DouxProcess Directory
Add to your AI

Ask for any business in the US.

NAICS 523940 · Portfolio Management and Investment Advice

you asked:

Financial advisors in California

3,646 financial advisors listed in California, each checked against the issuer's record. In the published order.

  1. Alamo Capital

    ActiveCorporation registered in SAM.gov

    Walnut Creek, CA

    CallAsk it
    Proof for Alamo Capital
    SAM.gov registration
    SAM.gov M89EWZMXTNX1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Dec 4, 2026
    Checked
    Oct 23, 2026
    Where
    Walnut Creek, CA · serves California
    Phone
    (925) 472-5700
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  2. Global Investment CO Inc

    ActiveCorporation registered in SAM.gov

    Oakland, CA

    CallAsk it
    Proof for Global Investment CO Inc
    SAM.gov registration
    SAM.gov U67AUSC5J853
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 18, 2027
    Checked
    Oct 23, 2026
    Where
    Oakland, CA · serves California
    Phone
    (510) 832-8303
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  3. Higgins Capital Management, Inc.

    ActiveCorporation registered in SAM.gov

    La Jolla, CA

    CallAsk it
    Proof for Higgins Capital Management, Inc.
    SAM.gov registration
    SAM.gov HC51ZMKNKB81
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 3, 2027
    Checked
    Oct 23, 2026
    Where
    La Jolla, CA · serves California
    Phone
    (858) 459-2993
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  4. Knn Public Finance

    ActivePartnership or limited liability partnership registered in SAM.gov

    Berkeley, CA

    CallAsk it
    Proof for Knn Public Finance
    SAM.gov registration
    SAM.gov UPR2XW3SXWA5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Apr 16, 2027
    Checked
    Oct 23, 2026
    Where
    Berkeley, CA · serves California
    Phone
    (510) 839-8200
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  5. Los Angeles Capital Management LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Los Angeles, CA

    CallAsk it
    Proof for Los Angeles Capital Management LLC
    SAM.gov registration
    SAM.gov SLLSJXPB91J9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    May 15, 2027
    Checked
    Oct 23, 2026
    Where
    Los Angeles, CA · serves California
    Phone
    (310) 479-9901
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  6. Pacific Investment Management Company LLC

    ActiveCorporation registered in SAM.gov

    Newport Beach, CA

    CallAsk it
    Proof for Pacific Investment Management Company LLC
    SAM.gov registration
    SAM.gov L16CWVGYDTK7
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 20, 2027
    Checked
    Oct 23, 2026
    Where
    Newport Beach, CA · serves California
    Phone
    (949) 720-6000
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  7. Payden & Rygel

    ActiveCorporation registered in SAM.gov

    Los Angeles, CA

    CallAsk it
    Proof for Payden & Rygel
    SAM.gov registration
    SAM.gov FA7TVGRNWPL3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 24, 2027
    Checked
    Oct 23, 2026
    Where
    Los Angeles, CA · serves California
    Phone
    (213) 625-1900
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  8. Academy Securities, Inc

    ActiveCorporation registered in SAM.gov

    Del Mar, CA

    Ask it
    Proof for Academy Securities, Inc
    SAM.gov registration
    SAM.gov HYMGT2Z3ABX5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 10, 2027
    Checked
    Oct 23, 2026
    Where
    Del Mar, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  9. Blaylock Robert Van LLC

    ActiveCorporation registered in SAM.gov

    Oakland, CA

    Ask it
    Proof for Blaylock Robert Van LLC
    SAM.gov registration
    SAM.gov JJUVJ42MTN74
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 17, 2027
    Checked
    Oct 23, 2026
    Where
    Oakland, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  10. Callan LLC

    ActiveCorporation registered in SAM.gov

    San Francisco, CA

    Ask it
    Proof for Callan LLC
    SAM.gov registration
    SAM.gov LXWWE8GXQVB3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 3, 2027
    Checked
    Oct 23, 2026
    Where
    San Francisco, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  11. Clean Energy Capital Securities LLC

