THREE BRIDGE WEALTH ADVISORS
Los Altos, CA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-433-3500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
RPG INVESTMENT ADVISORY, LLC
Pleasanton, CA
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(925) 384-0071
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
AUM
$1.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
707-633-9063
GOULD ASSET MANAGEMENT LLC
Claremont, CA
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
909-445-1291
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
JOCELYN INVESTMENT MANAGEMENT, LLC
San Rafael, CA
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
415-256-1795
VERITA STRATEGIC WEALTH PARTNERS, LLC
San Francisco, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
4155204345
NAVIGATION GROUP LLC
Redwood Shores, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-595-1700
FERMATA ADVISORS
Sonoma, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(707) 938-7414
MIRADOR CAPITAL PARTNERS
Pleasanton, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
925-621-1000
AIRE ADVISORS, LLC
Beverly Hills, CA
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
310-277-2473
COHEN CAPITAL MANAGEMENT INC
Corte Madera, CA
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; PROFIT INTEREST
(415) 927-8011
CONCENTRUM WEALTH MANAGEMENT
San Jose, CA
AUM
$986.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
408-840-4030
AUM
$985.8M
Financial PlanningWealth MgmtRetirementInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
951-412-6283
ENCOMPASS MORE ASSET MANAGEMENT LLC
Danville, CA
AUM
$984.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
85 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
925-272-8850
AUM
$981.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-652-5776
AUM
$977.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +2 more
214-234-9900
THE PACIFIC CENTER FOR FINANCIAL SERVICES
Danville, CA
AUM
$960.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(925) 838-7700
TARBOX FAMILY OFFICE, INC.
Newport Beach, CA
AUM
$953.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-721-2330
SLOW CAPITAL, INC.
Greenbrae, CA
AUM
$953.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-727-7569
BRICKLEY WEALTH MANAGEMENT
San Mateo, CA
AUM
$950.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
(650) 638-0111
HCM WEALTH
San Rafael, CA
AUM
$941.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
415-464-5650
RUDNEY ASSOCIATES
Alamo, CA
AUM
$940.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
925-838-0696