ROBERTS WEALTH ADVISORS, LLC
Menlo Park, CA
AUM
$446.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-240-2410
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SPECTRUM WEALTH ADVISORY GROUP, LLC
Granite Bay, CA
AUM
$445.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(916) 772-5970
O'BOYLE WEALTH MANAGEMENT, INC.
Beverly Hills, CA
AUM
$443.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
310-601-7075
PAVION BLUE CAPITAL, LLC
Newport Beach, CA
AUM
$443.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(213) 805-6698
GREYKASELL WEALTH STRATEGIES, INC.
Danville, CA
AUM
$443.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-263-9275
SPIEGELMAN WEALTH MANAGEMENT, INC.
Walnut Creek, CA
AUM
$443.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
925-385-6200
LIFESTEPS FINANCIAL
Claremont, CA
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
909-267-3770
AG ASSET ADVISORY, LLC
Los Angeles, CA
AUM
$440.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
310-907-8656
OSTERWEIS CAPITAL MANAGEMENT
San Francisco, CA
AUM
$439.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-434-4441
AUM
$438.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
866-589-0430
BLUEPRINT INVESTING LLC
San Francisco, CA
AUM
$436.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
415-963-9815
WESTEND CAPITAL MANAGEMENT, LLC.
Sausalito, CA
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(415) 856-0426
CARMEL CAPITAL PARTNERS, LLC
San Diego, CA
AUM
$434.3M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
858-457-7544
SESTANTE FAMILY OFFICE
Coronado, CA
AUM
$433.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
619-268-6279
TRICORD ADVISORS, INC.
Riverside, CA
AUM
$431.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
951-684-7011
AUM
$430.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
720-669-3358
ARROWROOT FAMILY OFFICE, LLC
Marina Del Rey, CA
AUM
$430.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
833-224-2249
AUM
$428.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 601-8482
ABOUND FINANCIAL
Granite Bay, CA
AUM
$428.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
916-846-7780
O'DONNELL FINANCIAL SERVICES, LLC
San Rafael, CA
AUM
$427.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
8664962300
SYRIOS WEALTH MANAGEMENT GROUP
La Jolla, CA
AUM
$424.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
858-333-6151
CASTLE COAST WEALTH, LLC
La Jolla, CA
AUM
$423.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(858) 546-1247
BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.
San Luis Obispo, CA
AUM
$423.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
(805) 543-4366
MCCARTHY ASSET MANAGEMENT, INC.
Redwood Shores, CA
AUM
$422.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(650) 610-9540