Not sure which advisor
is right for you?
Find and compare 2-3 vetted financial advisors
matched to your specific needs.
Registered Advisors
Top Rated Financial Advisors in California
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Find top advisors in California with Paladin Registry
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in California near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Alano Massi
Palm Capital Management
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Aleksandar Raskovic
WestPac Wealth Partners
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Bank of New York Mellon
Andrew Chabot
Rancho Wealth Management
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
Name(s) of Custodian(s):
Pershing, LLC
Brian Malkinson
HBW Advisory Services
Additional Information:
Years of Experience:
10 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Bryan Foronjy
Foronjy Financial
Additional Information:
Years of Experience:
14 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
David Bobrowsky
Gateway Financial Advisors, Inc.
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Hourly
- Commissions
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Dhillon Taylor
Secura Financial Planning & Wealth Management
Additional Information:
Years of Experience:
9 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL, Pershing, NFS
Hans Reese
New Stage Investment Group<sup>®</sup>
Additional Information:
Years of Experience:
23 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
- Portfolio Management
- Retirement Planning
- Risk Management
- Education Funding and Planning
- Financial Advice & Consulting
- Financial Planning for Individuals
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
Ira Zito
Financial Peak
Additional Information:
Years of Experience:
24 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Pershing
Jarret Rodriguez-Conklin
Homestead Wealth Management
Additional Information:
Years of Experience:
16 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Jerry Slusiewicz
Pacific Financial Planners
Additional Information:
Years of Experience:
31 Years
Asset Requirement: $100,000
- Portfolio Management
- Wealth Management
- Money Management
- Financial Advice & Consulting
- Financial Planning for Individuals
Financial Services Provided:
John Cordeiro
Vintage Wealth Advisors
Additional Information:
Years of Experience:
31 Years
- Fee-Based
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
Kristie Cahill
Haven Wealth Management
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab and Fidelity
Michael Macauley
Signature Estate & Investment Advisors (SEIA)
Additional Information:
Years of Experience:
22 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, Fidelity Investments
Paul Stanley
Granite Bay Wealth Management LLC
Additional Information:
Years of Experience:
27 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $100,000
Ryan K. Gunn
Gunn Financial Associates/Royal Alliance Associates
Additional Information:
Years of Experience:
17 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Several choices
Shad Roundy
Merrill Lynch
Additional Information:
Years of Experience:
10 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Andrew Eddy
Eddy Financial, LLC
Additional Information:
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Daniel Scott Johnson
Windfall Advisors
Additional Information:
Years of Experience:
13 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Erick Conway
von Berge Wealth Mgt Group
Additional Information:
Years of Experience:
15 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Michael Cannone
Westmount Partners
Additional Information:
Years of Experience:
22 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $3,000,000
- Financial Planning
- Portfolio Management
- 401K Rollovers
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Michael Lynch
Lynch Financial Advisors
Additional Information:
Years of Experience:
19 Years
- Fee-Only
- Flat Fee
Fee Structure
Asset Requirement: $0
- Tax Advice and Services
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Nathan Wallace
Savvy Advisors Inc
Additional Information:
Years of Experience:
16 Years
- Fee-Only
- Hourly
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Roy Sherman
Sherman Asset Management
Additional Information:
Years of Experience:
10 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Christian Johnson
California Financial Partners
Additional Information:
Years of Experience:
13 Years
- Fee-Based
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Financial Advice & Consulting
- Financial Planning for Individuals
Financial Services Provided:
Jared West
West Wealth Advisory Powered by LPL Financial
Additional Information:
Years of Experience:
25 Years
Asset Requirement: $100,000
Marianne Ehlers
Oakwood Wealth Partners
Matthew Pixa
My Portfolio Guide
Additional Information:
Years of Experience:
22 Years
- Fee-Only
Fee Structure
Asset Requirement: $500,000
Name(s) of Custodian(s):
TD Ameritrade Institutional
MC Financial Partners
Additional Information:
Years of Experience:
20 Years
- Fee-Based
- Hourly
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $25,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
LPL Finacial
Pure Financial Advisors, LLC
Additional Information:
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Risk Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab, Axos
DeCamilla Capital Management, LLC
Additional Information:
Years of Experience:
40 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Portfolio Management
- 401K Rollovers
- Wealth Management
- Money Management
- Financial Advice & Consulting
- Investment Advice & Management
Financial Services Provided:
Allworth Financial
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Tax Advice and Services
- Estate Planning & Trusts
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Dash Investments
Additional Information:
- Fee-Only
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Top vetted financial advisors in California by cities
Frequently Asked Questions
Paladin Advisors