# Financial advisors in Salinas, CA

> AdvisorCensus lists 36 investment advisory firms with a principal office in the Salinas metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ca/salinas

## At a glance

- Investment advisory firms: 36
- Registration: SEC-registered investment adviser: 10, State-registered investment adviser: 23, Exempt reporting adviser: 3
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (45%); Percentage of assets 26 (79%); Hourly charges 14 (42%); Fixed fees 12 (36%); Performance-based fees 1 (3%); Other 6 (18%); No compensation arrangements reported 3
- Regulatory assets under management (Item 5.F): Under $25 million 9 (25%); $25 million to $100 million 10 (28%); $100 million to $500 million 5 (14%); $500 million to $1 billion 2 (6%); $1 billion to $5 billion 2 (6%); Not reported 8 (22%)
- Years registered: Under 5 years 8 (22%); 5 to 9 years 2 (6%); 10 to 19 years 13 (36%); 20 years or more 13 (36%)

## Firms (page 1 of 1, 1 to 36 of 36, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Belville Financial Advisors](https://advisorcensus.com/firm/belville-financial-advisors-monterey-ca-136290) ([md](https://advisorcensus.com/firm/belville-financial-advisors-monterey-ca-136290.md)) | 136290 | Monterey, CA | State-registered investment adviser | Not reported | 31 | Other |
| [BFF Capital Management LLC](https://advisorcensus.com/firm/bff-capital-management-llc-carmel-ca-131230) ([md](https://advisorcensus.com/firm/bff-capital-management-llc-carmel-ca-131230.md)) | 131230 | Carmel, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Bleeck Financial Management, Inc.](https://advisorcensus.com/firm/bleeck-financial-management-inc-carmel-ca-132124) ([md](https://advisorcensus.com/firm/bleeck-financial-management-inc-carmel-ca-132124.md)) | 132124 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Other |
| [BOW Street Angels Management, LLC](https://advisorcensus.com/firm/bow-street-angels-management-llc-big-sur-ca-314985) ([md](https://advisorcensus.com/firm/bow-street-angels-management-llc-big-sur-ca-314985.md)) | 314985 | Big Sur, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [C & T Financial Services Group, Inc.](https://advisorcensus.com/firm/c-and-t-financial-services-group-inc-pacific-grove-ca-127922) ([md](https://advisorcensus.com/firm/c-and-t-financial-services-group-inc-pacific-grove-ca-127922.md)) | 127922 | Pacific Grove, CA | State-registered investment adviser | Not reported | 22 | Fixed fee |
| [Carmel Capital Management L.L.C.](https://advisorcensus.com/firm/carmel-capital-management-l-l-c-carmel-ca-120675) ([md](https://advisorcensus.com/firm/carmel-capital-management-l-l-c-carmel-ca-120675.md)) | 120675 | Carmel, CA | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Other |
| [Clym LLC](https://advisorcensus.com/firm/clym-llc-marina-ca-318567) ([md](https://advisorcensus.com/firm/clym-llc-marina-ca-318567.md)) | 318567 | Marina, CA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Contreras Financial, Inc.](https://advisorcensus.com/firm/contreras-financial-inc-marina-ca-305463) ([md](https://advisorcensus.com/firm/contreras-financial-inc-marina-ca-305463.md)) | 305463 | Marina, CA | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly |
| [Corporate Financial Management, LLC](https://advisorcensus.com/firm/corporate-financial-management-llc-carmel-by-the-sea-ca-321100) ([md](https://advisorcensus.com/firm/corporate-financial-management-llc-carmel-by-the-sea-ca-321100.md)) | 321100 | Carmel-By-The-Sea, CA | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Cypress Coast Investments](https://advisorcensus.com/firm/cypress-coast-investments-carmel-ca-136903) ([md](https://advisorcensus.com/firm/cypress-coast-investments-carmel-ca-136903.md)) | 136903 | Carmel, CA | State-registered investment adviser | Not reported | 32 | Hourly |
| [Cypress Path Capital, LLC](https://advisorcensus.com/firm/cypress-path-capital-llc-carmel-ca-133975) ([md](https://advisorcensus.com/firm/cypress-path-capital-llc-carmel-ca-133975.md)) | 133975 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [DEL Monte Capital, Inc.](https://advisorcensus.com/firm/del-monte-capital-inc-monterey-ca-300894) ([md](https://advisorcensus.com/firm/del-monte-capital-inc-monterey-ca-300894.md)) | 300894 | Monterey, CA | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Elite Portfolios](https://advisorcensus.com/firm/elite-portfolios-carmel-by-the-sea-ca-327535) ([md](https://advisorcensus.com/firm/elite-portfolios-carmel-by-the-sea-ca-327535.md)) | 327535 | Carmel by the Sea, CA | SEC-registered investment adviser | Under $25 million | 3 | Other |
| [Hastie Financial Group](https://advisorcensus.com/firm/hastie-financial-group-salinas-ca-161418) ([md](https://advisorcensus.com/firm/hastie-financial-group-salinas-ca-161418.md)) | 161418 | Salinas, CA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Hawley Personal Finance](https://advisorcensus.com/firm/hawley-personal-finance-monterey-ca-164010) ([md](https://advisorcensus.com/firm/hawley-personal-finance-monterey-ca-164010.md)) | 164010 | Monterey, CA | State-registered investment adviser | Not reported | 14 | Hourly, Fixed fee |
| [Integris Wealth Management, LLC](https://advisorcensus.com/firm/integris-wealth-management-llc-monterey-ca-111336) ([md](https://advisorcensus.com/firm/integris-wealth-management-llc-monterey-ca-111336.md)) | 111336 | Monterey, CA | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Hourly, Fixed fee |
| [Interlake Capital Management, LLC](https://advisorcensus.com/firm/interlake-capital-management-llc-carmel-ca-142577) ([md](https://advisorcensus.com/firm/interlake-capital-management-llc-carmel-ca-142577.md)) | 142577 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 19 | % of assets |
