CAPITAL BANK AND TRUST COMPANY
Irvine, CA
AUM
$139.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
121 employees
Clients
—
Fees
Percentage of AUM
(949) 975-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, IRVINE
39 advisers found
PATHWAY CAPITAL MANAGEMENT, LP
Irvine, CA
AUM
$97.82B
Wealth MgmtRetirementInstitutional
Team
88 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-622-1000
INDEX FUND ADVISORS, INC.
Irvine, CA
AUM
$5.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
949-502-0050
FIRST FOUNDATION ADVISORS
Irvine, CA
AUM
$5.06B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
949-476-0300
PRIVATE MANAGEMENT GROUP INC
Irvine, CA
AUM
$4.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
949-752-7500
RIMROCK CAPITAL MANAGEMENT LLC
Irvine, CA
AUM
$3.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-381-7800
TRILOGY CAPITAL, INC.
Irvine, CA
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-221-8105
COOPER MCMANUS
Irvine, CA
AUM
$2.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
800-516-5333
ANFIELD CAPITAL MANAGEMENT, LLC
Irvine, CA
AUM
$2.16B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-891-0600
BENEFIT FINANCIAL SERVICES GROUP
Irvine, CA
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
949-955-2552
APRIEM ADVISORS
Irvine, CA
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(949) 253-8888
TEMPUS WEALTH PLANNING, LLC
Irvine, CA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-393-2525
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
REGENTS PARK FUNDS, LLC
Irvine, CA
AUM
$433.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
949-891-0600
VALIDEX GLOBAL INVESTING
Irvine, CA
AUM
$352.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-410-1410
AMERICAN FUNDSTARS
Irvine, CA
AUM
$332.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-877-8838
CHARLES FISH INVESTMENTS, INC.
Irvine, CA
AUM
$331.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
949-296-3970
KANANI ADVISORY GROUP INC.
Irvine, CA
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(949) 502-7001
PROSPERITY WEALTH PLANNING LLC
Irvine, CA
AUM
$269.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
877-878-7860
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
Irvine, CA
AUM
$232.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
800-557-5461
CAPITAL CS GROUP, LLC
Irvine, CA
AUM
$227.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-447-5405
SUN GROUP WEALTH PARTNERS LLC
Irvine, CA
AUM
$224.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-625-6800
CLEARVIEW WEALTH MANAGEMENT
Irvine, CA
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-333-6394
Page 1 of 2Next