California Investment Services
This web page lists investment services in the State of California. Before visiting any of these California investment services, be sure to verify their address, hours of operation, and appointment policies (if applicable). An investment service may have ceased operations or moved to a different location, and business hours can sometimes be irregular, especially on and around holidays. So a quick phone call can often save you time and aggravation.
Related directory pages are highlighted below the California investment service listings on this page. Links to Investment Service directory pages for adjacent States are provided at the bottom of the page. California directory and map page links are also included there.
|
A R C Investments Montclair, California 91763 1-909-624-4278 www.arcinvestments.com
Located in San Bernardino County
|
|
|
Ace Diversified Capital Inc San Gabriel, California 91776 1-626-307-8300 acediversifiedcapital.com
Located in Los Angeles County
|
|
|
Advice Center Redding, California 96001 1-530-244-7526 www.theadvicecenter.com
Located in Shasta County
|
|
|
Ahmanson Foundation Beverly Hills, California 90210 1-310-278-0770 theahmansonfoundation.org
Located in Los Angeles County
|
|
|
Albano Investment Management Monterey, California 93940 1-831-648-8010 albanoinvest.com
Located in Monterey County
|
|
|
Alessandra Capital Management Palos Verdes Peninsula, California 90274 1-310-377-9220 www.alessandracapital.com
Located in Los Angeles County
|
|
|
All Power Brokers Real Estate Inc - PH Jackson, California 95642 1-209-223-0237 www.allpower.com
Located in Amador County
|
|
|
Alliance Group Santa Barbara, California 93111 1-805-683-2755 www.alliance2.com
Located in Santa Barbara County
|
|
|
Ameritrus Capital Management Santa Ynez, California 93460 1-805-688-1001 www.ameritrust.us
Located in Santa Barbara County
|
|
|
AMI Asset Management Corporation Los Angeles, California 90024 1-310-475-7073 www.amiassetmanagement.com
Located in Los Angeles County
|
|
|
Andresen & Associates Salinas, California 93901 1-831-758-1575 www.andresenassoc.com
Located in Monterey County
|
|
|
Angeloff Company Los Angeles, California 90017 1-213-488-1700 www.angeloffco.com
Located in Los Angeles County
|
|
|
Angels Forum Management Company Los Altos, California 94023 1-650-857-0700 www.angelsforum.com
Located in Santa Clara County
|
|
|
Ares Management LLC Los Angeles, California 90067 1-310-201-4100 aresmgmt.com
Located in Los Angeles County
|
|
|
ARIS San Rafael, California 94903 1-415-492-1890 arisgroup.net
Located in Marin County
|
|
|
Asset Protection Strategies Windsor, California 95492 1-707-837-7910 www.apsginc.com
Located in Sonoma County
|
|
|
Bay Street Research San Francisco, California 94104 1-415-951-8181 baystreetresearch.com
Located in San Francisco County
|
|
|
Bedell Investment Counseling Walnut Creek, California 94596 1-925-932-0344 www.bedellinvest.com
Located in Contra Costa County
|
|
|
Behrman Capital San Francisco, California 94111 1-415-434-7300 www.behrmancap.com
Located in San Francisco County
|
|
|
Bel Air Investment Advisors Los Angeles, California 90067 1-310-229-1500 www.belair-llc.com
Located in Los Angeles County
|
|
|
Bell Investment Advisors Inc Oakland, California 94607 1-510-433-1066 bellinvest.com
Located in Alameda County
|
|
|
Bingham Osborn & Scarborough San Francisco, California 94104 1-415-781-8535 www.bosinvest.com
