CRCM L.P.
San Francisco, CA
AUM
$746.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; INCENTIVE ALLOCATIONS
4155785700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
RUNNING POINT CAPITAL ADVISORS LLC
El Segundo, CA
AUM
$745.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
424-502-3501
GRADIENT CAPITAL ADVISORS, LLC
San Diego, CA
AUM
$742.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-0700
MISSION CREEK CAPITAL PARTNERS, INC.
San Francisco, CA
AUM
$741.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-363-0400
CLARITY WEALTH ADVISORS
San Jose, CA
AUM
$732.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-560-3220
SKBA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$732.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS
415-989-7852
NAVALIGN, LLC
Encino, CA
AUM
$731.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
818-728-4500
TRAVEKA WEALTH, LLC
Los Altos, CA
AUM
$730.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(650) 397-2225
AUM
$725.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-326-0387
RS CRUM INC.
Newport Beach, CA
AUM
$720.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
949-428-9696
AUM
$716.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
833-989-2869
ATLAS LEGACY ADVISORS LLC
Los Angeles, CA
AUM
$715.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-707-1275
FRONTIER GLOBAL PARTNERS LLC
La Jolla, CA
AUM
$713.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-456-1440
RIDGECREST WEALTH PARTNERS, LLC
San Rafael, CA
AUM
$705.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-227-2881
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
Corona, CA
AUM
$702.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
877-213-7233
KTF INVESTMENTS, LLC
Seal Beach, CA
AUM
$700.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
513-618-4498
TEMPUS WEALTH PLANNING, LLC
Irvine, CA
AUM
$699.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-393-2525
HAMILTON WEALTH, LLC
Los Angeles, CA
AUM
$697.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
747-208-4300
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
617-545-5700
PREMIER WEALTH ADVISORS, LLC
San Diego, CA
AUM
$694.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(858) 668-0776
BW & ASSOCIATES, INC.
Orange, CA
AUM
$692.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
714-998-2077
LAZARI CAPITAL MANAGEMENT, INC.
Burbank, CA
AUM
$691.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
818-264-0610
ALLIANCE ADVISORY & SECURITIES, LLC
Westlake Village, CA
AUM
$687.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-371-8020
MA PRIVATE WEALTH, LLC
San Carlos, CA
AUM
$686.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(650) 232-2021