Browse all advisors in California
Every advisor below is licensed to work with clients in California. Narrow by specialty or by the type of advisor you want.
Browse by type
Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.
How they work
Type |
Advisors |
|---|---|
Large-firm
| 38,484
|
Flat-fee
| 25,538
|
Seasoned
| 19,459
|
Independent
| 14,745
|
CFP®-certified
| 8,517
|
Who they serve
Type |
Advisors |
|---|---|
High-net-worth
| 13,029
|
Baby Boomer
| 564
|
Millennial
| 85
|
Gen X
| 56
|
Browse by specialty
Find California advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.
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Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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