Located in San Francisco County
|
|
|
Blonskij Financial Service Roseville, California 95661 1-916-786-6474 www.blonskij.com
Located in Placer County
|
|
|
Brentwood Associates Los Angeles, California 90025 1-310-477-6611 brentwood.com
Located in Los Angeles County
|
|
|
C & H Trust Deed Service Lake Forest, California 92630 1-949-305-8901 www.chtrustdeed.com
Located in Orange County
|
|
|
Caliber Sales & Marketing LLC Santa Ana, California 92705 1-714-835-2677 caliberllc.net
Located in Orange County
|
|
|
Caltius Capital Management Los Angeles, California 90025 1-310-996-9585 www.caltius.com
Located in Los Angeles County
|
|
|
Capital Growth Inc San Diego, California 92122 1-858-552-6960 capitalgrowthinc.com
Located in San Diego County
|
|
|
Carleton Management San Diego, California 92127 1-858-613-1000 carletonmanagement.com
Located in San Diego County
|
|
|
Castle Creek Capital Rancho Santa Fe, California 92091 1-858-756-8300 www.castlecreek.com
Located in San Diego County
|
|
|
Castle Crow & Company San Francisco, California 94105 1-415-546-5600 castlecrow.com
Located in San Francisco County
|
|
|
Centerpoint M & A Advisors Woodland Hills, California 91367 1-818-593-7907 centerpnt.com
|
|
|
Chaos Development LLC Camarillo, California 93012 1-805-389-3224 ciaowireless.com
Located in Ventura County
|
|
|
Cliffwater Llc Marina Del Rey, California 90292 1-310-448-5000 www.cliffwater.com
Located in Los Angeles County
|
|
|
Coastwise Capital Group LLC La Jolla, California 92037 1-858-454-6670 www.coastwisegroup.com
|
|
|
Core Asset Management Sausalito, California 94965 1-415-332-2000 www.coreasset.com
Located in Marin County
|
|
|
Cornerstone Wealth Management San Diego, California 92128 1-858-676-1000 cornerstonewm.com
Located in San Diego County
|
|
|
DACA Financial Group San Diego, California 92111 1-858-560-0366 www.dacafg.com
Located in San Diego County
|
|
|
David Williamson CPA Redding, California 96001 1-530-244-6300 www.davidwilliamsoncpa.com
Located in Shasta County
|
|
|
Denning & Company San Francisco, California 94111 1-415-399-3939 denningandcompany.com
Located in San Francisco County
|
|
|
Doug Sanchez Accounting Office Covina, California 91723 1-626-858-5410 www.dougsanchezcpa.com
Located in Los Angeles County
|
|
|
Dunvegan Associates Santa Barbara, California 93101 1-805-969-5432 dunvegan.org
Located in Santa Barbara County
|
|
|
E Investment adviser.com LLC San Diego, California 92103 1-619-294-3362 www.einvestmentadviser.com
Located in San Diego County
|
|
|
Econoday Inc Lafayette, California 94549 1-925-299-5350 econoday.com
Located in Contra Costa County
|
|
|
Edward A. Rusowicz, CFP Encino, California 91316 1-310-869-7355 www.ruso-financial.com
|
|
|
Emeritus Investment Management Mill Valley, California 94941 1-415-388-3420 www.emeritusinvestment.com
Located in Marin County
|
|
|
EPLANNING Securities, Inc. / KEI Financial Corona, California 92877 1-909-590-7059 www.keifinancial.com
Located in Riverside County
|
|
|
Epoch Consulting Group Santa Rosa, California 95403 1-707-524-5800 epochconsultinggroup.com
Located in Sonoma County
|
|
|
Fairmont Capital Inc Brea, California 92821 1-714-524-4770 www.fairmontcapital.com
Located in Orange County
|
|
|
Fairway Commercial Partners Manhattan Beach, California 90266 1-310-939-7102 fairwaypartners.net
Located in Los Angeles County
|
|
|
Financial Connections Group Berkeley, California 94710 1-510-849-4667 www.financialconnections.com
