BLANKINSHIP & FOSTER, LLC
Solana Beach, CA
AUM
$939.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-755-5166
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CRANE & ASSOCIATES WEALTH MANAGEMENT
Fullerton, CA
AUM
$934.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-525-4445
AUM
$931.9M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; WRAP FEE PROGRAM
+41583176400
STRATEGY ASSET MANAGERS L.L.C.
Pasadena, CA
AUM
$930.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
626-657-0559
STATHEROS FINANCIAL SOLUTIONS, INC.
El Dorado Hills, CA
AUM
$926.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM
916-932-1219
AUM
$920.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES
805-395-9767
AUM
$918.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
508-471-4431
MRAZ AND ASSOCIATES
Modesto, CA
AUM
$917.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(209) 593-5870
OLD WEST INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$915.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(213) 943-1740
BEVERLY HILLS PRIVATE WEALTH, LLC
Beverly Hills, CA
AUM
$912.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-388-3800
GUARDIAN FINANCIAL PARTNERS, LLC
Orange, CA
AUM
$911.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-771-2969
CHRISTOPHER WEIL & CO INC
San Diego, CA
AUM
$896.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-724-6040
STONEBRIDGE FINANCIAL GROUP
San Rafael, CA
AUM
$896.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
4154614961
VANCE WEALTH
Santa Clarita, CA
AUM
$893.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
888-775-0950
SWISSPARTNERS ADVISORS
Zurich, CA
AUM
$891.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
41 58 200 0 800
AUM
$891.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
21 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
770.998.5879
TRAN CAPITAL MANAGEMENT, L.P.
San Rafael, CA
AUM
$890.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-461-3800
J.P. KING ADVISORS, INC.
Walnut Creek, CA
AUM
$889.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
925-935-1555
WESTSIDE INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$888.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
310-315-9400
SAGE RHINO CAPITAL LLC
Menlo Park, CA
AUM
$883.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(650) 352-5600
INTELLIGENCE DRIVEN ADVISERS, LLC
Carlsbad, CA
AUM
$881.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 401-2083
LEISURE CAPITAL MANAGEMENT, INC.
Costa Mesa, CA
AUM
$874.0M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(714) 384-4050
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.
Walnut Creek, CA
AUM
$872.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM
925-932-0344
BRIDGEWEALTH ADVISORY GROUP, LLC
Fresno, CA
AUM
$868.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(559) 432-6100