Top 10 financial advisors in California

We've curated a list of the best financial advisors in California, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $337,797,495,148 Number of advisors 302 advisors	$337,797,495,148	302 advisors
2	Assets under management $321,296,858,596 Number of advisors 295 advisors	$321,296,858,596	295 advisors
3	Assets under management $241,970,176,743 Number of advisors 1514 advisors	$241,970,176,743	1514 advisors
4	Assets under management $239,688,702,247 Number of advisors 2378 advisors	$239,688,702,247	2378 advisors
5	Assets under management $150,985,669,468 Number of advisors 908 advisors	$150,985,669,468	908 advisors
6	Assets under management $117,232,900,412 Number of advisors 44 advisors	$117,232,900,412	44 advisors
7	Assets under management $108,489,926,573 Number of advisors 361 advisors	$108,489,926,573	361 advisors
8	Assets under management $106,195,904,500 Number of advisors 1165 advisors	$106,195,904,500	1165 advisors
9	Assets under management $103,120,740,320 Number of advisors 607 advisors	$103,120,740,320	607 advisors
10	Assets under management $95,428,107,488 Number of advisors 247 advisors	$95,428,107,488	247 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

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.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

Franklin Advisers, Inc.
Franklin Advisers, Inc. is a financial advisory firm based in San Mateo, California. It currently has approximately $337,797,495,148 of assets under management and employs about 302 people. Franklin Advisers, Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
$337,797,495,148 under management
302 advisors
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)
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Dodge & Cox
Dodge & Cox is a financial advisory firm based in San Francisco, California. It currently has approximately $321,296,858,596 of assets under management and employs about 295 people. Dodge & Cox uses a fee structure of and a percentage of assets under your management.
$321,296,858,596 under management
295 advisors
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)
See full profile
Edelman Financial Engines
**Edelman Financial Engines Summary:** Edelman Financial Engines, operating as Financial Engines Advisors L.L.C., is an SEC-registered investment adviser based in Santa Clara, California. The firm primarily operates under the name "Edelman Financial Engines." Established in 2025, the firm offers a Wrap Fee Program that includes model portfolios and custom models catering to various risk levels and investment objectives. Clients can choose from a range of asset allocation models, utilizing a mix of mutual funds and ETFs. Planners assess clients' needs, investment objectives, and risk tolerance to recommend suitable models. Clients must establish brokerage accounts with custodians like Fidelity, Axos Advisor Services, or Charles Schwab. Edelman Financial Engines has limited discretionary authority to invest client assets in accordance with the selected model. The firm provides rebalancing and reallocation services to ensure portfolios align with clients' goals and market conditions. Fees for wealth planning clients are tiered based on assets under management, with negotiated rates available for certain clients. The firm also offers services to retirement plans and institutional clients, charging asset-based fees. Edelman Financial Engines does not charge performance-based fees and does not engage in side-by-side management. The firm's investment philosophy focuses on diversified portfolios, long-term strategies, and client-specific factors. Clients receive quarterly account statements and have access to their account information through custodian platforms. Edelman Financial Engines has a Code of Ethics emphasizing fiduciary responsibilities and ethical conduct. The firm discloses potential conflicts of interest, such as marketing support agreements with custodians like Schwab and Fidelity. Edelman Financial Engines participates in the Funding Our Future initiative and provides detailed information on its financial condition and bankruptcy history. For more information, clients can contact Edelman Financial Engines at 1-800-601-5957 or visit their website at www.EdelmanFinancialEngines.com. [End of Summary]
$241,970,176,743 under management
1514 advisors
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
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Ares Management LLC
Ares Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $239,688,702,247 of assets under management and employs about 2378 people. Ares Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$239,688,702,247 under management
2378 advisors
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)
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Oaktree Capital Management, L.p.
Oaktree Capital Management, L.p. is a financial advisory firm based in Los Angeles, California. It currently has approximately $150,985,669,468 of assets under management and employs about 908 people. Oaktree Capital Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$150,985,669,468 under management
908 advisors
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)
See full profile
Primecap Management Co
PRIMECAP Management Company is an independent investment advisory firm established in 1983 in Pasadena, California. The firm's goal is to provide superior long-term investment results tailored to meet clients' specific requirements and objectives. PRIMECAP focuses on managing equity portfolios for a select number of clients, including employee benefit and pension plans, endowments, foundations, and mutual funds for the Vanguard Group. The firm's investment philosophy revolves around fundamental research and bottom-up stock picking, with a focus on long-term value creation. PRIMECAP manages assets totaling $117,232,900,412 as of December 31, 2022, all on a discretionary basis. For separately managed accounts, PRIMECAP charges a management fee based on a percentage of assets under management, with fees calculated on a tiered scale. The firm also charges asset-based fees for managing the Vanguard Funds and PRIMECAP Odyssey Funds. PRIMECAP does not charge performance-based fees and primarily serves institutional clients with a minimum initial account size of $250 million. The PRIMECAP Odyssey Funds have a minimum investment requirement of $2,000 for regular accounts, $1,000 for IRA accounts, and $100 for additional investments. PRIMECAP acts as a fiduciary, providing investment discretion to make decisions on behalf of clients. The firm's investment strategies focus on equity securities, and it does not engage in short sales, margin transactions, or investments in derivatives or currency hedging. Clients have the option to impose reasonable limitations and restrictions on their investments, provided they are clearly stated in writing.
$117,232,900,412 under management
44 advisors
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)
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Metropolitan West Asset Management LLC
Metropolitan West Asset Management LLC is a financial advisory firm based in Los Angeles, California. It currently has approximately $108,489,926,573 of assets under management and employs about 361 people. Metropolitan West Asset Management LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$108,489,926,573 under management
361 advisors
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.
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J.p. Morgan Private Wealth Advisors LLC
J.p. Morgan Private Wealth Advisors LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $106,195,904,500 of assets under management and employs about 1165 people. J.p. Morgan Private Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and portfolio consulting / flat fee.
$106,195,904,500 under management
1165 advisors
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
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Vista Equity Partners Management, LLC
Vista Equity Partners Management, LLC is a financial advisory firm based in San Francisco, California. It currently has approximately $103,120,740,320 of assets under management and employs about 607 people. Vista Equity Partners Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$103,120,740,320 under management
607 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
See full profile
Silver Lake Technology Management, LLC
Silver Lake Technology Management, LLC is a financial advisory firm based in Menlo Park, California. It currently has approximately $95,428,107,488 of assets under management and employs about 247 people. Silver Lake Technology Management, LLC uses a fee structure of a percentage of assets under your management and carried interest.
$95,428,107,488 under management
247 advisors
Fee structure
A percentage of assets under your management
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
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Methodology

