{ "path": "/advisors/ca/hourly", "url": "https://advisorcensus.com/advisors/ca/hourly/page/24", "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": 24, "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": 329943, "name": "Open Path Financial", "name_as_filed": "OPEN PATH FINANCIAL", "url": "https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943", "city": "Goleta", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 342017, "name": "Open Water Advisory Partners", "name_as_filed": "OPEN WATER ADVISORY PARTNERS", "url": "https://advisorcensus.com/firm/open-water-advisory-partners-yucaipa-ca-342017", "city": "Yucaipa", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288421, "name": "Optimo Capital", "name_as_filed": "OPTIMO CAPITAL", "url": "https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111239, "name": "Optimus Advisory Group", "name_as_filed": "OPTIMUS ADVISORY GROUP", "url": "https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239", "city": "Irvine", "state": "CA", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137070, "name": "Optivest, Inc.", "name_as_filed": "OPTIVEST, INC.", "url": "https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070", "city": "San Juan Capistrano", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317286, "name": "Optometry Wealth Advisors LLC", "name_as_filed": "OPTOMETRY WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/optometry-wealth-advisors-llc-fresno-ca-317286", "city": "Fresno", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175424, "name": "Optura Advisors, Inc.", "name_as_filed": "OPTURA ADVISORS, INC.", "url": "https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424", "city": "Burlingame", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122345, "name": "Opus Investment Advisors, LLC", "name_as_filed": "OPUS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345", "city": "Oceanside", "state": "CA", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171317, "name": "Opus Private Wealth Group, LLC", "name_as_filed": "OPUS PRIVATE WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/opus-private-wealth-group-llc-orange-ca-171317", "city": "Orange", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 137019, "name": "Orange Capital Management, Inc.", "name_as_filed": "ORANGE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/orange-capital-management-inc-orange-ca-137019", "city": "Orange", "state": "CA", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292274, "name": "Orchard City Wealth Management, LLC", "name_as_filed": "ORCHARD CITY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274", "city": "Los Gatos", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306511, "name": "Orderly Finance", "name_as_filed": "ORDERLY FINANCE", "url": "https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511", "city": "Walnut Creek", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 167516, "name": "Orion Capital", "name_as_filed": "ORION CAPITAL", "url": "https://advisorcensus.com/firm/orion-capital-thousand-oaks-ca-167516", "city": "Thousand Oaks", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 119428, "name": "Orion Capital Management LLC", "name_as_filed": "ORION CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428", "city": "Coronado", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144394, "name": "Osborne Capital Management", "name_as_filed": "OSBORNE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394", "city": "San Diego", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 285173, "name": "Otium Advisory Group, LLC", "name_as_filed": "OTIUM ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173", "city": "Los Angeles", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304115, "name": "Outflyers LLC", "name_as_filed": "OUTFLYERS LLC", "url": "https://advisorcensus.com/firm/outflyers-llc-304115", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335299, "name": "Outlive Financial Planning LLC", "name_as_filed": "OUTLIVE FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/outlive-financial-planning-llc-335299", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298900, "name": "Owens Investment Advisors LLC", "name_as_filed": "OWENS INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/owens-investment-advisors-llc-298900", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330627, "name": "Owlsense Wealth & Legacy Advisors LLC", "name_as_filed": "OWLSENSE WEALTH & LEGACY ADVISORS LLC", "url": "https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627", "city": "Stevenson Ranch", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 160407, "name": "Pacific Capital Associates", "name_as_filed": "PACIFIC CAPITAL ASSOCIATES", "url": "https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141648, "name": "Pacific Empire Financial", "name_as_filed": "PACIFIC EMPIRE FINANCIAL", "url": "https://advisorcensus.com/firm/pacific-empire-financial-141648", "city": null, "state": null, "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 132314, "name": "Pacific Financial Planners, LLC", "name_as_filed": "PACIFIC FINANCIAL PLANNERS, LLC", "url": "https://advisorcensus.com/firm/pacific-financial-planners-llc-laguna-niguel-ca-132314", "city": "Laguna Niguel", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106962, "name": "Pacific Global Investment Management Company", "name_as_filed": "PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/pacific-global-investment-management-company-glendale-ca-106962", "city": "Glendale", "state": "CA", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132063, "name": "Pacific Investment Research", "name_as_filed": "PACIFIC INVESTMENT RESEARCH", "url": "https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063", "city": "Orange", "state": "CA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226649, "name": "Pacific Oak Financial