NWM ADVISORS, LLC
San Luis Obispo, CA
AUM
$329.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
805-781-2773
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA
2,316 advisers found
TORREY GROWTH & INCOME ADVISORS, LLC
Del Mar, CA
AUM
$328.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
760-274-2744
CONCORD INVESTMENT COUNSEL
Irvine, CA
AUM
$327.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
949-852-4100
POINTONE FAMILY OFFICE
Manhattan Beach, CA
AUM
$327.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(310) 737-2637
AUM
$327.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
775-241-8140
AUM
$325.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
941-259-2099
SHUM FINANCIAL GROUP, INC.
Alameda, CA
AUM
$322.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
510-748-7462
EMERSON EQUITY LLC
San Mateo, CA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
84 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
650-312-0200
B.B. GRAHAM & COMPANY, INC.
Orange, CA
AUM
$321.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
32 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(714) 628-5200
AUM
$321.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
503-467-7832
AUM
$321.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
973-370-7850
SECURA FINANCIAL
Orange, CA
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
714-704-6616
ALPHA WEALTH MANAGEMENT AND PLANNING LLC
Novato, CA
AUM
$319.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
415-506-4569
ARROYO INVESTMENT GROUP, LLC
Pasadena, CA
AUM
$319.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
626-844-1441
OPTIVEST, INC.
San Juan Capistrano, CA
AUM
$319.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
949-363-8686
BREEN WEALTH MANAGEMENT, LLC
Petaluma, CA
AUM
$318.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
707-595-6556
PHILLIP B. WHITE CO., INC
San Luis Obispo, CA
AUM
$318.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
925-736-2108
AUM
$317.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
414-253-4096
DKM WEALTH MANAGEMENT, INC.
Stockton, CA
AUM
$316.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
209-800-5855
WEALTH ANALYTICS PARTNERS, LLC
San Diego, CA
AUM
$316.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
858-794-2100
GARRISON POINT CAPITAL, LLC
San Francisco, CA
AUM
$315.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-887-1410
ACCELERATE RETIREMENT
Aliso Viejo, CA
AUM
$315.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
888-439-7071
AUM
$315.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
917-868-9104
MARCELLUS INVESTMENT MANAGERS PRIVATE LIMITED
Mumbai, Maharashtra, CA
AUM
$315.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
0806-9199-400