ASSET PLANNING, INC
Los Alamitos, CA
AUM
$553.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
714-827-5794
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CREEKSIDE PARTNERS
Petaluma, CA
AUM
$553.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
707-769-7820
OMEGA FINANCIAL GROUP, LLC
Santa Barbara, CA
AUM
$552.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
805-617-4363
DEDORA CAPITAL, INC.
Napa, CA
AUM
$550.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
707-253-0681
CRUX WEALTH ADVISORS
Long Beach, CA
AUM
$547.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
562.735.3875
JET WEALTH ADVISORS
La Jolla, CA
AUM
$546.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM
858-457-1003
SELBY WEALTH MANAGEMENT
Emeryville, CA
AUM
$544.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
415-857-9670
SIERRA OCEAN, LLC
Ripon, CA
AUM
$544.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
209-232-7100
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
Danville, CA
AUM
$543.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
925-837-8355
LK&A INVESTMENT COUNSEL
Pasadena, CA
AUM
$540.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
626/449-9500
LEGACY CAPITAL GROUP CALIFORNIA, INC.
Los Gatos, CA
AUM
$535.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +2 more
408-399-6330
TRIAGEN WEALTH MANAGEMENT LLC
Calabasas, CA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
818-732-8553
DST WEALTH MANAGEMENT LLC
Indian Wells, CA
AUM
$532.1M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760-340-1448
CERRO PACIFIC WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$531.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
805-457-3300
WILLOW CREEK FINANCIAL
San Diego, CA
AUM
$528.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(858) 634-3232
ARISTON SERVICES GROUP, LLC
San Diego, CA
AUM
$527.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
619-241-2326
RETIREMENT WELLNESS GROUP
Pasadena, CA
AUM
$526.6M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
949-757-1799
AUM
$526.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
858-735-9685
DLK INVESTMENT MANAGEMENT
Solana Beach, CA
AUM
$524.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858.433.3200
PARKSHORE WEALTH MANAGEMENT
Granite Bay, CA
AUM
$517.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-797-3007
CHELSEA MANAGEMENT COMPANY
Woodland Hills, CA
AUM
$517.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
213-362-9200
PRUDENT INVESTORS
Lake Forest, CA
AUM
$515.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
760-597-9255
PRISM ADVISORS, INC.
Studio City, CA
AUM
$515.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-760-3333
DEW POINT CAPITAL
Los Angeles, CA
AUM
$513.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-258-2174