# Hourly financial advisors in California

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/hourly/page/21

## At a glance

- Investment advisory firms: 1,751
- Registration: SEC-registered investment adviser: 576, State-registered investment adviser: 1,175
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 747 (43%); Percentage of assets 1,492 (85%); Hourly charges 1,751 (100%); Subscription fees (newsletter or periodical) 38 (2%); Fixed fees 1,365 (78%); Commissions 53 (3%); Performance-based fees 115 (7%); Other 162 (9%)
- Regulatory assets under management (Item 5.F): Under $25 million 521 (30%); $25 million to $100 million 368 (21%); $100 million to $500 million 380 (22%); $500 million to $1 billion 90 (5%); $1 billion to $5 billion 80 (5%); Over $5 billion 31 (2%); Not reported 281 (16%)
- Years registered: Under 5 years 549 (31%); 5 to 9 years 457 (26%); 10 to 19 years 416 (24%); 20 years or more 325 (19%); Not reported 4 (0%)

## Firms (page 21 of 36, 1001 to 1050 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [McCarthy Asset Management, Inc.](https://advisorcensus.com/firm/mccarthy-asset-management-inc-redwood-shores-ca-118285) ([md](https://advisorcensus.com/firm/mccarthy-asset-management-inc-redwood-shores-ca-118285.md)) | 118285 | Redwood Shores, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly |
| [McClure Investment Management, LLC](https://advisorcensus.com/firm/mcclure-investment-management-llc-121205) ([md](https://advisorcensus.com/firm/mcclure-investment-management-llc-121205.md)) | 121205 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [McClurg Capital Corporation](https://advisorcensus.com/firm/mcclurg-capital-corporation-san-rafael-ca-16798) ([md](https://advisorcensus.com/firm/mcclurg-capital-corporation-san-rafael-ca-16798.md)) | 16798 | San Rafael, CA | State-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly, Commissions |
| [McCurdy Financial Solutions](https://advisorcensus.com/firm/mccurdy-financial-solutions-rocklin-ca-328206) ([md](https://advisorcensus.com/firm/mccurdy-financial-solutions-rocklin-ca-328206.md)) | 328206 | Rocklin, CA | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [McDonald Hartman Wealth Advisors](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031) ([md](https://advisorcensus.com/firm/mcdonald-hartman-wealth-advisors-santa-monica-ca-316031.md)) | 316031 | Santa Monica, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [McDonell, Mark Robert](https://advisorcensus.com/firm/mcdonell-mark-robert-santa-rosa-ca-136210) ([md](https://advisorcensus.com/firm/mcdonell-mark-robert-santa-rosa-ca-136210.md)) | 136210 | Santa Rosa, CA | State-registered investment adviser | Not reported | 26 | Hourly |
| [McDonnell Financial Services](https://advisorcensus.com/firm/mcdonnell-financial-services-282462) ([md](https://advisorcensus.com/firm/mcdonnell-financial-services-282462.md)) | 282462 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [McFarland Associates](https://advisorcensus.com/firm/mcfarland-associates-monterey-ca-111316) ([md](https://advisorcensus.com/firm/mcfarland-associates-monterey-ca-111316.md)) | 111316 | Monterey, CA | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee, Other |
| [McFarlane Investment Advisory Services Inc.](https://advisorcensus.com/firm/mcfarlane-investment-advisory-services-inc-134839) ([md](https://advisorcensus.com/firm/mcfarlane-investment-advisory-services-inc-134839.md)) | 134839 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 31 | % of assets, Hourly, Commissions |
| [McIntosh Capital Advisors, Inc.](https://advisorcensus.com/firm/mcintosh-capital-advisors-inc-los-angeles-ca-131188) ([md](https://advisorcensus.com/firm/mcintosh-capital-advisors-inc-los-angeles-ca-131188.md)) | 131188 | Los Angeles, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [MCM Wealth](https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075) ([md](https://advisorcensus.com/firm/mcm-wealth-novato-ca-136075.md)) | 136075 | Novato, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [McNaughton Wealth Management, LLC](https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330) ([md](https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330.md)) | 300330 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [MDRN Wealth](https://advisorcensus.com/firm/mdrn-wealth-venice-ca-323177) ([md](https://advisorcensus.com/firm/mdrn-wealth-venice-ca-323177.md)) | 323177 | Venice, CA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Measured Money Maneuvers](https://advisorcensus.com/firm/measured-money-maneuvers-salana-beach-ca-329939) ([md](https://advisorcensus.com/firm/measured-money-maneuvers-salana-beach-ca-329939.md)) | 329939 | Salana Beach, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Measured Risk Portfolios](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422) ([md](https://advisorcensus.com/firm/measured-risk-portfolios-san-diego-ca-141422.md)) | 141422 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Performance fee |
| [Megan Rouse Financial Planning](https://advisorcensus.com/firm/megan-rouse-financial-planning-148846) ([md](https://advisorcensus.com/firm/megan-rouse-financial-planning-148846.md)) | 148846 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 17 | Hourly |
| [Melo OUT Financial, LLC](https://advisorcensus.com/firm/melo-out-financial-llc-patterson-ca-338179) ([md](https://advisorcensus.com/firm/melo-out-financial-llc-patterson-ca-338179.md)) | 338179 | Patterson, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Menlo Advisors LLC](https://advisorcensus.com/firm/menlo-advisors-llc-menlo-park-ca-122721) ([md](https://advisorcensus.com/firm/menlo-advisors-llc-menlo-park-ca-122721.md)) | 122721 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Performance fee, Other |
| [Mentor Financial Advisory Group, Ltd.](https://advisorcensus.com/firm/mentor-financial-advisory-group-ltd-del-mar-ca-115537) ([md](https://advisorcensus.com/firm/mentor-financial-advisory-group-ltd-del-mar-ca-115537.md)) | 115537 | Del Mar, CA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Meridian Investment Counsel, Inc.](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655) ([md](https://advisorcensus.com/firm/meridian-investment-counsel-inc-lafayette-ca-131655.md)) | 131655 | Lafayette, CA | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Meridian Venture Partners, Inc](https://advisorcensus.com/firm/meridian-venture-partners-inc-332975) ([md](https://advisorcensus.com/firm/meridian-venture-partners-inc-332975.md)) | 332975 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Meridian Wealth Management, Inc](https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845) ([md](https://advisorcensus.com/firm/meridian-wealth-management-inc-murrieta-ca-112845.md)) | 112845 | Murrieta, CA | State-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Meritage Wealth Management](https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884) ([md](https://advisorcensus.com/firm/meritage-wealth-management-carlsbad-ca-311884.md)) | 311884 | Carlsbad, CA | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Meritas Wealth