
- Danville 107
- Monterey 104
The largest firms in California
Ranked by the assets they manage.
- Blackrock Fund Advisors
- T. Rowe Price Associates, Inc.
- Morgan Stanley
- Merrill Lynch, Pierce, Fenner & Smith Incorporated
- Strategic Advisers LLC
- Captrust
- Pgim, Inc.
- Dimensional Fund Advisors LP
- Edward Jones
- UBS Financial Services Inc.
- LPL Financial LLC
- Alliancebernstein L.P.
Research the advisor and the investments
Source: SEC Investment Adviser Public Disclosure.
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