46,775 advisors

• Bryce Bordwell

  Wells Fargo Clearing Services, LLC — Irvine, CA

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

  21 yrs registered

• Stacy BorekCFP

  Steelpeak Wealth, LLC — Woodland Hills, CA

  Fixed fees reported · AUM fees reported · 1,420 individual clients · No reported disclosures

  13 yrs registered

• David Borenstein

  Wells Fargo Clearing Services, LLC — Encino, CA

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

  25 yrs registered

• Efrain Borenstein

  Hilltop Securities INC. — Sherman Oaks, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 2,736 individual clients

  22 yrs registered

• Jeffrey Borenstein

  Forum Financial Management, LP — Thousand Oaks, CA

  Fixed fees reported · AUM fees reported · 3,903 individual clients · No reported disclosures

  23 yrs registered

• Leilani Borer

  Ameriprise Financial Services, LLC — Santa Clara, CA

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

  26 yrs registered

  Has disclosures

• Laura Boretsky

  UBS Financial Services INC. — Newport Beach, CA

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

  20 yrs registered

• Jeff Borges

  Strategic Advisers LLC — Pleasanton, CA

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

  27 yrs registered

  Has disclosures

• Andrea Borgioli

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

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

  7 yrs registered

• Cary Boring

  Trilogy Capital, INC. — Irvine, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 7,512 individual clients

  24 yrs registered

• Cody Boring

  Cwm, LLC — Roseville, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 45,032 individual clients

  1 yrs registered

• Douglas BoringCFP

  Cwm, LLC — Roseville, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 45,032 individual clients

  22 yrs registered

• Sarah Boring

  Global Retirement Partners LLC — San Rafael, CA

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

  3 yrs registered

• Lorraine Boris

  J.p. Morgan Securities LLC — San Juan Capistrano, CA

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

  5 yrs registered

• Richard Borish

  Wells Fargo Clearing Services, LLC — Palm Desert, CA

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

  27 yrs registered

  Has disclosures

• Enrique Borja

  State Farm Investment Management Corp. — Valencia, CA

  AUM fees reported · 3,429 individual clients · Large firm · No reported disclosures

  0 yrs registered

• Craig Borkovec

  Composition Wealth, LLC — Los Angeles, CA

  Fixed fees reported · AUM fees reported · 3,354 individual clients · No reported disclosures

  5 yrs registered

• Richard Borkowski

  Lincoln Investment — Woodland Hills, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 133,528 individual clients

  8 yrs registered

• Erika Borman

  Planmember Securities Corporation — Carpinteria, CA

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

  17 yrs registered

• Jason BormanCFP

  Raymond James Financial Services Advisors, INC — Lafayette, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 402,577 individual clients

  22 yrs registered

• Jeffrey Borman

  Axxcess Wealth Management, LLC — Carlsbad, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 7,359 individual clients

  13 yrs registered

• Amy BornCFP · CFA

  Svb Wealth — Beverly Hills, CA

  Fixed fees reported · AUM fees reported · 494 individual clients · No reported disclosures

  26 yrs registered

• David BornCFP · CFA

  Private Financial Management LLC — Orinda, CA

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

  19 yrs registered

• Leroy Born

  International Assets Investment Management, LLC — Las Flores, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 3,798 individual clients

  23 yrs registered

  Has disclosures

• Michael Bornstein

  Signature Resources Capital Management, LLC — Newport Beach, CA

  Hourly fees reported · Fixed fees reported · AUM fees reported · 276 individual clients

  9 yrs registered