# 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/24

## 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 24 of 36, 1151 to 1200 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Open Path Financial](https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943) ([md](https://advisorcensus.com/firm/open-path-financial-goleta-ca-329943.md)) | 329943 | Goleta, CA | State-registered investment adviser | Not reported | 2 | Hourly |
| [Open Water Advisory Partners](https://advisorcensus.com/firm/open-water-advisory-partners-yucaipa-ca-342017) ([md](https://advisorcensus.com/firm/open-water-advisory-partners-yucaipa-ca-342017.md)) | 342017 | Yucaipa, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Optimo Capital](https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421) ([md](https://advisorcensus.com/firm/optimo-capital-san-francisco-ca-288421.md)) | 288421 | San Francisco, CA | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee |
| [Optimus Advisory Group](https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239) ([md](https://advisorcensus.com/firm/optimus-advisory-group-irvine-ca-111239.md)) | 111239 | Irvine, CA | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee, Other |
| [Optivest, Inc.](https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070) ([md](https://advisorcensus.com/firm/optivest-inc-san-juan-capistrano-ca-137070.md)) | 137070 | San Juan Capistrano, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Optometry Wealth Advisors LLC](https://advisorcensus.com/firm/optometry-wealth-advisors-llc-fresno-ca-317286) ([md](https://advisorcensus.com/firm/optometry-wealth-advisors-llc-fresno-ca-317286.md)) | 317286 | Fresno, CA | State-registered investment adviser | Under $25 million | 4 | Hourly, Fixed fee |
| [Optura Advisors, Inc.](https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424) ([md](https://advisorcensus.com/firm/optura-advisors-inc-burlingame-ca-175424.md)) | 175424 | Burlingame, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Opus Investment Advisors, LLC](https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345) ([md](https://advisorcensus.com/firm/opus-investment-advisors-llc-oceanside-ca-122345.md)) | 122345 | Oceanside, CA | State-registered investment adviser | Not reported | 9 | Hourly, Fixed fee |
| [Opus Private Wealth Group, LLC](https://advisorcensus.com/firm/opus-private-wealth-group-llc-orange-ca-171317) ([md](https://advisorcensus.com/firm/opus-private-wealth-group-llc-orange-ca-171317.md)) | 171317 | Orange, CA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Orange Capital Management, Inc.](https://advisorcensus.com/firm/orange-capital-management-inc-orange-ca-137019) ([md](https://advisorcensus.com/firm/orange-capital-management-inc-orange-ca-137019.md)) | 137019 | Orange, CA | State-registered investment adviser | Not reported | 25 | % of assets, Hourly, Fixed fee |
| [Orchard City Wealth Management, LLC](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274) ([md](https://advisorcensus.com/firm/orchard-city-wealth-management-llc-los-gatos-ca-292274.md)) | 292274 | Los Gatos, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Orderly Finance](https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511) ([md](https://advisorcensus.com/firm/orderly-finance-walnut-creek-ca-306511.md)) | 306511 | Walnut Creek, CA | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee, Performance fee |
| [Orion Capital](https://advisorcensus.com/firm/orion-capital-thousand-oaks-ca-167516) ([md](https://advisorcensus.com/firm/orion-capital-thousand-oaks-ca-167516.md)) | 167516 | Thousand Oaks, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee |
| [Orion Capital Management LLC](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428) ([md](https://advisorcensus.com/firm/orion-capital-management-llc-coronado-ca-119428.md)) | 119428 | Coronado, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Osborne Capital Management](https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394) ([md](https://advisorcensus.com/firm/osborne-capital-management-san-diego-ca-144394.md)) | 144394 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee, Performance fee |
| [Otium Advisory Group, LLC](https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173) ([md](https://advisorcensus.com/firm/otium-advisory-group-llc-los-angeles-ca-285173.md)) | 285173 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Outflyers LLC](https://advisorcensus.com/firm/outflyers-llc-304115) ([md](https://advisorcensus.com/firm/outflyers-llc-304115.md)) | 304115 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly |
