California · 5,002 advisers
Financial Advisors in California
Falists is the most comprehensive public directory of financial advisors in California — 5,002 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
5,002
With website
4,282
Largest AUM
$4.28T
Financial planning
1,929
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in California
Ranked by AUM and profile completeness · Data from SEC IAPD
BLACKROCK FUND ADVISORS
San Francisco, CA
AUM
$4.28T
Team
122 advisors
Clients
—
Fees
Percentage of AUM
415 670 2000
CAPITAL RESEARCH AND MANAGEMENT COMPANY
Los Angeles, CA
AUM
$3.75T
Team
393 advisors
Clients
—
Fees
Percentage of AUM; GROSS INVESTMENT INCOME
213-486-9200
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
Newport Beach, CA
AUM
$3.67T
Team
628 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(949) 720-6000
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
San Francisco, CA
AUM
$1.72T
Team
175 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
800-650-9744
FRANKLIN ADVISERS, INC.
San Mateo, CA
AUM
$509.45B
Team
272 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 312-3000
DODGE & COX
San Francisco, CA
AUM
$466.56B
Team
100 advisors
Clients
—
Fees
Percentage of AUM; % OF ASSETS BEING MANAGED BY REFERENCE TO A MODEL PORTFOLIO
415-981-1710
ARES MANAGEMENT LLC
Los Angeles, CA
AUM
$458.82B
Team
1550 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-201-4100
EDELMAN FINANCIAL ENGINES
Santa Clara, CA
AUM
$326.29B
Team
553 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
833-752-6333
KKR CREDIT ADVISORS (US) LLC
San Francisco, CA
AUM
$270.85B
Team
181 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-315-3620
ABRDN INVESTMENTS LIMITED
Edinburgh, CA
AUM
$206.50B
Team
295 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
44 1313729444
WESTERN ASSET MANAGEMENT COMPANY
Pasadena, CA
AUM
$184.99B
Team
82 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
626-844-9400
OAKTREE CAPITAL MANAGEMENT, L.P.
Los Angeles, CA
AUM
$183.29B
Team
282 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-830-6300
GLOBAL RETIREMENT PARTNERS LLC
San Rafael, CA
AUM
$169.58B
Team
442 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-526-2753
CIBC GLOBAL ASSET MANAGEMENT
Toronto, On, CA
AUM
$162.84B
Team
333 advisors
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
877-363-5620
PAYDEN & RYGEL
Los Angeles, CA
AUM
$158.23B
Team
122 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
213-625-1900
APERIO GROUP, LLC
Sausalito, CA
AUM
$152.13B
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
415-339-4300
WILSHIRE
Santa Monica, CA
AUM
$149.10B
Team
86 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
310-451-3051
PRIMECAP MANAGEMENT CO
Pasadena, CA
AUM
$139.34B
Team
22 advisors
Clients
—
Fees
Percentage of AUM
626-304-9222
CAPITAL BANK AND TRUST COMPANY
Irvine, CA
AUM
$139.29B
Team
121 employees
Clients
—
Fees
Percentage of AUM
(949) 975-5000
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
Menlo Park, CA
AUM
$117.70B
Team
119 advisors
Clients
—
Fees
Percentage of AUM; CARRIED INTEREST
650-233-8120
ICONIQ CAPITAL, LLC
San Francisco, CA
AUM
$117.53B
Team
158 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-967-7763
HELLMAN & FRIEDMAN LLC
San Francisco, CA
AUM
$110.42B
Team
60 advisors
Clients
—
Fees
Percentage of AUM · CARRIED INTEREST +1 more
(415) 788-5111
ANDREESSEN HOROWITZ
Menlo Park, CA
AUM
$106.48B
Team
88 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(650) 798-5800
VISTA EQUITY PARTNERS MANAGEMENT, LLC
San Francisco, CA
AUM
$106.02B
Team
159 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-765-6500
Cities in California
Browse financial advisors by city across California
The California advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.