STEPSTONE GROUP LP
La Jolla, CA
AUM
$95.63B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
193 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
858-558-9700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, LA JOLLA
24 advisers found
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239
ALPHACORE CAPITAL LLC
La Jolla, CA
AUM
$9.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
858-875-4100
TORREYANA CAPITAL
La Jolla, CA
AUM
$837.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6198377996
FRONTIER GLOBAL PARTNERS LLC
La Jolla, CA
AUM
$713.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-456-1440
FINANCIAL ALTERNATIVES, INC.
La Jolla, CA
AUM
$614.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-459-8289
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
CANTER WEALTH
La Jolla, CA
AUM
$386.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
858-812-7550
NAUTILUS ADVISORS LLC
La Jolla, CA
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-573-4590
CARTER FINANCIAL, LLC
La Jolla, CA
AUM
$282.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-678-0579
SAGE STONE WEALTH MANAGEMENT LLC
La Jolla, CA
AUM
$261.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
858-412-6404
COASTWISE CAPITAL GROUP, LLC
La Jolla, CA
AUM
$212.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-454-6670
HAMILTON MANOR & ASSOCIATES
La Jolla, CA
AUM
$188.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-551-1040
NERAD + DEPPE WEALTH MANAGEMENT
La Jolla, CA
AUM
$176.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-457-1325
MUNDOVAL CAPITAL MANAGEMENT, INC.
La Jolla, CA
AUM
$91.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-454-4837
GROW FUNDS LLC
La Jolla, CA
AUM
$86.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
619-717-8009
PRIVATE PORTFOLIO OF SAN DIEGO
La Jolla, CA
AUM
$50.0M
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
858-551-2071
LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT
La Jolla, CA
AUM
$45.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-459-8818
PACIFIC SPIRIT INVESTMENTS LP
La Jolla, CA
AUM
$19.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-858-775-9770
HIGGINS CAPITAL MANAGEMENT, INC.
La Jolla, CA
AUM
$7.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-716-6510
HOLLAND STRATEGIC WEALTH ADVISORS LLC
La Jolla, CA
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
760-305-9050
LIFE STRATEGIES, INC.
La Jolla, CA
AUM
$121.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
916-541-3846
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