46,775 advisors
- James Apgar
J.p. Morgan Securities LLC — Roseville, CA
AUM fees reported · 877,306 individual clients · Large firm · No reported disclosures
10 yrs registered
- Cinnamon Apker
Wells Fargo Clearing Services, LLC — Westlake Village, CA
Fixed fees reported · AUM fees reported · 644,097 individual clients · Large firm
11 yrs registered
- Alexander Apodaca
LPL Financial LLC — Walnut, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
8 yrs registered
- Manuel ApolonioCFP
Hanke & Apolonio Wealth Advisors LLC — San Francisco, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 52 individual clients
10 yrs registered
- Yemil Aponte
Strategic Advisers LLC — Los Angeles, CA
Fixed fees reported · AUM fees reported · 1,654,834 individual clients · Large firm
5 yrs registered
- Eric Aposhian
Lewis Asset Management — Lafayette, CA
Fixed fees reported · AUM fees reported · 167 individual clients · Solo/small firm
15 yrs registered
Has disclosures
- Anthony Apostolidis
LPL Financial LLC — Stockton, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
28 yrs registered
- Rama Appalla
Transamerica Financial Advisors, LLC — Elk Grove, CA
AUM fees reported · 41,279 individual clients · Large firm · No reported disclosures
7 yrs registered
- Brian AppelCFP · ChFC
Lido — Los Angeles, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 3,214 individual clients
22 yrs registered
- James AppelChFC
Centaurus Financial, INC. — Santa Barbara, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 37,625 individual clients
10 yrs registered
Has disclosures
- Jennifer Appel
LPL Financial LLC — San Diego, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
7 yrs registered
- Kevin Appelbaum
Osaic Wealth, INC. — El Cajon, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 513,910 individual clients
20 yrs registered
Has disclosures
- Daniel AppleCFP
Apple & Associates — Grass Valley, CA
Hourly fees reported · AUM fees reported · 199 individual clients · Solo/small firm
28 yrs registered
Has disclosures
- Stephen Applebaum
Merrill Lynch, Pierce, Fenner & Smith Incorporated — Beverly Hills, CA
Fixed fees reported · AUM fees reported · 1,269,968 individual clients · Large firm
26 yrs registered
Has disclosures
- Lillian Appleby
LPL Financial LLC — Woodland Hills, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
27 yrs registered
- Shannon Appleby
UBS Financial Services INC. — Seal Beach, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 244,284 individual clients
21 yrs registered
- Blair Applegate
Kestra Advisory Services, LLC — Aliso Viejo, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 89,162 individual clients
14 yrs registered
- David Applestein
T. Rowe Price Advisory Services, INC. — San Diego, CA
AUM fees reported · 13,517 individual clients · No reported disclosures · 10+ years registered
26 yrs registered
- Michael Appleton
Morgan Stanley — San Francisco, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
23 yrs registered
- Juan Applewhite
Strategic Advisers LLC — San Francisco, CA
Fixed fees reported · AUM fees reported · 1,654,834 individual clients · Large firm
0 yrs registered
- Ronald Appling
Strategic Advisers LLC — San Diego, CA
Fixed fees reported · AUM fees reported · 1,654,834 individual clients · Large firm
16 yrs registered
- Jonathan ApsleyCFA
Principal Asset Management — Yuba City, CA
Fixed fees reported · AUM fees reported · 6,014 individual clients · Large firm
4 yrs registered
- Grace ApuyCFP
Kayne Anderson Rudnick Investment Management, LLC — Los Angeles, CA
Fixed fees reported · AUM fees reported · 586 individual clients · No reported disclosures
21 yrs registered
- Robert Apuzzo
Eagle Strategies LLC — Los Angeles, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 105,597 individual clients
0 yrs registered
- Dawn Aquilina
UBS Financial Services INC. — Palo Alto, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 244,284 individual clients
10 yrs registered