{ "path": "/advisors/ca/hourly", "url": "https://advisorcensus.com/advisors/ca/hourly/page/7", "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": 7, "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": 342716, "name": "Carico Private Wealth Management", "name_as_filed": "CARICO PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/carico-private-wealth-management-342716", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 132883, "name": "Carney Portfolio Management Inc.", "name_as_filed": "CARNEY PORTFOLIO MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/carney-portfolio-management-inc-costa-mesa-ca-132883", "city": "Costa Mesa", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 309092, "name": "Carpe Diem Financial Life Planning", "name_as_filed": "CARPE DIEM FINANCIAL LIFE PLANNING", "url": "https://advisorcensus.com/firm/carpe-diem-financial-life-planning-309092", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281343, "name": "Carr Wealth Management LLC", "name_as_filed": "CARR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/carr-wealth-management-llc-281343", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144564, "name": "Carty Financial, Inc.", "name_as_filed": "CARTY FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/carty-financial-inc-camarillo-ca-144564", "city": "Camarillo", "state": "CA", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331403, "name": "Cash Flow Technologies", "name_as_filed": "CASH FLOW TECHNOLOGIES", "url": "https://advisorcensus.com/firm/cash-flow-technologies-lancaster-ca-331403", "city": "Lancaster", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334718, "name": "Casita Financial Planning", "name_as_filed": "CASITA FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/casita-financial-planning-el-segundo-ca-334718", "city": "El Segundo", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143334, "name": "Castellan Financial Advisors", "name_as_filed": "CASTELLAN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/castellan-financial-advisors-143334", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343211, "name": "Castle Capital Management", "name_as_filed": "CASTLE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/castle-capital-management-irvine-ca-343211", "city": "Irvine", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298439, "name": "Castle Coast Wealth, LLC", "name_as_filed": "CASTLE COAST WEALTH, LLC", "url": "https://advisorcensus.com/firm/castle-coast-wealth-llc-la-jolla-ca-298439", "city": "La Jolla", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141601, "name": "Castle Wealth Planning", "name_as_filed": "CASTLE WEALTH PLANNING", "url": "https://advisorcensus.com/firm/castle-wealth-planning-santa-barbara-ca-141601", "city": "Santa Barbara", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147624, "name": "Castlewood Financial Advisors, LLC", "name_as_filed": "CASTLEWOOD FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/castlewood-financial-advisors-llc-147624", "city": null, "state": null, "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298801, "name": "Catrs Teachers Retirement Services LLC", "name_as_filed": "CATRS TEACHERS RETIREMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/catrs-teachers-retirement-services-llc-298801", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 339336, "name": "Catton Capital Partners, LLC", "name_as_filed": "CATTON CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/catton-capital-partners-llc-san-francisco-ca-339336", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299089, "name": "Cavu Wealth Management", "name_as_filed": "CAVU WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cavu-wealth-management-lakeside-ca-299089", "city": "Lakeside", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289564, "name": "CBL Wealth Management", "name_as_filed": "CBL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cbl-wealth-management-apple-valley-ca-289564", "city": "Apple Valley", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165317, "name": "Cdfinancial", "name_as_filed": "CDFINANCIAL", "url": "https://advisorcensus.com/firm/cdfinancial-san-juan-capistrano-ca-165317", "city": "San Juan Capistrano", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172653, "name": "Cedarstone Advisors", "name_as_filed": "CEDARSTONE ADVISORS", "url": "https://advisorcensus.com/firm/cedarstone-advisors-thousand-oaks-ca-172653", "city": "Thousand Oaks", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 30833, "name": "Centaurus Financial, Inc.", "name_as_filed": "CENTAURUS FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/centaurus-financial-inc-anaheim-ca-30833", "city": "Anaheim", "state": "CA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313243, "name": "Center Pillar Wealth Management LLC", "name_as_filed": "CENTER PILLAR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/center-pillar-wealth-management-llc-newark-ca-313243", "city": "Newark", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304535, "name": "Centered Financial", "name_as_filed": "CENTERED FINANCIAL", "url": "https://advisorcensus.com/firm/centered-financial-carlsbad-ca-304535", "city": "Carlsbad", "state": "CA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330482, "name": "Centoic", "name_as_filed": "CENTOIC", "url": "https://advisorcensus.com/firm/centoic-san-francisco-ca-330482", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 289814, "name": "Central Coast Tax & Financial Services", "name_as_filed": "CENTRAL COAST TAX & FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/central-coast-tax-and-financial-services-lompoc-ca-289814", "city": "Lompoc", "state": "CA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145561, "name": "Centricity Financial LLC", "name_as_filed": "CENTRICITY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/centricity-financial-llc-newport-beach-ca-145561", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 165583, "name": "Centriplan, LLC", "name_as_filed": "CENTRIPLAN, LLC", "url": "https://advisorcensus.com/firm/centriplan-llc-newport-beach-ca-165583", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 296985, "name": "Centura Wealth