The CNBC FA 100 celebrated the advisory firms that topped the list in 2024 when it came to offering a comprehensive service that helped clients navigate through their financial lives.
2024 Financial Advisor 100

13. California Financial Advisors

CNBC.com staff@CNBC
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California Financial Advisors, based in San Ramon, California, is ranked No. 13 on the 2024 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.

Total AUM: $1.9B

Years in Business: 26

Accounts Under Management: 3,408

Previous appearances on FA 100 List: 5 (No. 30 in 2023)

Principals:

Mark Pitre, Principal & Financial Advisor

Michelle Perry Higgins, Principal & Financial Advisor

Ryan Dennehy, Principal & Financial Advisor

Contact:

calfinad.com

12657 Alcosta Boulevard, Suite 470, San Ramon, CA 94583

(925) 275-1000

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