Financial Advisors in California
Browse verified, SEC-registered advisors, CFPĀ® professionals, and fiduciaries in California. All data sourced from public regulatory databases.
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Advisors in California
View all 16483+ āValerie Booker
CAPITAL CLIENT GROUP, INC.
Los Angeles, CA
Samuel Moore
J.P. MORGAN SECURITIES LLC
Irvine, CA
Joshua Becker
FARTHER
Oakland, CA
Ronald Lomboy
CHARLES SCHWAB & CO., INC.
Oakland, CA
Riley Dent
ALTRUIST FINANCIAL LLC
Culver City, CA
William Becker
MONEY CONCEPTS CAPITAL CORP
San Jose, CA
Katherine Gros
UBS FINANCIAL SERVICES INC.
San Diego, CA
Rachel Weathers
LPL FINANCIAL LLC
San Diego, CA
SEAN BECKER
CNR SECURITIES, LLC
La Jolla, CA
Finding a Financial Advisor in California
AdvisorFinders maintains a complete registry of financial advisors registered in California, sourced directly from the SEC's Investment Adviser Registration Depository (IARD) and FINRA's BrokerCheck database. All listings are based on public regulatory data and updated regularly.
When choosing a financial advisor in California, we recommend starting with advisors who hold fiduciary status, meaning they are legally required to act in your best interest. You can also filter by CFPĀ® certification, which indicates a rigorous financial planning credential.
Not sure where to start? Read our guide to fiduciary advisors or how to prepare for your first meeting.