Located in Alameda County
|
|
|
First Wilshire Securities MGMT Pasadena, California 91106 1-626-796-6622 firstwilshire.com
Located in Los Angeles County
|
|
|
Focused Finances Oakland, California 94610 1-510-763-3851 www.focusedfinances.com
Located in Alameda County
|
|
|
Foord Van Bruggen & Ebersole Sacramento, California 95825 1-916-487-8700 fvbe.info
Located in Sacramento County
|
|
|
Foothill Securities Pleasanton, California 94566 1-925-227-8858 www.ben-wong.com
Located in Alameda County
|
|
|
Ford Equity Research San Diego, California 92121 1-858-755-1327 fordequity.com
Located in San Diego County
|
|
|
Foresters Equity Service Inc San Diego, California 92121 1-858-550-4844 www.forestersequity.com
Located in San Diego County
|
|
|
Forward Ventures San Diego, California 92121 1-858-638-0323 www.forwardventures.com
Located in San Diego County
|
|
|
Freeman Spogli & Company Los Angeles, California 90025 1-310-444-1822 freemanspogli.com
Located in Los Angeles County
|
|
|
FSD Financial Service Tarzana, California 91356 1-818-881-6970 www.fsdfinancial.com
|
|
|
G K V Capital Management Westlake Village, California 91362 1-805-497-2616 www.gkvcapital.com
Located in Los Angeles County
|
|
|
Gensler Group Coronado, California 92118 1-619-230-0545 genslergroup.com
Located in San Diego County
|
|
|
Gerry Building Los Angeles, California 90015 1-213-228-1988 www.gerrybuilding.com
Located in Los Angeles County
|
|
|
Gifford Fong Associates Lafayette, California 94549 1-925-299-7800 www.gfong.com
Located in Contra Costa County
|
|
|
Girton Capital Management Inc Larkspur, California 94939 1-415-927-4484 www.girtoncapital.com
Located in Marin County
|
|
|
Glendale Securities Inc Sherman Oaks, California 91403 1-818-907-1505 glendalesecurities.com
|
|
|
Global Collect San Francisco, California 94111 1-415-975-0969 globalcollect.com
Located in San Francisco County
|
|
|
Global Investment & Devmnt Los Angeles, California 90010 1-213-365-0005 globalinvestmentdev.com
Located in Los Angeles County
|
|
|
Glt Wealth Advisors Inc - Charles F Critchlow CPA Carlsbad, California 92008 1-760-431-8440 www.wealthadvisors.com
Located in San Diego County
|
|
|
Gps Capital Management LLC San Ramon, California 94583 1-925-328-0800 gpsinvestment.com
Located in Contra Costa County
|
|
|
Greif & Company Los Angeles, California 90071 1-213-346-9250 greifco.com
Located in Los Angeles County
|
|
|
Gryphon Investors San Francisco, California 94105 1-415-217-7400 www.gryphoninvestors.com
Located in San Francisco County
|
|
|
Halbert Hargrove Long Beach, California 90802 1-562-435-5657 halberthargrove.com
Located in Los Angeles County
|
|
|
Hartman Financial Planning (Fee-Only) Valencia, California 91355 1-888-367-8466 www.hartmanfinancialplanning.com
|
|
|
Hollencrest Securities LLC Newport Beach, California 92660 1-949-823-7700 hollencrest.com
Located in Orange County
|
|
|
Homerun Financial & Insurance Jackson, California 95642 1-209-267-1400 www.homeruninsurance.com
Located in Amador County
|
|
|
Integrity Group Yuba City, California 95993 1-530-671-6669 www.theintegritygrp.net
Located in Sutter County
|
|
|
Internet Securities Oakland, California 94612 1-510-444-5240 www.internetsec.com
Located in Alameda County
|
|
|
Investors Arbitration Service San Diego, California 92108 1-619-298-4994 www.investorsarbitration.com
Located in San Diego County
|
|
|