| [Kilzer Wealth Management](https://advisorcensus.com/firm/kilzer-wealth-management-carmel-ca-134100) ([md](https://advisorcensus.com/firm/kilzer-wealth-management-carmel-ca-134100.md)) | 134100 | Carmel, CA | State-registered investment adviser | Under $25 million | 40 | % of assets, Hourly, Fixed fee |
| [Knight of California LLC](https://advisorcensus.com/firm/knight-of-california-llc-carmel-ca-284398) ([md](https://advisorcensus.com/firm/knight-of-california-llc-carmel-ca-284398.md)) | 284398 | Carmel, CA | State-registered investment adviser | Under $25 million | 10 | % of assets |
| [Lawrence J. Chazen, Inc.](https://advisorcensus.com/firm/lawrence-j-chazen-inc-carmel-ca-119350) ([md](https://advisorcensus.com/firm/lawrence-j-chazen-inc-carmel-ca-119350.md)) | 119350 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 46 | Fixed fee |
| [Lowery Thomas, LLC](https://advisorcensus.com/firm/lowery-thomas-llc-pebble-beach-ca-110058) ([md](https://advisorcensus.com/firm/lowery-thomas-llc-pebble-beach-ca-110058.md)) | 110058 | Pebble Beach, CA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [Marathon Financial Advisors](https://advisorcensus.com/firm/marathon-financial-advisors-pacific-grove-ca-104835) ([md](https://advisorcensus.com/firm/marathon-financial-advisors-pacific-grove-ca-104835.md)) | 104835 | Pacific Grove, CA | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [McFarland Associates](https://advisorcensus.com/firm/mcfarland-associates-monterey-ca-111316) ([md](https://advisorcensus.com/firm/mcfarland-associates-monterey-ca-111316.md)) | 111316 | Monterey, CA | State-registered investment adviser | $25 million to $100 million | 35 | % of assets, Hourly, Fixed fee, Other |
| [Monterey Bay Asset Management LLC](https://advisorcensus.com/firm/monterey-bay-asset-management-llc-monterey-ca-142460) ([md](https://advisorcensus.com/firm/monterey-bay-asset-management-llc-monterey-ca-142460.md)) | 142460 | Monterey, CA | State-registered investment adviser | Under $25 million | 19 | % of assets, Other |
| [Neumeier Poma Investment Counsel LLC](https://advisorcensus.com/firm/neumeier-poma-investment-counsel-llc-carmel-ca-110672) ([md](https://advisorcensus.com/firm/neumeier-poma-investment-counsel-llc-carmel-ca-110672.md)) | 110672 | Carmel, CA | SEC-registered investment adviser | $1 billion to $5 billion | 41 | % of assets |
| [No-Load Asset Management](https://advisorcensus.com/firm/no-load-asset-management-carmel-ca-136309) ([md](https://advisorcensus.com/firm/no-load-asset-management-carmel-ca-136309.md)) | 136309 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 29 | % of assets, Hourly |
| [Plan B Investments, Inc.](https://advisorcensus.com/firm/plan-b-investments-inc-carmel-valley-ca-136162) ([md](https://advisorcensus.com/firm/plan-b-investments-inc-carmel-valley-ca-136162.md)) | 136162 | Carmel Valley, CA | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly |
| [Praetorian Guard, a Division of Praetorian Wealth Management,inc](https://advisorcensus.com/firm/praetorian-guard-a-division-of-praetorian-wealth-management-inc-carmel-ca-147814) ([md](https://advisorcensus.com/firm/praetorian-guard-a-division-of-praetorian-wealth-management-inc-carmel-ca-147814.md)) | 147814 | Carmel, CA | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets |
| [Stillwater Capital Management](https://advisorcensus.com/firm/stillwater-capital-management-carmel-by-the-sea-ca-313075) ([md](https://advisorcensus.com/firm/stillwater-capital-management-carmel-by-the-sea-ca-313075.md)) | 313075 | Carmel-By-The-Sea, CA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Synergist Wealth Advisors](https://advisorcensus.com/firm/synergist-wealth-advisors-carmel-ca-127126) ([md](https://advisorcensus.com/firm/synergist-wealth-advisors-carmel-ca-127126.md)) | 127126 | Carmel, CA | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee |
| [T.H. Rapko & Company, LLC](https://advisorcensus.com/firm/t-h-rapko-and-company-llc-monterey-ca-165874) ([md](https://advisorcensus.com/firm/t-h-rapko-and-company-llc-monterey-ca-165874.md)) | 165874 | Monterey, CA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Thepartners Wealth Management](https://advisorcensus.com/firm/thepartners-wealth-management-carmel-by-the-sea-ca-314816) ([md](https://advisorcensus.com/firm/thepartners-wealth-management-carmel-by-the-sea-ca-314816.md)) | 314816 | Carmel by the Sea, CA | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Three Sheep Wealth Management, LLC](https://advisorcensus.com/firm/three-sheep-wealth-management-llc-monterey-ca-335741) ([md](https://advisorcensus.com/firm/three-sheep-wealth-management-llc-monterey-ca-335741.md)) | 335741 | Monterey, CA | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Topturn Capital, LLC](https://advisorcensus.com/firm/topturn-capital-llc-carmel-ca-151464) ([md](https://advisorcensus.com/firm/topturn-capital-llc-carmel-ca-151464.md)) | 151464 | Carmel, CA | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee |
| [Welton Investment Partners LLC](https://advisorcensus.com/firm/welton-investment-partners-llc-carmel-ca-172452) ([md](https://advisorcensus.com/firm/welton-investment-partners-llc-carmel-ca-172452.md)) | 172452 | Carmel, CA | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Performance fee |
| [Zrcor Inc.](https://advisorcensus.com/firm/zrcor-inc-monterey-ca-147705) ([md](https://advisorcensus.com/firm/zrcor-inc-monterey-ca-147705.md)) | 147705 | Monterey, CA | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly |

