Best Wealth Management Companies in California

Certified Retirement Counselor Alec P. Tuckman offers wealth management with a focus on education, transparency, and integrity, investing in the same options as his clients. The team provides personalized financial planning, risk mitigation strategies, and ongoing guidance, with clients appreciating clear communication and thorough answers to their questions.

Twin Peaks Wealth Advisors draws on personal experience to guide clients through financial planning with clarity and confidence. The team offers investment strategy, retirement planning, and ongoing portfolio evaluation, with clients appreciating their responsiveness and detailed attention. Some find the depth of planning requires active involvement to stay aligned.

Two Certified Financial Planners provide personalized, ongoing financial planning with a focus on holistic strategies, including socially responsible investments. The team offers guidance on retirement, debt management, estate planning, and equity compensation, earning trust for their knowledgeable, approachable service. Some clients note the process requires active engagement to fully benefit.

FSI Wealth Management specializes in serving aerospace and defense professionals and retirees, offering tailored retirement, stock, pension, and insurance planning. Their fiduciary team provides transparent wealth management services including asset allocation and tax efficiency, with clients appreciating their approachable guidance and secure online portal for easy account access.

Babylon Wealth Management offers flat-fee financial advisory services tailored to busy families and professionals, both locally and nationwide. The team provides personalized planning, investment management, and tax strategies, often communicating promptly and clearly. Clients appreciate their thorough approach and the helpful tools provided, though most interactions are remote rather than… more...

Babylon Wealth Management offers flat-fee financial advisory services tailored to busy families and professionals, both locally and nationwide. The team provides personalized planning, investment management, and tax strategies, often communicating promptly and clearly. Clients appreciate their thorough approach and the helpful tools provided, though most interactions are remote rather than in-person.

Specializing in retirement planning, this fee-only firm offers comprehensive wealth management services, including tax planning and investment management. Clients appreciate the team’s clear communication and personalized approach, which helps build confidence and peace of mind for the future. Meetings are thorough, though some find the process involves multiple sessions before long-term plans… more...

Specializing in retirement planning, this fee-only firm offers comprehensive wealth management services, including tax planning and investment management. Clients appreciate the team’s clear communication and personalized approach, which helps build confidence and peace of mind for the future. Meetings are thorough, though some find the process involves multiple sessions before long-term plans are set.

Known for maintaining a fiduciary relationship, Trax Wealth Management offers independent, personalized investment advice backed by thorough research. The team provides comprehensive services including retirement, estate, tax, insurance, and educational planning, with ongoing portfolio reviews. Clients appreciate the responsive staff and clear communication, though some note the complexity of… more...

Known for maintaining a fiduciary relationship, Trax Wealth Management offers independent, personalized investment advice backed by thorough research. The team provides comprehensive services including retirement, estate, tax, insurance, and educational planning, with ongoing portfolio reviews. Clients appreciate the responsive staff and clear communication, though some note the complexity of financial topics discussed.

True Capital Management focuses on creating personalized investment plans that combine traditional and alternative assets to balance risk and return. The team emphasizes clear communication and regular progress reviews to keep clients informed and involved. Some clients appreciate the thoughtful approach, though others have raised concerns about aggressive telemarketing practices.

Miracle Mile Advisors offers sophisticated, low-cost financial planning and investment management guided by a fiduciary standard. Their CFA-led team creates personalized portfolios that balance risk and tax considerations, often integrating business and real assets into long-term strategies. Clients appreciate the thoughtful, comprehensive approach, though some note occasional telemarketing calls.

Foundry Financial Advisor, a wealth management company with offices in Los Angeles & Washington DC is Foundry Financial Advisor. Our focus is on impact investing and value-based financial planning. Personal finance, investment, real estate, and the ability to help people live a life of purpose have been my passions for me. When my father died, in 2015 I attempted to find a financial advisor for… more...

Foundry Financial Advisor, a wealth management company with offices in Los Angeles & Washington DC is Foundry Financial Advisor. Our focus is on impact investing and value-based financial planning. Personal finance, investment, real estate, and the ability to help people live a life of purpose have been my passions for me. When my father died, in 2015 I attempted to find a financial advisor for my mom. Instead of offering my assistance, I discovered a market dominated by salespeople on commission who were pushing products against my mother's interests. Advisors charge minimum fees and exclude the super-rich. After being disappointed with all the choices, I decided to take matters into my hands and launch Foundry Financial. This wealth management company specializes in providing clarity around money so that you can make informed decisions. Many people ask us what kind of clients we have. We do not have minimums. Anyone who is interested in changing their relationship to money will be able to work with us. Value-based investors are what our clients value. Your budget is a reflection of your character, and they understand this. While you cannot measure a life well-lived by how many zeros are in your bank account or whether it is thriving, our clients know that money allows them to live a life of purpose. We want you to achieve your financial goals, and we will also help you to develop a financial strategy.

