{
  "path": "/advisors/ca/hourly",
  "url": "https://advisorcensus.com/advisors/ca/hourly/page/32",
  "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": 32,
  "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": 40259,
      "name": "The Logan Group Securities",
      "name_as_filed": "THE LOGAN GROUP SECURITIES",
      "url": "https://advisorcensus.com/firm/the-logan-group-securities-granite-bay-ca-40259",
      "city": "Granite Bay",
      "state": "CA",
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150179,
      "name": "The McBride Group",
      "name_as_filed": "THE MCBRIDE GROUP",
      "url": "https://advisorcensus.com/firm/the-mcbride-group-petaluma-ca-150179",
      "city": "Petaluma",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104557,
      "name": "The Pacific Center for Financial Services",
      "name_as_filed": "THE PACIFIC CENTER FOR FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/the-pacific-center-for-financial-services-danville-ca-104557",
      "city": "Danville",
      "state": "CA",
      "years_registered": 28,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157100,
      "name": "The Process Management Group, LLC",
      "name_as_filed": "THE PROCESS MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/the-process-management-group-llc-157100",
      "city": null,
      "state": null,
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111639,
      "name": "The Putney Financial Group LLC",
      "name_as_filed": "THE PUTNEY FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/the-putney-financial-group-llc-san-rafael-ca-111639",
      "city": "San Rafael",
      "state": "CA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322356,
      "name": "The Renaissance Group",
      "name_as_filed": "THE RENAISSANCE GROUP",
      "url": "https://advisorcensus.com/firm/the-renaissance-group-ventura-ca-322356",
      "city": "Ventura",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 121999,
      "name": "The Rose Investment Management",
      "name_as_filed": "THE ROSE INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/the-rose-investment-management-santa-rosa-ca-121999",
      "city": "Santa Rosa",
      "state": "CA",
      "years_registered": 33,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 123747,
      "name": "The Social Equity Group, Inc.",
      "name_as_filed": "THE SOCIAL EQUITY GROUP, INC.",
      "url": "https://advisorcensus.com/firm/the-social-equity-group-inc-123747",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111782,
      "name": "The Sterling Group",
      "name_as_filed": "THE STERLING GROUP",
      "url": "https://advisorcensus.com/firm/the-sterling-group-pasadena-ca-111782",
      "city": "Pasadena",
      "state": "CA",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164869,
      "name": "The Swanson Financial Group",
      "name_as_filed": "THE SWANSON FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/the-swanson-financial-group-164869",
      "city": null,
      "state": null,
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310389,
      "name": "The Wealth Collective, LLC",
      "name_as_filed": "THE WEALTH COLLECTIVE, LLC",
      "url": "https://advisorcensus.com/firm/the-wealth-collective-llc-los-angeles-ca-310389",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318682,
      "name": "The Wealth Mastery, LLC",
      "name_as_filed": "THE WEALTH MASTERY, LLC",
      "url": "https://advisorcensus.com/firm/the-wealth-mastery-llc-palo-alto-ca-318682",
      "city": "Palo Alto",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311927,
      "name": "The Wealthgarden F.S. LLC",
      "name_as_filed": "THE WEALTHGARDEN F.S. LLC",
      "url": "https://advisorcensus.com/firm/the-wealthgarden-f-s-llc-el-segundo-ca-311927",
      "city": "El Segundo",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314816,
      "name": "Thepartners Wealth Management",
      "name_as_filed": "THEPARTNERS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/thepartners-wealth-management-carmel-by-the-sea-ca-314816",
      "city": "Carmel by the Sea",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312539,
      "name": "Think Different Financial Planning",
      "name_as_filed": "THINK DIFFERENT FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/think-different-financial-planning-menlo-park-ca-312539",
      "city": "Menlo Park",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284754,
      "name": "Thinkplansave",
      "name_as_filed": "THINKPLANSAVE",
      "url": "https://advisorcensus.com/firm/thinkplansave-284754",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340903,
      "name": "Third ACT Financial Planning LLC",
      "name_as_filed": "THIRD ACT FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/third-act-financial-planning-llc-340903",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133854,
