46,775 advisors

• Melinda Beard

  Strategic Advisers LLC — Glendale, CA

  Fixed fees reported · AUM fees reported · 1,654,834 individual clients · Large firm

  3 yrs registered

• Shanna Bearden

  Morgan Stanley — Oakland, CA

  Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm

  23 yrs registered

• Stephen Bearden

  Morgan Stanley — Los Angeles, CA

  Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm

  31 yrs registered

  Has disclosures

• Daniele BeasleyCFP

  Mission Wealth Management, LP — Santa Barbara, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 1,114 individual clients

  7 yrs registered

• Brian BeattieCFP

  Wells Fargo Clearing Services, LLC — Napa, CA

  Fixed fees reported · AUM fees reported · 644,097 individual clients · Large firm

  18 yrs registered

  Has disclosures

• Craig Beattie

  Wells Fargo Clearing Services, LLC — San Francisco, CA

  Fixed fees reported · AUM fees reported · 644,097 individual clients · Large firm

  10 yrs registered

• Leah Beattie

  Veris Wealth Partners, LLC — Oakland, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 77 individual clients

  21 yrs registered

• Michael Beattie

  Ameriprise Financial Services, LLC — San Juan Capistrano, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 1,189,138 individual clients

  19 yrs registered

• Stacy Beattie

  Lido — Los Angeles, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 3,214 individual clients

  18 yrs registered

• Bryan BeattyCFP

  LPL Financial LLC — San Diego, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients

  14 yrs registered

• Daniel Beatty

  Selby Wealth Management — Emeryville, CA

  Hourly fees reported · AUM fees reported · 57 individual clients · Solo/small firm

  20 yrs registered

• Eric Beatty

  Wells Fargo Clearing Services, LLC — Brea, CA

  Fixed fees reported · AUM fees reported · 644,097 individual clients · Large firm

  2 yrs registered

• Jeanette BeattyCFP

  Earned Wealth Advisors, LLC — Walnut Creek, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 877 individual clients

  10 yrs registered

• Bruce BeatyChFC

  Madison Avenue Securities, LLC — San Diego, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 13,536 individual clients

  12 yrs registered

• Lisa Beaty

  Keystone Private Wealth — Palm Desert, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 285 individual clients

  20 yrs registered

• Terry Beauchamp

  Merrill Lynch, Pierce, Fenner & Smith Incorporated — Laguna Niguel, CA

  Fixed fees reported · AUM fees reported · 1,269,968 individual clients · Large firm

  26 yrs registered

• Jon Beauchemin

  Mariner — Woodland Hills, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 32,261 individual clients

  8 yrs registered

  Has disclosures

• Andrew Beaugard

  Planmember Securities Corporation — Carpinteria, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 68,543 individual clients

  19 yrs registered

• Jeffrey Beaulieu

  Eagle Strategies LLC — Riverside, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 105,597 individual clients

  10 yrs registered

• Michael BeaulieuCFP

  Beacon Pointe Advisors, LLC — Newport Beach, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 18,083 individual clients

  8 yrs registered

• Richard Beaumont

  Morgan Stanley — Orinda, CA

  Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm

  25 yrs registered

  Has disclosures

• Douglas Beaver

  Integrated Wealth Concepts LLC — Irvine, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 16,024 individual clients

  2 yrs registered

• Jonathan Bebe

  Accelerate Retirement — Aliso Viejo, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 434 individual clients

  7 yrs registered

• Kenneth Beber

  Independent Financial Group, LLC — Chino Hills, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 23,458 individual clients

  19 yrs registered

  Has disclosures

• Antonio Beccari

  Ameriprise Financial Services, LLC — Bakersfield, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 1,189,138 individual clients

  27 yrs registered

  Has disclosures