Top advisors in California

Alameda Alamo Aliso Viejo Anaheim Auburn Bakersfield Berkeley Beverly Hills Brea Burbank Burlingame Calabasas Camarillo Campbell Carlsbad Carmel Century City Chico Claremont Clayton Concord Corona Corona Del Mar Coronado Corte Madera Costa Mesa Culver City Cupertino Cypress Daly City Dana Point Danville Davis Del Mar Diamond Bar East Palo Alto El Dorado Hills El Segundo Encinitas Escondido Fairfield Folsom Foster City Fremont Fresno Fullerton Glendale Goleta Granite Bay Grass Valley Huntington Beach Indian Wells Irvine Lafayette Laguna Beach Laguna Hills Laguna Niguel Lake Forest La Mesa Larkspur Livermore Lodi Long Beach Los Altos Los Angeles Los Gatos Manhattan Beach Marina Del Rey Menlo Park Mill Valley Modesto Montecito Monterey Moorpark Morgan Hill Mountain View Murrieta Napa Newport Beach North Hollywood Novato Oakland Ontario Orange Orinda Palm Desert Palo Alto Palos Verdes Estates Pasadena Petaluma Piedmont Placentia Playa Vista Pleasant Hill Pleasanton Point Richmond Portola Valley Rancho Santa Fe Redding Redlands Redondo Beach Redwood City Redwood Shores Ripon Riverside Rocklin Rolling Hills Rolling Hills Est.Roseville Sacramento Sam Ramon San Bernardino San Clemente San Diego San Francisco San Jose San Juan Capistrano San Luis Obispo San Marino San Mateo San Rafael San Ramon Santa Ana Santa Barbara Santa Clara Santa Monica Santa Rosa Saratoga Sausalito Seal Beach Sebastopol Sherman Oaks Simi Valley Solana Beach Sonoma South Coast Metro South Pasadena South San Francisco Stockton Studio City Temecula Thousand Oaks Tiburon Torrance Tustin Walnut Creek Watsonville West Hollywood Westlake Village Whittier Woodland Hills Yorba Linda

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