{
  "path": "/advisors/ca/hourly",
  "url": "https://advisorcensus.com/advisors/ca/hourly/page/20",
  "page_type": "state_fee",
  "title": "Hourly financial advisors in California",
  "filters": {},
  "scope_total": 1751,
  "faq": [
    {
      "q": "How many financial advisory firms are there in California?",
      "a": "AdvisorCensus lists 5,883 investment advisory firms with a principal office in California, from Form ADV filings as of October 2026: 1,951 SEC-registered, 2,366 state-registered, and 1,566 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in California?",
      "a": "1,633 of the 5,883 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in California offer financial planning?",
      "a": "2,397 of the 4,317 firms in California that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in California fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 1,633 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "Find financial advisors in California who charge by the hour. AdvisorCensus lists 1,751 investment advisory firms with a principal office in California that report hourly charges among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.",
  "about_market": null,
  "citation": "AdvisorCensus. Hourly financial advisors in California: 1,751 firms from Form ADV filings as of October 2026.",
  "total_firms": 1751,
  "page": 20,
  "total_pages": 36,
  "sort": "name",
  "registration_types": {
    "sec": 576,
    "state": 1175,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 747
    },
    {
      "code": "percentage_of_aum",
      "count": 1492
    },
    {
      "code": "hourly",
      "count": 1751
    },
    {
      "code": "subscription",
      "count": 38
    },
    {
      "code": "fixed",
      "count": 1365
    },
    {
      "code": "commissions",
      "count": 53
    },
    {
      "code": "performance_based",
      "count": 115
    },
    {
      "code": "other",
      "count": 162
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 549
    },
    {
      "code": "5_to_9",
      "count": 457
    },
    {
      "code": "10_to_19",
      "count": 416
    },
    {
      "code": "20_plus",
      "count": 325
    },
    {
      "code": "not_reported",
      "count": 4
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 521
    },
    {
      "code": "25m_100m",
      "count": 368
    },
    {
      "code": "100m_500m",
      "count": 380
    },
    {
      "code": "500m_1b",
      "count": 90
    },
    {
      "code": "1b_5b",
      "count": 80
    },
    {
      "code": "over_5b",
      "count": 31
    },
    {
      "code": "not_reported",
      "count": 281
    }
  ],
  "firms": [
    {
      "crd_number": 107638,
      "name": "Lodestar Private Asset Management LLC",
      "name_as_filed": "LODESTAR PRIVATE ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lodestar-private-asset-management-llc-alamo-ca-107638",
      "city": "Alamo",
      "state": "CA",
      "years_registered": 35,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156520,
      "name": "Lodestone Capital Solutions LLC",
      "name_as_filed": "LODESTONE CAPITAL SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/lodestone-capital-solutions-llc-stanton-ca-156520",
      "city": "Stanton",
      "state": "CA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153453,
      "name": "Logic Wealth Management, LLC",
      "name_as_filed": "LOGIC WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/logic-wealth-management-llc-pasadena-ca-153453",
      "city": "Pasadena",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340537,
      "name": "Lone Wolf Wealth Management",
      "name_as_filed": "LONE WOLF WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/lone-wolf-wealth-management-340537",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328283,
      "name": "Longevity Capital Management",
      "name_as_filed": "LONGEVITY CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/longevity-capital-management-thousand-oaks-ca-328283",
      "city": "Thousand Oaks",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282615,
      "name": "Longtail Alpha, LLC",
      "name_as_filed": "LONGTAIL ALPHA, LLC",
      "url": "https://advisorcensus.com/firm/longtail-alpha-llc-newport-beach-ca-282615",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329966,
      "name": "LOS Gatos Financial LLC",
      "name_as_filed": "LOS GATOS FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/los-gatos-financial-llc-los-gatos-ca-329966",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339053,
      "name": "Lotus Oak Capital Institute",
      "name_as_filed": "LOTUS OAK CAPITAL INSTITUTE",
      "url": "https://advisorcensus.com/firm/lotus-oak-capital-institute-339053",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343408,
      "name": "Lucerna Capital Management LLC",