Management, LLC](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565) ([md](https://advisorcensus.com/firm/meritas-wealth-management-llc-san-rafael-ca-148565.md)) | 148565 | San Rafael, CA | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [Mertz Capital](https://advisorcensus.com/firm/mertz-capital-307305) ([md](https://advisorcensus.com/firm/mertz-capital-307305.md)) | 307305 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Mestmaker & Petrey Wealth Advisors](https://advisorcensus.com/firm/mestmaker-and-petrey-wealth-advisors-bakersfield-ca-148484) ([md](https://advisorcensus.com/firm/mestmaker-and-petrey-wealth-advisors-bakersfield-ca-148484.md)) | 148484 | Bakersfield, CA | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Meyer Financial Advisors, Inc.](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388) ([md](https://advisorcensus.com/firm/meyer-financial-advisors-inc-los-altos-ca-293388.md)) | 293388 | Los Altos, CA | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Meyers Financial Services](https://advisorcensus.com/firm/meyers-financial-services-sonoma-ca-136624) ([md](https://advisorcensus.com/firm/meyers-financial-services-sonoma-ca-136624.md)) | 136624 | Sonoma, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly, Fixed fee, Commissions |
| [Meyers Wealth Management](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734) ([md](https://advisorcensus.com/firm/meyers-wealth-management-palo-alto-ca-148734.md)) | 148734 | Palo Alto, CA | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [MFA Wealth Services](https://advisorcensus.com/firm/mfa-wealth-services-thousand-oaks-ca-169013) ([md](https://advisorcensus.com/firm/mfa-wealth-services-thousand-oaks-ca-169013.md)) | 169013 | Thousand Oaks, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Mfac Financial Advisors, Inc.](https://advisorcensus.com/firm/mfac-financial-advisors-inc-westlake-village-ca-114519) ([md](https://advisorcensus.com/firm/mfac-financial-advisors-inc-westlake-village-ca-114519.md)) | 114519 | Westlake Village, CA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee, Other |
| [MGN and Co LLC](https://advisorcensus.com/firm/mgn-and-co-llc-306983) ([md](https://advisorcensus.com/firm/mgn-and-co-llc-306983.md)) | 306983 | Not reported, Not reported | State-registered investment adviser | Not reported | 6 | % of assets, Hourly, Subscription, Fixed fee |
| [Michael Garber Financial Planning](https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943) ([md](https://advisorcensus.com/firm/michael-garber-financial-planning-cupertino-ca-133943.md)) | 133943 | Cupertino, CA | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [Michael P Lynch Wealth Management, LLC](https://advisorcensus.com/firm/michael-p-lynch-wealth-management-llc-stockton-ca-147450) ([md](https://advisorcensus.com/firm/michael-p-lynch-wealth-management-llc-stockton-ca-147450.md)) | 147450 | Stockton, CA | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly |
| [Michael W. Duran, CPA, APC](https://advisorcensus.com/firm/michael-w-duran-cpa-apc-fullerton-ca-137276) ([md](https://advisorcensus.com/firm/michael-w-duran-cpa-apc-fullerton-ca-137276.md)) | 137276 | Fullerton, CA | State-registered investment adviser | Not reported | 14 | Hourly |
| [Midas Capital Management](https://advisorcensus.com/firm/midas-capital-management-san-francisco-ca-334335) ([md](https://advisorcensus.com/firm/midas-capital-management-san-francisco-ca-334335.md)) | 334335 | San Francisco, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [Migh Financial Planner, LLC](https://advisorcensus.com/firm/migh-financial-planner-llc-283067) ([md](https://advisorcensus.com/firm/migh-financial-planner-llc-283067.md)) | 283067 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee |
| [Mile Wealth Management](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519) ([md](https://advisorcensus.com/firm/mile-wealth-management-irvine-ca-288519.md)) | 288519 | Irvine, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Miles Brown Asset Management](https://advisorcensus.com/firm/miles-brown-asset-management-santa-rosa-ca-283960) ([md](https://advisorcensus.com/firm/miles-brown-asset-management-santa-rosa-ca-283960.md)) | 283960 | Santa Rosa, CA | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Millennium Investment Services](https://advisorcensus.com/firm/millennium-investment-services-van-nuys-ca-108744) ([md](https://advisorcensus.com/firm/millennium-investment-services-van-nuys-ca-108744.md)) | 108744 | Van Nuys, CA | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly, Fixed fee, Performance fee |
| [Mills Financial Group](https://advisorcensus.com/firm/mills-financial-group-317444) ([md](https://advisorcensus.com/firm/mills-financial-group-317444.md)) | 317444 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Subscription |
| [Mine & Arao Wealth Creation and Management, LLC](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319) ([md](https://advisorcensus.com/firm/mine-and-arao-wealth-creation-and-management-llc-campbell-ca-118319.md)) | 118319 | Campbell, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Ministry Partners Securities, LLC](https://advisorcensus.com/firm/ministry-partners-securities-llc-brea-ca-154349) ([md](https://advisorcensus.com/firm/ministry-partners-securities-llc-brea-ca-154349.md)) | 154349 | Brea, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Mirador Capital Partners](https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764) ([md](https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764.md)) | 173764 | Pleasanton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Miramontes Capital, LLC](https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786) ([md](https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786.md)) | 264786 | Newport Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Mission Capital Advisors Inc.](https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522) ([md](https://advisorcensus.com/firm/mission-capital-advisors-inc-sunnyvale-ca-331522.md)) | 331522 | Sunnyvale, CA | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Mission Creek Capital Partners, Inc.](https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514) ([md](https://advisorcensus.com/firm/mission-creek-capital-partners-inc-san-francisco-ca-151514.md)) | 151514 | San Francisco, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Performance fee |
| [Mission Hills Financial Advisory LLC](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516) ([md](https://advisorcensus.com/firm/mission-hills-financial-advisory-llc-san-diego-ca-328516.md)) | 328516 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Mission Retirement Consulting, Inc.](https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259) ([md](https://advisorcensus.com/firm/mission-retirement-consulting-inc-san-diego-ca-305259.md)) | 305259 | San Diego, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Mission Wealth Management, LP](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057) ([md](https://advisorcensus.com/firm/mission-wealth-management-lp-santa-barbara-ca-113057.md)) | 113057 | Santa Barbara, CA | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in California?**
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.