Advisory", "name_as_filed": "CENTURA WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/centura-wealth-advisory-san-diego-ca-296985", "city": "San Diego", "state": "CA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170784, "name": "Cerda Munoz Advisors, Inc", "name_as_filed": "CERDA MUNOZ ADVISORS, INC", "url": "https://advisorcensus.com/firm/cerda-munoz-advisors-inc-whittier-ca-170784", "city": "Whittier", "state": "CA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105364, "name": "Certified Planners, Inc.", "name_as_filed": "CERTIFIED PLANNERS, INC.", "url": "https://advisorcensus.com/firm/certified-planners-inc-san-ramon-ca-105364", "city": "San Ramon", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121498, "name": "Challenger Wealth Management", "name_as_filed": "CHALLENGER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/challenger-wealth-management-aliso-viejo-ca-121498", "city": "Aliso Viejo", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304599, "name": "Chan, Arden", "name_as_filed": "CHAN, ARDEN", "url": "https://advisorcensus.com/firm/chan-arden-san-diego-ca-304599", "city": "San Diego", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 107287, "name": "Chandler Asset Management Inc", "name_as_filed": "CHANDLER ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/chandler-asset-management-inc-san-diego-ca-107287", "city": "San Diego", "state": "CA", "years_registered": 33, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145602, "name": "Chaney Financial Services, Inc.", "name_as_filed": "CHANEY FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/chaney-financial-services-inc-glendale-ca-145602", "city": "Glendale", "state": "CA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323461, "name": "Channel Wealth, LLC", "name_as_filed": "CHANNEL WEALTH, LLC", "url": "https://advisorcensus.com/firm/channel-wealth-llc-santa-barbara-ca-323461", "city": "Santa Barbara", "state": "CA", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 133336, "name": "Chen Financial Group, LLC", "name_as_filed": "CHEN FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/chen-financial-group-llc-san-mateo-ca-133336", "city": "San Mateo", "state": "CA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339213, "name": "Cheng, JEN I", "name_as_filed": "CHENG, JEN I", "url": "https://advisorcensus.com/firm/cheng-jen-i-339213", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175209, "name": "Chequers Financial Management LLC", "name_as_filed": "CHEQUERS FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/chequers-financial-management-llc-san-francisco-ca-175209", "city": "San Francisco", "state": "CA", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129504, "name": "Cheryl Morhauser & Associates", "name_as_filed": "CHERYL MORHAUSER & ASSOCIATES", "url": "https://advisorcensus.com/firm/cheryl-morhauser-and-associates-nevada-city-ca-129504", "city": "Nevada City", "state": "CA", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292777, "name": "Chess Financial Planning LLC", "name_as_filed": "CHESS FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/chess-financial-planning-llc-292777", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 166291, "name": "Cheviot Value Management, LLC", "name_as_filed": "CHEVIOT VALUE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cheviot-value-management-llc-beverly-hills-ca-166291", "city": "Beverly Hills", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108753, "name": "Chief Capital Management, Inc", "name_as_filed": "CHIEF CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/chief-capital-management-inc-san-jose-ca-108753", "city": "San Jose", "state": "CA", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 131238, "name": "Chien, Josephine", "name_as_filed": "CHIEN, JOSEPHINE", "url": "https://advisorcensus.com/firm/chien-josephine-131238", "city": null, "state": null, "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311674, "name": "Chimera Wealth", "name_as_filed": "CHIMERA WEALTH", "url": "https://advisorcensus.com/firm/chimera-wealth-carmichael-ca-311674", "city": "Carmichael", "state": "CA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 132170, "name": "Chinese Abraham Investment Advisors LLC", "name_as_filed": "CHINESE ABRAHAM INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/chinese-abraham-investment-advisors-llc-cupertino-ca-132170", "city": "Cupertino", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 312049, "name": "Choice Financial & Insurance Services, Inc.", "name_as_filed": "CHOICE FINANCIAL & INSURANCE SERVICES, INC.", "url": "https://advisorcensus.com/firm/choice-financial-and-insurance-services-inc-brea-ca-312049", "city": "Brea", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311539, "name": "Chrome Advisors", "name_as_filed": "CHROME ADVISORS", "url": "https://advisorcensus.com/firm/chrome-advisors-san-francisco-ca-311539", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326813, "name": "Chrysadia Financial, LLC", "name_as_filed": "CHRYSADIA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/chrysadia-financial-llc-newark-ca-326813", "city": "Newark", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306645, "name": "CIF Advisors Inc.", "name_as_filed": "CIF ADVISORS INC.", "url": "https://advisorcensus.com/firm/cif-advisors-inc-sacramento-ca-306645", "city": "Sacramento", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165868, "name": "Claraphi Advisory Network, LLC", "name_as_filed": "CLARAPHI ADVISORY NETWORK, LLC", "url": "https://advisorcensus.com/firm/claraphi-advisory-network-llc-aliso-viejo-ca-165868", "city": "Aliso Viejo", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107806, "name": "Claremont Financial Group,inc.", "name_as_filed": "CLAREMONT FINANCIAL GROUP,INC.", "url": "https://advisorcensus.com/firm/claremont-financial-group-inc-claremont-ca-107806", "city": "Claremont", "state": "CA", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321702, "name": "Clarity Financial", "name_as_filed": "CLARITY FINANCIAL", "url": "https://advisorcensus.com/firm/clarity-financial-321702", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "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" } }