46,775 advisors

• Jeffrey Bergholt

  Stifel, Nicolaus & Company, Incorporated — San Francisco, CA

  Fixed fees reported · AUM fees reported · 156,989 individual clients · Large firm

  21 yrs registered

• Cindy Bergin

  Stifel, Nicolaus & Company, Incorporated — Paso Robles, CA

  Fixed fees reported · AUM fees reported · 156,989 individual clients · Large firm

  28 yrs registered

• Joseph Bergin

  Prospera Financial Services, INC. — Irvine, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 12,511 individual clients

  28 yrs registered

  Has disclosures

• Michael Bergines

  Prospero Wealth, LLC — San Jose, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 38 individual clients

  16 yrs registered

  Has disclosures

• Maili Bergman

  Mutual Advisors, LLC — Manhattan Beach, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 7,101 individual clients

  4 yrs registered

• Roland BergmanCFP

  Cambridge Investment Research Advisors, INC. — San Mateo, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 308,441 individual clients

  21 yrs registered

• Royce Bergman

  UBS Financial Services INC. — Los Angeles, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 244,284 individual clients

  18 yrs registered

• Eric Bergquist

  Lifesteps Financial — Claremont, CA

  Fixed fees reported · AUM fees reported · 572 individual clients · Small firm

  10 yrs registered

• Peter Bergquist

  Morgan Stanley — San Mateo, CA

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

  25 yrs registered

  Has disclosures

• Jared BergstromCFP · CFA

  Captrust — Costa Mesa, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 19,698 individual clients

  12 yrs registered

• Anastas Beribak

  Wells Fargo Clearing Services, LLC — Beverly Hills, CA

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

  3 yrs registered

• John Berkhoff

  Planmember Securities Corporation — Carpinteria, CA

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

  10 yrs registered

  Has disclosures

• Mark Berkman

  Osaic Wealth, INC. — Mill Valley, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 513,910 individual clients

  9 yrs registered

• Galina Berkovich

  Integrated Wealth Concepts LLC — La Jolla, CA

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

  4 yrs registered

• Bram Berkowitz

  Merrill Lynch, Pierce, Fenner & Smith Incorporated — Chico, CA

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

  9 yrs registered

• Douglas Berl

  Raymond James & Associates, INC. — San Francisco, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 413,527 individual clients

  25 yrs registered

  Has disclosures

• George BerlaCFA

  Berla Investment Consulting — Alamo, CA

  Hourly fees reported · Fixed fees reported · Solo/small firm · No reported disclosures

  0 yrs registered

• Gregory Berlant

  Strategic Advisers LLC — Woodland Hills, CA

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

  18 yrs registered

• Carina BerlinCFP

  Kayne Anderson Rudnick Investment Management, LLC — Los Angeles, CA

  Fixed fees reported · AUM fees reported · 586 individual clients · No reported disclosures

  10 yrs registered

• Geoffrey Berlin

  Merrill Lynch, Pierce, Fenner & Smith Incorporated — Los Angeles, CA

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

  16 yrs registered

• Louis Berlin

  Wells Fargo Clearing Services, LLC — Newport Beach, CA

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

  29 yrs registered

• James Berliner

  Westmount Partners, LLC — Los Angeles, CA

  AUM fees reported · 571 individual clients · Small firm · No reported disclosures

  36 yrs registered

• Jason Berlinger

  Morgan Stanley — Santa Monica, CA

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

  24 yrs registered

• Alan BermanCFP

  LPL Financial LLC — Santa Rosa, CA

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

  20 yrs registered

  Has disclosures

• August Berman

  Morgan Stanley — Pleasanton, CA

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

  14 yrs registered