Jafco Ventures America Inc Palo Alto, California 94301 1-650-463-8800 jafco.com
Located in Santa Clara County
|
|
|
JDL Securities Corporation Newport Beach, California 92660 1-949-752-5206 www.jdlsecurities.com
Located in Orange County
|
|
|
JRW Investments Inc Pasadena, California 91107 1-626-564-1031 www.jrwinvestments.com
Located in Los Angeles County
|
|
|
KCM Investment Advisors San Rafael, California 94901 1-415-461-7788 www.kcmadvisors.com
Located in Marin County
|
|
|
Kearney-Burch Financial Service San Ramon, California 94583 1-925-275-4940 www.kearneyburch.com
Located in Contra Costa County
|
|
|
Kevlyn Investments Inc Davis, California 95616 1-530-758-4350 www.kevlyninvestments.com
Located in Yolo County
|
|
|
Knox Financial Group La Mesa, California 91941 1-619-465-9920 knoxfinancial.net
Located in San Diego County
|
|
|
Kosta Browne Wines Sebastopol, California 95472 1-707-823-7430 www.kostabrowne.com
Located in Sonoma County
|
|
|
LA Jolla Institute for Wealth La Jolla, California 92037 1-858-459-8818 www.lajollawealth.com
|
|
|
Leading Edge Investment Advisors San Francisco, California 94108 1-415-217-7030 leia.net
Located in San Francisco County
|
|
|
LPL Financial - Curtis Allen, MBA, CPA Manhattan Beach, California 90266 1-310-773-5946 www.curtisallenfinancial.com
Located in Los Angeles County
|
|
|
Manchester Financial Inc Westlake Village, California 91361 1-805-495-4405 www.mfinvest.com
Located in Los Angeles County
|
|
|
McClurg Capital Corporation San Rafael, California 94903 1-415-472-1445 www.mcclurgcapital.com
Located in Marin County
|
|
|
McCord Jack T CFP La Jolla, California 92037 1-858-454-3557 www.vari-inc.com
|
|
|
Menlo Advisors LLC Menlo Park, California 94025 1-650-688-0300 www.menloadvisors.com
Located in San Mateo County
|
|
|
Mischler Financial Group Inc Corona Del Mar, California 92625 1-949-720-0640 www.mischlerfinancial.com
Located in Orange County
|
|
|
Money Wise Inc Brokersxpress Bakersfield, California 93309 1-661-325-1690 kernradio.com
Located in Kern County
|
|
|
Mosier & CO Inc Costa Mesa, California 92626 1-714-432-0800 www.mosierco.com
Located in Orange County
|
|
|
Oak Hill Capital Management Menlo Park, California 94025 1-650-234-0500 oakhillcapital.com
Located in San Mateo County
|
|
|
Oaktree Capital Management LP Los Angeles, California 90071 1-213-830-6300 www.oaktreecapital.com
Located in Los Angeles County
|
|
|
Ocean Park Asset MGMT Inc Santa Monica, California 90405 1-310-452-1887 www.SierraInvestment.com
Located in Los Angeles County
|
|
|
Parnassus Fund San Francisco, California 94105 1-415-778-0201 www.parnassus.com
Located in San Francisco County
|
|
|
Permanent Value Inc San Diego, California 92108 1-619-321-0081 www.permanentvalue.com
Located in San Diego County
|
|
|
Probitas Partners San Francisco, California 94104 1-415-402-0700 probitaspartners.com
Located in San Francisco County
|
|
|
Pure Financial Advisors San Diego, California 92108 1-619-814-4100 www.purefinancial.com
Located in San Diego County
|
|
|
RCU Santa Rosa, California 95403 1-707-576-5040 redwoodcu.org
Located in Sonoma County
|
|
|
Realty Advocates Oakland, California 94609 1-510-428-0757 www.realtyadvocates.com
Located in Alameda County
|
|
|
Robert Bender & Associates Pasadena, California 91101 1-626-397-9072 www.robertbender.com
Located in Los Angeles County
|
|
|
Robert V Horowitz Corte Madera, California 94925 1-415-927-7871 rhwm.com
Located in Marin County
|
|
|