## Questions people ask

**How many financial advisory firms are there in Salinas, CA?**
AdvisorCensus lists 36 investment advisory firms with a principal office in the Salinas metro area, from Form ADV filings as of October 2026: 10 SEC-registered, 23 state-registered, and 3 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 Salinas, CA?**
15 of the 36 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 Salinas, CA offer financial planning?**
23 of the 33 firms in Salinas, CA 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 Salinas, CA 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 15 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)
- [Financial advisors in Salinas, CA](https://advisorcensus.com/advisors/ca/salinas) (https://advisorcensus.com/advisors/ca/salinas.md)
- [Fee-only financial advisors in Salinas, CA](https://advisorcensus.com/advisors/ca/salinas/fee-only) (https://advisorcensus.com/advisors/ca/salinas/fee-only.md)
- [Flat-fee financial advisors in Salinas, CA](https://advisorcensus.com/advisors/ca/salinas/flat-fee) (https://advisorcensus.com/advisors/ca/salinas/flat-fee.md)
- [Hourly financial advisors in Salinas, CA](https://advisorcensus.com/advisors/ca/salinas/hourly) (https://advisorcensus.com/advisors/ca/salinas/hourly.md)
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- [Financial advisors in San Francisco](https://advisorcensus.com/advisors/ca/san-francisco) (https://advisorcensus.com/advisors/ca/san-francisco.md)
- [Financial advisors in Los Angeles](https://advisorcensus.com/advisors/ca/los-angeles) (https://advisorcensus.com/advisors/ca/los-angeles.md)
- [Financial advisors in San Jose](https://advisorcensus.com/advisors/ca/san-jose) (https://advisorcensus.com/advisors/ca/san-jose.md)
- [Financial advisors in San Diego](https://advisorcensus.com/advisors/ca/san-diego) (https://advisorcensus.com/advisors/ca/san-diego.md)
- [Financial advisors in Sacramento](https://advisorcensus.com/advisors/ca/sacramento) (https://advisorcensus.com/advisors/ca/sacramento.md)
- [Financial advisors in Oxnard](https://advisorcensus.com/advisors/ca/oxnard) (https://advisorcensus.com/advisors/ca/oxnard.md)
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Every firm in this list as CSV: https://advisorcensus.com/advisors/ca/salinas.csv

Cite as: AdvisorCensus. Financial advisors in Salinas, CA: 36 firms from Form ADV filings as of October 2026.