BG INVESTMENT SERVICES, LLC
Hagatna, CA
AUM
$868.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
671-472-5490
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
HIGHLINE WEALTH PARTNERS
Sherman Oaks, CA
AUM
$867.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-340-0157
KEYSTONE PRIVATE WEALTH
Palm Desert, CA
AUM
$860.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(760) 818-7020
DELTA INVESTMENT MANAGEMENT, LLC
San Francisco, CA
AUM
$856.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
11-25
Fees
Percentage of AUM
(415) 249-6337
BLUME CAPITAL MANAGEMENT, INC.
Berkeley, CA
AUM
$856.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
510-549-3534
AFFINITY CAPITAL ADVISORS LLC
Berkeley, CA
AUM
$851.3M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
510-984-0261
CHANNEL WEALTH, LLC
Santa Barbara, CA
AUM
$850.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
805-898-0893
AMERICAN MONEY MANAGEMENT, LLC
Rancho Santa Fe, CA
AUM
$844.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-755-0909
AUM
$842.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
203-249-6431
AUM
$842.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(203) 431-5862
TORREYANA CAPITAL
La Jolla, CA
AUM
$837.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6198377996
REDWOOD WEALTH MANAGEMENT, LLC
Santa Monica, CA
AUM
$837.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
888-552-1905
FINANCIAL SENSE ADVISORS, INC.
San Diego, CA
AUM
$835.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-487-3939
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Berkeley, CA
AUM
$829.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-528-5820
MASON & ASSOCIATES, INC.
Los Angeles, CA
AUM
$828.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
323-254-3072
AUM
$827.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
507-581-6131
OPES WEALTH MANAGEMENT, LLC
Menlo Park, CA
AUM
$822.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
408-831-5800
FLC CAPITAL ADVISORS
Palm Desert, CA
AUM
$822.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
760-779-8110
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
PREMIER FINANCIAL GROUP INC
Eureka, CA
AUM
$819.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
707-443-2741
ELYXIUM WEALTH LLC
Beverly Hills, CA
AUM
$819.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(310) 221-8349*224
SSA WEALTH ADVISORS
Zurich, CA
AUM
$817.5M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+41 44 206 60 40
LORNE STEINBERG WEALTH MANAGEMENT INC.
Montreal, Quebec, CA
AUM
$814.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
514-876-9888
PROSPERITAS FINANCIAL, LLC
Valencia, CA
AUM
$812.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
661-255-9555