      "name_as_filed": "LUCERNA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/lucerna-capital-management-llc-343408",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339978,
      "name": "Luhman Wealth Partners",
      "name_as_filed": "LUHMAN WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/luhman-wealth-partners-339978",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169270,
      "name": "Luminary Financial Planning",
      "name_as_filed": "LUMINARY FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/luminary-financial-planning-modesto-ca-169270",
      "city": "Modesto",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307687,
      "name": "Luna Capital Management, LLC",
      "name_as_filed": "LUNA CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/luna-capital-management-llc-burlingame-ca-307687",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311610,
      "name": "Lupu Financial",
      "name_as_filed": "LUPU FINANCIAL",
      "url": "https://advisorcensus.com/firm/lupu-financial-irvine-ca-311610",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335837,
      "name": "Lyon Restaurant Advisory",
      "name_as_filed": "LYON RESTAURANT ADVISORY",
      "url": "https://advisorcensus.com/firm/lyon-restaurant-advisory-fresno-ca-335837",
      "city": "Fresno",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289044,
      "name": "M Premier Partners",
      "name_as_filed": "M PREMIER PARTNERS",
      "url": "https://advisorcensus.com/firm/m-premier-partners-indian-wells-ca-289044",
      "city": "Indian Wells",
      "state": "CA",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281532,
      "name": "M Wealth Management, LLC",
      "name_as_filed": "M WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/m-wealth-management-llc-san-diego-ca-281532",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314871,
      "name": "Maaxiom Capital LLC",
      "name_as_filed": "MAAXIOM CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/maaxiom-capital-llc-314871",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156978,
      "name": "Maclean Capital Advisors, LLC",
      "name_as_filed": "MACLEAN CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/maclean-capital-advisors-llc-indian-wells-ca-156978",
      "city": "Indian Wells",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130655,
      "name": "Macroclimate LLC",
      "name_as_filed": "MACROCLIMATE LLC",
      "url": "https://advisorcensus.com/firm/macroclimate-llc-san-francisco-ca-130655",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297452,
      "name": "Madanat Financial Services",
      "name_as_filed": "MADANAT FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/madanat-financial-services-297452",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 23224,
      "name": "Madison Avenue Securities, LLC",
      "name_as_filed": "MADISON AVENUE SECURITIES, LLC",
      "url": "https://advisorcensus.com/firm/madison-avenue-securities-llc-san-diego-ca-23224",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172464,
      "name": "Madrid Retirement Advisors",
      "name_as_filed": "MADRID RETIREMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/madrid-retirement-advisors-manhattan-beach-ca-172464",
      "city": "Manhattan Beach",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338608,
      "name": "Madson Wealth Advisors Inc.",
      "name_as_filed": "MADSON WEALTH ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/madson-wealth-advisors-inc-santa-rosa-ca-338608",
      "city": "Santa Rosa",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152081,
      "name": "Magnum Financial",
      "name_as_filed": "MAGNUM FINANCIAL",
      "url": "https://advisorcensus.com/firm/magnum-financial-sonoma-ca-152081",
      "city": "Sonoma",
      "state": "CA",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144793,
      "name": "Mahalo Advisory Services, LLC",
      "name_as_filed": "MAHALO ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/mahalo-advisory-services-llc-huntington-beach-ca-144793",
      "city": "Huntington Beach",
      "state": "CA",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123189,
      "name": "Mainstreet Financial Planning, Inc.",
      "name_as_filed": "MAINSTREET FINANCIAL PLANNING, INC.",
      "url": "https://advisorcensus.com/firm/mainstreet-financial-planning-inc-los-gatos-ca-123189",
      "city": "Los Gatos",
      "state": "CA",
      "years_registered": 23,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132290,
      "name": "Malakoff Wealth",
      "name_as_filed": "MALAKOFF WEALTH",
      "url": "https://advisorcensus.com/firm/malakoff-wealth-danville-ca-132290",
      "city": "Danville",
      "state": "CA",
      "years_registered": 21,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172102,
      "name": "Managed Asset Wealth Management LLC",
