AUM
$364.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
888-734-2006 X3
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
$362.9M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
916-467-9290
AUM
$362.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
818-681-6833
UNION SQUARE GLOBAL WEALTH MANAGEMENT
San Francisco, CA
AUM
$361.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-392-9228
SIERRA INVESTMENT MANAGEMENT, LLC
Santa Monica, CA
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
310-452-1887
GOLDMAN LANCASTER, INC.
Long Beach, CA
AUM
$360.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
562-432-0234
AUM
$359.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
(914) 741-9700
CLEARWAVE CAPITAL
Upland, CA
AUM
$359.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
909-949-9446
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA
AUM
$358.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-766-0660
GKV CAPITAL MANAGEMENT CO INC
Walnut Creek, CA
AUM
$357.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
925-627-8680
GRIFFIN BLACK, LLC
Redwood City, CA
AUM
$355.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(650) 368-5785
HARRINGTON INVESTMENTS, INC.
Napa, CA
AUM
$355.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
707-252-6166
CLAY NORTHAM WEALTH MANAGEMENT
Huntington Beach, CA
AUM
$354.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
562-431-9988
AUM
$352.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 479-4122
DEAN ROLAND RUSSELL, LLC
San Diego, CA
AUM
$351.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-485-8547
SITRIN CAPITAL MANAGEMENT, LLC
Century City, CA
AUM
$351.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM
(424) 777-4400
AUM
$350.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
630-364-4529
SONOMA ALLOCATIONS
Santa Rosa, CA
AUM
$350.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
707-490-8842
SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
San Diego, CA
AUM
$349.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
858-546-1046
AUM
$348.1M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
206-841-9944
CITRINE CAPITAL
San Francisco, CA
AUM
$346.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
(415) 494-8262
GEBHARDT GROUP, INC
Lafayette, CA
AUM
$346.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
925-283-9150
THE CLARK GROUP ASSET MANAGEMENT
Dana Point, CA
AUM
$343.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
949-558-3898
M GROUP
CA
AUM
$343.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
541-708-1922