Planning LLC", "name_as_filed": "PACIFIC OAK FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/pacific-oak-financial-planning-llc-woodland-hills-ca-226649", "city": "Woodland Hills", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310731, "name": "Pacific Point Advisors, LLC", "name_as_filed": "PACIFIC POINT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731", "city": "San Diego", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 147672, "name": "Pacific Trust Wealth Management", "name_as_filed": "PACIFIC TRUST WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672", "city": "Pasadena", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 146267, "name": "Pacific Wealth Advisors", "name_as_filed": "PACIFIC WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267", "city": "Los Gatos", "state": "CA", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 130856, "name": "Pacific Wealth Care Inc.", "name_as_filed": "PACIFIC WEALTH CARE INC.", "url": "https://advisorcensus.com/firm/pacific-wealth-care-inc-130856", "city": null, "state": null, "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113217, "name": "Pacific Wealth Management", "name_as_filed": "PACIFIC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/pacific-wealth-management-san-diego-ca-113217", "city": "San Diego", "state": "CA", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 144789, "name": "Pacific Wealth Strategies Group, Inc.", "name_as_filed": "PACIFIC WEALTH STRATEGIES GROUP, INC.", "url": "https://advisorcensus.com/firm/pacific-wealth-strategies-group-inc-santa-barbara-ca-144789", "city": "Santa Barbara", "state": "CA", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323081, "name": "Page Capital Private Wealth Management, LLC", "name_as_filed": "PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/page-capital-private-wealth-management-llc-323081", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173205, "name": "Pakha Investment Advisory", "name_as_filed": "PAKHA INVESTMENT ADVISORY", "url": "https://advisorcensus.com/firm/pakha-investment-advisory-redlands-ca-173205", "city": "Redlands", "state": "CA", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333631, "name": "Palo Seco Wealth Management", "name_as_filed": "PALO SECO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/palo-seco-wealth-management-333631", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159126, "name": "Pamela Plick Wealth Management LLC", "name_as_filed": "PAMELA PLICK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126", "city": "Palm Desert", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 166825, "name": "Pantheon Wealth Planning", "name_as_filed": "PANTHEON WEALTH PLANNING", "url": "https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825", "city": "San Jose", "state": "CA", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319237, "name": "Paolo Bernardi Advisor", "name_as_filed": "PAOLO BERNARDI ADVISOR", "url": "https://advisorcensus.com/firm/paolo-bernardi-advisor-319237", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171206, "name": "Parabolic Asset Management LLC", "name_as_filed": "PARABOLIC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/parabolic-asset-management-llc-171206", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 158041, "name": "Paragon Financial Partners", "name_as_filed": "PARAGON FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/paragon-financial-partners-woodland-hills-ca-158041", "city": "Woodland Hills", "state": "CA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140800, "name": "Parallel Advisors, LLC", "name_as_filed": "PARALLEL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800", "city": "San Francisco", "state": "CA", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286527, "name": "Parallel Wealth Management", "name_as_filed": "PARALLEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/parallel-wealth-management-redding-ca-286527", "city": "Redding", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142745, "name": "Park Place Wealth Advisors, Inc", "name_as_filed": "PARK PLACE WEALTH ADVISORS, INC", "url": "https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745", "city": "Orinda", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 148052, "name": "Parkshore Wealth Management", "name_as_filed": "PARKSHORE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/parkshore-wealth-management-granite-bay-ca-148052", "city": "Granite Bay", "state": "CA", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 295178, "name": "Pasadena Private Wealth, LLC", "name_as_filed": "PASADENA PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/pasadena-private-wealth-llc-pasadena-ca-295178", "city": "Pasadena", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 332403, "name": "Patel Capital Management", "name_as_filed": "PATEL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/patel-capital-management-332403", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335296, "name": "Patels and Company Capital", "name_as_filed": "PATELS AND COMPANY CAPITAL", "url": "https://advisorcensus.com/firm/patels-and-company-capital-335296", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305910, "name": "Pathfinder Wealth Advisors, LLC", "name_as_filed": "PATHFINDER WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910", "city": "Los Angeles", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308292, "name": "Pathview Wealth Advisors", "name_as_filed": "PATHVIEW WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292", "city": "San Diego", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306117, "name": "Pathway Advisors, LLC", "name_as_filed": "PATHWAY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117", "city": "Fallbrook", "state": "CA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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" } }