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DATA PROFILE · 2025

Personal Financial Advisors salary in California

Median, range, employment, and 10-year outlook from BLS Occupational Employment Statistics, with skills and task data from O*NET. Cost-of-living adjustment from BEA Regional Price Parities.

Adrian Serafin, founder and editor of RateOrchardBy Adrian SerafinFounderUpdated June 12, 2026
Last refreshed: Jun 12, 2026

Personal Financial Advisors in California. BLS OES + DOL OFLC + reader-reported submissions. How this is built →

Median annual$130,330
Mean annual$170,070
Range (10th to 90th)$67,690 to $393,860
California employment32,200
State vs national+18.7% vs national

Salary distribution

Where California personal financial advisors fall on the wage curve.

Annual wage distribution

Shaded band = interquartile range (where most full-time workers fall)

10TH$67,69025TH$83,860MEDIAN$130,33075TH$195,42090TH$393,860

The middle 50% of workers earn between $83,860 and $195,420, with a median of $130,330.

Real disclosed salaries

Personal Financial Advisors in California: actual employer-disclosed pay

Public records from 21 certified H-1B Labor Condition Applications filed with the U.S. Department of Labor. Median offered wage: $72,000. Every figure below is an actual offered salary an employer attested to under federal law.

By DOL wage level

DOL classifies every offer into one of four wage levels based on the role's experience and skill requirements.

LevelFilingsMedian offer
Level I — entry14$62,400
Level II — qualified5$120,000
Level III — experienced1$150,000
Level IV — fully competent1$200,000

Top employers filing for this role

Companies with the most certified filings for Personal Financial Advisors in California. Median offer is across all of that employer's filings.

EmployerMost-filed titleFilingsMedian
TAOS GLOBAL GROUP OF CA, INC.Financial Advisor3$62,109
Eversafe Insurance Agency, Inc.Financial Planner2$62,400
Hu Insurance Agency, Inc.Financial Planner2$86,000
MPH ADVISORY SERVICES CORPFinancial Planner2$144,000
THE NEE AGENCYPersonal Financial Advisor2$91,520
Allworth Financial, L.P.Financial Advisor1$120,000
AMERICAN INTERNATIONAL FINANCIAL AND INSURANCE MARKETING, INC.Financial Planner1$87,000
Cerity Partners Management LLCAssociate - Wealth Management1$76,875
Dr. Kumo, IncDigital Health Enterprse Financial Analyst1$62,109
Olive Asset Management, LLCWealth Management Associate1$70,750

Recent sample filings

A snapshot of recent certified offers. Each line is a real, public, verifiable record.

  • Personal Financial Advisor at THE NEE AGENCY
    $112,320
    ARCADIAWage Level IIDecided Mar 25, 2026I-200-26078-714198
  • Wealth Management Associate at Olive Asset Management, LLC
    $70,750
    IrvineWage Level IDecided Mar 12, 2026I-200-26064-682118
  • Financial Planner at AMERICAN INTERNATIONAL FINANCIAL AND INSURANCE MARKETING, INC.
    $87,000
    City of IndustryWage Level IDecided Jul 22, 2025I-200-25196-176786
  • Retirement Plan Specialist and Financial Advisor at TD Group
    $60,000
    FresnoWage Level IDecided Jul 7, 2025I-200-25179-137870
  • Financial Planner at Hu Insurance Agency, Inc.
    $100,000
    IrvineWage Level IIDecided Jun 26, 2025I-200-25170-112706
  • Financial Service Specialist at The One Pioneer LLC
    $62,150
    ArcadiaWage Level IDecided Jun 20, 2025I-200-25163-087360
  • Registered Client Associate - KBGFJG278681-2 at RBC Capital Markets, LLC
    $78,770
    GreenbraeWage Level IDecided Jun 17, 2025I-200-25161-075707
  • Financial Planner at MPH ADVISORY SERVICES CORP
    $144,000
    San JoseWage Level IIDecided Jun 11, 2025I-200-25155-054214

Source: U.S. Department of Labor, Office of Foreign Labor Certification. Disclosed wages reflect what employers attested to pay; actual paid wages may differ. Only certified filings are shown — denied and withdrawn cases are excluded.

