AUM
$588.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
415-777-2900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CASTLE ROCK WEALTH MANAGEMENT, LLC
Walnut Creek, CA
AUM
$587.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM
925-478-8800
AUM
$585.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
585-340-6538
RILEY FRIEDMAN ASSET MANAGEMENT
Los Altos, CA
AUM
$584.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
650-988-1088
PATHVIEW WEALTH ADVISORS
San Diego, CA
AUM
$583.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
619 295 0200
AVALON CAPITAL MANAGEMENT
Port Of Redwood City, CA
AUM
$582.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
650-306-1500
STEWART WEALTH MANAGEMENT, INC.
San Rafael, CA
AUM
$581.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-499-1544
AMERICAN INVESTORS CO
San Ramon, CA
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
925-866-2882
CURTIS ADVISORY GROUP, LLC
Santa Barbara, CA
AUM
$573.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
805-963-6181
G.W. SHERWOLD ASSOCIATES, INC.
Lake Forest, CA
AUM
$572.4M
Financial PlanningWealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
949-470-0700
LINEPOINT PARTNERS & CO.
Los Angeles, CA
AUM
$572.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
323-886-3635
PAINTED PORCH ADVISORS LLC
Santa Barbara, CA
AUM
$571.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
805-567-4288
TTP INVESTMENTS, INC.
San Jose, CA
AUM
$570.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; FOR CLIENTS WHOSE MONEY WE DO NOT MANAGE - VERY INFREQUENT
408-879-0399
POTENTIA WEALTH
San Jose, CA
AUM
$569.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
408-288-7886
PIER 88 INVESTMENT PARTNERS, LLC
San Francisco, CA
AUM
$568.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-814-8840
HILLCREST FINANCIAL GROUP
Thousand Oaks, CA
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(805) 373-8686
FREC
San Francisco, CA
AUM
$567.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
855-900-3732
ALTERI WEALTH
Westlake Village, CA
AUM
$566.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
805-809-0400
JACKSON SQUARE CAPITAL, LLC
San Francisco, CA
AUM
$564.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-854-5011
TOWERPOINT WEALTH, LLC
Sacramento, CA
AUM
$561.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(916) 405-9140
OCEAN PATH ADVISORS, LLC
Manhattan Beach, CA
AUM
$559.5M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310 302 7685
AUM
$558.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
617-869-6653
TRINITY CAPITAL MANAGEMENT, LLC
Santa Barbara, CA
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
805-963-0500
SARASIN ASSET MANAGEMENT LIMITED
London, CA
AUM
$555.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+(44)(20)7038 7000