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Results For California Listings

California

California is home to many top wealth management firms, ranging from boutique financial advisors to large national firms. These companies help high-net-worth individuals, families, and businesses with investment management, estate planning, tax strategies, and financial planning.

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Bessemer Trust

San Francisco office of the wealth management firm.

mapMarkerGreyCalifornia, San Francisco

BBR Partners

SF office os the boutique firm headquartered in New York City. Established in 2000.

mapMarkerGreyCalifornia, San Francisco

Bessemer Trust

Los Angeles office of the best-in-class expertise across investment management firm.

mapMarkerGreyCalifornia, Los Angeles

Bessemer Trust

San Diego office. Founded in 1907.

mapMarkerGreyCalifornia, San Diego

Northern Trust

A leading provider of wealth management firm. Los Angeles office.

mapMarkerGreyCalifornia, Los Angeles

Northern Trust

A leading provider of wealth management firm. Menlo Park office.

mapMarkerGreyCalifornia

Northern Trust

Your trusted financial services. Mill Valley office.

mapMarkerGreyCalifornia, Mill Valley

Northern Trust

A leading provider of wealth management firm. Newport office.

mapMarkerGreyCalifornia, Newport

Northern Trust

Managing the wealth and financial goal of generations. Pasadena office.

mapMarkerGreyCalifornia, Pasadena

Northern Trust

San Diego, California. Established in 1889.

mapMarkerGreyCalifornia, San Diego

Northern Trust

Expert in private banking and wealth management. San Francisco office.

mapMarkerGreyCalifornia, San Francisco

Northern Trust

A global financial services firm. Santa Barbara office.

mapMarkerGreyCalifornia, Santa Barbara

LPL Financial

San Diego hub for world-class wealth management professionals.

mapMarkerGreyCalifornia, San Diego
mapMarkerGreyCalifornia, Los Angeles

Cresset

Serves clients in the heart of Silicon Valley.

mapMarkerGreyCalifornia, Menlo Park

Cresset

Private wealth management firm in the region.

mapMarkerGreyCalifornia, Santa Barbara

Savant Wealth Management

Strategic thinking. smart investing. Fullerton office.

mapMarkerGreyCalifornia, Fullerton

Bernstein Wealth Management

Expanding your global wealth. Los Angeles office.

mapMarkerGreyCalifornia, Los Angeles

Bernstein Wealth Management

Success starts with smart investing. San Diego office.

mapMarkerGreyCalifornia, San Diego

Bernstein Wealth Management

Your trusted partner in financial growth. San Francisco hub.

mapMarkerGreyCalifornia, San Francisco

Corient

Guiding you through every ginancial milestone. LA-based hub.

mapMarkerGreyCalifornia, Los Angeles

Corient

Your global partner in financial growth. Menlo Park office.

mapMarkerGreyCalifornia, Menlo Park

Corient

A hub for financial services on the West Coast. Newport office.

mapMarkerGreyCalifornia, Newport

Corient

Empower your financial future. San Diego hub.

mapMarkerGreyCalifornia, San Diego

Corient

Your trusted wealth partner. Montgomery Street office.

mapMarkerGreyCalifornia, San Francisco

Corient

Bringing wsealth to your doorstep. Mission Street office.

mapMarkerGreyCalifornia, San Francisco

Fisher Investments

Better financial futures for better lives. Irvine office.

mapMarkerGreyCalifornia, Irvine

Fisher Investments

Invest with clarity, plan with confidence. Woodside office.

mapMarkerGreyCalifornia, Woodside

Fisher Investments

Charting the course for financial success. San Mateo office.

mapMarkerGreyCalifornia, San Mateo

Cerity Partners

Empowering your financial success. Greenbrae office.

mapMarkerGreyCalifornia, Greenbrae

Cerity Partners

Navigating your path to prosperity. Lafayette office.

mapMarkerGreyCalifornia, Lafayette

Cerity Partners

Comprehensive solutions for your financial life. Los Altos office.

mapMarkerGreyCalifornia, Los Altos

Cerity Partners

Dedicated to your financial well-being. LA office.

mapMarkerGreyCalifornia, Los Angeles

Cerity Partners

Holistic wealth management for every stage. Mill Valley office.

mapMarkerGreyCalifornia, Mill Valley

Cerity Partners

Strategic planning for financial success. Irvine office.

mapMarkerGreyCalifornia, Irvine

Cerity Partners

Partnering for your prosperity. Pasadena office.

mapMarkerGreyCalifornia, Pasadena

Cerity Partners

Securing your financial future together. San Francisco office.

mapMarkerGreyCalifornia, San Francisco

Cerity Partners

Your financial success, our commitment. Redwood City office.

mapMarkerGreyCalifornia, Redwood City

Most wealth management firms in California provide:

  • Investment management (stocks, bonds, ETFs, alternatives)
  • Retirement planning (401(k) rollovers, pension strategies)
  • Tax planning (minimizing tax burdens)
  • Estate & trust planning (inheritance strategies)
  • Philanthropy & charitable giving
  • Business succession planning

When selecting a firm, consider:

  • Fee structure. Fee-only vs. commission-based
  • Fiduciary status. Look for fiduciary advisors who put your interests first
  • Specialization. Some firms focus on tech entrepreneurs, retirees, or high-net-worth families
  • AUM Minimums. Some firms require $500K+ or even $5M+ in assets