      "name_as_filed": "MANAGED ASSET WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/managed-asset-wealth-management-llc-laguna-hills-ca-172102",
      "city": "Laguna Hills",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106071,
      "name": "Manchester Financial Inc",
      "name_as_filed": "MANCHESTER FINANCIAL INC",
      "url": "https://advisorcensus.com/firm/manchester-financial-inc-westlake-village-ca-106071",
      "city": "Westlake Village",
      "state": "CA",
      "years_registered": 36,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "commissions",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340078,
      "name": "Maney Wealth",
      "name_as_filed": "MANEY WEALTH",
      "url": "https://advisorcensus.com/firm/maney-wealth-san-francisco-ca-340078",
      "city": "San Francisco",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328255,
      "name": "Mangrove Advisors, LLC",
      "name_as_filed": "MANGROVE ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/mangrove-advisors-llc-328255",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132645,
      "name": "Marathon Capital Management, LLC",
      "name_as_filed": "MARATHON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/marathon-capital-management-llc-132645",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319258,
      "name": "Marathon Retirement Planning",
      "name_as_filed": "MARATHON RETIREMENT PLANNING",
      "url": "https://advisorcensus.com/firm/marathon-retirement-planning-dublin-ca-319258",
      "city": "Dublin",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325087,
      "name": "Mari Legacy Group, LLC",
      "name_as_filed": "MARI LEGACY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mari-legacy-group-llc-calabasas-ca-325087",
      "city": "Calabasas",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325684,
      "name": "Marim Wealth Planning",
      "name_as_filed": "MARIM WEALTH PLANNING",
      "url": "https://advisorcensus.com/firm/marim-wealth-planning-san-mateo-ca-325684",
      "city": "San Mateo",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311567,
      "name": "Marina Wealth Advisors",
      "name_as_filed": "MARINA WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/marina-wealth-advisors-311567",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108632,
      "name": "Mark Gillam Enterprises",
      "name_as_filed": "MARK GILLAM ENTERPRISES",
      "url": "https://advisorcensus.com/firm/mark-gillam-enterprises-fair-oaks-ca-108632",
      "city": "Fair Oaks",
      "state": "CA",
      "years_registered": 25,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117136,
      "name": "Mark Harris Services",
      "name_as_filed": "MARK HARRIS SERVICES",
      "url": "https://advisorcensus.com/firm/mark-harris-services-117136",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131890,
      "name": "Mark Smith Financial Services, Inc.",
      "name_as_filed": "MARK SMITH FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/mark-smith-financial-services-inc-thousand-oaks-drive-ca-131890",
      "city": "Thousand Oaks Drive",
      "state": "CA",
      "years_registered": 29,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169170,
      "name": "Mark T. Harvey Investments",
      "name_as_filed": "MARK T. HARVEY INVESTMENTS",
      "url": "https://advisorcensus.com/firm/mark-t-harvey-investments-169170",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164758,
      "name": "Marrick Wealth",
      "name_as_filed": "MARRICK WEALTH",
      "url": "https://advisorcensus.com/firm/marrick-wealth-irvine-ca-164758",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342180,
      "name": "Martin & Company",
      "name_as_filed": "MARTIN & COMPANY",
      "url": "https://advisorcensus.com/firm/martin-and-company-valencia-ca-342180",
      "city": "Valencia",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141303,
      "name": "Mason & Associates, Inc.",
      "name_as_filed": "MASON & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/mason-and-associates-inc-los-angeles-ca-141303",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110812,
      "name": "Matrix Planning Inc",
      "name_as_filed": "MATRIX PLANNING INC",
      "url": "https://advisorcensus.com/firm/matrix-planning-inc-santa-monica-ca-110812",
      "city": "Santa Monica",
      "state": "CA",
      "years_registered": 40,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145996,
      "name": "Mature Money Management, Inc",
      "name_as_filed": "MATURE MONEY MANAGEMENT, INC",
      "url": "https://advisorcensus.com/firm/mature-money-management-inc-145996",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130161,
      "name": "Maxim Capital Advisors, Inc.",
      "name_as_filed": "MAXIM CAPITAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/maxim-capital-advisors-inc-irvine-ca-130161",
