IMPAX ASSET MANAGEMENT, LTD.
London, CA
AUM
$25.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
53 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011 44 20 3912 3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
W1M WEALTH MANAGEMENT LIMITED
London, CA
AUM
$24.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
+4402046172000
MAKENA CAPITAL MANAGEMENT, LLC
Menlo Park, CA
AUM
$24.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-926-0510
JORDAN PARK GROUP LLC
San Francisco, CA
AUM
$23.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
99 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
(415) 417-3000
SEIA
Los Angeles, CA
AUM
$22.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
128 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
310-712-2323
BAKER STREET ADVISORS, LLC
San Francisco, CA
AUM
$20.77B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
415-344-6180
KOTAK ALTERNATE ASSET MANAGERS LIMITED
Mumbai, CA
AUM
$20.24B
Wealth MgmtTrusts & Estates
Team
44 advisors
Clients
—
Fees
Percentage of AUM
+91-22-43360701
MEKETA FIDUCIARY MANAGEMENT, LLC
Carlsbad, CA
AUM
$20.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
760.795.3450
ASPIRIANT, LLC
Los Angeles, CA
AUM
$18.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
105 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-806-4000
EVOKE ADVISORS
Los Angeles, CA
AUM
$17.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
424-372-1776
FARTHER
San Francisco, CA
AUM
$16.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
252 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
628-246-8004
MISSION WEALTH MANAGEMENT, LP
Santa Barbara, CA
AUM
$13.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
117 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
805-882-2360
CONCENTRIC
Walnut Creek, CA
AUM
$13.91B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM
888-265-2257
ACORNS
Irvine, CA
AUM
$13.39B
Wealth MgmtTrusts & Estates
Team
14 advisors
Clients
0
Fees
Fixed fees
855-739-2859
POST ADVISORY GROUP, LLC
Los Angeles, CA
AUM
$13.03B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
310-996-9600
MONTRUSCO BOLTON INVESTMENTS INC.
Montreal, Quebec, CA
AUM
$12.93B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-514-842-6464
INDEPENDENT FINANCIAL GROUP, LLC
San Diego, CA
AUM
$12.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
476 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
858-436-3180
EVERETT HARRIS & CO
Los Angeles, CA
AUM
$11.53B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
213-625-2677
VANGUARD PERSONALIZED INDEXING MANAGEMENT
Oakland, CA
AUM
$11.35B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
844-317-5190
PERIGON WEALTH MANAGEMENT, LLC
San Francisco, CA
AUM
$11.29B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(877) 977-2555
PURE FINANCIAL ADVISORS, LLC
San Diego, CA
AUM
$11.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
866-876-7873
NICOLA WEALTH MANAGEMENT LTD.
Vancouver, CA
AUM
$11.04B
Financial PlanningWealth MgmtTrusts & Estates
Team
217 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
604-739-6450
SHUSTER ADVISORY GROUP, LLC
Pasadena, CA
AUM
$10.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(626) 578-0816
PARALLEL ADVISORS, LLC
San Francisco, CA
AUM
$10.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
61 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
866-627-6984