| [Outlive Financial Planning LLC](https://advisorcensus.com/firm/outlive-financial-planning-llc-335299) ([md](https://advisorcensus.com/firm/outlive-financial-planning-llc-335299.md)) | 335299 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Owens Investment Advisors LLC](https://advisorcensus.com/firm/owens-investment-advisors-llc-298900) ([md](https://advisorcensus.com/firm/owens-investment-advisors-llc-298900.md)) | 298900 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Owlsense Wealth & Legacy Advisors LLC](https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627) ([md](https://advisorcensus.com/firm/owlsense-wealth-and-legacy-advisors-llc-stevenson-ranch-ca-330627.md)) | 330627 | Stevenson Ranch, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Pacific Capital Associates](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407) ([md](https://advisorcensus.com/firm/pacific-capital-associates-san-diego-ca-160407.md)) | 160407 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Pacific Empire Financial](https://advisorcensus.com/firm/pacific-empire-financial-141648) ([md](https://advisorcensus.com/firm/pacific-empire-financial-141648.md)) | 141648 | Not reported, Not reported | State-registered investment adviser | Not reported | 8 | Hourly |
| [Pacific Financial Planners, LLC](https://advisorcensus.com/firm/pacific-financial-planners-llc-laguna-niguel-ca-132314) ([md](https://advisorcensus.com/firm/pacific-financial-planners-llc-laguna-niguel-ca-132314.md)) | 132314 | Laguna Niguel, CA | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Pacific Global Investment Management Company](https://advisorcensus.com/firm/pacific-global-investment-management-company-glendale-ca-106962) ([md](https://advisorcensus.com/firm/pacific-global-investment-management-company-glendale-ca-106962.md)) | 106962 | Glendale, CA | SEC-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly, Fixed fee |
| [Pacific Investment Research](https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063) ([md](https://advisorcensus.com/firm/pacific-investment-research-orange-ca-132063.md)) | 132063 | Orange, CA | State-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee |
| [Pacific Oak Financial Planning LLC](https://advisorcensus.com/firm/pacific-oak-financial-planning-llc-woodland-hills-ca-226649) ([md](https://advisorcensus.com/firm/pacific-oak-financial-planning-llc-woodland-hills-ca-226649.md)) | 226649 | Woodland Hills, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Pacific Point Advisors, LLC](https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731) ([md](https://advisorcensus.com/firm/pacific-point-advisors-llc-san-diego-ca-310731.md)) | 310731 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [Pacific Trust Wealth Management](https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672) ([md](https://advisorcensus.com/firm/pacific-trust-wealth-management-pasadena-ca-147672.md)) | 147672 | Pasadena, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Performance fee |
| [Pacific Wealth Advisors](https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267) ([md](https://advisorcensus.com/firm/pacific-wealth-advisors-los-gatos-ca-146267.md)) | 146267 | Los Gatos, CA | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee, Other |
| [Pacific Wealth Care Inc.](https://advisorcensus.com/firm/pacific-wealth-care-inc-130856) ([md](https://advisorcensus.com/firm/pacific-wealth-care-inc-130856.md)) | 130856 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Pacific Wealth Management](https://advisorcensus.com/firm/pacific-wealth-management-san-diego-ca-113217) ([md](https://advisorcensus.com/firm/pacific-wealth-management-san-diego-ca-113217.md)) | 113217 | San Diego, CA | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [Pacific Wealth Strategies Group, Inc.](https://advisorcensus.com/firm/pacific-wealth-strategies-group-inc-santa-barbara-ca-144789) ([md](https://advisorcensus.com/firm/pacific-wealth-strategies-group-inc-santa-barbara-ca-144789.md)) | 144789 | Santa Barbara, CA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Page Capital Private Wealth Management, LLC](https://advisorcensus.com/firm/page-capital-private-wealth-management-llc-323081) ([md](https://advisorcensus.com/firm/page-capital-private-wealth-management-llc-323081.md)) | 323081 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Pakha Investment Advisory](https://advisorcensus.com/firm/pakha-investment-advisory-redlands-ca-173205) ([md](https://advisorcensus.com/firm/pakha-investment-advisory-redlands-ca-173205.md)) | 173205 | Redlands, CA | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee |
