FORTEM FINANCIAL GROUP, LLC
Palm Desert, CA
AUM
$631.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
760-206-8500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
NEUMANN CAPITAL MANAGEMENT
Foster City, CA
AUM
$630.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
650-548-9200
FINDEC WEALTH SERVICES, INC.
Stockton, CA
AUM
$627.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
209-957-7413
ARIADNE WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$627.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM
805-456-4920
EPSILON FINANCIAL GROUP, INC.
Fairfield, CA
AUM
$626.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
707-428-5500
CLIMBER CAPITAL SA
Nyon, Vaud, CA
AUM
$625.4M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+41 22 361 66 11
PORTFOLIO DESIGN LABS, LLC
Encino, CA
AUM
$624.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
310-755-0411
AVALAN, LLC
Santa Barbara, CA
AUM
$621.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
805-962-7725
MERITAS WEALTH MANAGEMENT, LLC
San Rafael, CA
AUM
$618.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
415-300-4560
REGIS METRO ASSOCIATES, INC.
San Francisco, CA
AUM
$617.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-421-0500
WEST WEALTH GROUP, LLC
Irvine, CA
AUM
$616.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-682-9105
STOLPER & CO., INC.
San Diego, CA
AUM
$615.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
619-231-9102
FMB WEALTH MANAGEMENT
Westlake Village, CA
AUM
$615.7M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
805-446-4494
AUM
$615.5M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
847-347-3000
FINANCIAL ALTERNATIVES, INC.
La Jolla, CA
AUM
$614.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
858-459-8289
AUM
$610.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
847-834-9473
STONEMARK WEALTH MANAGEMENT
Pasadena, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
626-304-9888
WOODWARD DIVERSIFIED CAPITAL, LLC
Bakersfield, CA
AUM
$609.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
661-498-7500
CALDWELL SUTTER CAPITAL, INC.
Sausalito, CA
AUM
$605.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-962-2526
DUNHILL FINANCIAL
London, CA
AUM
$601.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
+1 561 685 2381
AUM
$599.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-683-1700
AUM
$598.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM
831-622-9600
MEASURED RISK PORTFOLIOS
San Diego, CA
AUM
$597.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-935-1125
TREEHOUSE WEALTH ADVISORS
Walnut Creek, CA
AUM
$597.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
415-887-1416