WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
Westlake Village, CA
AUM
$342.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
626-689-7181
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
SECOND 50 FINANCIAL
Manhattan Beach, CA
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
424-260-1551
TIEMANN INVESTMENT ADVISORS, LLC
Menlo Park, CA
AUM
$341.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
650-566-0200
PARK, MILLER, LLC
Walnut Creek, CA
AUM
$339.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
925-974-3324
EIGER WEALTH MANAGEMENT, LLC
San Diego, CA
AUM
$338.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
858-769-0100
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
Campbell, CA
AUM
$338.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
408-377-7414
ASSEMBLY WEALTH
Mill Valley, CA
AUM
$336.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
415-541-7774
AUM
$335.9M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
617-335-7087
AUM
$335.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
404-226-2728
ABRA CAPITAL MANAGEMENT, LP
San Francisco, CA
AUM
$334.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
707-340-3722
AUM
$334.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(530) 400-4851
OCEANIQ CAPITAL, LLC
Palo Alto, CA
AUM
$334.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(415) 432-7580
AUM
$334.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
310-445-3252
EVERMONT WEALTH
Claremont, CA
AUM
$333.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
909-296-7977
AUM
$333.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(425) 577-7710
OUTWING PRIVATE WEALTH MANAGEMENT
Santa Barbara, CA
AUM
$332.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
(805) 880-9464
AMERICAN FUNDSTARS
Irvine, CA
AUM
$332.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
949-877-8838
DELTA ACCUMULATION, LLC
Sausalito, CA
AUM
$332.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-480-0485
SOLANO WEALTH ADVISORS
Fairfield, CA
AUM
$331.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(707) 435-8400
5T WEALTH, LLC
Napa, CA
AUM
$331.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(707) 224-1340
YODER WEALTH MANAGEMENT
Walnut Creek, CA
AUM
$331.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
925-691-5600
COPLEY FINANCIAL GROUP, INC.
San Diego, CA
AUM
$331.2M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
619-294-6008
DAI ADVISORS
Menlo Park, CA
AUM
$329.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
510-709-7543
PARAGON FINANCIAL PARTNERS
Woodland Hills, CA
AUM
$329.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-557-1515