CAUSEWAY CAPITAL MANAGEMENT LLC
Los Angeles, CA
AUM
$62.24B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-231-6100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
IEQ CAPITAL, LLC
Foster City, CA
AUM
$56.77B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
193 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
650-581-9807
BEACON POINTE ADVISORS, LLC
Newport Beach, CA
AUM
$54.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
440 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
949-718-1600
CAPITAL INTERNATIONAL, INC.
Los Angeles, CA
AUM
$51.92B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
46 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-486-9200
CRESCENT CAPITAL GROUP LP
Los Angeles, CA
AUM
$49.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
117 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-235-5900
CLIFFWATER LLC
Marina Del Rey, CA
AUM
$48.51B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
105 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
310-448-5000
WEALTHFRONT ADVISERS LLC
Palo Alto, CA
AUM
$47.73B
Wealth MgmtTrusts & EstatesInstitutional
Team
24 advisors
Clients
0
Fees
Percentage of AUM; REVENUE SHARE WITH AFFILIATE - BD
855-695-8437
CANTERBURY CONSULTING INCORPORATED
Newport Beach, CA
AUM
$45.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
949-721-9580
CHANDLER ASSET MANAGEMENT INC
San Diego, CA
AUM
$45.31B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
858.546.3737
EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
ARISTOTLE CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$43.54B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
310-478-4005
CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.
Los Angeles, CA
AUM
$42.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
96 advisors
Clients
—
Fees
Percentage of AUM
213-486-9200
LIDO
Los Angeles, CA
AUM
$42.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
235 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
800-301-5436
CALLAN
San Francisco, CA
AUM
$41.94B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
164 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
415-974-5060
PARNASSUS INVESTMENTS, LLC
San Francisco, CA
AUM
$41.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
415-778-0200
BRANDES INVESTMENT PARTNERS, LP
La Jolla, CA
AUM
$40.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
35 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
858-755-0239
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
Los Angeles, CA
AUM
$39.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
310-556-2721
TCW INVESTMENT MANAGEMENT COMPANY LLC
Los Angeles, CA
AUM
$38.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
213-244-0000
WEALTHSPIRE RETIREMENT ADVISORY
Aliso Viejo, CA
AUM
$38.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
139 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
949.460.9898
SAGEVIEW ADVISORY GROUP, LLC
Newport Beach, CA
AUM
$37.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
112 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
800-814-8742
HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC
Los Angeles, CA
AUM
$36.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
213-430-1000
ALLWORTH FINANCIAL, L.P.
Folsom, CA
AUM
$33.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
916-482-2196
FIRST PACIFIC ADVISORS, LP
El Segundo, CA
AUM
$32.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
800-982-4372
FULLER & THALER ASSET MANAGEMENT INC
San Mateo, CA
AUM
$30.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
650-931-1500