ATS WEALTH MANAGEMENT
San Diego, CA
AUM
$383.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-643-5757
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
CLARAPHI ADVISORY NETWORK, LLC
Aliso Viejo, CA
AUM
$382.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-215-0025
WWM FINANCIAL
Carslbad, CA
AUM
$381.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(760) 692-5190
AUM
$381.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
925-997-0994
TORREN MANAGEMENT, LLC
San Diego, CA
AUM
$373.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
619-649-0700
AUM
$372.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
410-712-6220
PACIFIC WEALTH MANAGEMENT
San Diego, CA
AUM
$371.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
858-509-9797
GUGGENHEIM WEALTH SOLUTIONS, LLC
Santa Monica, CA
AUM
$371.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
310-576-1270
ORION CAPITAL MANAGEMENT LLC
Coronado, CA
AUM
$370.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(619) 319-0520
AUM
$370.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM
(512) 887-8651
ATALA FINANCIAL INC
Calabasas, CA
AUM
$370.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310.570.2573
CATALYST PRIVATE WEALTH, LLC
San Mateo, CA
AUM
$370.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
415-887-1430
WEALTHSPRING
Long Beach, CA
AUM
$370.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
562-491-4410
WILLOW GROVE ADVISORS, LLC
Berkeley, CA
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
510-705-1693
MENLO ADVISORS LLC
Menlo Park, CA
AUM
$369.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
650-688-0300
YOSEMITE CAPITAL MANAGEMENT
Newport Beach, CA
AUM
$369.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
714-730-3310
AUM
$368.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-584-4110
AUM
$368.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-833-9999
ODER INVESTMENT MANAGEMENT, LLC
Woodland Hills, CA
AUM
$366.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(818) 676-0036
SHIRA RIDGE WEALTH MANAGEMENT
San Rafael, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
415-721-0275
SHARPER & GRANITE LLC
El Segundo, CA
AUM
$366.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM
310-426-2909
INFLECTION CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$365.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
415-450-6556
KONDO WEALTH ADVISORS, INC
Pasadena, CA
AUM
$365.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
626-449-7783
FPC INVESTMENT ADVISORY, INC.
Petaluma, CA
AUM
$364.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(707) 795-0500