The CNBC FA 100 celebrates the advisory firms that top the list when it comes to offering a comprehensive service that helps clients navigate through their financial life.
FA 100

9. California Financial Advisors

California Financial Advisors, based in San Ramon, California, is ranked No. 9 on the 2020 CNBC Financial Advisor 100 list. The firm ranked No. 7 on last year's CNBC FA 100 list.

Total AUM: $1.3B+

Years in Business: 22

Accounts Under Management: 2,785

Previous appearances on FA 100 List: 1 (No. 7 in 2019)

Principals:

Michelle Perry Higgins, Principal

Mark Pitre, Principal

Contact:

calfinad.com

2303 Camino Ramon, Suite 230, San Ramon, CA 94583

(925) 275-1000