ALPHA SOLUTIONS INVESTMENT ADVISORS
South San Francisco, CA
AUM
$397.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
415-882-7088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
MIRAMONTES CAPITAL, LLC
Newport Beach, CA
AUM
$396.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1-800-460-1595
NEW INSIGHT WEALTH ADVISORS
San Ramon, CA
AUM
$396.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
925-236-2525
WAGNER LOFTIN INVESTMENT SERVICES LLC
Pleasant Hill, CA
AUM
$396.4M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM
925-930-7176
KNUFF & COMPANY LLC
Foster City, CA
AUM
$393.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
650-832-9010
"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"
Rancho Santa Fe, CA
AUM
$393.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
888-500-9267
CORE WEALTH PARTNERS LLC
Santa Rosa, CA
AUM
$393.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM
(707) 568-2400
CARMEL CAPITAL MANAGEMENT L.L.C.
Carmel, CA
AUM
$392.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES
831-625-1375
AUM
$390.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
415-625-5480
PLATT WEALTH MANAGEMENT
San Diego, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
619-255-9554
SHRIER WEALTH MANAGEMENT, LLC
Los Angeles, CA
AUM
$390.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-201-0200
HAROLD DAVIDSON & ASSOCIATES, INC
Los Angeles, CA
AUM
$390.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-553-5551
HAHN CAPITAL MANAGEMENT, LLC
Walnut Creek, CA
AUM
$390.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-394-6512
PACIFIC POINT ADVISORS, LLC
San Diego, CA
AUM
$389.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
858-356-6600
PATHWAYS ADVISORY GROUP, INC.
Fresno, CA
AUM
$388.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
559-431-4700
BRIAN D. LOWDER, INC.
San Diego, CA
AUM
$388.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-6800
LEWIS ASSET MANAGEMENT
Lafayette, CA
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
925-284-4033
ARCHVEST WEALTH ADVISORS, INC.
Concord, CA
AUM
$387.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
925-215-5600
CANTER WEALTH
La Jolla, CA
AUM
$386.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
858-812-7550
OSTROFE FINANCIAL CONSULTANTS INC
Grass Valley, CA
AUM
$386.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
530-273-4425
AUM
$385.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(415) 549-0646
AUM
$385.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
831-230-6380
KETRON FINANCIAL LLC
Novato, CA
AUM
$384.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-892-0928
AUM
$383.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
415-256-7700