Roney & Co. Pasadena, California 91101 1-626-795-9590 www.michaelroney.com
Located in Los Angeles County
|
|
|
Round Hill Asset Management Pasadena, California 91101 1-626-431-2685 www.rhill.com
Located in Los Angeles County
|
|
|
Royal Alliance Associates Inc Redding, California 96001 1-530-244-7526 www.theadvicecenter.com
Located in Shasta County
|
|
|
Sampson Investment Management Danville, California 94526 1-925-743-8449 www.sampson-investment.com
Located in Contra Costa County
|
|
|
Saratoga Research & Investment Saratoga, California 95070 1-408-741-2330 www.saratogarim.com
Located in Santa Clara County
|
|
|
Schnieders Capitol Management Pasadena, California 91101 1-626-584-6168 schniederscapital.com
Located in Los Angeles County
|
|
|
Sierra Investment Management Santa Monica, California 90405 1-310-452-1887 sierrainvestment.com
Located in Los Angeles County
|
|
|
SIFF Investment Service San Francisco, California 94104 1-415-954-0808 siffinvestment.com
Located in San Francisco County
|
|
|
Simpson Capital Management Laguna Niguel, California 92677 1-949-495-7922 www.simpsoncapital.com
Located in Orange County
|
|
|
Spectrum Asset Management Newport Beach, California 92660 1-949-955-1121 myspectrum.com
Located in Orange County
|
|
|
Spectrum Capital Investment Irvine, California 92618 1-949-788-1299 putmancpa.com
Located in Orange County
|
|
|
Spectrum Property Management San Diego, California 92123 1-858-569-8799 spectrummgt.com
Located in San Diego County
|
|
|
Spurgeon Financial Group Stockton, California 95207 1-209-474-8134 spurgeongroup.pfyfn.com
Located in San Joaquin County
|
|
|
Stewart & Patten Company San Francisco, California 94104 1-415-421-4932 stewartandpatten.com
Located in San Francisco County
|
|
|
Surety Investment Service Los Angeles, California 90010 1-213-380-9300 www.suretyinvestments.com
Located in Los Angeles County
|
|
|
Swander Pace Capital San Francisco, California 94104 1-415-477-8500 spcap.com
Located in San Francisco County
|
|
|
Symphony Financial Planning Davis, California 95616 1-530-758-2885 www.symphonyfinancialplanning.com
Located in Yolo County
|
|
|
Timothy Hayes Financial & Insurance Lancaster, California 93534 1-661-945-1828 www.timothyhayesfinancial.com
Located in Los Angeles County
|
|
|
Towneley Capital MGMT Inc Laguna Hills, California 92653 1-949-837-4970 www.towneley.com
Located in Orange County
|
|
|
Tremblay Financial Service Santa Barbara, California 93105 1-805-569-1982 tremblayfinancial.com
Located in Santa Barbara County
|
|
|
Van Strum & Towne Inc San Francisco, California 94111 1-415-981-3455 www.vanstrum.com
Located in San Francisco County
|
|
|
VARI Investors Service Inc La Jolla, California 92037 1-858-454-3557 www.vari-inc.com
|
|
|
Western Asset MGMT Company Pasadena, California 91101 1-626-844-9400 westernasset.com
Located in Los Angeles County
|
|
|
Westmount Asset Management Inc Los Angeles, California 90067 1-310-556-2502 www.westmount.com
Located in Los Angeles County
|
|
|
Westpark Capital Los Angeles, California 90067 1-310-843-9300 wpcapital.com
Located in Los Angeles County
|
|
Investment Services in Adjacent States
California Directory and Map Pages
- California Directory - California regional directory.
- California Map - state maps of California.
Related California Page(s)
California Financial Brokers |
California Financial Services |
California Financial Counselors |
|---|
133 investment services listed in California.