EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, TORRANCE
14 advisers found
BANYAN TREE ASSET MANAGEMENT, LLC
Torrance, CA
AUM
$1.03B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF PAR/FACE AMOUNT
310-477-0111
ALBITZ/MILOE AND ASSOCIATES, INC.
Torrance, CA
AUM
$820.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
310-373-8861
O'BRIEN INVESTMENT MANAGEMENT, LLC
Torrance, CA
AUM
$254.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-363-2360
TORTUGA WEALTH MANAGEMENT
Torrance, CA
AUM
$222.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-935-0275
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 776-6549
TAYLOR WEALTH MANAGEMENT, LLC
Torrance, CA
AUM
$170.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
310-540-8000
ALESSANDRA CAPITAL MANAGEMENT, LLC
Torrance, CA
AUM
$153.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-377-9220
SOUTH BAY FINANCIAL PARTNERS
Torrance, CA
AUM
$114.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-792-4189
DORSEY WEALTH MANAGEMENT, LLC
Torrance, CA
AUM
$58.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
310 370-7776
LEGACY FINANCIAL GROUP
Torrance, CA
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-756-1700
PUTMAN CAPITAL MANAGEMENT, INC.
Torrance, CA
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-792-9999
PACIFIC HAVEN FINANCIAL, LLC
Torrance, CA
AUM
$45.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(310) 212-6699
Full profileNo website
AIHARA WEALTH MANAGEMENT LLC
Torrance, CA
AUM
$1.4M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(310) 796-6731
Full profileNo website