Find Help · California
Verified financial advisors in
California.
Financial Advisors serving California. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What California law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in California so far: 540 financial advisors, 5 funeral homes, 3 grief counselors, 1 estate attorney.
Every figure here comes from MORTL's California guide, which cites the statute or the state agency behind it. Read the California guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in California is the order to work in. It's free and it always will be.
15 Equity
California investment management firm offering investment management and wealth management services in the Santa Barbara area.
21 West Wealth Management LLC
California wealth management firm offering wealth management, wealth accumulation, financial planning, and retirement plan advisory services, including 3(38) fiduciary services, in the Tustin area.
3(38) Investment Fiduciaries
California financial advisor offering 3(38) investment fiduciary services, investment monitoring, quarterly investment reporting, and committee meeting support for retirement plans in the Simi Valley area.
5t Wealth, LLC
California wealth management firm offering investment management, wealth planning, and family office services, including endowments and foundation resources, in the Napa area.
Acquirers Funds, LLC
California investment management firm offering an actively managed exchange-traded fund and deep-value equity investing services in the Rolling Hills area.
Adams Ashby Financial Advisors
California financial advisory firm offering financial planning, investment management, and portfolio review services in the Sacramento area.
Adelante Capital Management LLC
California investment management firm offering real estate investment strategies and market insights for publicly traded real estate securities in the Alameda area.
Advanced Portfolio Strategies
California financial advisory firm offering investment management, financial planning, business planning, pension and retirement plans, and estate and wealth management services in the Torrance area.
Ag Asset Advisory, LLC
California multi-family office offering wealth planning, tax mitigation, and complexity management strategies for entrepreneurs, including services for liquidity events and exits, in the Los Angeles area.
Agriglobe Land Advisors, LLC
California agricultural asset management company offering farm investment management, budgeting, and fiduciary oversight of farming operations in the Fresno area.
Ahoy Capital
California fund manager offering venture capital fund investments and start-up company investments focused on early-stage and emerging technology opportunities in the Palo Alto area.
Ak Global Asset Management, LLC
California investment advisory firm offering tailor-made portfolio construction and actively managed investment accounts, including fee-based only services, in the Oakland area.
Alamar Capital Management, LLC
California investment management firm offering customized investment management and investment advisory services for families and institutional investors in the Santa Barbara area.
Alameda Capital Management, LLC
California investment management firm offering private credit and real estate investment strategies for institutional investors, financial advisors, family offices, and insurers in the Menlo Park area.
Alamo Capital
California financial advisory firm offering bonds and fixed income investing, stock and mutual fund trading, retirement planning, investment accounts, college savings plans, wealth management, investment banking, underwriting, municipal finance, and insurance solutions such as annuities, disability, health, and life insurance, in the Walnut Creek area.
Albitz/Miloe And Associates, Inc.
California financial advisory firm offering financial planning and wealth management services, including retirement planning for building wealth, approaching retirement, and in-retirement stages, in the Torrance area.
Alessandra Capital Management, LLC
California financial advisory firm offering wealth management, financial planning, and retirement planning services in the Torrance area.
Allworth Financial, L.P.
California financial advisory firm offering financial planning, investment management, tax planning, estate and legacy planning, and insurance and risk services, including 401(k) services for employers, in the Folsom area.
Alpha Analytics Investment Group LLC
California investment advisory firm offering institutional investment management services for individuals and families in the Los Angeles area.
Alpha Solutions Investment Advisors
California investment advisory firm offering wealth management, portfolio management, and retirement planning services in the South San Francisco area.
American Fundstars
California financial firm offering investment advisory and securities broker dealer services, including asset management and investment planning, in the Irvine area.
American Investors Co
California financial advisory firm offering securities brokerage, investment advisory, financial planning, and asset management services in the San Ramon area.
American Money Management, LLC
California financial advisor offering divorce financial analysis, investment management, and financial planning, including settlement negotiation prep and post-divorce financial rebuilding, in the Rancho Santa Fe area.
Anchor Bay Capital, Inc.
California financial advisor offering financial planning, investment management, tax preparation, and trust and estate planning services, including coordinated retirement income planning, in the Carlsbad area.
Anchor Bay Private Wealth LLC
California financial advisory firm offering financial planning, investment management, tax preparation, and trust and estate planning, including coordinated services for retirees, business owners, and individuals in wealth transitions, in the Carlsbad area.
Anchor Capital
California investment management firm offering risk-managed mutual funds, model portfolios, and market insights in the Aliso Viejo area.
Andrews, Lucia Wealth Management LLC
California financial advisor offering wealth management, retirement planning, estate planning, and tax strategies, including investment planning and risk management services, in the Danville area.
Angeles Wealth Management, LLC
California financial advisor offering private wealth management, family office, investment management, and philanthropic planning services, including complex wealth planning and family legacy strategies, in the Santa Monica area.
Apple & Associates
California financial advisory firm offering retirement planning, investment management, risk management, college planning, estate planning, and tax mitigation strategies in the Grass Valley area.
Aqua Capital Advisors
California fee-only wealth management firm offering deep financial planning, holistic investment management, and proactive tax strategy services, including coordination across CPAs, estate attorneys, and other advisors for multi-generational family wealth, in the Los Angeles area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →