13. Financial Advisors in California

13. Financial Advisors in California

San Ramon, California-based California Financial Advisors ranks No. 13 on the 2024 CNBC Financial Advisor 100 list, having also made the FA 100 list the previous year.

Total AUM: $1.9B

Years in Business: 26

Accounts Under Management: 3,408

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Principals:

Mark Pitre, Principal & Financial Advisor

Michelle Perry Higgins, Principal & Financial Advisor

Ryan Dennehy, Principal & Financial Advisor

Contact:

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

(925) 275-1000

by CNBC.com staff 10/2/2024, 11:53:01 AM

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