MOZAIC, LLC
Beverly Hills, CA
AUM
$3.64B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-247-9657
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, BEVERLY HILLS
22 advisers found
CHECCHI CAPITAL ADVISERS, LLC
Beverly Hills, CA
AUM
$2.59B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
310-432-0010
JOEL R. MOGY INVESTMENT COUNSEL INC.
Beverly Hills, CA
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(310) 552-0529
MONOGRAM CAPITAL MANAGEMENT, L.P.
Beverly Hills, CA
AUM
$1.79B
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-229-2460
CHEVIOT VALUE MANAGEMENT, LLC
Beverly Hills, CA
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-451-8600
AIRE ADVISORS, LLC
Beverly Hills, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
310-277-2473
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, CA
AUM
$912.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-388-3800
ELYXIUM WEALTH LLC
Beverly Hills, CA
AUM
$819.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 221-8349*224
O'BOYLE WEALTH MANAGEMENT, INC.
Beverly Hills, CA
AUM
$443.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-601-7075
TILLER PARTNERS, LLC
Beverly Hills, CA
AUM
$261.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Fixed fees; Performance-based fees
(657) 215-1684
GALLIOTT CAPITAL ADVISORS, LLC
Beverly Hills, CA
AUM
$249.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
310-362-3320
GREAT GABLE WEALTH MANAGEMENT, LLC
Beverly Hills, CA
AUM
$220.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
415-986-1116
ELIOT FINKEL INVESTMENT COUNSEL, LLC
Beverly Hills, CA
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-271-2521
LEWIS CAPITAL MANAGEMENT
Beverly Hills, CA
AUM
$180.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
310-276-1262
UNITED GLOBAL ADVISORS, LLC
Beverly Hills, CA
AUM
$45.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
424-278-1798
BORRIS NII & COMPANY
Beverly Hills, CA
AUM
$40.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
310-358-1800
SAGEWATER WEALTH MANAGEMENT LLC
Beverly Hills, CA
AUM
$14.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
3105742866
ONPOINT FINANCIAL MANAGEMENT LLC
Beverly Hills, CA
AUM
$5.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
323-243-9129
GRANT TANI BARASH & ALTMAN, LLC
Beverly Hills, CA
AUM
$2.28B
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
BUNDLED FEES FOR ALL BUSINESS MANAGEMENT SERVICES
310-288-6267
Full profileNo website
LIFE LINE WEALTH MANAGEMENT LLC
Beverly Hills, CA
AUM
$557.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
323-452-9548
Full profileNo website
JAFFE ASSET MANAGEMENT LLC
Beverly Hills, CA
AUM
$116.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-858-0700
Full profileNo website
JS ALAN, LLC
Beverly Hills, CA
AUM
$19.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-858-5533
Full profileNo website