46,775 advisors

• Daniel Bertolucci

  Morgan Stanley — Bakersfield, CA

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

  28 yrs registered

• Michael Bertolucci

  Ameriprise Financial Services, LLC — West Hollywood, CA

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

  15 yrs registered

• Christopher BertorelliCFP

  Octavia Wealth Advisors LLC — San Diego, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 3,212 individual clients

  19 yrs registered

• Raymond Bertrand

  Aristotle Capital Management, LLC — Los Angeles, CA

  Fixed fees reported · AUM fees reported · 4,452 individual clients · No reported disclosures

  19 yrs registered

• Ryan Bertrand

  Missionsquare Retirement — Modesto, CA

  AUM fees reported · 40,136 individual clients · Large firm

  5 yrs registered

  Has disclosures

• Ethan BerubeCFP

  LPL Financial LLC — San Diego, CA

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

  5 yrs registered

• Judd Berube

  Wealthspire Retirement Advisory — Aliso Viejo, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 5,369 individual clients

  18 yrs registered

• Martha Berumen

  Morgan Stanley — San Diego, CA

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

  21 yrs registered

• Gary Besnier

  Centaurus Financial, INC. — Anaheim, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 37,625 individual clients

  14 yrs registered

• Stephen BesseCFP

  Raymond James & Associates, INC. — Walnut Creek, CA

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

  28 yrs registered

  Has disclosures

• Gerard Bessette

  Strategic Advisers LLC — Los Altos, CA

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

  9 yrs registered

  Has disclosures

• Donald Bessler

  Windward Capital Management Co — Los Angeles, CA

  AUM fees reported · 53 individual clients · Small firm · No reported disclosures

  23 yrs registered

• Aaron Bessonette

  Planmember Securities Corporation — Carpinteria, CA

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

  19 yrs registered

• Bradford Best

  Cetera Investment Advisers LLC — San Diego, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 722,373 individual clients

  18 yrs registered

• Michael Best

  Belpointe Asset Management LLC — San Diego, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 6,000 individual clients

  14 yrs registered

• Paula BestCFP

  UBS Financial Services INC. — Walnut Creek, CA

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

  5 yrs registered

  Has disclosures

• Wayne Best

  Tamalpais Asset Management — Larkspur, CA

  AUM fees reported · 187 individual clients · Solo/small firm · No reported disclosures

  25 yrs registered

• William Best

  Raymond James & Associates, INC. — Newport Beach, CA

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

  11 yrs registered

• Angelica Betancourt

  Transamerica Financial Advisors, LLC — Brea, CA

  AUM fees reported · 41,279 individual clients · Large firm · No reported disclosures

  14 yrs registered

• Azelia Betancourt

  Galliott Capital Advisors, LLC — Beverly Hills, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 21 individual clients

  11 yrs registered

• Carlos Betancourt

  J.p. Morgan Securities LLC — Los Altos, CA

  AUM fees reported · 877,306 individual clients · Large firm · No reported disclosures

  16 yrs registered

• Paul Betenbaugh

  Creative Financial Designs, INC. — Orland, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 10,015 individual clients

  19 yrs registered

  Has disclosures

• Lee BethelChFC

  Global Retirement Partners LLC — San Rafael, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 11,380 individual clients

  31 yrs registered

• Jason Betley

  Oppenheimer & Co. INC. — Encino, CA

  Fixed fees reported · AUM fees reported · 35,818 individual clients · Large firm

  1 yrs registered

  Has disclosures

• Hanane Bettahi

  J.p. Morgan Securities LLC — Antioch, CA

  AUM fees reported · 877,306 individual clients · Large firm · No reported disclosures

  5 yrs registered