      "city": "Irvine",
      "state": "CA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144325,
      "name": "Maya Advisors, Inc.",
      "name_as_filed": "MAYA ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/maya-advisors-inc-palo-alto-ca-144325",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 144072,
      "name": "Mayfield Advisors, Inc.",
      "name_as_filed": "MAYFIELD ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/mayfield-advisors-inc-palo-alto-ca-144072",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333853,
      "name": "MC Investments & Advisory LLC",
      "name_as_filed": "MC INVESTMENTS & ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/mc-investments-and-advisory-llc-burlingame-ca-333853",
      "city": "Burlingame",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315149,
      "name": "McCann Investment Management LLC",
      "name_as_filed": "MCCANN INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mccann-investment-management-llc-lodi-ca-315149",
      "city": "Lodi",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ca",
      "label": "Financial advisors in California"
    },
    "fee_pages": [
      {
        "path": "/advisors/ca/fee-only",
        "label": "Fee-only financial advisors in California",
        "firm_count": 1633
      },
      {
        "path": "/advisors/ca/flat-fee",
        "label": "Flat-fee financial advisors in California",
        "firm_count": 2067
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/ca/los-angeles/hourly",
        "firm_count": 468,
        "label": "Hourly financial advisors in Los Angeles, CA"
      },
      {
        "path": "/advisors/ca/san-francisco/hourly",
        "firm_count": 281,
        "label": "Hourly financial advisors in San Francisco, CA"
      },
      {
        "path": "/advisors/ca/san-diego/hourly",
        "firm_count": 166,
        "label": "Hourly financial advisors in San Diego, CA"
      },
      {
        "path": "/advisors/ca/san-jose/hourly",
        "firm_count": 82,
        "label": "Hourly financial advisors in San Jose, CA"
      },
      {
        "path": "/advisors/ca/sacramento/hourly",
        "firm_count": 81,
        "label": "Hourly financial advisors in Sacramento, CA"
      },
      {
        "path": "/advisors/ca/oxnard/hourly",
        "firm_count": 52,
        "label": "Hourly financial advisors in Oxnard, CA"
      },
      {
        "path": "/advisors/ca/riverside/hourly",
        "firm_count": 49,
        "label": "Hourly financial advisors in Riverside, CA"
      },
      {
        "path": "/advisors/ca/santa-maria/hourly",
        "firm_count": 31,
        "label": "Hourly financial advisors in Santa Maria, CA"
      },
      {
        "path": "/advisors/ca/santa-rosa/hourly",
        "firm_count": 26,
        "label": "Hourly financial advisors in Santa Rosa, CA"
      },
      {
        "path": "/advisors/ca/san-luis-obispo/hourly",
        "firm_count": 20,
        "label": "Hourly financial advisors in San Luis Obispo, CA"
      },
      {
        "path": "/advisors/ca/fresno/hourly",
        "firm_count": 15,
        "label": "Hourly financial advisors in Fresno, CA"
      },
      {
        "path": "/advisors/ca/salinas/hourly",
        "firm_count": 14,
        "label": "Hourly financial advisors in Salinas, CA"
      },
      {
        "path": "/advisors/ca/modesto/hourly",
        "firm_count": 9,
        "label": "Hourly financial advisors in Modesto, CA"
      },
      {
        "path": "/advisors/ca/bakersfield/hourly",
        "firm_count": 8,
        "label": "Hourly financial advisors in Bakersfield, CA"
      },
      {
        "path": "/advisors/ca/napa/hourly",
        "firm_count": 8,
        "label": "Hourly financial advisors in Napa, CA"
      },
      {
        "path": "/advisors/ca/stockton/hourly",
        "firm_count": 8,
        "label": "Hourly financial advisors in Stockton, CA"
      },
      {
        "path": "/advisors/ca/redding/hourly",
        "firm_count": 6,
        "label": "Hourly financial advisors in Redding, CA"
      },
      {
        "path": "/advisors/ca/santa-cruz/hourly",
        "firm_count": 5,
        "label": "Hourly financial advisors in Santa Cruz, CA"
      },
      {
        "path": "/advisors/ca/vallejo/hourly",
        "firm_count": 5,
        "label": "Hourly financial advisors in Vallejo, CA"
      },
      {
        "path": "/advisors/ca/chico/hourly",
        "firm_count": 4,
        "label": "Hourly financial advisors in Chico, CA"
      },
      {
        "path": "/advisors/ca/visalia/hourly",
        "firm_count": 4,
        "label": "Hourly financial advisors in Visalia, CA"
      },
      {
        "path": "/advisors/ca/merced/hourly",
        "firm_count": 1,
        "label": "Hourly financial advisors in Merced, CA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}