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Data / Hiring / Personal Financial Advisors / California

Companies hiring Personal Financial Advisors in California: 81 certified H-1B and PERM cases, FY2023 to FY2026

41 employers had 81 certified H-1B and PERM cases for Personal Financial Advisors (occupation code 13-2052) with a worksite in California, decided through June 23, 2026; the median offered wage is $73,600 a year.

SpecStream is the live web data engine for teams and agents. It reads the Department of Labor's H-1B and PERM disclosure files and keeps each employer's filings by role, place and wage. Ask for your own cut (a role, a state, a list of companies) and new filings arrive in your sheet, CRM, Slack or agent.

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Employers hiring Personal Financial Advisors in California

EmployerWorksite citiesCasesJob titlesMedian offeredMedian prevailingLatest decisionSource
The Ayco Company, L.P., a Goldman Sachs CompanyNewport Beach, San Francisco9Associate; Analyst; Analyst, Sales$73,600$60,882January 23, 2026dol.gov
Hu Insurance Agency, Inc.Walnut, Irvine6Financial Planner$67,200$60,882June 26, 2025dol.gov
Noah US LLCIrvine, Menlo Park4Wealth Management Associate$70,750$60,882March 12, 2026dol.gov
Taos Global Group Of Ca, Inc.San Gabriel4Financial Advisor$62,109$62,109May 2, 2025dol.gov
Mph Advisory Services CorpSan Jose, San Francisco3Financial Planner$144,000$116,688December 22, 2025dol.gov
The Nee AgencyArcadia3Personal Financial Advisor$85,280$85,176March 25, 2026dol.gov
JPMorgan Chase & Co.San Francisco3Associate, Sr Client Service Associate; Vice President, Banker; Client Service Associate$87,500$85,738April 2, 2026dol.gov
UBS Financial Services Inc.San Diego, San Francisco3First Vice President, Financial Advisor 000186; Financial Advisor; First Vice President, Financial Advisor$150,000$159,973May 18, 2026dol.gov
Goldman Sachs & Co. LLCSan Francisco3Analyst, Sales Support; Snr Analyst, Sales Support; Snr Analyst Sales Support$82,000$72,987June 24, 2024dol.gov
International Rescue Committee, Inc.Oakland2Financial Capabilities Coordinator; Economic Programs Coordinator$75,500$64,968April 6, 2026dol.gov
TD GroupFresno2Retirement Plan Specialist and Financial Advisor$72,500$60,226April 9, 2026dol.gov
American International Financial And Insurance Marketing, Inc.City Of Industry2Financial Planner$87,600$69,722April 13, 2026dol.gov
Paxton Consulting Group S Corp. dba Advisor AssociateSanta Maria, Encino2Financial Planner$169,853$162,822June 23, 2026dol.gov
Benson Bincheng LiaoRowland Heights2Financial Planner$79,321$60,882May 19, 2026dol.gov
Eversafe Insurance Agency, Inc.El Monte, City Of Industry2Financial Planner$59,400$59,041December 9, 2024dol.gov
Allworth Financial, L.P.Campbell2Financial Advisor; Financial Planning Manager$117,500$115,565October 1, 2024dol.gov
Twin Peaks Wealth Advisors, LLCLos Angeles, Burlingame2Financial Advisor$73,000$67,548September 30, 2024dol.gov
Cks Enterprise LLCIrvine2Financial Advisor$61,641$61,496August 29, 2024dol.gov
Western Merchants Insurance Services Inc.Diamond Bar2Financial Planner$63,000$61,496July 9, 2024dol.gov
Fog City Advisors LLCAlbany2Associate Financial Advisor$72,987$72,987June 25, 2024dol.gov
RBC Capital Markets LLCGreenbrae1Registered Client Associate - KBGFJG278681-2$78,770$78,770April 16, 2026dol.gov
Enrich Technology IncSan Ramon1Sr Advizer$263,640$263,640May 21, 2026dol.gov
Muse Capital Management LLCLos Angeles1Principal$150,000$112,278June 1, 2026dol.gov
Taad LLPDiamond Bar1Financial Planner$62,109Not listedApril 9, 2026dol.gov
American Fundstars Financial GroupNewport Beach1Wealth Management Analyst$62,109Not listedMay 4, 2026dol.gov
Pathstone Family Office, LLCSan Francisco1Vice President & Portfolio Manager$220,000Not listedMay 6, 2026dol.gov
Golden Ivy Marketing Inc.Irvine1Financial/Insurance Advisor$62,109Not listedJune 23, 2026dol.gov
Jc&company Inc.Irvine1Financial Advisor$60,000Not listedApril 28, 2025dol.gov
Destination Wealth Management, Inc.Walnut Creek1Senior Wealth Advisor$218,000Not listedJuly 8, 2025dol.gov
SVIG Insurance CenterSan Marino1Financial Advisor$60,882Not listedAugust 7, 2025dol.gov
The One PioneerArcadia1Financial Service Specialist$62,150$62,109June 20, 2025dol.gov
Dr. Kumo, IncBuena Park1Digital Health Enterprse Financial Analyst$62,109$62,109June 6, 2025dol.gov
Cerity Partners Management LLCLos Altos1Associate - Wealth Management$76,875$73,070May 19, 2025dol.gov
Hall Capital Partners LLCSan Francisco1Vice President & Portfolio Manager$220,000$217,942May 13, 2025dol.gov
Invision Global Tech. IncSan Francisco1Financial Consultant$124,800$123,718July 18, 2024dol.gov
Lesley Jen Inc.Irvine1Financial Advisor$62,400$60,882June 25, 2024dol.gov
Wealthfront CorporationSan Francisco1Product Specialist Manager$153,300$121,306November 6, 2023dol.gov
Glocal Financial and Insurance Solutions, LLCSan Jose1Personal Financial Advisor$67,184$67,184October 11, 2023dol.gov
Evoke Wealth, LLCLos Angeles1Senior Associate$115,000$114,379May 26, 2023dol.gov
First Republic BankSan Francisco1Registered Client Service Associate$72,513$70,574May 3, 2023dol.gov
American International Financial And Insurance Marketing, Inc.Pasadena1Financial Planner$70,500$55,973April 27, 2023dol.gov

Updated June 23, 2026. Read from US Department of Labor, Office of Foreign Labor Certification. Public domain (U.S. government work). A certified labor condition application (H-1B, H-1B1, E-3) or PERM labor certification is an employer filing the Department of Labor approved. It is not a count of people hired or visas issued. Wages are as the employer filed them, converted to a yearly figure at 2,080 hours; a wage whose unit is missing is left blank. The files show the first worksite of a case. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.