Northwestern Mutual provides financial planning services for you and your family. A comprehensive plan will help you chart a path toward financial success. You are more secure and confident. It makes you feel more confident and secure, which in turn helps to improve your sleep, breathing, and overall happiness. This is why we continue to do the same thing we have done for more than 160 years. We… more...

Northwestern Mutual provides financial planning services for you and your family. A comprehensive plan will help you chart a path toward financial success. You are more secure and confident. It makes you feel more confident and secure, which in turn helps to improve your sleep, breathing, and overall happiness. This is why we continue to do the same thing we have done for more than 160 years. We believe it is right to make sure that our clients don't worry about finances. They won't need to question whether the life they envision for their family and themselves is possible. Because every client is unique, the financial strategies that we recommend are tailored to their life. Our clients' financial go-tos. They have trusted friends who support them in reaching their goals. They listen to what you value most and create a customized plan that incorporates the best financial strategies and options. In a relaxed, non-judgmental environment. This is a brief overview of what it's like working with advisors. Our financial advisors have been recognized for their expertise and are thought leaders in the field. Our exclusive private wealth management approach is for those who have substantial resources.

Silicon Valley Wealth Advisors, LLC offers flat-fee financial planning with over 30 years of experience serving individuals and families. The team focuses on creating personalized strategies for wealth growth and preservation, using extensive industry resources. While many clients appreciate their professionalism and long-term guidance, some have raised concerns about customer service and… more...

Silicon Valley Wealth Advisors, LLC offers flat-fee financial planning with over 30 years of experience serving individuals and families. The team focuses on creating personalized strategies for wealth growth and preservation, using extensive industry resources. While many clients appreciate their professionalism and long-term guidance, some have raised concerns about customer service and responsiveness.

Established in 1988, HCR Wealth Advisors offers a unique financial management system called the Clarity Formula™, designed to provide a clear, customizable roadmap toward financial freedom. The team focuses on investment and financial planning services, with clients appreciating their thoughtful approach, though some have noted occasional communication delays.

We are pleased to show you why the San Diego Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined… more...

We are pleased to show you why the San Diego Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined knowledge. Our role is not limited to providing wealth management guidance and advice. Merrill Lynch Wealth Management has a wealth of resources that advisors can use to help with income planning and guidance for concentrated stock investments. They also offer estate planning and other services. Merrill is a trusted advisor that works hard to assist clients in achieving their professional and personal financial goals. They also provide guidance on how to prepare for future financial and lifestyle difficulties.

Platt Wealth Management, a financial advisory firm that charges a flat fee, helps clients achieve their financial goals through financial advice and financial planning. We are available to help you review your portfolio or provide information about our services. For full wealth management, we offer standalone scenario-based financial plans. Platt Wealth Management empowers our clients by giving… more...

Platt Wealth Management, a financial advisory firm that charges a flat fee, helps clients achieve their financial goals through financial advice and financial planning. We are available to help you review your portfolio or provide information about our services. For full wealth management, we offer standalone scenario-based financial plans. Platt Wealth Management empowers our clients by giving them the financial knowledge they require to live their best lives. Our family members help them to think about their dreams and goals. We work with them to create financial solutions that will give their families peace of mind. Platt Wealth Management has a group of specialists who spend time getting to know their clients. After we have gotten to know our clients, we offer a full range of wealth management services. We also provide sophisticated financial planning, investment management, and tax management.

Officially, Hayes Financial, Inc. became part of Mariner Wealth Advisors on Dec. 19, 2022. Mariner Wealth Advisors is a nationally recognized advisory company that we are happy to have joined. The firm is a great fit for us as it puts its clients first. Our approach to providing comprehensive wealth planning services and investment management services is also aligned. We have added market… more...

Officially, Hayes Financial, Inc. became part of Mariner Wealth Advisors on Dec. 19, 2022. Mariner Wealth Advisors is a nationally recognized advisory company that we are happy to have joined. The firm is a great fit for us as it puts its clients first. Our approach to providing comprehensive wealth planning services and investment management services is also aligned. We have added market commentary from our investment team, along with other services such as tax planning and estate planning, and trust services. Your wealth team will provide you with the same attention and support you have come to expect at the same location. Our advisory fees will also remain unchanged. Mariner Wealth Advisors is a way for us to continue our dedication, service, and devotion to clients as well as to increase the breadth and depth of our service. We're excited to offer you wealth advisory technologies and solutions.