    ActiveSole proprietorship registered in SAM.gov

    Sausalito, CA

    Ask it
    Proof for Clean Energy Capital Securities LLC
    SAM.gov registration
    SAM.gov ZGZSUFPFJBJ9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Mar 2, 2027
    Checked
    Oct 23, 2026
    Where
    Sausalito, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  12. Even One Ventures Fund I LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    Palo Alto, CA

    Ask it
    Proof for Even One Ventures Fund I LP
    SAM.gov registration
    SAM.gov N1RLQQJ9V188
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Jun 18, 2027
    Checked
    Oct 23, 2026
    Where
    Palo Alto, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  13. Gifford Fong Associates

    ActiveCorporation registered in SAM.gov

    Lafayette, CA

    Ask it
    Proof for Gifford Fong Associates
    SAM.gov registration
    SAM.gov CRPVMX4SCYY1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 29, 2027
    Checked
    Oct 23, 2026
    Where
    Lafayette, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  14. Great Pacific Securities

    ActiveCorporation registered in SAM.gov

    Costa Mesa, CA

    Ask it
    Proof for Great Pacific Securities
    SAM.gov registration
    SAM.gov QTS2DLR8KXM1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    May 27, 2027
    Checked
    Oct 23, 2026
    Where
    Costa Mesa, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  15. Lawson, James Lee, Lawson Professional Fiduciary Services

    ActiveSole proprietorship registered in SAM.gov

    Los Angeles, CA

    Ask it
    Proof for Lawson, James Lee, Lawson Professional Fiduciary Services
    SAM.gov registration
    SAM.gov PA8LDMVEMHC8
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Jun 1, 2027
    Checked
    Oct 23, 2026
    Where
    Los Angeles, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  16. Loaning.Ai

    ActiveCorporation registered in SAM.gov

    Irvine, CA

    Ask it
    Proof for Loaning.Ai
    SAM.gov registration
    SAM.gov S2FBNR5FCEL9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 22, 2027
    Checked
    Oct 23, 2026
    Where
    Irvine, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  17. Mathison LLC

    ActiveSole proprietorship registered in SAM.gov

    Torrance, CA

    Ask it
    Proof for Mathison LLC
    SAM.gov registration
    SAM.gov PX3XBJZ7QNX7
    Issuer
    SAM.gov
    Status
    Active
    Class
    Sole proprietorship registered in SAM.gov
    Expires
    Apr 20, 2027
    Checked
    Oct 23, 2026
    Where
    Torrance, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  18. Mischler Financial Group, Inc.

    ActiveCorporation registered in SAM.gov

    Irvine, CA

    Ask it
    Proof for Mischler Financial Group, Inc.
    SAM.gov registration
    SAM.gov JRC9MWCTBWQ4
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 30, 2027
    Checked
    Oct 23, 2026
    Where
    Irvine, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  19. Mtl Vault

    ActiveCorporation registered in SAM.gov

    Carlsbad, CA

    Ask it
    Proof for Mtl Vault
    SAM.gov registration
    SAM.gov KJBRRLSE78W5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 13, 2027
    Checked
    Oct 23, 2026
    Where
    Carlsbad, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  20. North Pier Fiduciary Management, LLC

    ActiveCorporation registered in SAM.gov

    Marina del Rey, CA

    Ask it
    Proof for North Pier Fiduciary Management, LLC
    SAM.gov registration
    SAM.gov XZKLESGEFG34
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    May 15, 2027
    Checked
    Oct 23, 2026
    Where
    Marina del Rey, CA · serves California
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

Cities

San Francisco 243Los Angeles 229San Diego 228Irvine 120Newport Beach 106Sacramento 73Pasadena 60Roseville 57San Jose 55Beverly Hills 49Torrance 47Walnut Creek 47Palo Alto 43Long Beach 42Santa Barbara 38Glendale 36Menlo Park 36Carlsbad 35Woodland Hills 35Santa Monica 34Santa Rosa 34Westlake Village 34Fresno 33Orange 32

Free for people · nobody pays to rank. Run one of these businesses? Claim it free.

Checked facts from public license files · How ranking works