• Browse Advisors
    • Advisor Firms
    • Individual Advisors
  • Match With An Advisor
  • Retirement Studies
  • About Us
    • Terms of Service
    • Privacy Policy

Find Financial Advisor Firms in California

  • Alameda
  • Aliso Viejo
  • Anaheim
  • Berkeley
  • Beverly Hills
  • Burlingame
  • Campbell
  • Carlsbad
  • Costa Mesa
  • Cupertino
  • Danville
  • El Dorado Hills
  • El Segundo
  • Encino
  • Folsom
  • Fresno
  • Fullerton
  • Glendale
  • Huntington Beach
  • Irvine
  • Lafayette
  • Laguna Hills
  • La Jolla
  • Larkspur
  • Long Beach
  • Los Altos
  • Los Angeles
  • Los Gatos
  • Manhattan Beach
  • Marina Del Rey
  • Menlo Park
  • Mill Valley
  • Monterey
  • Mountain View
  • Newport Beach
  • Oakland
  • Orange
  • Orinda
  • Palo Alto
  • Pasadena
  • Petaluma
  • Pleasant Hill
  • Pleasanton
  • Portola Valley
  • Redlands
  • Redwood City
  • Roseville
  • Sacramento
  • San Diego
  • San Francisco
  • San Jose
  • San Luis Obispo
  • San Mateo
  • San Rafael
  • San Ramon
  • Santa Ana
  • Santa Barbara
  • Santa Clara
  • Santa Monica
  • Santa Rosa
  • Sausalito
  • Sherman Oaks
  • Solana Beach
  • Thousand Oaks
  • Torrance
  • Tustin
  • Walnut Creek
  • West Hollywood
  • Westlake Village
  • Woodland Hills
  • See other firms in this state
  • About Us
  • Contact
  • Terms of Service
  • Privacy Policy
  • Form ADV Part 2A | Form CRS
SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors. This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.
Smartly made in NYC © 2023 SmartAsset, all rights reserved.