INTEGRIS WEALTH MANAGEMENT, LLC
Monterey, CA
AUM
$812.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
831-333-1717
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
NELSON CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$810.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 322-4000
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
San Francisco, CA
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
415-977-1200
ROOF EIDAM MAYCOCK PERALTA LLC
San Francisco, CA
AUM
$804.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-788-4600
SOLSTEIN CAPITAL, LLC
Menlo Park, CA
AUM
$801.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-231-3000
FINANCIAL FOCUS LLC
Carlsbad, CA
AUM
$800.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-431-3040
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$799.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-925-4000
THE WEALTH COLLABORATIVE, INC.
Corona Del Mar, CA
AUM
$791.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-577-1180
GLOBAL IMC LLC
Solana Beach, CA
AUM
$790.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM
760-479-5080
WESTHILL FINANCIAL ADVISORS, INC.
San Rafael, CA
AUM
$789.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-456-2292
BELL INVESTMENT ADVISORS INC
Orinda, CA
AUM
$787.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-433-1066
WHELAN FINANCIAL
Fresno, CA
AUM
$781.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
559-228-8002
AUM
$780.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
847-652-5070
CREATIVE CAPITAL MANAGEMENT INVESTMENTS LLC
San Diego, CA
AUM
$780.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619-298-3993
AUM
$771.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(212) 681-0460
BLUE ZONE WEALTH ADVISORS, LLC
Los Angeles, CA
AUM
$770.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(310) 310-2789
WILSEY ASSET MANAGEMENT INCORPORATED
San Diego, CA
AUM
$768.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
858-224-0004
JEPPSON WEALTH MANAGEMENT, LLC
Manhattan Beach, CA
AUM
$763.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
424-456-3111
FIRST FINANCIAL CONSULTING
Pasadena, CA
AUM
$762.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
626-844-4630
AUM
$761.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-234-7803
SAN LUIS WEALTH ADVISORS
San Luis Obispo, CA
AUM
$760.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-810-0002
SWEENEY & MICHEL, LLC
Chico, CA
AUM
$752.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(530) 487-1777
SFE INVESTMENT COUNSEL INC.
Los Angeles, CA
AUM
$748.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
213-612-0220
AUM
$747.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-337-5521