**How many fee-only financial advisors are in California?**
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.

**How many financial advisors in California offer financial planning?**
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.

**Are the financial advisors in California fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in California](https://advisorcensus.com/advisors/ca) (https://advisorcensus.com/advisors/ca.md)
- [Fee-only financial advisors in California](https://advisorcensus.com/advisors/ca/fee-only) (https://advisorcensus.com/advisors/ca/fee-only.md)
- [Flat-fee financial advisors in California](https://advisorcensus.com/advisors/ca/flat-fee) (https://advisorcensus.com/advisors/ca/flat-fee.md)
- [Hourly financial advisors in Los Angeles, CA](https://advisorcensus.com/advisors/ca/los-angeles/hourly) (https://advisorcensus.com/advisors/ca/los-angeles/hourly.md)
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- [Hourly financial advisors in San Diego, CA](https://advisorcensus.com/advisors/ca/san-diego/hourly) (https://advisorcensus.com/advisors/ca/san-diego/hourly.md)
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- [Hourly financial advisors in Santa Cruz, CA](https://advisorcensus.com/advisors/ca/santa-cruz/hourly) (https://advisorcensus.com/advisors/ca/santa-cruz/hourly.md)
- [Hourly financial advisors in Vallejo, CA](https://advisorcensus.com/advisors/ca/vallejo/hourly) (https://advisorcensus.com/advisors/ca/vallejo/hourly.md)
- [Hourly financial advisors in Chico, CA](https://advisorcensus.com/advisors/ca/chico/hourly) (https://advisorcensus.com/advisors/ca/chico/hourly.md)
- [Hourly financial advisors in Visalia, CA](https://advisorcensus.com/advisors/ca/visalia/hourly) (https://advisorcensus.com/advisors/ca/visalia/hourly.md)
- [Hourly financial advisors in Merced, CA](https://advisorcensus.com/advisors/ca/merced/hourly) (https://advisorcensus.com/advisors/ca/merced/hourly.md)

Cite as: AdvisorCensus. Hourly financial advisors in California: 1,751 firms from Form ADV filings as of October 2026.