46,775 advisors
- Samantha Bakke
One Capital Management, LLC — Westlake Village, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 2,300 individual clients
13 yrs registered
Has disclosures
- Per Bakken
Morgan Stanley — San Clemente, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
21 yrs registered
- Kimberly Bakos
Stifel, Nicolaus & Company, Incorporated — Murrieta, CA
Fixed fees reported · AUM fees reported · 156,989 individual clients · Large firm
19 yrs registered
- Michael Bakos
Beacon Pointe Advisors, LLC — Newport Beach, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 18,083 individual clients
20 yrs registered
- Stacy BakriCFP
Beacon Pointe Advisors, LLC — Newport Beach, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 18,083 individual clients
25 yrs registered
- Mikhael Balachov
Team Hewins, LLC — Foster City, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 247 individual clients
4 yrs registered
- Joel Balam
LPL Financial LLC — Modesto, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 1,291,397 individual clients
9 yrs registered
- Henry Balanza
Transamerica Financial Advisors, LLC — Fullerton, CA
AUM fees reported · 41,279 individual clients · Large firm · No reported disclosures
18 yrs registered
- Thomas Balas
J.p. Morgan Securities LLC — Orange, CA
AUM fees reported · 877,306 individual clients · Large firm · No reported disclosures
20 yrs registered
- Samantha Balboni
Osaic Wealth, INC. — Walnut Creek, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 513,910 individual clients
7 yrs registered
- Rodney Balbuena
Sageview Advisory Group, LLC — Newport Beach, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 124 individual clients
11 yrs registered
- Harry Bald
PFS Investments INC. — Riverside, CA
AUM fees reported · 65,489 individual clients · Large firm · No reported disclosures
14 yrs registered
- Matthew BalderstonCFP
Pure Financial Advisors, LLC — San Diego, CA
Fixed fees reported · AUM fees reported · 3,936 individual clients · No reported disclosures
18 yrs registered
- Colombo Baldini
Wealthspire Retirement Advisory — Aliso Viejo, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 5,369 individual clients
16 yrs registered
- Dominic Baldini
Emerson Equity LLC — San Mateo, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 518 individual clients
22 yrs registered
Has disclosures
- Jjean-Claude Baldivino
Transamerica Financial Advisors, LLC — Rancho Cucamonga, CA
AUM fees reported · 41,279 individual clients · Large firm
1 yrs registered
Has disclosures
- Christian Baldree
Osaic Wealth, INC. — Roseville, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 513,910 individual clients
15 yrs registered
- Adam Baldridge
Strategic Advisers LLC — San Diego, CA
Fixed fees reported · AUM fees reported · 1,654,834 individual clients · Large firm
8 yrs registered
Has disclosures
- Brandon Baldwin
Merrill Lynch, Pierce, Fenner & Smith Incorporated — Newport Beach, CA
Fixed fees reported · AUM fees reported · 1,269,968 individual clients · Large firm
14 yrs registered
- Brian Baldwin
Commonwealth Financial Network — Orange, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 314,099 individual clients
4 yrs registered
- Daniel Baldwin
Morgan Stanley — Walnut Creek, CA
Fixed fees reported · AUM fees reported · 2,600,707 individual clients · Large firm
28 yrs registered
Has disclosures
- Derek BaldwinCFA
Gould Asset Management LLC — Claremont, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 120 individual clients
11 yrs registered
- Frank Baldwin
UBS Financial Services INC. — La Jolla, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 244,284 individual clients
26 yrs registered
- Frank BaldwinCFP · ChFC
Farther — San Francisco, CA
Hourly fees reported · Fixed fees reported · AUM fees reported · 11,130 individual clients
23 yrs registered
- Gregory Baldwin
Pks Advisory Services, LLC — Palm Springs, CA
Fixed fees reported · AUM fees reported · 4,696 individual clients · Small firm
31 yrs registered
Has disclosures