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Home Actuarial Services Securities Brokerage United States California

Top Securities Brokers in California

Ratings Updated: April 2, 2026
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0 Leaders 7 Contenders

7 Companies

Country: United States
State: California
Financial Advising & Planning: Securities Brokerage

List of the Top California Securities Brokerages

  • Cedars Business Services Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Services provided

    50% Financial Advising & Planning
    50% Business Consulting

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Cedars Business Services is a Business Consulting and Financial Advising & Planning company established in 1997. The team provides Business Consulting and Financial Advising & Planning.

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  • Vistica Wealth Advisors Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    15% Securities Brokerage
    15% Debt Consulting
    15% Mortgage & Loan Brokerage +4
    15% Retirement Planning
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services

    Vistica Wealth Advisors is a Financial Advising & Planning company. They provide Financial Advising & Planning and were established in 2015. The company is in Carlsbad, California.

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  • Chaudhry CPA Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Services provided

    50% Financial Advising & Planning
    50% Accounting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Debt Consulting +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning

    Chaudhry CPA, a midsize Accounting and Financial Advising & Planning company, is based in Los Angeles, California. The team offers Accounting and Financial Advising & Planning.

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  • State Financial Logotype

    Not yet reviewed

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Valuation Services
    25% Commercial Financing +1
    25% Financial Consulting

    Focus Areas

    25% Securities Brokerage
    25% Actuarial Services
    25% Stocks Portfolio Management +1
    25% Wealth & Asset Management

    State Financial is a small Commercial Financing company in Los Angeles, California. Their services include Commercial Financing and Financial Advising & Planning.

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  • Business Plans USA Logotype

    Not yet reviewed

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA

    Services provided

    25% Financial Advising & Planning
    25% Business Consulting
    25% Commercial Financing +1
    25% Market Research

    Focus Areas

    10% Securities Brokerage
    20% Debt Consulting
    20% Mortgage & Loan Brokerage +4
    20% Wealth & Asset Management
    10% Actuarial Services
    10% Retirement Planning
    10% Stocks Portfolio Management

    Business Plans USA is a small Market Research company founded in 2021. Their services include Market Research and Business Consulting.

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  • David Jacobs Business Broker Logotype

    Not yet reviewed

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Services provided

    70% Financial Advising & Planning
    20% Business Consulting
    10% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    20% Mortgage & Loan Brokerage
    15% Actuarial Services +4
    15% Stocks Portfolio Management
    15% Wealth & Asset Management
    10% Debt Consulting
    10% Retirement Planning

    Financial Advising & Planning company David Jacobs Business Broker is in Sunnyvale, California. Launched in 2019, the team provides Financial Advising & Planning and Business Consulting.

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  • Cebridge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Beverly Hills, CA

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Focus Areas

    15% Securities Brokerage
    50% Wealth & Asset Management
    25% Mortgage & Loan Brokerage +1
    10% Debt Consulting

    Cebridge is a Vaughan, Canada-based Accounting company. They provide Accounting and Financial Advising & Planning.

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    Beverly Hills, CA

    9595 Wilshire Boulevard
    Beverly Hills, CA 90212

    2 - 5

    +1 (213)-335-3029

    See All Locations (4)
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List of the Top California Securities Brokerages

  1. Cedars Business Services Logotype

    Cedars Business Services

    Undisclosed
    Undisclosed
    50 - 249
    Calabasas, CA

    Ability to deliver

    6.1/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.1/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  2. Vistica Wealth Advisors Logotype

    Vistica Wealth Advisors

    Undisclosed
    Undisclosed
    2 - 9
    Carlsbad, CA

    Ability to deliver

    8/40.0
    0/20 Reviews
    2.1/10 Clients & Experience
    6/10 Market Presence

    Service focus

    100% Financial Advising & Planning
    15% Securities Brokerage
    View Profile Visit Website
  3. Chaudhry CPA Logotype

    Chaudhry CPA

    Undisclosed
    Undisclosed
    50 - 249
    Los Angeles, CA

    Ability to deliver

    4.9/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.9/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    15% Securities Brokerage
    50% Other
    View Profile Visit Website
  4. State Financial Logotype

    State Financial

    $100,000+
    Undisclosed
    10 - 49
    Los Angeles, CA

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    25% Securities Brokerage
    75% Other
    View Profile Visit Website
  5. Business Plans USA Logotype

    Business Plans USA

    $1,000+
    $50 - $99 / hr
    10 - 49
    Irvine, CA

    Ability to deliver

    4/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    10% Securities Brokerage
    75% Other
    View Profile Visit Website
  6. David Jacobs Business Broker Logotype

    David Jacobs Business Broker

    $100,000+
    $150 - $199 / hr
    Freelancer
    Sunnyvale, CA

    Ability to deliver

    7.3/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    5.5/10 Market Presence

    Service focus

    70% Financial Advising & Planning
    15% Securities Brokerage
    30% Other
    View Profile Visit Website
  7. Cebridge Logotype

    Cebridge

    Undisclosed
    Undisclosed
    10 - 49
    Beverly Hills, CA

    Ability to deliver

    4.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    4.6/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    15% Securities Brokerage
    75% Other
    View Profile Visit Website

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