AUM
$510.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
626-397-9072
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
FINANCIAL DESIGNS CORPORATION
Claremont, CA
AUM
$507.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
909-626-1642
AUM
$507.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-730-9345
AUM
$507.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
201-215-3855
HELVETIA INVESTMENT ADVISORS
Lugano, CA
AUM
$506.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
+41919100583
DUCERE WEALTH MANAGEMENT
Newport Beach, CA
AUM
$503.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
714-393-0959
WEINBERGER ASSET MANAGEMENT, INC
Los Angeles, CA
AUM
$503.6M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF PLAN ASSETS
310-442-8472
PROSPERITY FINANCIAL GROUP, INC.
San Ramon, CA
AUM
$503.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-314-8500
BOLTWOOD CAPITAL MANAGEMENT
Walnut Creek, CA
AUM
$502.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-433-1550
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
PRESIDIO CAPITAL MANAGEMENT, LLC
San Diego, CA
AUM
$498.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
858-461-4959
JDH WEALTH MANAGEMENT, LLC
Santa Rosa, CA
AUM
$494.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(707) 542-1110
THE O'DONNELL GROUP
Chico, CA
AUM
$492.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
530-564-0960
ONE DEGREE ADVISORS, INC.
San Diego, CA
AUM
$489.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
619-282-3288
GORDIAN WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$488.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
833-467-3426
FINANCIAL AVENGERS, INC.
Oakland, CA
AUM
$488.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(415) 773-2174
BELL & BROWN WEALTH ADVISORS, LLC
Newport Beach, CA
AUM
$486.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
949-396-1088
ROSENBLUM SILVERMAN SUTTON SF INC
San Francisco, CA
AUM
$486.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
415-771-4500
NWK GROUP
San Francisco, CA
AUM
$485.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
415-248-2700
VAN STRUM & TOWNE INC
San Francisco, CA
AUM
$483.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
415-981-3455
TRELLIS WEALTH ADVISORS, LLC
San Luis Obispo, CA
AUM
$479.8M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
805-548-8920
ADAMS ASHBY FINANCIAL ADVISORS
Sacramento, CA
AUM
$479.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
916-333-5989
ELMWOOD WEALTH MANAGEMENT
Berkeley, CA
AUM
$477.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
510-858-2722
BARNES WEALTH MANAGEMENT GROUP
Bakersfield, CA
AUM
$477.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
661-322-9799