46,775 advisors
- Edward Berry
Greenshields Capital LLC — El Segundo, CA
Fixed fees reported · AUM fees reported · 64 individual clients · Solo/small firm
19 yrs registered
- Fred Berry
Merrill Lynch, Pierce, Fenner & Smith Incorporated — La Jolla, CA
Fixed fees reported · AUM fees reported · 1,269,968 individual clients · Large firm
28 yrs registered
Has disclosures
- Gina Berry
Stifel, Nicolaus & Company, Incorporated — Newport Beach, CA
Fixed fees reported · AUM fees reported · 156,989 individual clients · Large firm
15 yrs registered
- John BerryCFP
Integrated Wealth Concepts LLC — San Diego, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 16,024 individual clients
25 yrs registered
- Jon Berry
Morgan Stanley — Rolling Hills Estates, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
17 yrs registered
- Jordan Berry
Raymond James & Associates, INC. — Pasadena, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 413,527 individual clients
5 yrs registered
- Michael Berry
Allstate Financial Advisors, LLC — Laguna Hills, CA
397 individual clients · No reported disclosures · 10+ years registered
11 yrs registered
- Rajvi Berry
Morgan Stanley — San Francisco, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
14 yrs registered
- Robert Berry
Morgan Stanley — San Diego, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
28 yrs registered
Has disclosures
- Thomas Berry
LPL Financial LLC — Campbell, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
18 yrs registered
- Kelsey Joan Berryman
UBS Financial Services INC. — Pasadena, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 244,284 individual clients
11 yrs registered
- Mary BersotCFA
Bailard, INC. — Foster City, CA
Fixed fees reported · AUM fees reported · 237 individual clients · No reported disclosures
20 yrs registered
- Robert Berston
Oppenheimer & Co. INC. — San Francisco, CA
Fixed fees reported · AUM fees reported · 35,818 individual clients · Large firm
0 yrs registered
- Gregory Bertagna
LPL Financial LLC — San Diego, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
18 yrs registered
- Jordan Bertain
Wells Fargo Advisors Financial Network, LLC — Burbank, CA
Fixed fees reported · AUM fees reported · 221,968 individual clients · Large firm
0 yrs registered
- Richard BertainCFP · ChFC
Wells Fargo Advisors Financial Network, LLC — Burbank, CA
Fixed fees reported · AUM fees reported · 221,968 individual clients · Large firm
29 yrs registered
Has disclosures
- Nicholas BertellChFC
Redwood Coast Financial Partners — Eureka, CA
AUM fees reported · 984 individual clients · Solo/small firm · 10+ years registered
18 yrs registered
Has disclosures
- Wesley Bertelsen
Wells Fargo Clearing Services, LLC — San Diego, CA
Fixed fees reported · AUM fees reported · 644,097 individual clients · Large firm
18 yrs registered
- Craige Bertero
Corient — San Francisco, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 6,392 individual clients
24 yrs registered
- James Bertero
Morgan Stanley — Santa Rosa, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
27 yrs registered
Has disclosures
- Anita Berthold
Morgan Stanley — San Francisco, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
28 yrs registered
- James Berti
Morgan Stanley — San Francisco, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
14 yrs registered
- Ronald Bertke
Hornor, Townsend & Kent, LLC — Encino, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 27,446 individual clients
19 yrs registered
- Anthony Bertocchini
LPL Financial LLC — Laguna Niguel, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
24 yrs registered
- Mark BertoliCFP
Castle Rock Wealth Management, LLC — Walnut Creek, CA
AUM fees reported · 1,917 individual clients · Small firm · 10+ years registered
27 yrs registered
Has disclosures