TREUSSARD CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(949) 776-9696
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
158 advisers found
INVESTUS FINANCIAL
Newport Beach, CA
AUM
$72.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
949-645-1403
SILVERLIGHT ASSET MANAGEMENT, LLC
Newport Beach, CA
AUM
$63.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
949-629-2496
SAGEVEST FINANCIAL ADVISORS, LLC
Newport Beach, CA
AUM
$61.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-460-0342
VEDA FINANCIAL INVESTMENT ADVISORY
Newport Beach, CA
AUM
$55.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
6125628910
TWENTY-FIVE CAPITAL PARTNERS
Newport Beach, CA
AUM
$54.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
9498492992
SOUND INVESTMENT MANAGEMENT, LLC
Newport Beach, CA
AUM
$47.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-323-7500
WINDFALL ADVISORS, LLC
Newport Beach, CA
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 205-7002
REDMOUNT CAPITAL PARTNERS LLC
Newport Beach, CA
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-478-3512
SPEARHEAD ADVISORS, LLC
Newport Beach, CA
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
949-393-2070
EXECUTIVE SERVICES, LLC
Newport Beach, CA
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
855-877-4976
ELEVATE WEALTH ADVISORS, LLC
Newport Beach, CA
AUM
$29.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(949) 876-5249
CORE INVESTMENT MANAGEMENT, LLC
Newport Beach, CA
AUM
$22.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
626-568-1031
EVERGREEN CAPITAL HOLDINGS, LLC
Newport Beach, CA
AUM
$21.4M
Wealth MgmtTrusts & Estates
Team
2 employees
Clients
—
Fees
Percentage of AUM
(949) 771-7744
FIDUCIARY ARCHITECTS LLC
Newport Beach, CA
AUM
$13.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-216-0080
THOMAS INVESTMENT ADVISORS LLC
Newport Beach, CA
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-252-0165
ONITUS CAPITAL, LLC
Newport Beach, CA
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-763-4114
CAMPBELL ADVISORY SERVICES, LLC
Newport Beach, CA
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-422-7580
GLOBAL DIVERSIFIED INVESTMENTS
Newport Beach, CA
AUM
$9.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
909-200-5681
CENTRICITY FINANCIAL LLC
Newport Beach, CA
AUM
$9.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949-444-2295
PARADOX INVESTMENT PARTNERS LLC
Newport Beach, CA
AUM
$8.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
949-476-3630
ALTERNITY INVESTMENT ADVISORS
Newport Beach, CA
AUM
$8.1M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
657-215-1713
UNITY WEALTH PARTNERS
Newport Beach, CA
AUM
$7.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(949) 688-0928
HEXEUM CAPITAL
Newport Beach, CA
AUM
$6.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(323) 388-8442