Wetherby Asset Management announces that it has teamed up with Laird Norton Wealth Management in Seattle, which will allow us to expand our wealth management expertise. Combining the two companies allows us to make investments in technology and other resources that will improve our system and customer experience. We can also evolve our services to address changing needs of clients and their… more...

Wetherby Asset Management announces that it has teamed up with Laird Norton Wealth Management in Seattle, which will allow us to expand our wealth management expertise. Combining the two companies allows us to make investments in technology and other resources that will improve our system and customer experience. We can also evolve our services to address changing needs of clients and their families. Wetherby clients can have trusts managed through Laird Norton Wealth Management, which is a special option. Access to private investment opportunities and multigenerational planning advice, as well as additional client education programs, are available. Kristen Bauer, Laird Norton Wealth Management CEO, is now leading the new entity. Deb Wetherby remains Wetherby’s managing partner. We share a common commitment to creating an exceptional and unrivaled organization that takes extraordinary care of clients, owners, communities and the planet. Our respective names, Laird Norton Wealth Management, and Wetherby Asset Management, will continue to be in effect. We are focusing on making simple, systematic changes that provide maximum value for our clients. We invite you to learn more by visiting the Laird Norton Wealth Management website or dropping us a line with your questions at [email protected]. Wetherby Asset Management has been around since 1982. We have always maintained a commitment to providing exceptional customer service. We continue to expand and grow our services. However, this commitment is still strong. Our top priority will be achieving your goals.

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Global Strategy Funds are registered trademarks. Custodial services are provided by Fidelity Investments. Copyright 2015 Silicon Valley Capital Partners, L.P. No part of this website may be altered or duplicated for any reason… more...

Silicon Valley Capital Partners is the advisor to the Global Strategy Lifestyle Funds, Separately Managed Accounts for Individuals. Silicon Valley Capital Partners and Global Strategy Funds are registered trademarks. Custodial services are provided by Fidelity Investments. Copyright 2015 Silicon Valley Capital Partners, L.P. No part of this website may be altered or duplicated for any reason other than personal use for selecting an investment advisor. By utilizing Fidelity Investments as our custodian, each client gets access to all of Fidelity’s resources, including a monthly Fidelity statement, online account view, and tools, plus use of any of Fidelity’s nationwide investor centers.

BakerAvenue is a trusted advisor to clients during professional and personal transitions since 2004. We offer comprehensive wealth management services and investment advice for families with high net worth, trusts, foundations, and endowments. Our headquarters is in San Francisco, with additional offices located in New York City, Dallas, Seattle, and San Diego. Our goal as a purpose-driven… more...

BakerAvenue is a trusted advisor to clients during professional and personal transitions since 2004. We offer comprehensive wealth management services and investment advice for families with high net worth, trusts, foundations, and endowments. Our headquarters is in San Francisco, with additional offices located in New York City, Dallas, Seattle, and San Diego. Our goal as a purpose-driven company is to make an impact on the people and communities we serve. Our mission is to provide intelligent wealth management strategies and foster positive social change. We are driven by our core values of excellence, community, trust, and inclusion. To align your portfolio with these values, we take a holistic approach. Our mission as fiduciaries is to put the interests of our clients before ours. We are committed to promoting diversity and inclusion within our practice and believe that it is these differences that will drive our innovation.

Fenul Wealth Management, an independent registered investment advisory company, is located in Los Angeles. Our focus is on providing simple and complete wealth management solutions for all income levels. We can help you achieve your financial goals if you're a high-net-worth family or an individual who wants to grow, preserve, and retire your wealth. We are here to help you achieve financial… more...

Fenul Wealth Management, an independent registered investment advisory company, is located in Los Angeles. Our focus is on providing simple and complete wealth management solutions for all income levels. We can help you achieve your financial goals if you're a high-net-worth family or an individual who wants to grow, preserve, and retire your wealth. We are here to help you achieve financial freedom if you're just starting your career. Our services are available to all, so there is no minimum investment requirement. Our services will go beyond investment advice. They can be used to help you with all aspects of your financial life. A holistic approach to managing your finances and planning for your future and current needs will be a benefit.

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. We are a leader in the industry with extensive resources, proactive risk management, and… more...

