FIRST PACIFIC ADVISORS, LP
El Segundo, CA
AUM
$32.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-982-4372
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, EL SEGUNDO
21 advisers found
DALTON INVESTMENTS, INC.
El Segundo, CA
AUM
$5.72B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
4242319100
DUCENTA SQUARED ASSET MANAGEMENT
El Segundo, CA
AUM
$3.35B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(213) 687-9170
VALIDUS CAPITAL LLC
El Segundo, CA
AUM
$2.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(424) 499-1360
PACIFIC INCOME ADVISERS INC
El Segundo, CA
AUM
$2.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
310-393-1424
GRANITE INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$1.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-933-4292
CURATED WEALTH PARTNERS, LLC
El Segundo, CA
AUM
$1.76B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-356-0830
REGATTA CAPITAL GROUP, LLC
El Segundo, CA
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
310-725-9102
RUNNING POINT CAPITAL ADVISORS LLC
El Segundo, CA
AUM
$745.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
424-502-3501
SHARPER & GRANITE LLC
El Segundo, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
310-426-2909
CORE FINANCIAL
El Segundo, CA
AUM
$301.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-450-6004
PALISADES INVESTMENT PARTNERS, LLC
El Segundo, CA
AUM
$271.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
310-656-6300
INSIGHT INVESTMENT COUNSEL
El Segundo, CA
AUM
$245.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-426-6322
THE WEALTHGARDEN F.S. LLC
El Segundo, CA
AUM
$227.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-571-8489
GREENSHIELDS CAPITAL LLC
El Segundo, CA
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
310-775-2136
GOLDBERG FINANCIAL ADVISORS, LLC
El Segundo, CA
AUM
$120.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 995-3396
RYLANDER RICHTER
El Segundo, CA
AUM
$101.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(310) 573-4360
X AND Y ADVISORS, INC.
El Segundo, CA
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
(323) 942-9881
CASITA FINANCIAL PLANNING
El Segundo, CA
AUM
$0
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-564-6461
KEEFER PENSION CONSULTING, INC.
El Segundo, CA
AUM
$197.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(310) 862-8439
Full profileNo website
RETIREMENT PLANNERS
El Segundo, CA
AUM
$290K
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
4245712532
Full profileNo website