This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-18-1998
- Office Locations
- 2
Office Locations
About California Financial Advisors
California Financial Advisors is a fiduciary RIA (founded 1998) providing personalized portfolio management, asset allocation, and comprehensive planning for individuals and entrepreneurs. The investment approach emphasizes fixed income, including municipal bonds. Serves clients in 40+ states and abroad with 99.45% average client retention (2022–2024), custody relationships including Schwab and Fidelity, and recognition in FA/CNBC rankings.
Reported data analysis
What the numbers show
Between March 24, 2025 and May 26, 2026, reported AUM increased 13.1%, from $2.0B to $2.3B.
Across 5 reported observations, AUM increased 37.2% between May 23, 2022 and May 26, 2026, from $1.6B to $2.3B.
Of the latest reported AUM, 88.8% is discretionary and 11.2% is non-discretionary.
The firm reports 14 advisory representatives and 3,050 clients, or 217.9 clients per representative. That equates to $742.1K in reported AUM per client.
The profile lists 2 reported office locations and 28 years in operation. The source data was last updated on October 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review California Financial Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full California Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RYAN DOUGLAS DENNEHY
Financial Advisor, General Partner
- CRD
- #6545712
- Ownership
- 10% but less than 25%
MICHELLE PERRY HIGGINS
Financial Advisor, General Partner
- CRD
- #2733419
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
JONATHAN LAWRENCE BECKER
Financial Advisor, General Partner
- CRD
- #4873089
JOHN ALBERT CORDANO
Financial Advisor, General Partner
- CRD
- #2294724
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,010,467,129 | $631,230 |
| Non-Discretionary | $252,911,497 | $698,651 |
| Total | $2,263,378,626 | $638,111 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
California Financial Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.