PHOCAS FINANCIAL CORPORATION
Alameda, CA
AUM
$682.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
510-523-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
DASH INVESTMENTS
Woodland Hills, CA
AUM
$681.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
800-549-3227
HYPOSWISS ADVISORS SA
Geneva, CA
AUM
$678.3M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
+41 22 310 7640
INTEGRAL WEALTH MANAGEMENT
Turlock, CA
AUM
$673.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
209-633-3101
DIVERSIFI CAPITAL INC
Los Altos, CA
AUM
$671.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
650-632-5667
PLANNED SOLUTIONS, INC.
Folsom, CA
AUM
$671.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
916-361-0100
ELEVATION WEALTH PARTNERS, LLC
Walnut Creek, CA
AUM
$670.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM
925-962-5600
PACIFIC CAPITAL
Corona, CA
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +2 more
844-777-8777
DILIGENT INVESTORS, LLC
Redlands, CA
AUM
$663.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(909) 792-2894
CRUDEN BAY INVESTMENT MANAGEMENT, LLC
Westlake Village, CA
AUM
$663.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-719-2772
THREE ARCH WEALTH MANAGEMENT LLC
Irvine, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
(949) 400-7107
WESTSHORE WEALTH
Newport Beach, CA
AUM
$662.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(949) 825-7505
BETTERWEALTH LLC
San Jose, CA
AUM
$659.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
408-659-2390
PURUS WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$658.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
949-356-6330
SPECTRUM ASSET MANAGEMENT INC
Newport Beach, CA
AUM
$657.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-717-3400
WARREN STREET WEALTH ADVISORS, LLC
Irvine, CA
AUM
$656.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
714-876-6200
RBO & CO, LLC
St.. Helena, CA
AUM
$654.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
707-963-1231
AUM
$647.0M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
831-226-2915
HERITAGE WEALTH MANAGEMENT, INC.
San Diego, CA
AUM
$643.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-613-9191
AUM
$640.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
914 722-1700
LIBRA WEALTH LLC
Los Gatos, CA
AUM
$639.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
(408) 721-1633
TCFG INVESTMENT ADVISORS, LLC
Laguna Niguel, CA
AUM
$639.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
949-365-5830
AUM
$635.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
415-828-0129
THE SALVETTI GROUP
Sacramento, CA
AUM
$633.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM
916-414-8282