Top 10 advisors in California
We’ve curated a list of the best financial advisors in California, take a look at it below
Find an advisor in California| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $337,797,495,148 | 302 advisors | ||
| 2 | $321,296,858,596 | 295 advisors | ||
| 3 | $241,970,176,743 | 1514 advisors | ||
| 4 | $239,688,702,247 | 2378 advisors | ||
| 5 | $150,985,669,468 | 908 advisors | ||
| 6 | $117,232,900,412 | 44 advisors | ||
| 7 | $108,489,926,573 | 361 advisors | ||
| 8 | $106,195,904,500 | 1165 advisors | ||
| 9 | $103,120,740,320 | 607 advisors | ||
| 10 | $95,428,107,488 | 247 advisors |
How we came up with this list
To generate our top financial advisors list in California, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case California. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Franklin Advisers, Inc.
Assets under management
$337,797,495,148
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Dodge & Cox
Assets under management
$321,296,858,596
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Edelman Financial Engines
Assets under management
$241,970,176,743
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
SET-UP FEES & RELATED SVCS; REIMBURSEMENTS FOR PRINTED MATERIALS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Ares Management LLC
Assets under management
$239,688,702,247
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Oaktree Capital Management, L.p.
Assets under management
$150,985,669,468
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Primecap Management Co
Assets under management
$117,232,900,412
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
7. Metropolitan West Asset Management LLC
Assets under management
$108,489,926,573
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Management For Wrap Fee Programs.
8. J.p. Morgan Private Wealth Advisors LLC
Assets under management
$106,195,904,500
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
PORTFOLIO CONSULTING / FLAT FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
9. Vista Equity Partners Management, LLC
Assets under management
$103,120,740,320
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
10. Silver Lake Technology Management, LLC
Assets under management
$95,428,107,488
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.