Browse all High-net-worth advisors in California

Every advisor below is licensed to work with clients in California. Narrow by specialty to find someone who focuses on your situation.

Browse by specialty

Find California advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	10,119
Executive	5,888
Retired	4,389
Private / alternative investments	2,975
Options & derivatives strategies	2,597
Cash flow / budgeting	2,538
General retirement planning	2,262
Tax-loss harvesting	2,257
Approaching retirement	2,165
ESG / Sustainable investing	2,147
Wealth management	1,977
Mid-Career Professionals	1,846
Retirement plans for business owners (SEP, solo 401k)	1,831
Equity compensation tax strategy	1,745
Active portfolio management	1,598
Concentrated stock management	1,249
Real estate investing	1,140
Retirement income strategy	1,077
Business exit / sale strategy	1,047
Charitable giving & philanthropy	639
Passive / index investing	575
Divorce financial planning	555
Technology Professional	525
Attorney	508
Social Security optimization	472
Planning for children with special needs	471
College savings (529s, UTMA, etc.)	469
General tax planning	397
Established Professionals	392
General estate planning guidance	312
Income planning	279
Long-term care insurance	272
Annuities	222
Family Business	186
Financial Professional	169
Values-based investing	168
Women Professionals	162
Debt management	151
Business ownership considerations	148
Retirement withdrawal strategies	141
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	133
Dentist	131
Business succession planning	117
Tax strategies for small businesses	100
Business sale tax planning	89
Self-Employed	75
HENRY (High Earners, Not Rich Yet)	73
Factor investing / smart beta	68
Equity Recipients (RS/RSU, SOP, ESPP)	66
Life insurance needs analysis	60
Educators, Teachers, and Academics	59
Charitable giving tax strategies	56
Elder care planning	52
Multi-generational wealth transfer	51
Young Professionals	49
Roth conversion strategy	41
Professional Athlete	34
Business Financial Management	32
Disability insurance	28
Doctor or Medical Professional	26
Stock option exercise strategy	20
Immigrants	19
Trust structures (GRAT, IDGT, revocable)	17
Retired	16
Married/Couples/Partners	13
Military & Veterans	13
Medicare planning	12
Entertainment Industry	11
Liquidity event planning	9
Young Families	8
Biotech Professional	7
Cross-border / expatriate tax planning	7
Sandwich Generation	6
Women's Finance	6
Entity structure planning (LLC, S-Corp)	5
Parents	5
Airline Pilot	4
Divorced Women	4
Expats	4
Intergenerational Families	4
Dual Income Family	3
Inherited wealth	3
Single Women	3
Widow/Widower	3

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.

Find your advisor

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.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support