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. We are a leader in the industry with extensive resources, proactive risk management, and a strong focus on sustainability. This allows us to continue growing, evolving and setting new standards. Our success has been guided by our unwavering commitment to our clients for more than 100 years. Our reputation is built on putting clients' interests first and our passion for helping people transform their lives. RBC Capital Markets, LLC is an RBC subsidiary and legal entity. RBC Capital Markets LLC does not assume any obligations or debts. RBC Capital Markets, LLC's assets under management and market capitalization are a reflection of the company's fiscal responsibility. However, these metrics don't affect RBC Wealth Management's performance or implied protection for investments in RBC Wealth Management accounts.

We aim to make a difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. Our innovative financial planning process takes into consideration all aspects of our client's life. The process involves not only creating the investment and financial plan but regular follow-ups to ensure we're on track for achieving your goals.… more...

We aim to make a difference in the lives of our clients by helping them achieve financial independence, financial security, and financial confidence. Our innovative financial planning process takes into consideration all aspects of our client's life. The process involves not only creating the investment and financial plan but regular follow-ups to ensure we're on track for achieving your goals. We will start by learning more about you and your values. Kristina Kuprina founded Sequoia Wealth Advisors in 2007 to find a better way of providing financial advice and investment services. We started with three financial advisors, but we have grown to twelve advisors and five associates dedicated to providing personalized service. We have grown in a number of services and continue to improve our ability to provide better service to our clients and their families. Sequoia Wealth Advisors believes that long-term partnerships, which encourage honest and open communication are the key to our clients' success. We provide ongoing education and financial updates to our clients as well as the team in this spirit of communication. We aim to help people find balance in their lives and decrease stress. Our greatest purpose is to empower and inspire others to achieve SEMP (Spiritually. Emotionally. Mentally. And Physically) balance. The traditional model of financial services often creates a conflict of interest for those who offer financial advice. They may be selling you their product, rather than offering advice. The client can choose which services they need and how much we will charge them. We help you define and plan your financial goals. We are independent and can provide objective advice to our clients. This ensures that you will always be in the best interests of your money. We want to make every person's life the best it can be.

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account"). Morgan Stanley is a fiduciary as defined by the Employee Retirement… more...

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account"). Morgan Stanley is a fiduciary as defined by the Employee Retirement Income Security Act of 1973, as amended ("ERISA"), and/or the Internal Revenue Code of 1987 ("Code") as applicable. Morgan Stanley is not considered a fiduciary under ERISA or the Code if it provides investment education, accepts orders without solicitation, or does not offer "investment advice". For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. The tax laws can be complex and are subject to changes. Morgan Stanley cannot provide legal or tax advice. Before establishing a retirement account, individuals should consult their legal and tax advisors. For matters related to taxation or tax planning, consult your tax advisor. Your attorney should be consulted for trust and estate planning, charitable gift planning, and any other legal issues.

Our experience has taught us that happiness is often about feeling satisfied and joyful about how your wealth is used for your family, yourself, and the causes you care about. CIBC Private Wealth is your trusted partner in wealth planning, investment, and private banking. It takes time, resources, and expertise to create a holistic, personalized wealth plan. CIBC Private Wealth Management has a… more...

Our experience has taught us that happiness is often about feeling satisfied and joyful about how your wealth is used for your family, yourself, and the causes you care about. CIBC Private Wealth is your trusted partner in wealth planning, investment, and private banking. It takes time, resources, and expertise to create a holistic, personalized wealth plan. CIBC Private Wealth Management has a low client-to-advisor ratio. Each client is led by a qualified wealth advisor who averages more than 25 years of industry experience. Because we have found that this is the most effective way to grow and preserve your assets, our team offers a wide range of opportunities across all asset classes and global regions. We consider you and your needs and create a personalized investment portfolio that includes global access and expertise. We help the families of our clients plan how to invest the money they have created. Our services help you meet your life goals, create a family legacy, and realize your charitable dreams.

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account") and Morgan Stanley is a fiduciary as defined by the Employee Retirement… more...

Morgan Stanley Smith Barney LLC and its affiliates, Morgan Stanley Financial Advisors, Morgan Stanley Private Wealth Advisors, and Morgan Stanley Financial Advisors ("Morgan Stanley") offer "investment advice" about a retirement plan, individual retirement account, or Coverdell education saving account ("Retirement Account") and Morgan Stanley is a fiduciary as defined by the Employee Retirement Income Security Act of 1973, as amended ("ERISA") and/or the Internal Revenue Code of 1987 ("Code") as appropriate. Morgan Stanley is not considered a fiduciary under ERISA or the Code if it provides investment education, accepts orders without solicitation, or does not offer "investment advice". For more information regarding Morgan Stanley's role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. The tax laws can be complex and are subject to changes. Morgan Stanley cannot provide legal or tax advice. Before establishing a retirement account, individuals should consult their legal and tax advisors. For matters related to taxation or tax planning, consult your tax advisor. Your attorney should be consulted for trust and estate planning, charitable gift planning, and any other legal issues.

