WIMMER ASSOCIATES LLC
Pasadena, CA
AUM
$475.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-683-3150
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
AUM
$472.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
714-572-8900
THE STERLING GROUP
Pasadena, CA
AUM
$471.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
626-440-5995
ILLUMINATION WEALTH MANAGEMENT
San Diego, CA
AUM
$471.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-246-6855
WEALTHVALUES, LLC
Redwood City, CA
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-941-5530
AUM
$466.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
214-299-5114
CLELLAND & COMPANY INC
San Diego, CA
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
858-587-8700
MKT ADVISORS LLC
Carlsbad, CA
AUM
$463.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(760) 658-8780
MONARCH WEALTH STRATEGIES
Santa Barbara, CA
AUM
$463.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(805) 564-0800
AUM
$462.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
504-517-5107
TIDEMARK, LLC
San Diego, CA
AUM
$462.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-791-0197
SIERRA ASSET MANAGEMENT
Oakhurst, CA
AUM
$462.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
559-658-5193
REYL OVERSEAS LTD.
ZüRich, CA
AUM
$461.6M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
+41 58 717 9400
BETA WEALTH GROUP, INC
San Diego, CA
AUM
$460.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
858-207-3377
SEASIDE WEALTH MANAGEMENT, INC.
Carlsbad, CA
AUM
$459.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(760) 730-8120
AUM
$459.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-319-9221
TRUE WAVE WEALTH PLANNERS
Sacramento, CA
AUM
$456.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
916-921-9220
AUM
$456.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(310) 507-9180
CONFIDENCE WEALTH MANAGEMENT, INC.
Los Angeles, CA
AUM
$454.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-824-1000
AUDENT GLOBAL ASSET MANAGEMENT, LLC
West Hollywood, CA
AUM
$452.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
310-388-3818
RBA WEALTH MANAGEMENT, LLC
Newport Beach, CA
AUM
$452.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
949-945-2104
PRIVATE WEALTH ADVISORS
Fresno, CA
AUM
$451.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
559-451-3463
KINETIC INVESTMENT MANAGEMENT, INC.
Los Angeles, CA
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(800) 711-4818
STEPHENSON AND COMPANY, INC.
San Clemente, CA
AUM
$447.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
949-727-4255