      "name": "Thomas C. Klein and Company, LLC",
      "name_as_filed": "THOMAS C. KLEIN AND COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/thomas-c-klein-and-company-llc-133854",
      "city": null,
      "state": null,
      "years_registered": 24,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292181,
      "name": "Thomas Francis O'Connell",
      "name_as_filed": "THOMAS FRANCIS O'CONNELL",
      "url": "https://advisorcensus.com/firm/thomas-francis-o-connell-292181",
      "city": null,
      "state": null,
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334544,
      "name": "Thomas Investment Advisors LLC",
      "name_as_filed": "THOMAS INVESTMENT ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/thomas-investment-advisors-llc-orange-ca-334544",
      "city": "Orange",
      "state": "CA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306408,
      "name": "Thompson & Thompson Investment Advisors, Inc.",
      "name_as_filed": "THOMPSON & THOMPSON INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/thompson-and-thompson-investment-advisors-inc-306408",
      "city": null,
      "state": null,
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137205,
      "name": "Thompson Wealth Management, Inc.",
      "name_as_filed": "THOMPSON WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/thompson-wealth-management-inc-culver-city-ca-137205",
      "city": "Culver City",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150460,
      "name": "Three Bridge Wealth Advisors",
      "name_as_filed": "THREE BRIDGE WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/three-bridge-wealth-advisors-los-altos-ca-150460",
      "city": "Los Altos",
      "state": "CA",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325191,
      "name": "Three Main Points LLC",
      "name_as_filed": "THREE MAIN POINTS LLC",
      "url": "https://advisorcensus.com/firm/three-main-points-llc-325191",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171082,
      "name": "Three Oaks Wealth",
      "name_as_filed": "THREE OAKS WEALTH",
      "url": "https://advisorcensus.com/firm/three-oaks-wealth-gold-river-ca-171082",
      "city": "Gold River",
      "state": "CA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172558,
      "name": "Thrive Financial Planning",
      "name_as_filed": "THRIVE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/thrive-financial-planning-el-dorado-hills-ca-172558",
      "city": "El Dorado Hills",
      "state": "CA",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314414,
      "name": "Thrive Portfolios",
      "name_as_filed": "THRIVE PORTFOLIOS",
      "url": "https://advisorcensus.com/firm/thrive-portfolios-san-diego-ca-314414",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327373,
      "name": "Tide Cove Capital Partners LLC",
      "name_as_filed": "TIDE COVE CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332422,
      "name": "Tidecrest Wealth Management, LLC",
      "name_as_filed": "TIDECREST WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tidecrest-wealth-management-llc-newport-beach-ca-332422",
      "city": "Newport Beach",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327611,
      "name": "Tidemark, LLC",
      "name_as_filed": "TIDEMARK, LLC",
      "url": "https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310631,
      "name": "Tolton Asset Management, LLC",
      "name_as_filed": "TOLTON ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/tolton-asset-management-llc-los-angeles-ca-310631",
      "city": "Los Angeles",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285538,
      "name": "Topel & Distasi Wealth Management, LLC",
      "name_as_filed": "TOPEL & DISTASI WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/topel-and-distasi-wealth-management-llc-berkeley-ca-285538",
      "city": "Berkeley",
      "state": "CA",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319761,
      "name": "TOR Wealth Advisors, LLC",
      "name_as_filed": "TOR WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/tor-wealth-advisors-llc-folsom-ca-319761",
      "city": "Folsom",
      "state": "CA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329263,
      "name": "Torren Management, LLC",
      "name_as_filed": "TORREN MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/torren-management-llc-san-diego-ca-329263",
      "city": "San Diego",
      "state": "CA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139940,
      "name": "Torrey Growth & Income Advisors, LLC",
      "name_as_filed": "TORREY GROWTH & INCOME ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/torrey-growth-and-income-advisors-llc-del-mar-ca-139940",
      "city": "Del Mar",
      "state": "CA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310688,
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}