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 Trusts & Estates advisors in CA, IRVINE
58 advisers found
ACORNS
Irvine, CA
AUM
$13.39B
Wealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Fixed fees
855-739-2859
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
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
THREE ARCH WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 400-7107
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
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
CONCORD INVESTMENT COUNSEL
Irvine, CA
AUM
$327.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
949-852-4100
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
HARMONY POINT WEALTH ADVISORS, INC.
Irvine, CA
AUM
$263.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
888-391-7378
ADVANCED FINANCIAL STRATEGIES INC
Irvine, CA
AUM
$251.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
949-502-5333
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
WEALTH TEAMS ALLIANCE
Irvine, CA
AUM
$223.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
877-282-4768
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