Transitions Wealth Advisors is an independent, boutique wealth management practice located in San Jose's Willow Glen. Our dedicated team of financial planners loves their work. We have over 20 years of combined experience and resources. Our goal is to help you enjoy what matters most to you. Our passion and our mission intersect because life is full of changing seasons. We are a wealth management… more...

Transitions Wealth Advisors is an independent, boutique wealth management practice located in San Jose's Willow Glen. Our dedicated team of financial planners loves their work. We have over 20 years of combined experience and resources. Our goal is to help you enjoy what matters most to you. Our passion and our mission intersect because life is full of changing seasons. We are a wealth management firm in San Jose that was created to offer you an extraordinary experience. Our clients always come first in every decision that we make as an independent family practice. Our passion and our mission intersect because life is always changing. We can help you with everything from retirement planning to the sale of a company to planning for your future, all thanks to our years of knowledge, experience, and wisdom. Our business is to help you turn your dreams into reality.

Securities and Financial Planning are offered by LPL Financial. LPL Financial is a registered investment adviser. Member FINRA/sic (finra.org). LPL Financial registered representatives associated with this site may not discuss or transact securities business only with residents in the following states: CA (CO), MO, NV, and TX. This profile does not represent the opinions of LPL Financial. It has… more...

Securities and Financial Planning are offered by LPL Financial. LPL Financial is a registered investment adviser. Member FINRA/sic (finra.org). LPL Financial registered representatives associated with this site may not discuss or transact securities business only with residents in the following states: CA (CO), MO, NV, and TX. This profile does not represent the opinions of LPL Financial. It has not been checked for accuracy and completeness by LPL Financial. My approach to life and practice is based on competence, character, and compassion. I have a personal story that has inspired me to assist others with financial planning and investment management. When I became suddenly widowed in 2000, I had a plan and made smart investment decisions. I was then able to move forward with my family and create a secure life. My practice is geared towards single women, especially those in transition after divorce or widowhood.

We have a team of experienced Financial Advisors who will listen to your needs and develop a plan that helps you reach your goals. Our team is well-equipped to offer advice and solutions beyond just investing. We are committed to helping you achieve all your financial goals. This is what we refer to as Advice. It goes beyond investing. We have access to the advanced resources of UBS Private… more...

We have a team of experienced Financial Advisors who will listen to your needs and develop a plan that helps you reach your goals. Our team is well-equipped to offer advice and solutions beyond just investing. We are committed to helping you achieve all your financial goals. This is what we refer to as Advice. It goes beyond investing. We have access to the advanced resources of UBS Private Wealth Management and can provide a customized plan that addresses all your financing, planning, investing, and investment priorities. Our team can help you achieve your goals, no matter how complex. Our goal is to become your trusted resource for financial advice and help you get on the right track toward your financial goals. We are committed to providing quality solutions that meet your specific needs. We aim to become your first source of financial advice. We are committed to providing high-quality client service and building long-lasting relationships.

Harris Private Wealth financial advisors manage your financial life, so you can live your actual life. Financial advice is not enough. You're more than just your money. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Your money is not all that matters. You need more than just financial advice. Harris Private Wealth's… more...

Harris Private Wealth financial advisors manage your financial life, so you can live your actual life. Financial advice is not enough. You're more than just your money. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Your money is not all that matters. You need more than just financial advice. Harris Private Wealth's financial advisors will ensure that you have all the tools you need to make the most of your life. Harris Private Wealth creates your financial management team using our diverse and powerful network of professionals. Our goal is to continue achieving your objectives by coordinating the people and processes.

We are pleased to show you why the San Jose Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined… more...

We are pleased to show you why the San Jose Branch, CA Branch believes we can make significant changes in your life by using goals-based wealth management strategies. This includes retirement income planning as well as access to Bank of America philanthropic services. Our financial advisors can provide financial solutions that are based on years of wealth management experience and combined knowledge. Our role is not limited to providing wealth management guidance and advice. Merrill Lynch Wealth Management has a wealth of resources that advisors can use to help with income planning and guidance for concentrated stock investments. They also offer estate planning and other services. Our goal is to support your financial needs. We offer a range of wealth management products and advice.