# 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/28

## 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 28 of 36, 1351 to 1400 of 1,751, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Robert Horowitz Wealth Management](https://advisorcensus.com/firm/robert-horowitz-wealth-management-127800) ([md](https://advisorcensus.com/firm/robert-horowitz-wealth-management-127800.md)) | 127800 | Not reported, Not reported | State-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Roberts Wealth Advisors, LLC](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827) ([md](https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827.md)) | 308827 | Menlo Park, CA | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Robertson Stephens](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977) ([md](https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977.md)) | 289977 | San Francisco, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Robin Lee Wealth Management](https://advisorcensus.com/firm/robin-lee-wealth-management-338696) ([md](https://advisorcensus.com/firm/robin-lee-wealth-management-338696.md)) | 338696 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Rogers Investment Advisors, LLC](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722) ([md](https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722.md)) | 132722 | Santa Clara, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Rohr Financial Advisors, LLC](https://advisorcensus.com/firm/rohr-financial-advisors-llc-arroyo-grande-ca-332018) ([md](https://advisorcensus.com/firm/rohr-financial-advisors-llc-arroyo-grande-ca-332018.md)) | 332018 | Arroyo Grande, CA | State-registered investment adviser | Not reported | 1 | Hourly, Fixed fee |
| [Rosenblum Silverman Sutton SF Inc](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774) ([md](https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774.md)) | 105774 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 42 | % of assets, Hourly, Fixed fee |
| [Rothman Investment Management, LLC](https://advisorcensus.com/firm/rothman-investment-management-llc-atascadero-ca-173139) ([md](https://advisorcensus.com/firm/rothman-investment-management-llc-atascadero-ca-173139.md)) | 173139 | Atascadero, CA | State-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Rowland Financial Services](https://advisorcensus.com/firm/rowland-financial-services-roseville-ca-284540) ([md](https://advisorcensus.com/firm/rowland-financial-services-roseville-ca-284540.md)) | 284540 | Roseville, CA | State-registered investment adviser | Not reported | 10 | % of assets, Hourly, Other |
| [Royal & Associates, Inc.](https://advisorcensus.com/firm/royal-and-associates-inc-beverly-hills-ca-135663) ([md](https://advisorcensus.com/firm/royal-and-associates-inc-beverly-hills-ca-135663.md)) | 135663 | Beverly Hills, CA | State-registered investment adviser | Not reported | 37 | Hourly, Fixed fee |
| [Royale Investment Advisor LLC](https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287) ([md](https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287.md)) | 141287 | Riverside, CA | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee |
| [RPA Financial, LLC](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105) ([md](https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105.md)) | 294105 | San Rafael, CA | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [RPG Investment Advisory, LLC](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173) ([md](https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173.md)) | 172173 | Pleasanton, CA | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [RR Financial Management LLC](https://advisorcensus.com/firm/rr-financial-management-llc-fresno-ca-310395) ([md](https://advisorcensus.com/firm/rr-financial-management-llc-fresno-ca-310395.md)) | 310395 | Fresno, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [RSG Financial Group Inc](https://advisorcensus.com/firm/rsg-financial-group-inc-stockton-ca-136849) ([md](https://advisorcensus.com/firm/rsg-financial-group-inc-stockton-ca-136849.md)) | 136849 | Stockton, CA | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Rubicon Advisors](https://advisorcensus.com/firm/rubicon-advisors-redding-ca-174447) ([md](https://advisorcensus.com/firm/rubicon-advisors-redding-ca-174447.md)) | 174447 | Redding, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Rubric Advisors LLC](https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764) ([md](https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764.md)) | 336764 | San Francisco, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Rugh Financial](https://advisorcensus.com/firm/rugh-financial-147310) ([md](https://advisorcensus.com/firm/rugh-financial-147310.md)) | 147310 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Saaga Wealth Planning LLC](https://advisorcensus.com/firm/saaga-wealth-planning-llc-341789) ([md](https://advisorcensus.com/firm/saaga-wealth-planning-llc-341789.md)) | 341789 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Other |
| [Sachi Financial Planning](https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752) ([md](https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752.md)) | 324752 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Sackett Wealth Advisors, Inc.](https://advisorcensus.com/firm/sackett-wealth-advisors-inc-brea-ca-289950) ([md](https://advisorcensus.com/firm/sackett-wealth-advisors-inc-brea-ca-289950.md)) | 289950 | Brea, CA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Safe Harbor Assets](https://advisorcensus.com/firm/safe-harbor-assets-324397) ([md](https://advisorcensus.com/firm/safe-harbor-assets-324397.md)) | 324397 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly |
| [Safeguard Investment Advisory Group, LLC](https://advisorcensus.com/firm/safeguard-investment-advisory-group-llc-corona-ca-146132) ([md](https://advisorcensus.com/firm/safeguard-investment-advisory-group-llc-corona-ca-146132.md)) | 146132 | Corona, CA | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly |
| [Sage Financial](https://advisorcensus.com/firm/sage-financial-328149) ([md](https://advisorcensus.com/firm/sage-financial-328149.md)) | 328149 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee, Other |
| [Sage Investment Group](https://advisorcensus.com/firm/sage-investment-group-pasadena-ca-322823) ([md](https://advisorcensus.com/firm/sage-investment-group-pasadena-ca-322823.md)) | 322823 | Pasadena, CA | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Commissions |
| [Sage Rhino Capital LLC](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148) ([md](https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148.md)) | 290148 | Menlo Park, CA | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee |
