AUM
$1.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
(973) 525-4901
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CHATTERTON & ASSOCIATES
Anaheim, CA
AUM
$1.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
714-572-2050
AUM
$1.32B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Fixed fees
603-237-1341
CHEQUERS FINANCIAL MANAGEMENT LLC
San Francisco, CA
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-964-5001
PRUDENT INVESTOR ADVISORS, LLC
Folsom, CA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
866-446-1848
SILICON VALLEY CAPITAL PARTNERS, L.P.
San Jose, CA
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
408-236-7300
CAPITAL ADVANTAGE, INC.
Walnut Creek, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
925-299-1500
NORTH PIER FIDUCIARY MANAGEMENT, LLC
Marina Del Rey, CA
AUM
$1.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-403-7065
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
5083507150
ONE WEALTH ADVISORS, LLC
San Francisco, CA
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(415) 729-1770
SIVIA CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
(415) 231-7490
ARLINGTON FINANCIAL ADVISORS, LLC
Santa Barbara, CA
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 699-7300
KWB WEALTH
Redlands, CA
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
909-307-8220
DE GROOTE FINANCIAL GROUP, LLC
Thousand Oaks, CA
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(805) 230-0111
WESPAC ADVISORS, LLC
Orinda, CA
AUM
$1.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
510-287-5255
CENTURA WEALTH ADVISORY
San Diego, CA
AUM
$1.20B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-771-9500
MOMENT PARTNERS, LLC
San Francisco, CA
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-523-6868
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(330) 239-1776
THEPARTNERS WEALTH MANAGEMENT
Carmel By The Sea, CA
AUM
$1.18B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-324-3010
CHEVIOT VALUE MANAGEMENT, LLC
Beverly Hills, CA
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-451-8600
MANHATTAN WEST ASSET MANAGEMENT, LLC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
310-341-4585
L & S ADVISORS, INC
Los Angeles, CA
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
310-893-6060
AMELIORA WEALTH MANAGEMENT LTD.
Zurich, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+41 43 336 10 90
AFFINITY INVESTMENT ADVISORS, LLC
Newport Beach, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-660-6373