Ways to browse advisors serving California
Pick a specialty or descriptor to browse more advisors serving California.
By how they work
Type |
Advisors |
|---|---|
Large-firm
| 38,497
|
Flat-fee
| 25,563
|
Seasoned
| 19,449
|
Independent
| 14,755
|
CFP®-certified
| 8,523
|
By who they serve
Type |
Advisors |
|---|---|
High-net-worth
| 13,028
|
Baby Boomer
| 566
|
Millennial
| 86
|
Gen X
| 56
|
Browse by city
Find advisors near a specific metro area in California.
Browse by specialty
Find advisors serving California who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")