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By seniority

Personal Financial Advisors pay by experience level in California

Each band reflects DOL Wage Levels I-IV mapped onto a four-step ladder. Click a level to see the disclosed-wage range for that segment.

Specialties

Personal Financial Advisors specialties in California

Real specialty titles employers file for, clustered from 11 certified offers. The most common variant is Financial Planner at a median of $93,500.

SpecialtyTop employerFilingsMedian offer
Financial PlannerHu Insurance Agency, Inc.6$93,500
Financial AdvisorTAOS GLOBAL GROUP OF CA, INC.5$62,109

Specialties with 10 or more filings link to a dedicated breakdown.

Pay by industry

Personal Financial Advisors in California, by industry

Median offered wage across 21 certified filings, grouped by NAICS industry sector. Finance and insurance leads with a median of $72,000.

IndustryLargest employerFilingsMedian offer
Finance and insuranceTAOS GLOBAL GROUP OF CA, INC.19$72,000
Technology and softwareDr. Kumo, Inc2$131,054

Sectors with at least 25 filings link to a dedicated page with full distribution and sample employer breakdown.

Wage trend

Median annual wage in California over the past 3 BLS OES releases. Real values are CPI-adjusted to 2025 dollars.

Median annual wage, California2023 to 2025
$103,3302023$128,6502024$130,3302025

Typical entry

  • Education

    Bachelor's degree

  • Experience

    None

  • On-the-job training

    Long-term on-the-job training

Top skills (O*NET)

  • Customer and Personal Service

    Knowledge

    4.5 / 5
  • Economics and Accounting

    Knowledge

    4.0 / 5
  • Speaking

    Basic skill

    4.0 / 5
  • Writing

    Basic skill

    4.0 / 5
  • Active Listening

    Basic skill

    4.0 / 5
  • Reading Comprehension

    Basic skill

    4.0 / 5
  • English Language

    Knowledge

    4.0 / 5
  • Oral Comprehension

    Ability

    4.0 / 5

Common tasks (O*NET)

  1. 01

    Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

  2. 02

    Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

  3. 03

    Manage client portfolios, keeping client plans up-to-date.

  4. 04

    Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

  5. 05

    Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

  6. 06

    Answer clients' questions about the purposes and details of financial plans and strategies.

  7. 07

    Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

  8. 08

    Contact clients periodically to determine any changes in their financial status.

10-year outlook

Growth 2024 → 2034

+9.6%

Projected annual openings

BLS outlook

Growing faster than average

Source: BLS Employment Projections, 20242034 cycle.

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Top metros in California

Metro-level salary data for personal financial advisors in major California metropolitan areas.

Compare Personal Financial Advisors pay across nearby states

Side-by-side

Considering a move? Compare California with another state

Frequently asked questions

What is the median salary for Personal Financial Advisors in California?
According to BLS Occupational Employment Statistics, the median annual wage for Personal Financial Advisors in California is $130,330.
How does California compare to the national median for Personal Financial Advisors?
The California median is +18.7% versus the BLS national figure of $109,773.
What is the salary range for Personal Financial Advisors in California?
BLS reports the 10th-percentile annual wage at $67,690 and the 90th-percentile at $393,860, which captures most full-time workers in the role.
Is Personal Financial Advisors a growing field?
BLS Employment Projections show employment growing by 9.6% over the projection cycle. See the 10-year outlook section above for details.
What education is required for Personal Financial Advisors?
BLS lists the typical entry-level education as Bachelor's degree. Many employers also weigh prior experience and credentials.
Disclaimer

Information on this page is for general educational purposes only. It is not career, financial, or tax advice. Wage data reflects BLS estimates for the reference year shown and may not match individual offers, employer-specific ranges, or current market conditions. Confirm with a licensed professional before making career or compensation decisions.