| [Palo Seco Wealth Management](https://advisorcensus.com/firm/palo-seco-wealth-management-333631) ([md](https://advisorcensus.com/firm/palo-seco-wealth-management-333631.md)) | 333631 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Pamela Plick Wealth Management LLC](https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126) ([md](https://advisorcensus.com/firm/pamela-plick-wealth-management-llc-palm-desert-ca-159126.md)) | 159126 | Palm Desert, CA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Pantheon Wealth Planning](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825) ([md](https://advisorcensus.com/firm/pantheon-wealth-planning-san-jose-ca-166825.md)) | 166825 | San Jose, CA | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Paolo Bernardi Advisor](https://advisorcensus.com/firm/paolo-bernardi-advisor-319237) ([md](https://advisorcensus.com/firm/paolo-bernardi-advisor-319237.md)) | 319237 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Parabolic Asset Management LLC](https://advisorcensus.com/firm/parabolic-asset-management-llc-171206) ([md](https://advisorcensus.com/firm/parabolic-asset-management-llc-171206.md)) | 171206 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [Paragon Financial Partners](https://advisorcensus.com/firm/paragon-financial-partners-woodland-hills-ca-158041) ([md](https://advisorcensus.com/firm/paragon-financial-partners-woodland-hills-ca-158041.md)) | 158041 | Woodland Hills, CA | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Parallel Advisors, LLC](https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800) ([md](https://advisorcensus.com/firm/parallel-advisors-llc-san-francisco-ca-140800.md)) | 140800 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Parallel Wealth Management](https://advisorcensus.com/firm/parallel-wealth-management-redding-ca-286527) ([md](https://advisorcensus.com/firm/parallel-wealth-management-redding-ca-286527.md)) | 286527 | Redding, CA | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Park Place Wealth Advisors, Inc](https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745) ([md](https://advisorcensus.com/firm/park-place-wealth-advisors-inc-orinda-ca-142745.md)) | 142745 | Orinda, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Hourly, Fixed fee, Commissions |
| [Parkshore Wealth Management](https://advisorcensus.com/firm/parkshore-wealth-management-granite-bay-ca-148052) ([md](https://advisorcensus.com/firm/parkshore-wealth-management-granite-bay-ca-148052.md)) | 148052 | Granite Bay, CA | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee, Other |
| [Pasadena Private Wealth, LLC](https://advisorcensus.com/firm/pasadena-private-wealth-llc-pasadena-ca-295178) ([md](https://advisorcensus.com/firm/pasadena-private-wealth-llc-pasadena-ca-295178.md)) | 295178 | Pasadena, CA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Patel Capital Management](https://advisorcensus.com/firm/patel-capital-management-332403) ([md](https://advisorcensus.com/firm/patel-capital-management-332403.md)) | 332403 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly |
| [Patels and Company Capital](https://advisorcensus.com/firm/patels-and-company-capital-335296) ([md](https://advisorcensus.com/firm/patels-and-company-capital-335296.md)) | 335296 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Pathfinder Wealth Advisors, LLC](https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910) ([md](https://advisorcensus.com/firm/pathfinder-wealth-advisors-llc-los-angeles-ca-305910.md)) | 305910 | Los Angeles, CA | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Pathview Wealth Advisors](https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292) ([md](https://advisorcensus.com/firm/pathview-wealth-advisors-san-diego-ca-308292.md)) | 308292 | San Diego, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Pathway Advisors, LLC](https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117) ([md](https://advisorcensus.com/firm/pathway-advisors-llc-fallbrook-ca-306117.md)) | 306117 | Fallbrook, CA | State-registered investment adviser | $25 million to $100 million | 6 | % 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)
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- [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.