| [Sage Wealth Solutions, LLC](https://advisorcensus.com/firm/sage-wealth-solutions-llc-palmdale-ca-335416) ([md](https://advisorcensus.com/firm/sage-wealth-solutions-llc-palmdale-ca-335416.md)) | 335416 | Palmdale, CA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Sagent Wealth Management](https://advisorcensus.com/firm/sagent-wealth-management-laguna-beach-ca-147890) ([md](https://advisorcensus.com/firm/sagent-wealth-management-laguna-beach-ca-147890.md)) | 147890 | Laguna Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee |
| [Sailcrest Capital Management LLC](https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486) ([md](https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486.md)) | 331486 | Newport Beach, CA | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Performance fee, Other |
| [Salvini Financial Planning](https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087) ([md](https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087.md)) | 138087 | San Luis Obispo, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | Hourly, Fixed fee |
| [San Francisco Asset Solutions](https://advisorcensus.com/firm/san-francisco-asset-solutions-sacramento-ca-336457) ([md](https://advisorcensus.com/firm/san-francisco-asset-solutions-sacramento-ca-336457.md)) | 336457 | Sacramento, CA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly |
| [San Luis Wealth Advisors](https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506) ([md](https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506.md)) | 309506 | San Luis Obispo, CA | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Sand Hill Global Advisors, LLC](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295) ([md](https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295.md)) | 111295 | Palo Alto, CA | SEC-registered investment adviser | $1 billion to $5 billion | 26 | % of assets, Hourly |
| [Santa Cruz Financial](https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207) ([md](https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207.md)) | 334207 | Rancho Cucamonga, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Santa Cruz Wealth Management Inc.](https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737) ([md](https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737.md)) | 325737 | Westlake Village, CA | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Santa FE' Wealth Management](https://advisorcensus.com/firm/santa-fe-wealth-management-san-diego-ca-140810) ([md](https://advisorcensus.com/firm/santa-fe-wealth-management-san-diego-ca-140810.md)) | 140810 | San Diego, CA | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Santafino Wealth Management LLC](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407) ([md](https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407.md)) | 333407 | Santa Barbara, CA | State-registered investment adviser | Not reported | 1 | % of assets, Hourly, Fixed fee |
| [Santara Wealth Management LLC](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780) ([md](https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780.md)) | 333780 | San Diego, CA | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Sapient Road Wealth Management, LLC](https://advisorcensus.com/firm/sapient-road-wealth-management-llc-168689) ([md](https://advisorcensus.com/firm/sapient-road-wealth-management-llc-168689.md)) | 168689 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly |
| [Sapphire Wealth Advisory](https://advisorcensus.com/firm/sapphire-wealth-advisory-westminster-ca-341280) ([md](https://advisorcensus.com/firm/sapphire-wealth-advisory-westminster-ca-341280.md)) | 341280 | Westminster, CA | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [SAS Financial Advisors, LLC.](https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015) ([md](https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015.md)) | 288015 | San Francisco, CA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Savi Finance](https://advisorcensus.com/firm/savi-finance-340202) ([md](https://advisorcensus.com/firm/savi-finance-340202.md)) | 340202 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | Hourly, Subscription |
| [Schmitz Capital Partners, LLC](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702) ([md](https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702.md)) | 105702 | Mill Valley, CA | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets, Hourly, Fixed fee, Commissions |
| [Scionai](https://advisorcensus.com/firm/scionai-305833) ([md](https://advisorcensus.com/firm/scionai-305833.md)) | 305833 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Performance fee |
| [Scott Anderson Financial, Inc.](https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243) ([md](https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243.md)) | 134243 | Newport Beach, CA | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly |
| [Scout Wealth Advisors LLC](https://advisorcensus.com/firm/scout-wealth-advisors-llc-pasadena-ca-338629) ([md](https://advisorcensus.com/firm/scout-wealth-advisors-llc-pasadena-ca-338629.md)) | 338629 | Pasadena, CA | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [SDM Advisors, LLC](https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014) ([md](https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014.md)) | 170014 | San Francisco, CA | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee, Other |
| [Sdmi Insurance and Financial Services](https://advisorcensus.com/firm/sdmi-insurance-and-financial-services-el-dorado-hills-ca-171312) ([md](https://advisorcensus.com/firm/sdmi-insurance-and-financial-services-el-dorado-hills-ca-171312.md)) | 171312 | El Dorado Hills, CA | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [Seapoint Capital Management LLC](https://advisorcensus.com/firm/seapoint-capital-management-llc-332674) ([md](https://advisorcensus.com/firm/seapoint-capital-management-llc-332674.md)) | 332674 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Seaside Wealth Management, Inc.](https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039) ([md](https://advisorcensus.com/firm/seaside-wealth-management-inc-carlsbad-ca-271039.md)) | 271039 | Carlsbad, CA | SEC-registered investment adviser | $100 million to $500 million | 9 | % 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)
- [Hourly financial advisors in San Francisco, CA](https://advisorcensus.com/advisors/ca/san-francisco/hourly) (https://advisorcensus.com/advisors/ca/san-francisco/hourly.md)
- [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 Napa, CA](https://advisorcensus.com/advisors/ca/napa/hourly) (https://advisorcensus.com/advisors/ca/napa/hourly.md)
- [Hourly financial advisors in Stockton, CA](https://advisorcensus.com/advisors/ca/stockton/hourly) (https://advisorcensus.com/advisors/ca/stockton/hourly.md)
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- [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.