JACOBS & COMPANY, LLC
San Francisco, CA
AUM
$1.16B
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-777-1617
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
ATLAS CAPITAL ADVISORS INC.
San Francisco, CA
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
415-354-2400
IGNITE PLANNERS LLC
San Clemente, CA
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
38 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
619-504-1907
SONEN CAPITAL LLC
San Francisco, CA
AUM
$1.14B
Wealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-534-4444
CLG LLC
Long Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(310) 329-5150
VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
650-638-9600
FIDUCIARY FINANCIAL GROUP, LLC
San Rafael, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
415-352-1100
MAR VISTA INVESTMENT PARTNERS, LLC
Los Angeles, CA
AUM
$1.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
310-917-2800
KNIGHTSBRIDGE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
949-644-4444
FINANCIAL ADVISORS NETWORK, INC.
Tustin, CA
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-597-6510
TOWNELEY CAPITAL MANAGEMENT, INC.
Laguna Hills, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-837-3580
LFA
Lugano - Ticino, CA
AUM
$1.09B
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41919212533
WESCAP GROUP
Glendale, CA
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
818-563-5170
BASELINE WEALTH MANAGEMENT LTD.
Geneva, CA
AUM
$1.08B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+41 58 105 76 20
CORVUS WEALTH ADVISORS LLC
Templeton, CA
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-434-2608
SPINNAKER INVESTMENT GROUP, LLC
Newport Beach, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(949) 396-6700
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
TRINITY ALPS CAPITAL
San Francisco, CA
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-740-5841
INSIGHT WEALTH STRATEGIES, LLC
San Ramon, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-659-8020
SCHNIEDERS CAPITAL MANAGEMENT, LLC.
Pasadena, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
626.584.6168
BRIO FINANCIAL GROUP
San Francisco, CA
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-623-2450
MORLING FINANCIAL ADVISORS, LLC
Fremont, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
844-667-5464
WEAVER CONSULTING GROUP, LLC
Huntington Beach, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(714)536-4065
MANCHESTER FINANCIAL INC
Westlake Village, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
805-495-4405